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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
CARMAX INC COM 143130102   6,021,880 71,946 SH   SOLE 0 71,946 0 0
FIGS INC. CL A 30260D103   1,990,118 240,643 SH   SOLE 0 240,643 0 0
FLOOR & DECOR CL A 339750101   5,320,569 51,179 SH   SOLE 0 51,179 0 0
FUBOTV INC COM 35953D104   264,636 127,229 SH   SOLE 0 127,229 0 0
GOODRX HOLDINGS INC COM CL A 38246G108   331,200 60,000 SH   SOLE 0 60,000 0 0
HEARTLAND EXPRESS INC COM 422347104   4,024,257 245,232 SH   SOLE 0 245,232 0 0
HUNT J B TRANS SVCS INC COM 445658107   18,212,885 100,607 SH   SOLE 0 100,607 0 0
KNIGHT SWIFT TRANSN HLDGS INC CL A 499049104   17,425,783 313,639 SH   SOLE 0 313,639 0 0
LENNAR CORP CL A 526057104   580,561 4,633 SH   SOLE 0 4,633 0 0
LENNAR CORP. CL B 526057302   11,602,142 102,692 SH   SOLE 0 102,692 0 0
LOWES COS INC COM 548661107   5,717,432 25,332 SH   SOLE 0 25,332 0 0
LULULEMON ATHLETICA INC COM 550021109   21,496,151 56,793 SH   SOLE 0 56,793 0 0
OLD DOMINION FGHT LINES INC COM 679580100   30,536,174 82,586 SH   SOLE 0 82,586 0 0
PULTE GROUP INC COM 745867101   1,961,808 25,255 SH   SOLE 0 25,255 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203   13,128,220 118,700 SH   SOLE 0 118,700 0 0
TEXAS ROADHOUSE INC COM 882681109   24,287,960 216,316 SH   SOLE 0 216,316 0 0
TOLL BROTHERS INC COM 889478103   5,483,425 69,349 SH   SOLE 0 69,349 0 0
URBAN OUTFITTERS INC COM 917047102   7,581,403 228,838 SH   SOLE 0 228,838 0 0