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 | 7,158,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| CARMAX INC | COM | 143130102 | 5,173,844 | 70,546 | SH | SOLE | 70,546 | 0 | 0 | |||
| FIGS INC. | CL A | 30260D103 | 1,282,627 | 240,643 | SH | SOLE | 240,643 | 0 | 0 | |||
| FLOOR & DCOR | CL A | 339750101 | 4,988,294 | 50,179 | SH | SOLE | 50,179 | 0 | 0 | |||
| FUBOTV INC | COM | 35953D104 | 157,764 | 127,229 | SH | SOLE | 127,229 | 0 | 0 | |||
| GOODRX HOLDINGS INC | COM CL A | 38246G108 | 468,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| HEARTLAND EXPRESS INC | COM | 422347104 | 3,023,711 | 245,232 | SH | SOLE | 245,232 | 0 | 0 | |||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 15,777,120 | 98,607 | SH | SOLE | 98,607 | 0 | 0 | |||
| KNIGHT SWIFT TRANSN HLDGS INC | CL A | 499049104 | 15,646,875 | 313,439 | SH | SOLE | 313,439 | 0 | 0 | |||
| LENNAR CORP | CL A | 526057104 | 694,348 | 4,633 | SH | SOLE | 4,633 | 0 | 0 | |||
| LENNAR CORP. | CL B | 526057302 | 14,039,486 | 100,692 | SH | SOLE | 100,692 | 0 | 0 | |||
| LOWES COS INC | COM | 548661107 | 5,474,463 | 24,832 | SH | SOLE | 24,832 | 0 | 0 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 15,082,259 | 50,493 | SH | SOLE | 50,493 | 0 | 0 | |||
| OLD DOMINION FGHT LINES INC | COM | 679580100 | 28,886,815 | 163,572 | SH | SOLE | 163,572 | 0 | 0 | |||
| PULTE GROUP INC | COM | 745867101 | 2,725,526 | 24,755 | SH | SOLE | 24,755 | 0 | 0 | |||
| RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 13,553,616 | 116,400 | SH | SOLE | 116,400 | 0 | 0 | |||
| TEXAS ROADHOUSE INC | COM | 882681109 | 36,456,780 | 212,316 | SH | SOLE | 212,316 | 0 | 0 | |||
| TOLL BROTHERS INC | COM | 889478103 | 7,826,366 | 67,949 | SH | SOLE | 67,949 | 0 | 0 | |||
| URBAN OUTFITTERS INC | COM | 917047102 | 9,229,600 | 224,838 | SH | SOLE | 224,838 | 0 | 0 | |||