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
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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
ABERCROMBIE & FITCH CO CL A 002896207   5,918,850 105,000 SH   SOLE   105,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   8,035,900 170,000 SH   SOLE   170,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   20,564,000 200,000 SH   SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,543,000 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106   19,068,000 150,000 SH   SOLE   150,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   3,903,350 235,000 SH   SOLE   235,000 0 0
APTIV PLC SHS G6095L109   6,155,368 62,434 SH   SOLE   62,434 0 0
AUTOZONE INC COM 053332102   20,319,920 8,000 SH   SOLE   8,000 0 0
BOOKING HOLDINGS INC COM 09857L108   10,793,825 3,500 SH   SOLE   3,500 0 0
BOYD GAMING CORP COM 103304101   17,336,550 285,000 SH   SOLE   285,000 0 0
BRUNSWICK CORP COM 117043109   3,317,605 41,995 SH   SOLE   41,995 0 0
BURLINGTON STORES INC COM 122017106   14,883,000 110,000 SH   SOLE   110,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   3,012,750 65,000 SH   SOLE   65,000 0 0
CARLISLE COS INC COM 142339100   4,925,940 19,000 SH   SOLE   19,000 0 0
CARTERS INC COM 146229109   7,004,895 101,300 SH   SOLE   101,300 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   6,411,405 3,500 SH   SOLE   3,500 0 0
CHURCHILL DOWNS INC COM 171484108   13,497,773 116,320 SH   SOLE   116,320 0 0
COPA HOLDINGS SA CL A P31076105   28,702,165 322,062 SH   SOLE   322,062 0 0
CROCS INC COM 227046109   4,208,571 47,700 SH   SOLE   47,700 0 0
CSX CORP COM 126408103   8,302,500 270,000 SH   SOLE   270,000 0 0
DECKERS OUTDOOR CORP COM 243537107   12,852,250 25,000 SH   SOLE   25,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   20,670,000 300,000 SH   SOLE   300,000 0 0
DICKS SPORTING GOODS INC COM 253393102   2,269,322 20,900 SH   SOLE   20,900 0 0
DISNEY WALT CO COM 254687106   2,026,250 25,000 SH   SOLE   25,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   1,118,000 40,000 SH   SOLE   40,000 0 0
E L F BEAUTY INC COM 26856L103   13,284,817 120,958 SH   SOLE   120,958 0 0
EMERSON ELEC CO COM 291011104   12,071,250 125,000 SH   SOLE   125,000 0 0
FEDEX CORP COM 31428X106   13,246,000 50,000 SH   SOLE   50,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   533,000 100,000 SH   SOLE   100,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   11,285,820 42,000 SH   SOLE   42,000 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   1,081,969 88,324 SH   SOLE   88,324 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   18,764,691 124,948 SH   SOLE   124,948 0 0
HONEYWELL INTL INC COM 438516106   44,808,318 242,548 SH   SOLE   242,548 0 0
INTERPUBLIC GROUP COS INC COM 460690100   2,866,000 100,000 SH   SOLE   100,000 0 0
JACK IN THE BOX INC COM 466367109   1,719,594 24,900 SH   SOLE   24,900 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   12,531,243 256,630 SH   SOLE   256,630 0 0
LAS VEGAS SANDS CORP COM 517834107   7,792,800 170,000 SH   SOLE   170,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   4,350,060 286,000 SH   SOLE   286,000 0 0
LULULEMON ATHLETICA INC COM 550021109   17,352,450 45,000 SH   SOLE   45,000 0 0
MALIBU BOATS INC COM CL A 56117J100   1,821,730 37,163 SH   SOLE   37,163 0 0
MARINEMAX INC COM 567908108   875,900 26,688 SH   SOLE   26,688 0 0
MARRIOTT INTL INC NEW CL A 571903202   3,931,200 20,000 SH   SOLE   20,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   61,573,231 150,003 SH   SOLE   150,003 0 0
MCDONALDS CORP COM 580135101   7,903,200 30,000 SH   SOLE   30,000 0 0
