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
ADOBE INC COM 00724F101   52,913,807 118,993 SH   SOLE   118,993 0 0
ALPHABET INC CAP STK CL A 02079K305   97,837,244 516,837 SH   SOLE   516,837 0 0
AMAZON COM INC COM 023135106   196,294,376 894,728 SH   SOLE   894,728 0 0
AMER SPORTS INC COM SHS G0260P102   32,397,755 1,158,718 SH   SOLE   1,158,718 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   24,490,841 1,405,097 SH   SOLE   1,405,097 0 0
APPLOVIN CORP COM CL A 03831W108   64,495,278 199,164 SH   SOLE   199,164 0 0
ATI INC COM 01741R102   34,998,615 635,876 SH   SOLE   635,876 0 0
AUTONATION INC COM 05329W102   31,026,881 182,683 SH   SOLE   182,683 0 0
BATH & BODY WORKS INC COM 070830104   188,456,163 4,860,876 SH   SOLE   4,860,876 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   71,292,483 498,793 SH   SOLE   498,793 0 0
BURLINGTON STORES INC COM 122017106   274,022,762 961,281 SH   SOLE   961,281 0 0
CORE & MAIN INC CL A 21874C102   198,672,304 3,902,422 SH   SOLE   3,902,422 0 0
CORTEVA INC COM 22052L104   202,999,117 3,563,889 SH   SOLE   3,563,889 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   89,153,894 260,562 SH   SOLE   260,562 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   90,434,567 271,453 SH   SOLE   271,453 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   47,725,070 1,282,932 SH   SOLE   1,282,932 0 0
FEDEX CORP COM 31428X106   82,932,989 294,789 SH   SOLE   294,789 0 0
FIRST SOLAR INC COM 336433107   96,210,826 545,908 SH   SOLE   545,908 0 0
FLUOR CORP NEW COM 343412102   12,994,834 263,480 SH   SOLE   263,480 0 0
LGI HOMES INC COM 50187T106   24,371,423 272,611 SH   SOLE   272,611 0 0
LITHIA MTRS INC COM 536797103   11,845,945 33,142 SH   SOLE   33,142 0 0
MCDONALDS CORP COM 580135101   88,309,481 304,631 SH   SOLE   304,631 0 0
ON HLDG AG NAMEN AKT A H5919C104   12,003,886 219,169 SH   SOLE   219,169 0 0
PAYLOCITY HLDG CORP COM 70438V106   19,105,237 95,780 SH   SOLE   95,780 0 0
PINTEREST INC CL A 72352L106   15,851,110 546,590 SH   SOLE   546,590 0 0
PLANET FITNESS INC CL A 72703H101   175,256,270 1,772,593 SH   SOLE   1,772,593 0 0
PROLOGIS INC. COM 74340W103   97,971,533 926,883 SH   SOLE   926,883 0 0
RH COM 74967X103   189,360,478 481,111 SH   SOLE   481,111 0 0
SERVICENOW INC COM 81762P102   47,058,727 44,390 SH   SOLE   44,390 0 0
SIGNET JEWELERS LIMITED SHS G81276100   142,253,231 1,762,523 SH   SOLE   1,762,523 0 0
SKECHERS U S A INC CL A 830566105   200,981,369 2,989,015 SH   SOLE   2,989,015 0 0
SNOWFLAKE INC CL A 833445109   22,285,532 144,327 SH   SOLE   144,327 0 0
TECHNIPFMC PLC COM G87110105   210,294,825 7,266,580 SH   SOLE   7,266,580 0 0
TREX CO INC COM 89531P105   104,427,410 1,512,783 SH   SOLE   1,512,783 0 0
UNITED AIRLS HLDGS INC COM 910047109   60,698,764 625,116 SH   SOLE   625,116 0 0
XPO INC COM 983793100   71,694,197 546,658 SH   SOLE   546,658 0 0