The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
A K A BRANDS HLDG CORP | COM | 00152K101 | 572 | 61,800 | SH | SOLE | 61,800 | 0 | 0 | ||
ABERCROMBIE & FITCH CO | CL A | 002896207 | 6,203 | 178,100 | SH | SOLE | 178,100 | 0 | 0 | ||
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 52,474 | 1,195,300 | SH | SOLE | 1,195,300 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 39,382 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
ADTRAN INC | COM | 00738A106 | 10,588 | 463,769 | SH | SOLE | 463,769 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 7,196 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
AGCO CORP | COM | 001084102 | 6,211 | 53,532 | SH | SOLE | 53,532 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 4,995 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 14,485 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 16,672 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 14,559 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
ARHAUS INC | COM CL A | 04035M102 | 596 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 8,386 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
BALLYS CORPORATION | COM | 05875B106 | 2,664 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 32,285 | 462,600 | SH | SOLE | 462,600 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 23,992 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 17,301 | 140,600 | SH | SOLE | 140,600 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 24,943 | 380,400 | SH | SOLE | 380,400 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 73,614 | 730,810 | SH | SOLE | 730,810 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 29,141 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 14,576 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 63,058 | 674,202 | SH | SOLE | 674,202 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 2,332 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 371 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 22,719 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
CARLISLE COS INC | COM | 142339100 | 39,999 | 161,209 | SH | SOLE | 161,209 | 0 | 0 | ||
CARNIVAL CORP | COMMON STOCK | 143658300 | 4,024 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 62,022 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
CHEFS WHSE INC | COM | 163086101 | 698 | 20,959 | SH | SOLE | 20,959 | 0 | 0 | ||
CHILDRENS PL INC NEW | COM | 168905107 | 11,087 | 139,834 | SH | SOLE | 139,834 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 30,521 | 17,458 | SH | SOLE | 17,458 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 27,043 | 112,260 | SH | SOLE | 112,260 | 0 | 0 | ||
CITI TRENDS INC | COM | 17306X102 | 5,391 | 56,900 | SH | SOLE | 56,900 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 30,923 | 374,093 | SH | SOLE | 374,093 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 18,592 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
CS DISCO INC | COM | 126327105 | 408 | 11,399 | SH | SOLE | 11,399 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 10,585 | 97,600 | SH | SOLE | 97,600 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 14,652 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 13,799 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 12,391 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 3,855 | 27,431 | SH | SOLE | 27,431 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 10,423 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 8,019 | 85,532 | SH | SOLE | 85,532 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 53,574 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 43,789 | 553,876 | SH | SOLE | 553,876 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 12,932 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
FIRST WATCH RESTAURANT GROUP | COM | 33748L101 | 503 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 11,069 | 53,500 | SH | SOLE | 53,500 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 13,001 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 30,993 | 1,453,717 | SH | SOLE | 1,453,717 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 32,467 | 166,311 | SH | SOLE | 166,311 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 24,958 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
IDEX CORP | COM | 45167R104 | 9,279 | 39,266 | SH | SOLE | 39,266 | 0 | 0 | ||
JOANN INC | COM | 47768J101 | 2,076 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 1,976 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 20,909 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 3,254 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
LITHIA MTRS INC | COM | 536797103 | 1,900 | 6,398 | SH | SOLE | 6,398 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 2,992 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 26,871 | 254,053 | SH | SOLE | 254,053 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 1,552 | 59,300 | SH | SOLE | 59,300 | 0 | 0 | ||
MADDEN STEVEN LTD | COM | 556269108 | 4,647 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 21,994 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 25,467 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 34,262 | 280,700 | SH | SOLE | 280,700 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 8,409 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,732 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 2,074 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
OLAPLEX HLDGS INC | COM | 679369108 | 757 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 7,341 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 47,486 | 149,272 | SH | SOLE | 149,272 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 8,296 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 3,259 | 30,400 | SH | SOLE | 30,400 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 14,134 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | ||
PETCO HEALTH & WELLNESS CO I | COM | 71601V105 | 2,901 | 146,564 | SH | SOLE | 146,564 | 0 | 0 | ||
PVH CORPORATION | COM | 693656100 | 11,732 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 33,006 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
RH | COM | 74967X103 | 4,288 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 53,618 | 153,699 | SH | SOLE | 153,699 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 6,846 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 26,915 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 8,268 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 15,285 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 31,594 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 25,159 | 619,689 | SH | SOLE | 619,689 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 49,499 | 1,052,500 | SH | SOLE | 1,052,500 | 0 | 0 | ||
TEXTRON INC | COM | 883203101 | 10,737 | 139,078 | SH | SOLE | 139,078 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 4,582 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 12,971 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
THREDUP INC | CL A | 88556E102 | 635 | 49,734 | SH | SOLE | 49,734 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 18,221 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
TORRID HLDGS INC | COM | 89142B107 | 501 | 50,681 | SH | SOLE | 50,681 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 2,161 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 12,133 | 139,206 | SH | SOLE | 139,206 | 0 | 0 | ||
UNDER ARMOUR INC | CL A | 904311107 | 3,602 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 22,953 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
VITA COCO CO INC | COM | 92846Q107 | 2,817 | 252,200 | SH | SOLE | 252,200 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 36,622 | 278,302 | SH | SOLE | 278,302 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 26,222 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
WOLFSPEED INC | COM | 977852102 | 9,012 | 80,634 | SH | SOLE | 80,634 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 19,559 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 1,596 | 25,000 | SH | SOLE | 25,000 | 0 | 0 |