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
AMERICAN AIRLS GROUP INC COM 02376R102   548,970 43,158 SH   SOLE   43,158 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   4,054,646 27,577 SH   SOLE   27,577 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   788,825 38,034 SH   SOLE   38,034 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   953,389 2,833 SH   SOLE   2,833 0 0
AUTODESK INC COM 052769106   614,615 3,289 SH   SOLE   3,289 0 0
ADT INC DEL COM 00090Q103   342,184 37,727 SH   SOLE   37,727 0 0
ALIGN TECHNOLOGY INC COM 016255101   288,089 1,366 SH   SOLE   1,366 0 0
ALLEGION PLC ORD SHS G0176J109   669,033 6,356 SH   SOLE   6,356 0 0
AMC NETWORKS INC CL A 00164V103   976,695 62,329 SH   SOLE   62,329 0 0
AMAZON COM INC COM 023135106   5,362,224 63,836 SH   SOLE   63,836 0 0
SMITH A O CORP COM 831865209   490,490 8,569 SH   SOLE   8,569 0 0
APPLOVIN CORP COM CL A 03831W108   826,342 78,475 SH   SOLE   78,475 0 0
ARHAUS INC COM CL A 04035M102   4,511,179 462,685 SH   SOLE   462,685 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,445,821 16,413 SH   SOLE   16,413 0 0
BARK INC COM 68622E104   248,185 166,567 SH   SOLE   166,567 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104   11,803,089 495,096 SH   SOLE   495,096 0 0
BATH & BODY WORKS INC COM 070830104   2,072,235 49,175 SH   SOLE   49,175 0 0
KE HLDGS INC SPONSORED ADS 482497104   988,228 70,790 SH   SOLE   70,790 0 0
BILIBILI INC SPONS ADS REP Z 090040106   939,569 39,661 SH   SOLE   39,661 0 0
BILL COM HLDGS INC COM 090043100   235,463 2,161 SH   SOLE   2,161 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   638,709 9,654 SH   SOLE   9,654 0 0
BJS RESTAURANTS INC COM 09180C106   1,974,490 74,848 SH   SOLE   74,848 0 0
BOOKING HOLDINGS INC COM 09857L108   3,659,748 1,816 SH   SOLE   1,816 0 0
BOOT BARN HLDGS INC COM 099406100   7,110,275 113,728 SH   SOLE   113,728 0 0
BURLINGTON STORES INC COM 122017106   3,750,249 18,496 SH   SOLE   18,496 0 0
CABLE ONE INC COM 12685J105   423,557 595 SH   SOLE   595 0 0
CALERES INC COM 129500104   1,884,532 84,584 SH   SOLE   84,584 0 0
AVIS BUDGET GROUP COM 053774105   2,596,815 15,841 SH   SOLE   15,841 0 0
CARGURUS INC COM CL A 141788109   1,004,993 71,734 SH   SOLE   71,734 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   816,833 19,802 SH   SOLE   19,802 0 0
CATERPILLAR INC COM 149123101   543,322 2,268 SH   SOLE   2,268 0 0
CARNIVAL CORP COMMON STOCK 143658300   180,842 22,437 SH   SOLE   22,437 0 0
CELSIUS HLDGS INC COM NEW 15118V207   693,114 6,662 SH   SOLE   6,662 0 0
CHEGG INC COM 163092109   930,138 36,808 SH   SOLE   36,808 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   440,152 1,298 SH   SOLE   1,298 0 0
CHEWY INC CL A 16679L109   783,278 21,124 SH   SOLE   21,124 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   3,125,730 35,690 SH   SOLE   35,690 0 0
COMPASS INC CL A 20464U100   1,001,255 429,723 SH   SOLE   429,723 0 0
COTY INC COM CL A 222070203   661,448 77,272 SH   SOLE   77,272 0 0
COURSERA INC COM 22266M104   840,770 71,071 SH   SOLE   71,071 0 0
COUPANG INC CL A 22266T109   695,312 47,268 SH   SOLE   47,268 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   4,416,965 77,058 SH   SOLE   77,058 0 0
CARTERS INC COM 146229109   204,730 2,744 SH   SOLE   2,744 0 0
CROCS INC COM 227046109   19,714,309 181,816 SH   SOLE   181,816 0 0
CISCO SYS INC COM 17275R102   518,418 10,882 SH   SOLE   10,882 0 0
CVS HEALTH CORP COM 126650100   847,097 9,090 SH   SOLE   9,090 0 0
CHEVRON CORP NEW COM 166764100   254,876 1,420 SH   SOLE   1,420 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   464,457 20,809 SH   SOLE   20,809 0 0
