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
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   26,526,060 401,910 SH   SOLE   401,910 0 0
AMAZON COM INC COM 023135106   25,717,061 169,258 SH   SOLE   169,258 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   3,894,453 79,919 SH   SOLE   79,919 0 0
BOYD GAMING CORP COM 103304101   24,607,921 393,035 SH   SOLE   393,035 0 0
COUPANG INC CL A 22266T109   14,968,416 924,547 SH   SOLE   924,547 0 0
CROCS INC COM 227046109   12,727,019 136,249 SH   SOLE   136,249 0 0
DECKERS OUTDOOR CORP COM 243537107   9,073,937 13,575 SH   SOLE   13,575 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   11,367,904 479,052 SH   SOLE   479,052 0 0
FIVE9 IINC COM 338307101   10,402,503 132,196 SH   SOLE   132,196 0 0
GODADDY INC CL A 380237107   13,000,778 122,464 SH   SOLE   122,464 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   5,114,856 391,943 SH   SOLE   391,943 0 0
MGM RESORTS INTERNATIONAL COM 552953101   1,358,540 30,406 SH   SOLE   30,406 0 0
NETFLIX INC COM 64110L106   8,273,552 16,993 SH   SOLE   16,993 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   11,222,985 162,135 SH   SOLE   162,135 0 0
SALESFORCE INC COM 79466L302   13,458,558 51,146 SH   SOLE   51,146 0 0
SEAWORLD ENTMT INC COM 81282V100   11,257,333 213,086 SH   SOLE   213,086 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   15,106,085 80,390 SH   SOLE   80,390 0 0
SPROUT SOCIAL INC COM CL A 85209W109   12,515,144 203,697 SH   SOLE   203,697 0 0
T-MOBILE US INC COM 872590104   9,921,862 61,884 SH   SOLE   61,884 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   15,628,091 1,089,825 SH   SOLE   1,089,825 0 0
TYLER TECHNOLOGIES INC COM 902252105   13,099,281 31,329 SH   SOLE   31,329 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   22,260,512 463,471 SH   SOLE   463,471 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   11,306,349 1,281,899 SH   SOLE   1,281,899 0 0