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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRBNB INC COM CL A 009066101 1,407 15,800 SH   SOLE   15,800 0 0
AZEK CO INC CL A 05478C105 1,490 89,000 SH   SOLE   89,000 0 0
CASEYS GEN STORES INC COM 147528103 7,368 39,831 SH   SOLE   39,831 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,534 3,200 SH   SOLE   3,200 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 8,905 505,378 SH   SOLE   505,378 0 0
FIGS INC CL A 30260D103 1,704 187,000 SH   SOLE   187,000 0 0
GOODRX HLDGS INC COM CL A 38246G108 4,106 693,646 SH   SOLE   693,646 0 0
MISTER CAR WASH INC COM 60646V105 7,695 707,256 SH   SOLE   707,256 0 0
NETFLIX INC COM 64110L106 4,990 28,533 SH   SOLE   28,533 0 0
NOODLES & CO COM CL A 65540B105 4,520 961,805 SH   SOLE   961,805 0 0
PINTEREST INC CL A 72352L106 1,860 102,400 SH   SOLE   102,400 0 0
PROG HOLDINGS INC COM NPV 74319R101 3,944 239,008 SH   SOLE   239,008 0 0
RH COM 74967X103 1,528 7,200 SH   SOLE   7,200 0 0
STARBUCKS CORP COM 855244109 1,513 19,800 SH   SOLE   19,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,843 64,011 SH   SOLE   64,011 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 9,584 745,247 SH   SOLE   745,247 0 0
TJX COS INC NEW COM 872540109 5,871 105,123 SH   SOLE   105,123 0 0