DOORDASH INC CL A 25809K105   425,417 8,714 SH   SOLE   8,714 0 0
DESIGNER BRANDS INC CL A 250565108   9,445,964 965,845 SH   SOLE   965,845 0 0
DILLARDS INC CL A 254067101   2,988,630 9,247 SH   SOLE   9,247 0 0
DECKERS OUTDOOR CORP COM 243537107   862,186 2,160 SH   SOLE   2,160 0 0
DELL TECHNOLOGIES INC CL C 24703L202   742,904 18,471 SH   SOLE   18,471 0 0
DISNEY WALT CO COM 254687106   464,287 5,344 SH   SOLE   5,344 0 0
DICKS SPORTING GOODS INC COM 253393102   14,153,923 117,665 SH   SOLE   117,665 0 0
DOLLAR TREE INC COM 256746108   229,699 1,624 SH   SOLE   1,624 0 0
KRISPY KREME INC COM 50101L106   3,376,972 327,226 SH   SOLE   327,226 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   516,022 20,260 SH   SOLE   20,260 0 0
DUOLINGO INC CL A COM 26603R106   777,380 10,929 SH   SOLE   10,929 0 0
DEXCOM INC COM 252131107   450,242 3,976 SH   SOLE   3,976 0 0
DESTINATION XL GROUP INC COM 25065K104   3,515,798 520,859 SH   SOLE   520,859 0 0
BRINKER INTL INC COM 109641100   11,258,741 352,828 SH   SOLE   352,828 0 0
EVENTBRITE INC COM CL A 29975E109   2,015,547 343,950 SH   SOLE   343,950 0 0
LAUDER ESTEE COS INC CL A 518439104   446,846 1,801 SH   SOLE   1,801 0 0
ETSY INC COM 29786A106   1,010,584 8,437 SH   SOLE   8,437 0 0
EXPEDIA GROUP INC COM NEW 30212P303   353,992 4,041 SH   SOLE   4,041 0 0
EXTRA SPACE STORAGE INC COM 30225T102   358,236 2,434 SH   SOLE   2,434 0 0
FEDEX CORP COM 31428X106   250,274 1,445 SH   SOLE   1,445 0 0
FERGUSON PLC NEW SHS G3421J106   584,697 4,605 SH   SOLE   4,605 0 0
FIGS INC CL A 30260D103   388,207 57,683 SH   SOLE   57,683 0 0
1 800 FLOWERS COM INC CL A 68243Q106   1,602,113 167,585 SH   SOLE   167,585 0 0
FUNKO INC COM CL A 361008105   272,881 25,012 SH   SOLE   25,012 0 0
FRONTDOOR INC COM 35905A109   3,442,109 165,486 SH   SOLE   165,486 0 0
FUBOTV INC COM 35953D104   1,039,119 597,195 SH   SOLE   597,195 0 0
FIVERR INTL LTD ORD SHS M4R82T106   305,620 10,488 SH   SOLE   10,488 0 0
GODADDY INC CL A 380237107   654,151 8,743 SH   SOLE   8,743 0 0
GOODRX HLDGS INC COM CL A 38246G108   259,790 55,749 SH   SOLE   55,749 0 0
GUESS INC COM 401617105   1,127,998 54,519 SH   SOLE   54,519 0 0
G III APPAREL GROUP LTD COM 36237H101   540,037 39,390 SH   SOLE   39,390 0 0
GENUINE PARTS CO COM 372460105   980,332 5,650 SH   SOLE   5,650 0 0
GOPRO INC CL A 38268T103   872,830 175,267 SH   SOLE   175,267 0 0
GARMIN LTD SHS H2906T109   355,224 3,849 SH   SOLE   3,849 0 0
HANESBRANDS INC COM 410345102   410,474 64,540 SH   SOLE   64,540 0 0
HELEN OF TROY LTD COM G4388N106   365,670 3,297 SH   SOLE   3,297 0 0
HIBBETT INC COM 428567101   10,214,990 149,736 SH   SOLE   149,736 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   4,263,432 665,122 SH   SOLE   665,122 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101   404,394 27,177 SH   SOLE   27,177 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   475,240 3,761 SH   SOLE   3,761 0 0
HARLEY DAVIDSON INC COM 412822108   806,042 19,376 SH   SOLE   19,376 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   751,401 48,824 SH   SOLE   48,824 0 0
HUBSPOT INC COM 443573100   884,449 3,059 SH   SOLE   3,059 0 0
HAVERTY FURNITURE COS INC COM 419596101   580,509 19,415 SH   SOLE   19,415 0 0
IAC INC COM NEW 44891N208   575,557 12,963 SH   SOLE   12,963 0 0
INTEL CORP COM 458140100   722,649 27,342 SH   SOLE   27,342 0 0
INTUIT COM 461202103   362,753 932 SH   SOLE   932 0 0
IQIYI INC SPONSORED ADS 46267X108   201,951 38,104 SH   SOLE   38,104 0 0