META PLATFORMS INC CL A 30303M102   40,528,350 135,000 SH   SOLE   135,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   18,380,000 500,000 SH   SOLE   500,000 0 0
MICROSOFT CORP COM 594918104   38,837,250 123,000 SH   SOLE   123,000 0 0
MONARCH CASINO & RESORT INC COM 609027107   266,161 4,286 SH   SOLE   4,286 0 0
NETFLIX INC COM 64110L106   18,880,000 50,000 SH   SOLE   50,000 0 0
NVIDIA CORPORATION COM 67066G104   13,049,700 30,000 SH   SOLE   30,000 0 0
OKTA INC CL A 679295105   8,151,000 100,000 SH   SOLE   100,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   10,228,500 25,000 SH   SOLE   25,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   19,680,900 255,000 SH   SOLE   255,000 0 0
OMNICOM GROUP INC COM 681919106   14,794,931 198,643 SH   SOLE   198,643 0 0
ON HLDG AG NAMEN AKT A H5919C104   2,086,500 75,000 SH   SOLE   75,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   1,810,284 70,659 SH   SOLE   70,659 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,342,348 14,021 SH   SOLE   14,021 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   2,354,400 40,000 SH   SOLE   40,000 0 0
PLANET FITNESS INC CL A 72703H101   1,475,400 30,000 SH   SOLE   30,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   4,404,780 608,395 SH   SOLE   608,395 0 0
PVH CORPORATION COM 693656100   4,757,392 62,180 SH   SOLE   62,180 0 0
RED ROCK RESORTS INC CL A 75700L108   6,439,747 157,067 SH   SOLE   157,067 0 0
ROKU INC COM CL A 77543R102   4,588,350 65,000 SH   SOLE   65,000 0 0
ROSS STORES INC COM 778296103   5,647,500 50,000 SH   SOLE   50,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   3,685,600 40,000 SH   SOLE   40,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   34,509,550 355,000 SH   SOLE   355,000 0 0
SAIA INC COM 78709Y105   21,925,750 55,000 SH   SOLE   55,000 0 0
SENTINELONE INC CL A 81730H109   3,737,761 221,694 SH   SOLE   221,694 0 0
SHARKNINJA INC COM SHS G8068L108   2,318,000 50,000 SH   SOLE   50,000 0 0
SHERWIN WILLIAMS CO COM 824348106   15,319,578 60,065 SH   SOLE   60,065 0 0
SKECHERS U S A INC CL A 830566105   7,132,015 145,700 SH   SOLE   145,700 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   17,783,600 115,000 SH   SOLE   115,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   17,494,688 63,798 SH   SOLE   63,798 0 0
TAPESTRY INC COM 876030107   11,526,134 400,909 SH   SOLE   400,909 0 0
TARGET CORP COM 87612E106   12,715,550 115,000 SH   SOLE   115,000 0 0
TE CONNECTIVITY LTD SHS H84989104   29,252,769 236,807 SH   SOLE   236,807 0 0
TEMPUR SEALY INTL INC COM 88023U101   433,400 10,000 SH   SOLE   10,000 0 0
THE TRADE DESK INC COM CL A 88339J105   27,352,500 350,000 SH   SOLE   350,000 0 0
THOR INDS INC COM 885160101   1,902,600 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109   20,442,400 230,000 SH   SOLE   230,000 0 0
ULTA BEAUTY INC COM 90384S303   1,997,250 5,000 SH   SOLE   5,000 0 0
UNION PAC CORP COM 907818108   7,854,620 38,573 SH   SOLE   38,573 0 0
URBAN OUTFITTERS INC COM 917047102   6,864,900 210,000 SH   SOLE   210,000 0 0
VULCAN MATLS CO COM 929160109   5,090,904 25,200 SH   SOLE   25,200 0 0
WALMART INC COM 931142103   45,835,938 286,600 SH   SOLE   286,600 0 0
WAYFAIR INC CL A 94419L101   1,514,250 25,000 SH   SOLE   25,000 0 0
WINNEBAGO INDS INC COM 974637100   5,450,554 91,683 SH   SOLE   91,683 0 0
WYNN RESORTS LTD COM 983134107   17,095,850 185,000 SH   SOLE   185,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   5,611,000 50,000 SH   SOLE   50,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   870,856 53,101 SH   SOLE   53,101 0 0