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 |
| AIRBNB INC | COM CL A | 009066101 | 2,497,081 | 20,073 | SH | SOLE | 20,073 | 0 | 0 | |||
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 2,904,212 | 44,509 | SH | SOLE | 44,509 | 0 | 0 | |||
| BOOT BARN HLDGS INC | COM | 099406100 | 1,824,339 | 23,804 | SH | SOLE | 23,804 | 0 | 0 | |||
| AVIS BUDGET GROUP | COM | 053774105 | 3,665,746 | 18,818 | SH | SOLE | 18,818 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 1,316,005 | 3,680 | SH | SOLE | 3,680 | 0 | 0 | |||
| DICKS SPORTING GOODS INC | COM | 253393102 | 3,365,063 | 23,716 | SH | SOLE | 23,716 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 1,543,087 | 39,966 | SH | SOLE | 39,966 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 4,689,173 | 22,125 | SH | SOLE | 22,125 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 3,147,827 | 117,852 | SH | SOLE | 117,852 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 2,083,039 | 65,711 | SH | SOLE | 65,711 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 2,003,302 | 132,669 | SH | SOLE | 132,669 | 0 | 0 | |||
| WILLIAMS SONOMA INC | COM | 969904101 | 1,805,434 | 14,840 | SH | SOLE | 14,840 | 0 | 0 | |||
| ZILLOW GROUP INC | CL A | 98954M101 | 2,418,533 | 55,344 | SH | SOLE | 55,344 | 0 | 0 | |||