The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 1,660 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 2,087 | 15,100 | SH | SOLE | 15,100 | 0 | 0 | ||
| AZEK CO INC | CL A | 05478C105 | 2,166 | 130,300 | SH | SOLE | 130,300 | 0 | 0 | ||
| CASEYS GEN STORES INC | COM | 147528103 | 8,067 | 39,831 | SH | SOLE | 39,831 | 0 | 0 | ||
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 7,614 | 412,697 | SH | SOLE | 412,697 | 0 | 0 | ||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 2,738 | 586,226 | SH | SOLE | 586,226 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 5,923 | 690,341 | SH | SOLE | 690,341 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 8,829 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| NOODLES & CO | COM CL A | 65540B105 | 3,076 | 654,425 | SH | SOLE | 654,425 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 4,681 | 200,900 | SH | SOLE | 200,900 | 0 | 0 | ||
| PROG HOLDINGS INC | COM NPV | 74319R101 | 4,505 | 300,708 | SH | SOLE | 300,708 | 0 | 0 | ||
| RH | COM | 74967X103 | 1,772 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 8,361 | 76,711 | SH | SOLE | 76,711 | 0 | 0 | ||
| THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 7,767 | 658,743 | SH | SOLE | 658,743 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 6,530 | 105,123 | SH | SOLE | 105,123 | 0 | 0 | ||