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
Estimated average burden
hours per response: 23.8
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
CARMAX INC COM 143130102 9,370 71,946 SH   SOLE 0 71,946 0 0
FIGS INC. CL A 30260D103 6,632 240,643 SH   SOLE 0 240,643 0 0
FLOOR & DECOR CL A 339750101 6,654 51,179 SH   SOLE 0 51,179 0 0
FUBOTV INC COM 35953D104 1,975 127,271 SH   SOLE 0 127,271 0 0
GOODRX HOLDINGS INC COM CL A 38246G108 1,961 60,000 SH   SOLE 0 60,000 0 0
HEARTLAND EXPRESS INC COM 422347104 4,125 245,232 SH   SOLE 0 245,232 0 0
HUNT J B TRANS SVCS INC COM 445658107 22,629 110,707 SH   SOLE 0 110,707 0 0
KNIGHT SWIFT TRANSN HLDGS INC CL A 499049104 19,113 313,639 SH   SOLE 0 313,639 0 0
LENNAR CORP CL A 526057104 538 4,633 SH   SOLE 0 4,633 0 0
LENNAR CORP. CL B 526057302 9,819 102,692 SH   SOLE 0 102,692 0 0
LOWES COS INC COM 548661107 6,548 25,332 SH   SOLE 0 25,332 0 0
LULULEMON ATHLETICA INC COM 550021109 23,876 60,993 SH   SOLE 0 60,993 0 0
OLD DOMINION FGHT LINES INC COM 679580100 31,031 86,586 SH   SOLE 0 86,586 0 0
PULTE GROUP INC COM 745867101 1,444 25,255 SH   SOLE 0 25,255 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 12,147 118,700 SH   SOLE 0 118,700 0 0
TAPESTRY INC COM 876030107 3,902 96,110 SH   SOLE 0 96,110 0 0
TEXAS ROADHOUSE INC COM 882681109 19,313 216,316 SH   SOLE 0 216,316 0 0
TOLL BROTHERS INC COM 889478103 5,020 69,349 SH   SOLE 0 69,349 0 0
URBAN OUTFITTERS INC COM 917047102 6,719 228,838 SH   SOLE 0 228,838 0 0