IROBOT CORP COM 462726100   349,713 7,266 SH   SOLE   7,266 0 0
JACK IN THE BOX INC COM 466367109   445,201 6,525 SH   SOLE   6,525 0 0
KROGER CO COM 501044101   863,158 19,362 SH   SOLE   19,362 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   6,329,165 209,575 SH   SOLE   209,575 0 0
LANDS END INC NEW COM 51509F105   222,334 29,293 SH   SOLE   29,293 0 0
LESLIES INC COM 527064109   4,579,312 375,046 SH   SOLE   375,046 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   2,336,691 150,560 SH   SOLE   150,560 0 0
LL FLOORING HOLDINGS INC COM 55003T107   744,060 132,395 SH   SOLE   132,395 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   530,904 44,390 SH   SOLE   44,390 0 0
LULULEMON ATHLETICA INC COM 550021109   5,904,603 18,430 SH   SOLE   18,430 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   661,065 9,479 SH   SOLE   9,479 0 0
LEGALZOOM COM INC COM 52466B103   1,166,054 150,653 SH   SOLE   150,653 0 0
LA Z BOY INC COM 505336107   861,204 37,739 SH   SOLE   37,739 0 0
MACYS INC COM 55616P104   14,986,386 725,733 SH   SOLE   725,733 0 0
MCDONALDS CORP COM 580135101   2,479,290 9,408 SH   SOLE   9,408 0 0
MISTER CAR WASH INC COM 60646V105   1,520,541 164,739 SH   SOLE   164,739 0 0
23ANDME HOLDING CO CLASS A COM 90138Q108   119,135 55,155 SH   SOLE   55,155 0 0
META PLATFORMS INC CL A 30303M102   3,595,759 29,880 SH   SOLE   29,880 0 0
3M CO COM 88579Y101   700,573 5,842 SH   SOLE   5,842 0 0
MONDAY COM LTD SHS M7S64H106   982,222 8,051 SH   SOLE   8,051 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   236,159 2,326 SH   SOLE   2,326 0 0
MOMENTIVE GLOBAL INC COM 60878Y108   656,369 93,767 SH   SOLE   93,767 0 0
MOVADO GROUP INC COM 624580106   674,896 20,927 SH   SOLE   20,927 0 0
MARATHON PETE CORP COM 56585A102   230,219 1,978 SH   SOLE   1,978 0 0
MATCH GROUP INC NEW COM 57667L107   3,647,137 87,904 SH   SOLE   87,904 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   667,007 54,494 SH   SOLE   54,494 0 0
NETFLIX INC COM 64110L106   6,814,087 23,108 SH   SOLE   23,108 0 0
NIKE INC CL B 654106103   406,844 3,477 SH   SOLE   3,477 0 0
THE ODP CORP COM 88337F105   1,104,891 24,262 SH   SOLE   24,262 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   6,668,986 142,378 SH   SOLE   142,378 0 0
OLAPLEX HLDGS INC COM 679369108   358,537 68,817 SH   SOLE   68,817 0 0
ON HLDG AG NAMEN AKT A H5919C104   497,142 28,971 SH   SOLE   28,971 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   929,145 800,987 SH   SOLE   800,987 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   6,234,006 7,386 SH   SOLE   7,386 0 0
PINDUODUO INC SPONSORED ADS 722304102   1,630,674 19,996 SH   SOLE   19,996 0 0
PENN ENTERTAINMENT INC COM 707569109   311,969 10,504 SH   SOLE   10,504 0 0
PINTEREST INC CL A 72352L106   3,249,368 133,829 SH   SOLE   133,829 0 0
PLAYTIKA HLDG CORP COM 72815L107   451,796 53,090 SH   SOLE   53,090 0 0
PRIMO WATER CORPORATION COM 74167P108   975,353 62,764 SH   SOLE   62,764 0 0
PUBLIC STORAGE COM 74460D109   206,780 738 SH   SOLE   738 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   768,568 96,797 SH   SOLE   96,797 0 0
PAYPAL HLDGS INC COM 70450Y103   243,572 3,420 SH   SOLE   3,420 0 0
PAPA JOHNS INTL INC COM 698813102   1,802,095 21,894 SH   SOLE   21,894 0 0
QUALCOMM INC COM 747525103   824,880 7,503 SH   SOLE   7,503 0 0
QORVO INC COM 74736K101   983,263 10,848 SH   SOLE   10,848 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   707,166 10,935 SH   SOLE   10,935 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   493,509 9,984 SH Call SOLE   9,984 0 0
