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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
CASEYS GEN STORES INC COM 147528103   11,703,993 36,753 SH   SOLE   36,753 0 0
CHEWY INC CL A 16679L109   5,256,664 330,400 SH   SOLE   330,400 0 0
FLUTTER ENTMT PLC SHS G3643J108   3,890,553 19,700 SH   SOLE   19,700 0 0
GOODRX HLDGS INC COM CL A 38246G108   14,657,077 2,064,377 SH   SOLE   2,064,377 0 0
MAPLEBEAR INC COM 565394103   5,574,855 149,500 SH   SOLE   149,500 0 0
MISTER CAR WASH INC COM 60646V105   7,256,325 936,300 SH   SOLE   936,300 0 0
NETFLIX INC COM 64110L106   6,913,845 11,384 SH   SOLE   11,384 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   1,037,399 242,100 SH   SOLE   242,100 0 0
PINTEREST INC CL A 72352L106   8,094,440 233,471 SH   SOLE   233,471 0 0
PROG HOLDINGS INC COM NPV 74319R101   11,984,741 347,989 SH   SOLE   347,989 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   6,840,515 259,898 SH   SOLE   259,898 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   13,025,543 87,720 SH   SOLE   87,720 0 0
TARGET CORP COM 87612E106   1,701,216 9,600 SH   SOLE   9,600 0 0
TJX COS INC NEW COM 872540109   9,243,723 91,143 SH   SOLE   91,143 0 0
WK KELLOGG CO COM SHS 92942W107   5,721,648 304,343 SH   SOLE   304,343 0 0