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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BBB FOODS INC. | CL A COM | G0896C103 | 4,756,000 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 6,267,216 | 71,946 | SH | SOLE | 0 | 71,946 | 0 | 0 | ||
| FIGS INC. | CL A | 30260D103 | 1,198,402 | 240,643 | SH | SOLE | 0 | 240,643 | 0 | 0 | ||
| FLOOR & DCOR | CL A | 339750101 | 6,633,822 | 51,179 | SH | SOLE | 0 | 51,179 | 0 | 0 | ||
| FUBOTV INC | COM | 35953D104 | 201,022 | 127,229 | SH | SOLE | 0 | 127,229 | 0 | 0 | ||
| GOODRX HOLDINGS INC | COM CL A | 38246G108 | 426,000 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | ||
| HEARTLAND EXPRESS INC | COM | 422347104 | 2,928,070 | 245,232 | SH | SOLE | 0 | 245,232 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 20,045,945 | 100,607 | SH | SOLE | 0 | 100,607 | 0 | 0 | ||
| KNIGHT SWIFT TRANSN HLDGS INC | CL A | 499049104 | 17,256,418 | 313,639 | SH | SOLE | 0 | 313,639 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 796,783 | 4,633 | SH | SOLE | 0 | 4,633 | 0 | 0 | ||
| LENNAR CORP. | CL B | 526057302 | 15,833,053 | 102,692 | SH | SOLE | 0 | 102,692 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 6,452,820 | 25,332 | SH | SOLE | 0 | 25,332 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 20,506,390 | 52,493 | SH | SOLE | 0 | 52,493 | 0 | 0 | ||
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 36,223,871 | 165,172 | SH | SOLE | 0 | 165,172 | 0 | 0 | ||
| PULTE GROUP INC | COM | 745867101 | 3,046,258 | 25,255 | SH | SOLE | 0 | 25,255 | 0 | 0 | ||
| RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 17,281,533 | 118,700 | SH | SOLE | 0 | 118,700 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 33,414,333 | 216,316 | SH | SOLE | 0 | 216,316 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 8,971,680 | 69,349 | SH | SOLE | 0 | 69,349 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 9,936,146 | 228,838 | SH | SOLE | 0 | 228,838 | 0 | 0 | ||