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
AIRBNB INC COM CL A 009066101   3,022,920 24,300 SH   SOLE   24,300 0 0
APPLE INC COM 037833100   2,489,990 15,100 SH   SOLE   15,100 0 0
AZEK CO INC CL A 05478C105   842,732 35,800 SH   SOLE   35,800 0 0
CASEYS GEN STORES INC COM 147528103   8,621,818 39,831 SH   SOLE   39,831 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   7,457,063 392,477 SH   SOLE   392,477 0 0
NETFLIX INC COM 64110L106   8,671,203 25,099 SH   SOLE   25,099 0 0
PROG HOLDINGS INC COM NPV 74319R101   7,153,843 300,708 SH   SOLE   300,708 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   10,678,662 89,511 SH   SOLE   89,511 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   9,431,907 746,786 SH   SOLE   746,786 0 0
TJX COS INC NEW COM 872540109   8,237,438 105,123 SH   SOLE   105,123 0 0