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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AZEK CO INC | CL A | 05478C105 | 3,060,246 | 102,900 | SH | SOLE | 102,900 | 0 | 0 | |||
| CASEYS GEN STORES INC | COM | 147528103 | 10,814,913 | 39,831 | SH | SOLE | 39,831 | 0 | 0 | |||
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 7,808,027 | 481,977 | SH | SOLE | 481,977 | 0 | 0 | |||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 4,379,586 | 110,206 | SH | SOLE | 110,206 | 0 | 0 | |||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 7,893,164 | 1,401,983 | SH | SOLE | 1,401,983 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 4,610,857 | 155,300 | SH | SOLE | 155,300 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 7,315,245 | 19,373 | SH | SOLE | 19,373 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 9,241,557 | 341,900 | SH | SOLE | 341,900 | 0 | 0 | |||
| PROG HOLDINGS INC | COM NPV | 74319R101 | 11,391,296 | 343,008 | SH | SOLE | 343,008 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 3,243,510 | 73,800 | SH | SOLE | 73,800 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 7,431,511 | 316,100 | SH | SOLE | 316,100 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 13,408,789 | 95,511 | SH | SOLE | 95,511 | 0 | 0 | |||
| TJX COS INC NEW | COM | 872540109 | 9,343,332 | 105,123 | SH | SOLE | 105,123 | 0 | 0 | |||