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 |
|
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 | 499 | 112,900 | SH | SOLE | 112,900 | 0 | 0 | ||
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 47,280 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 16,862 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ADTRAN INC | COM | 00738A106 | 17,210 | 932,811 | SH | SOLE | 932,811 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 1,718 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ALBEMARLE CORP | COM | 012653101 | 11,969 | 54,123 | SH | SOLE | 54,123 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 8,344 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 9,780 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 588 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 4,089 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
AVAYA HLDGS CORP | COM | 05351X101 | 933 | 73,642 | SH | SOLE | 73,642 | 0 | 0 | ||
BALLYS CORPORATION | COM | 05875B106 | 1,537 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 15,659 | 327,600 | SH | SOLE | 327,600 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 4,697 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 16,266 | 171,600 | SH | SOLE | 171,600 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 18,116 | 275,400 | SH | SOLE | 275,400 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 28,716 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 6,454 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 2,368 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 28,474 | 368,075 | SH | SOLE | 368,075 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 937 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 18,732 | 364,500 | SH | SOLE | 364,500 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 36,321 | 163,005 | SH | SOLE | 163,005 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 4,741 | 27,600 | SH | SOLE | 27,600 | 0 | 0 | ||
CHILDRENS PL INC NEW | COM | 168905107 | 968 | 19,625 | SH | SOLE | 19,625 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 9,492 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 19,685 | 88,760 | SH | SOLE | 88,760 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 25,853 | 309,093 | SH | SOLE | 309,093 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 5,654 | 153,190 | SH | SOLE | 153,190 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 8,610 | 112,700 | SH | SOLE | 112,700 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 1,311 | 17,600 | SH | SOLE | 17,600 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 2,701 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 3,285 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
DOORDASH INC | CLA A | 25809K105 | 1,758 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
DYCOM INDS INC | COM | 267475101 | 4,903 | 51,474 | SH | SOLE | 51,474 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 44,818 | 601,024 | SH | SOLE | 601,024 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 2,314 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 1,215 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
FLOWSERVE CORP | COM | 34354P105 | 6,370 | 177,430 | SH | SOLE | 177,430 | 0 | 0 | ||
FORTIVE CORP | COM | 34959J108 | 6,093 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 23,553 | 140,338 | SH | SOLE | 140,338 | 0 | 0 | ||
HERC HLDGS INC | COM | 42704L104 | 4,299 | 25,726 | SH | SOLE | 25,726 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 9,104 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
HUBBELL INC | COM | 443510607 | 9,929 | 54,027 | SH | SOLE | 54,027 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 1,209 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 3,653 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
LITHIA MTRS INC | COM | 536797103 | 1,891 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
LIVENT CORP | COM | 53814L108 | 3,959 | 151,853 | SH | SOLE | 151,853 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 18,770 | 192,311 | SH | SOLE | 192,311 | 0 | 0 | ||
MADDEN STEVEN LTD | COM | 556269108 | 2,535 | 65,602 | SH | SOLE | 65,602 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 16,675 | 287,453 | SH | SOLE | 287,453 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 1,236 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 7,923 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,291 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 5,619 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
OLAPLEX HLDGS INC | COM | 679369108 | 469 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 12,410 | 41,549 | SH | SOLE | 41,549 | 0 | 0 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 2,106 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 3,394 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 5,155 | 55,005 | SH | SOLE | 55,005 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 16,953 | 333,000 | SH | SOLE | 333,000 | 0 | 0 | ||
PVH CORPORATION | COM | 693656100 | 7,661 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 21,449 | 441,700 | SH | SOLE | 441,700 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 1,253 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SAIA INC | COM | 78709Y105 | 9,753 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 3,272 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 2,699 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 7,087 | 988,358 | SH | SOLE | 988,358 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 4,193 | 27,764 | SH | SOLE | 27,764 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 11,499 | 309,529 | SH | SOLE | 309,529 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 4,882 | 58,306 | SH | SOLE | 58,306 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 2,770 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 1,968 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 4,544 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
UNDER ARMOUR INC | CL A | 904311107 | 1,702 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 8,578 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 7,411 | 20,864 | SH | SOLE | 20,864 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 6,507 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
WESCO INTL INC | COM | 95082P105 | 35,610 | 273,630 | SH | SOLE | 273,630 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 5,403 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 2,392 | 30,000 | SH | SOLE | 30,000 | 0 | 0 |