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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CASEYS GEN STORES INC | COM | 147528103 | 11,529 | 58,179 | SH | SOLE | 58,179 | 0 | 0 | ||
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 18,517 | 626,428 | SH | SOLE | 626,428 | 0 | 0 | ||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 23,523 | 1,216,938 | SH | SOLE | 1,216,938 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 15,331 | 1,036,549 | SH | SOLE | 1,036,549 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 19,104 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
| NOODLES & CO | COM CL A | 65540B105 | 9,879 | 1,654,738 | SH | SOLE | 1,654,738 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 9,449 | 81,700 | SH | SOLE | 81,700 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 2,571 | 97,300 | SH | SOLE | 97,300 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 12,244 | 497,506 | SH | SOLE | 497,506 | 0 | 0 | ||
| PROG HOLDINGS INC | COM NPV | 74319R101 | 18,352 | 637,900 | SH | SOLE | 637,900 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,741 | 134,912 | SH | SOLE | 134,912 | 0 | 0 | ||
| THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 19,228 | 1,139,128 | SH | SOLE | 1,139,128 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 13,142 | 216,942 | SH | SOLE | 216,942 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 2,496 | 31,300 | SH | SOLE | 31,300 | 0 | 0 | ||