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
hours per response: 23.8
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   3,822,565 30,500 SH   SOLE   30,500 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   3,039,300 45,000 SH   SOLE   45,000 0 0
ALPHABET INC CAP STK CL A 02079K305   3,018,600 20,000 SH   SOLE   20,000 0 0
AMAZON COM INC COM 023135106   13,528,500 75,000 SH   SOLE   75,000 0 0
AMER SPORTS INC COM SHS G0260P102   8,150,000 500,000 SH   SOLE   500,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   16,118,750 625,000 SH   SOLE   625,000 0 0
ARHAUS INC COM CL A 04035M102   769,500 50,000 SH   SOLE   50,000 0 0
ASHLAND INC COM 044186104   10,824,331 111,167 SH   SOLE   111,167 0 0
ATKORE INC COM 047649108   21,916,337 115,131 SH   SOLE   115,131 0 0
AUTOZONE INC COM 053332102   15,758,250 5,000 SH   SOLE   5,000 0 0
AVIS BUDGET GROUP COM 053774105   7,959,900 65,000 SH   SOLE   65,000 0 0
BAIDU INC SPON ADR REP A 056752108   8,422,400 80,000 SH   SOLE   80,000 0 0
BATH & BODY WORKS INC COM 070830104   3,501,400 70,000 SH   SOLE   70,000 0 0
BEST BUY INC COM 086516101   6,972,550 85,000 SH   SOLE   85,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   1,417,500 30,000 SH   SOLE   30,000 0 0
BLOCK INC CL A 852234103   21,007,304 248,372 SH   SOLE   248,372 0 0
BOOKING HOLDINGS INC COM 09857L108   36,278,800 10,000 SH   SOLE   10,000 0 0
BOYD GAMING CORP COM 103304101   6,732,000 100,000 SH   SOLE   100,000 0 0
BRUNSWICK CORP COM 117043109   2,673,121 27,695 SH   SOLE   27,695 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   10,427,500 50,000 SH   SOLE   50,000 0 0
BURLINGTON STORES INC COM 122017106   6,965,700 30,000 SH   SOLE   30,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   22,307,400 510,000 SH   SOLE   510,000 0 0
CARLISLE COS INC COM 142339100   5,688,878 14,518 SH   SOLE   14,518 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   4,085,000 250,000 SH   SOLE   250,000 0 0
CARTERS INC COM 146229109   4,183,277 49,401 SH   SOLE   49,401 0 0
CELESTICA INC SUB VTG SHS 15101Q108   4,943,400 110,000 SH   SOLE   110,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,266,925 2,500 SH   SOLE   2,500 0 0
CHURCHILL DOWNS INC COM 171484108   14,394,600 116,320 SH   SOLE   116,320 0 0
COHERENT CORP COM 19247G107   1,212,400 20,000 SH   SOLE   20,000 0 0
COPA HOLDINGS SA CL A P31076105   40,225,967 386,194 SH   SOLE   386,194 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   3,473,297 50,958 SH   SOLE   50,958 0 0
CROCS INC COM 227046109   27,248,374 189,488 SH   SOLE   189,488 0 0
D R HORTON INC COM 23331A109   4,113,750 25,000 SH   SOLE   25,000 0 0
DECKERS OUTDOOR CORP COM 243537107   18,825,200 20,000 SH   SOLE   20,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   20,793,010 182,219 SH   SOLE   182,219 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,787,000 100,000 SH   SOLE   100,000 0 0
DICKS SPORTING GOODS INC COM 253393102   20,844,522 92,700 SH   SOLE   92,700 0 0
DISNEY WALT CO COM 254687106   3,059,000 25,000 SH   SOLE   25,000 0 0
DOLLAR GEN CORP NEW COM 256677105   35,737,740 229,000 SH   SOLE   229,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   29,516,500 650,000 SH   SOLE   650,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   14,758,975 192,500 SH   SOLE   192,500 0 0