RENT THE RUNWAY INC COM CL A 76010Y103   898,365 294,546 SH   SOLE   294,546 0 0
RH COM 74967X103   2,233,441 8,359 SH   SOLE   8,359 0 0
RALPH LAUREN CORP CL A 751212101   660,966 6,255 SH   SOLE   6,255 0 0
ROKU INC COM CL A 77543R102   1,006,185 24,722 SH   SOLE   24,722 0 0
ROLLINS INC COM 775711104   2,385,697 65,290 SH   SOLE   65,290 0 0
REVOLVE GROUP INC CL A 76156B107   227,408 10,216 SH   SOLE   10,216 0 0
SPIRIT AIRLS INC COM 848577102   589,738 30,274 SH   SOLE   30,274 0 0
STARBUCKS CORP COM 855244109   2,570,272 25,910 SH   SOLE   25,910 0 0
SEAWORLD ENTMT INC COM 81282V100   370,985 6,933 SH   SOLE   6,933 0 0
STITCH FIX INC COM CL A 860897107   1,888,230 607,148 SH   SOLE   607,148 0 0
SPROUTS FMRS MKT INC COM 85208M102   2,313,452 71,469 SH   SOLE   71,469 0 0
SHAKE SHACK INC CL A 819047101   3,020,186 72,723 SH   SOLE   72,723 0 0
SHOPIFY INC CL A 82509L107   937,587 27,012 SH   SOLE   27,012 0 0
SKILLZ INC COM 83067L109   257,414 508,221 SH   SOLE   508,221 0 0
SKECHERS U S A INC CL A 830566105   5,426,316 129,352 SH   SOLE   129,352 0 0
SLEEP NUMBER CORP COM 83125X103   1,628,530 62,684 SH   SOLE   62,684 0 0
SOFI TECHNOLOGIES INC COM 83406F102   118,117 25,622 SH   SOLE   25,622 0 0
SONOS INC COM 83570H108   622,292 36,822 SH   SOLE   36,822 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   842,242 89,505 SH   SOLE   89,505 0 0
SQUARESPACE INC CLASS A 85225A107   811,489 36,603 SH   SOLE   36,603 0 0
SHUTTERSTOCK INC COM 825690100   750,891 14,243 SH   SOLE   14,243 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   766,586 8,412 SH   SOLE   8,412 0 0
CONTAINER STORE GROUP INC COM 210751103   369,578 85,749 SH   SOLE   85,749 0 0
TARGET CORP COM 87612E106   4,892,238 32,825 SH   SOLE   32,825 0 0
TJX COS INC NEW COM 872540109   3,162,428 39,729 SH   SOLE   39,729 0 0
TAPESTRY INC COM 876030107   2,685,478 70,522 SH   SOLE   70,522 0 0
TRUPANION INC COM 898202106   2,654,218 55,843 SH   SOLE   55,843 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   663,956 3,950 SH   SOLE   3,950 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,549,102 24,480 SH   SOLE   24,480 0 0
UNITED AIRLS HLDGS INC COM 910047109   837,430 22,213 SH   SOLE   22,213 0 0
ULTA BEAUTY INC COM 90384S303   6,194,538 13,206 SH   SOLE   13,206 0 0
URBAN OUTFITTERS INC COM 917047102   3,739,418 156,789 SH   SOLE   156,789 0 0
UNITED RENTALS INC COM 911363109   346,179 974 SH   SOLE   974 0 0
VIMEO INC COMMON STOCK 92719V100   448,140 130,653 SH   SOLE   130,653 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   3,358,454 93,864 SH   SOLE   93,864 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   322,725 8,191 SH   SOLE   8,191 0 0
WAYFAIR INC CL A 94419L101   4,978,395 151,365 SH   SOLE   151,365 0 0
WENDYS CO COM 95058W100   5,434,346 240,139 SH   SOLE   240,139 0 0
WALMART INC COM 931142103   635,503 4,482 SH   SOLE   4,482 0 0
WARBY PARKER INC CL A COM 93403J106   1,650,866 122,377 SH   SOLE   122,377 0 0
WILLIAMS SONOMA INC COM 969904101   2,927,932 25,478 SH   SOLE   25,478 0 0
WW INTL INC COM 98262P101   1,208,396 313,056 SH   SOLE   313,056 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   585,298 8,542 SH   SOLE   8,542 0 0
EXXON MOBIL CORP COM 30231G102   227,549 2,063 SH   SOLE   2,063 0 0
YELP INC CL A 985817105   390,962 14,300 SH   SOLE   14,300 0 0
YETI HLDGS INC COM 98585X104   255,378 6,182 SH   SOLE   6,182 0 0
CLEAR SECURE INC COM CL A 18467V109   211,787 7,721 SH   SOLE   7,721 0 0
YUM BRANDS INC COM 988498101   630,026 4,919 SH   SOLE   4,919 0 0
ZILLOW GROUP INC CL A 98954M101   419,868 13,453 SH   SOLE   13,453 0 0