The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   107,289,587 661,424 SH   SOLE   661,424 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   29,871,091 4,075,183 SH   SOLE   4,075,183 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   131,787,864 1,830,387 SH   SOLE   1,830,387 0 0
AMAZON COM INC COM 023135106   204,716,682 1,059,336 SH   SOLE   1,059,336 0 0
AON PLC SHS CL A G0403H108   53,474,129 182,145 SH   SOLE   182,145 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   113,602,766 498,542 SH   SOLE   498,542 0 0
ASHLAND INC COM 044186104   298,050,090 3,154,303 SH   SOLE   3,154,303 0 0
AUTONATION INC COM 05329W102   25,395,290 159,338 SH   SOLE   159,338 0 0
AVALONBAY CMNTYS INC COM 053484101   29,186,593 141,073 SH   SOLE   141,073 0 0
BERRY GLOBAL GROUP INC COM 08579W103   159,750,620 2,714,539 SH   SOLE   2,714,539 0 0
CAMDEN PPTY TR SH BEN INT 133131102   107,636,360 986,494 SH   SOLE   986,494 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   77,589,252 4,344,303 SH   SOLE   4,344,303 0 0
CAPITAL ONE FINL CORP COM 14040H105   127,464,546 920,654 SH   SOLE   920,654 0 0
CAREMAX INC CL A NEW 14171W202   939,206 336,633 SH   SOLE   336,633 0 0
CBRE GROUP INC CL A 12504L109   135,287,069 1,518,203 SH   SOLE   1,518,203 0 0
CF INDS HLDGS INC COM 125269100   180,870,737 2,440,242 SH   SOLE   2,440,242 0 0
CORTEVA INC COM 22052L104   169,461,950 3,141,675 SH   SOLE   3,141,675 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   150,023,030 3,768,476 SH   SOLE   3,768,476 0 0
DOMA HOLDINGS INC COM NEW 25703A203   2,972,260 489,664 SH   SOLE   489,664 0 0
DYNATRACE INC COM NEW 268150109   158,369,041 3,539,764 SH   SOLE   3,539,764 0 0
ELEVANCE HEALTH INC COM 036752103   138,787,686 256,132 SH   SOLE   256,132 0 0
FERGUSON PLC NEW SHS G3421J106   80,630,825 416,374 SH   SOLE   416,374 0 0
GODADDY INC CL A 380237107   30,992,149 221,832 SH   SOLE   221,832 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   181,260,969 6,915,718 SH   SOLE   6,915,718 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   39,764,173 133,760 SH   SOLE   133,760 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   79,697,939 1,578,177 SH   SOLE   1,578,177 0 0
HALEON PLC SPON ADS 405552100   2,921,702 353,717 SH   SOLE   353,717 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   68,340,139 1,062,337 SH   SOLE   1,062,337 0 0
LENNAR CORP CL A 526057104   98,220,002 655,368 SH   SOLE   655,368 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   207,463,862 2,887,860 SH   SOLE   2,887,860 0 0
LOUISIANA PAC CORP COM 546347105   155,070,531 1,883,524 SH   SOLE   1,883,524 0 0
LPL FINL HLDGS INC COM 50212V100   186,921,804 669,251 SH   SOLE   669,251 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   130,564,935 17,502,002 SH   SOLE   17,502,002 0 0
MONDAY COM LTD SHS M7S64H106   113,329,825 470,717 SH   SOLE   470,717 0 0
OKTA INC CL A 679295105   186,225,394 1,989,375 SH   SOLE   1,989,375 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   158,572,372 2,398,614 SH   SOLE   2,398,614 0 0
PINTEREST INC CL A 72352L106   189,564,725 4,301,446 SH   SOLE   4,301,446 0 0
PROGRESSIVE CORP COM 743315103   79,429,550 382,406 SH   SOLE   382,406 0 0
PROLOGIS INC. COM 74340W103   25,457,532 226,672 SH   SOLE   226,672 0 0
RED ROCK RESORTS INC CL A 75700L108   107,264,777 1,952,754 SH   SOLE   1,952,754 0 0
ROBLOX CORP CL A 771049103   50,651,629 1,361,237 SH   SOLE   1,361,237 0 0
SALESFORCE INC COM 79466L302   140,040,313 544,692 SH   SOLE   544,692 0 0
SEA LTD SPONSORD ADS 81141R100   322,992,736 4,522,441 SH   SOLE   4,522,441 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   127,997,823 3,423,317 SH   SOLE   3,423,317 0 0
SENTINELONE INC CL A 81730H109   144,281,668 6,854,236 SH   SOLE   6,854,236 0 0
SHERWIN WILLIAMS CO COM 824348106   39,362,917 131,900 SH   SOLE   131,900 0 0
SIGNET JEWELERS LIMITED SHS G81276100   75,643,860 844,428 SH   SOLE   844,428 0 0
SMARTSHEET INC COM CL A 83200N103   187,398,538 4,251,328 SH   SOLE   4,251,328 0 0
TEMPUR SEALY INTL INC COM 88023U101   106,478,169 2,249,222 SH   SOLE   2,249,222 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   16,250,000 1,000,000 SH   SOLE   1,000,000 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   44,089,941 408,278 SH   SOLE   408,278 0 0
UBER TECHNOLOGIES INC COM 90353T100   147,865,643 2,034,475 SH   SOLE   2,034,475 0 0
UNITEDHEALTH GROUP INC COM 91324P102   26,656,705 52,344 SH   SOLE   52,344 0 0
US FOODS HLDG CORP COM 912008109   6,209,362 117,202 SH   SOLE   117,202 0 0
WIX COM LTD SHS M98068105   38,880,526 244,424 SH   SOLE   244,424 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   201,259,397 4,338,422 SH   SOLE   4,338,422 0 0