DUTCH BROS INC CL A 26701L100   2,678,874 81,178 SH   SOLE   81,178 0 0
E L F BEAUTY INC COM 26856L103   13,179,293 67,231 SH   SOLE   67,231 0 0
ELI LILLY & CO COM 532457108   19,449,000 25,000 SH   SOLE   25,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   6,198,750 45,000 SH   SOLE   45,000 0 0
FLYWIRE CORPORATION COM VTG 302492103   4,594,812 185,200 SH   SOLE   185,200 0 0
FOOT LOCKER INC COM 344849104   1,028,993 36,105 SH   SOLE   36,105 0 0
FOX FACTORY HLDG CORP COM 35138V102   4,425,950 85,000 SH   SOLE   85,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   21,917,250 75,000 SH   SOLE   75,000 0 0
HCI GROUP INC COM 40416E103   8,696,946 74,922 SH   SOLE   74,922 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   49,061,300 230,000 SH   SOLE   230,000 0 0
HOME DEPOT INC COM 437076102   21,098,000 55,000 SH   SOLE   55,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   11,158,000 56,000 SH   SOLE   56,000 0 0
I3 VERTICALS INC COM CL A 46571Y107   2,977,691 130,087 SH   SOLE   130,087 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   20,312,324 250,522 SH   SOLE   250,522 0 0
KOHLS CORP COM 500255104   5,392,750 185,000 SH   SOLE   185,000 0 0
LAS VEGAS SANDS CORP COM 517834107   5,170,000 100,000 SH   SOLE   100,000 0 0
LAUDER ESTEE COS INC CL A 518439104   18,498,000 120,000 SH   SOLE   120,000 0 0
LENNAR CORP CL A 526057104   19,777,700 115,000 SH   SOLE   115,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   4,128,320 266,000 SH   SOLE   266,000 0 0
LOUISIANA PAC CORP COM 546347105   17,968,320 214,138 SH   SOLE   214,138 0 0
LUMENTUM HLDGS INC COM 55024U109   7,717,529 162,989 SH   SOLE   162,989 0 0
MACYS INC COM 55616P104   2,898,550 145,000 SH   SOLE   145,000 0 0
MALIBU BOATS INC COM CL A 56117J100   10,920,799 252,329 SH   SOLE   252,329 0 0
MARINEMAX INC COM 567908108   6,823,522 205,157 SH   SOLE   205,157 0 0
META PLATFORMS INC CL A 30303M102   12,139,500 25,000 SH   SOLE   25,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   3,540,750 75,000 SH   SOLE   75,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   6,163,927 191,724 SH   SOLE   191,724 0 0
NETFLIX INC COM 64110L106   13,664,925 22,500 SH   SOLE   22,500 0 0
NIKE INC CL B 654106103   939,800 10,000 SH   SOLE   10,000 0 0
ODDITY TECH LTD SHS CL A M7518J104   434,500 10,000 SH   SOLE   10,000 0 0
OKTA INC CL A 679295105   7,775,986 74,326 SH   SOLE   74,326 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   11,935,500 150,000 SH   SOLE   150,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   4,776,300 135,000 SH   SOLE   135,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   1,989,051 70,659 SH   SOLE   70,659 0 0
ORACLE CORP COM 68389X105   39,191,827 312,012 SH   SOLE   312,012 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   16,933,200 15,000 SH   SOLE   15,000 0 0
OSHKOSH CORP COM 688239201   6,235,500 50,000 SH   SOLE   50,000 0 0
PACKAGING CORP AMER COM 695156109   36,880,707 194,334 SH   SOLE   194,334 0 0
