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 |
| AIRBNB INC | COM CL A | 009066101 | 3,588,480 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | |||
| AZEK CO INC | CL A | 05478C105 | 3,116,841 | 102,900 | SH | SOLE | 102,900 | 0 | 0 | |||
| CASEYS GEN STORES INC | COM | 147528103 | 9,713,984 | 39,831 | SH | SOLE | 39,831 | 0 | 0 | |||
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 8,979,232 | 481,977 | SH | SOLE | 481,977 | 0 | 0 | |||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 5,332,872 | 966,100 | SH | SOLE | 966,100 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 9,335,305 | 21,193 | SH | SOLE | 21,193 | 0 | 0 | |||
| PROG HOLDINGS INC | COM NPV | 74319R101 | 9,658,741 | 300,708 | SH | SOLE | 300,708 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 3,257,892 | 125,400 | SH | SOLE | 125,400 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 14,055,399 | 95,511 | SH | SOLE | 95,511 | 0 | 0 | |||
| THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 7,740,459 | 924,786 | SH | SOLE | 924,786 | 0 | 0 | |||
| TJX COS INC NEW | COM | 872540109 | 8,913,379 | 105,123 | SH | SOLE | 105,123 | 0 | 0 | |||