The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BLUEPRINT MEDICINES CORPORATION | COM | 09627Y109 | 5,731 | 65,151 | SH | SOLE | 0 | 65,151 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 9,292 | 71,946 | SH | SOLE | 0 | 71,946 | 0 | 0 | |
| FHC HOLDINGS CORPORATION | COM NEW | 351793203 | 2 | 6,763 | SH | SOLE | 0 | 6,763 | 0 | 0 | |
| FIGS INC. | CL A | 30260D103 | 4,548 | 90,777 | SH | SOLE | 0 | 90,777 | 0 | 0 | |
| FLOOR & DECOR | CL A | 339750101 | 5,410 | 51,179 | SH | SOLE | 0 | 51,179 | 0 | 0 | |
| FUBOTV INC | COM | 35953D104 | 4,087 | 127,271 | SH | SOLE | 0 | 127,271 | 0 | 0 | |
| GOODRX HOLDINGS INC | COM CL A | 38246G108 | 2,161 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| HEARTLAND EXPRESS INC | COM | 422347104 | 4,201 | 245,232 | SH | SOLE | 0 | 245,232 | 0 | 0 | |
| HUNT J B TRANS SVCS INC | COM | 445658107 | 18,040 | 110,707 | SH | SOLE | 0 | 110,707 | 0 | 0 | |
| KNIGHT SWIFT TRANSN HLDGS INC | CL A | 499049104 | 14,258 | 313,639 | SH | SOLE | 0 | 313,639 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 460 | 4,633 | SH | SOLE | 0 | 4,633 | 0 | 0 | |
| LENNAR CORP. | CL B | 526057302 | 8,364 | 102,692 | SH | SOLE | 0 | 102,692 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 4,914 | 25,332 | SH | SOLE | 0 | 25,332 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 22,493 | 61,631 | SH | SOLE | 0 | 61,631 | 0 | 0 | |
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 22,158 | 87,305 | SH | SOLE | 0 | 87,305 | 0 | 0 | |
| PULTE GROUP INC | COM | 745867101 | 1,378 | 25,255 | SH | SOLE | 0 | 25,255 | 0 | 0 | |
| RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 12,845 | 118,700 | SH | SOLE | 0 | 118,700 | 0 | 0 | |
| TAPESTRY INC | COM | 876030107 | 4,179 | 96,110 | SH | SOLE | 0 | 96,110 | 0 | 0 | |
| TEXAS ROADHOUSE INC | COM | 882681109 | 20,810 | 216,316 | SH | SOLE | 0 | 216,316 | 0 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 4,009 | 69,349 | SH | SOLE | 0 | 69,349 | 0 | 0 | |
| URBAN OUTFITTERS INC | COM | 917047102 | 9,433 | 228,838 | SH | SOLE | 0 | 228,838 | 0 | 0 | |