PAPA JOHNS INTL INC COM 698813102   892,440 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103   21,468,821 320,478 SH   SOLE   320,478 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,271,262 14,021 SH   SOLE   14,021 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   5,120,304 68,600 SH   SOLE   68,600 0 0
PINTEREST INC CL A 72352L106   9,187,550 265,000 SH   SOLE   265,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   5,901,432 608,395 SH   SOLE   608,395 0 0
PORTILLOS INC COM CL A 73642K106   638,100 45,000 SH   SOLE   45,000 0 0
PVH CORPORATION COM 693656100   40,073,850 285,000 SH   SOLE   285,000 0 0
Q2 HLDGS INC COM 74736L109   946,868 18,015 SH   SOLE   18,015 0 0
RALPH LAUREN CORP CL A 751212101   32,858,000 175,000 SH   SOLE   175,000 0 0
RED ROCK RESORTS INC CL A 75700L108   1,443,636 24,133 SH   SOLE   24,133 0 0
ROKU INC COM CL A 77543R102   2,932,650 45,000 SH   SOLE   45,000 0 0
ROSS STORES INC COM 778296103   11,740,800 80,000 SH   SOLE   80,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   18,766,350 135,000 SH   SOLE   135,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   17,470,800 120,000 SH   SOLE   120,000 0 0
SANMINA CORPORATION COM 801056102   6,098,987 98,086 SH   SOLE   98,086 0 0
SHAKE SHACK INC CL A 819047101   5,721,650 55,000 SH   SOLE   55,000 0 0
SHARKNINJA INC COM SHS G8068L108   40,557,144 651,102 SH   SOLE   651,102 0 0
SHERWIN WILLIAMS CO COM 824348106   9,319,559 26,832 SH   SOLE   26,832 0 0
SHIFT4 PMTS INC CL A 82452J109   6,647,831 100,618 SH   SOLE   100,618 0 0
SIGNET JEWELERS LIMITED SHS G81276100   1,000,700 10,000 SH   SOLE   10,000 0 0
SKECHERS U S A INC CL A 830566105   11,710,033 191,153 SH   SOLE   191,153 0 0
SNAP INC CL A 83304A106   4,018,000 350,000 SH   SOLE   350,000 0 0
SNOWFLAKE INC CL A 833445109   17,776,000 110,000 SH   SOLE   110,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,958,500 15,000 SH   SOLE   15,000 0 0
TAPESTRY INC COM 876030107   47,954,800 1,010,000 SH   SOLE   1,010,000 0 0
TARGET CORP COM 87612E106   38,986,200 220,000 SH   SOLE   220,000 0 0
TEXAS ROADHOUSE INC COM 882681109   11,588,185 75,019 SH   SOLE   75,019 0 0
THE TRADE DESK INC COM CL A 88339J105   11,801,700 135,000 SH   SOLE   135,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,857,697 11,799 SH   SOLE   11,799 0 0
THOR INDS INC COM 885160101   2,346,800 20,000 SH   SOLE   20,000 0 0
TIMKEN CO COM 887389104   7,636,748 87,347 SH   SOLE   87,347 0 0
TJX COS INC NEW COM 872540109   19,776,900 195,000 SH   SOLE   195,000 0 0
ULTA BEAUTY INC COM 90384S303   11,660,224 22,300 SH   SOLE   22,300 0 0
UNION PAC CORP COM 907818108   3,836,508 15,600 SH   SOLE   15,600 0 0
UNITED PARKS & RESORTS INC COM 81282V100   2,871,656 51,088 SH   SOLE   51,088 0 0
URBAN OUTFITTERS INC COM 917047102   10,855,000 250,000 SH   SOLE   250,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   3,723,750 225,000 SH   SOLE   225,000 0 0
VIVID SEATS INC COM CL A 92854T100   5,952,041 993,663 SH   SOLE   993,663 0 0
WALMART INC COM 931142103   22,762,311 378,300 SH   SOLE   378,300 0 0
WAYFAIR INC CL A 94419L101   20,364,000 300,000 SH   SOLE   300,000 0 0
WESTERN DIGITAL CORP. COM 958102105   14,441,358 211,626 SH   SOLE   211,626 0 0
WINNEBAGO INDS INC COM 974637100   6,087,092 82,258 SH   SOLE   82,258 0 0
WYNN RESORTS LTD COM 983134107   13,801,050 135,000 SH   SOLE   135,000 0 0