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 6,510 71,946 SH   SOLE 0 71,946 0 0
FIGS INC. CL A 30260D103 2,192 240,643 SH   SOLE 0 240,643 0 0
FLOOR & DECOR CL A 339750101 3,222 51,179 SH   SOLE 0 51,179 0 0
FUBOTV INC COM 35953D104 629 254,500 SH   SOLE 0 254,500 0 0
GOODRX HOLDINGS INC COM CL A 38246G108 355 60,000 SH   SOLE 0 60,000 0 0
HEARTLAND EXPRESS INC COM 422347104 3,411 245,232 SH   SOLE 0 245,232 0 0
HUNT J B TRANS SVCS INC COM 445658107 17,433 110,707 SH   SOLE 0 110,707 0 0
KNIGHT SWIFT TRANSN HLDGS INC CL A 499049104 14,518 313,639 SH   SOLE 0 313,639 0 0
LENNAR CORP CL A 526057104 327 4,633 SH   SOLE 0 4,633 0 0
LENNAR CORP. CL B 526057302 6,029 102,692 SH   SOLE 0 102,692 0 0
LOWES COS INC COM 548661107 4,425 25,332 SH   SOLE 0 25,332 0 0
LULULEMON ATHLETICA INC COM 550021109 16,627 60,993 SH   SOLE 0 60,993 0 0
OLD DOMINION FGHT LINES INC COM 679580100 22,190 86,586 SH   SOLE 0 86,586 0 0
PULTE GROUP INC COM 745867101 1,001 25,255 SH   SOLE 0 25,255 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 7,983 118,700 SH   SOLE 0 118,700 0 0
TAPESTRY INC COM 876030107 2,933 96,110 SH   SOLE 0 96,110 0 0
TEXAS ROADHOUSE INC COM 882681109 15,834 216,316 SH   SOLE 0 216,316 0 0
TOLL BROTHERS INC COM 889478103 3,093 69,349 SH   SOLE 0 69,349 0 0
URBAN OUTFITTERS INC COM 917047102 4,270 228,838 SH   SOLE 0 228,838 0 0