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
AMAZON COM INC COM 023135106   3,275,328 38,992 SH   SOLE   38,992 0 0
APPLE INC COM 037833100   3,661,427 28,180 SH   SOLE   28,180 0 0
AUTOZONE INC COM 053332102   2,239,291 908 SH   SOLE   908 0 0
AVIS BUDGET GROUP COM 053774105   1,227,180 7,486 SH   SOLE   7,486 0 0
BEST BUY INC COM 086516101   1,720,344 21,448 SH   SOLE   21,448 0 0
BLOOMIN BRANDS INC COM 094235108   678,426 33,719 SH   SOLE   33,719 0 0
BOOT BARN HLDGS INC COM 099406100   2,118,928 33,892 SH   SOLE   33,892 0 0
BRINKER INTL INC COM 109641100   804,738 25,219 SH   SOLE   25,219 0 0
BUMBLE INC COM CL A 12047B105   1,117,334 53,080 SH   SOLE   53,080 0 0
BURLINGTON STORES INC COM 122017106   5,061,903 24,965 SH   SOLE   24,965 0 0
CALERES INC COM 129500104   591,133 26,532 SH   SOLE   26,532 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   1,215,241 21,201 SH   SOLE   21,201 0 0
CHEGG INC COM 163092109   1,834,172 72,583 SH   SOLE   72,583 0 0
CHEWY INC CL A 16679L109   413,702 11,157 SH   SOLE   11,157 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   300,575 3,432 SH   SOLE   3,432 0 0
CVS HEALTH CORP COM 126650100   7,309,451 78,436 SH   SOLE   78,436 0 0
DESIGNER BRANDS INC CL A 250565108   206,915 21,157 SH   SOLE   21,157 0 0
DILLARDS INC CL A 254067101   1,923,686 5,952 SH   SOLE   5,952 0 0
DOLLAR TREE INC COM 256746108   3,885,923 27,474 SH   SOLE   27,474 0 0
DOORDASH INC CL A 25809K105   2,340,187 47,935 SH   SOLE   47,935 0 0
DUTCH BROS INC CL A 26701L100   255,035 9,047 SH   SOLE   9,047 0 0
ETSY INC COM 29786A106   5,851,133 48,849 SH   SOLE   48,849 0 0
FIGS INC CL A 30260D103   83,957 12,475 SH   SOLE   12,475 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   208,335 15,398 SH   SOLE   15,398 0 0
FOOT LOCKER INC COM 344849104   3,423,396 90,590 SH   SOLE   90,590 0 0
GENESCO INC COM 371532102   213,119 4,631 SH   SOLE   4,631 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   1,920,206 65,783 SH   SOLE   65,783 0 0
HANESBRANDS INC COM 410345102   70,227 11,042 SH   SOLE   11,042 0 0
HANESBRANDS INC COM 410345102   232,865 36,614 SH   SOLE   36,614 0 0
JACK IN THE BOX INC COM 466367109   1,341,811 19,666 SH   SOLE   19,666 0 0
KRISPY KREME INC COM 50101L106   682,616 66,145 SH   SOLE   66,145 0 0
KROGER CO COM 501044101   298,909 6,705 SH   SOLE   6,705 0 0
KURA SUSHI USA INC CL A COM 501270102   315,260 6,612 SH   SOLE   6,612 0 0
LA Z BOY INC COM 505336107   418,336 18,332 SH   SOLE   18,332 0 0
LESLIES INC COM 527064109   402,722 32,983 SH   SOLE   32,983 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   300,762 19,379 SH   SOLE   19,379 0 0
LULULEMON ATHLETICA INC COM 550021109   2,583,544 8,064 SH   SOLE   8,064 0 0
LYFT INC CL A COM 55087P104   631,611 57,315 SH   SOLE   57,315 0 0
MATCH GROUP INC NEW COM 57667L107   971,281 23,410 SH   SOLE   23,410 0 0
MCDONALDS CORP COM 580135101   7,946,220 30,153 SH   SOLE   30,153 0 0
MEDIFAST INC COM 58470H101   825,329 7,155 SH   SOLE   7,155 0 0
MISTER CAR WASH INC COM 60646V105   338,981 36,726 SH   SOLE   36,726 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   4,910,567 5,818 SH   SOLE   5,818 0 0
OXFORD INDS INC COM 691497309   636,326 6,829 SH   SOLE   6,829 0 0
PAPA JOHNS INTL INC COM 698813102   636,256 7,730 SH   SOLE   7,730 0 0
PAYPAL HLDGS INC COM 70450Y103   2,052,062 28,813 SH   SOLE   28,813 0 0
PVH CORPORATION COM 693656100   1,180,759 16,727 SH   SOLE   16,727 0 0
RENT THE RUNWAY INC COM CL A 76010Y103   107,506 35,248 SH   SOLE   35,248 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   2,524,264 39,033 SH   SOLE   39,033 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109   335,405 21,667 SH   SOLE   21,667 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   1,031,210 82,365 SH   SOLE   82,365 0 0
SHAKE SHACK INC CL A 819047101   1,862,620 44,850 SH   SOLE   44,850 0 0
SHERWIN WILLIAMS CO COM 824348106   7,569,878 31,896 SH   SOLE   31,896 0 0
SIGNET JEWELERS LIMITED SHS G81276100   283,084 4,163 SH   SOLE   4,163 0 0
SKECHERS U S A INC CL A 830566105   1,188,485 28,331 SH   SOLE   28,331 0 0
SKILLZ INC COM 83067L109   90,493 178,840 SH   SOLE   178,840 0 0
SLEEP NUMBER CORP COM 83125X103   727,778 28,013 SH   SOLE   28,013 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   420,673 1,100 SH   SOLE   1,100 0 0
TAPESTRY INC COM 876030107   2,029,969 53,308 SH   SOLE   53,308 0 0
TARGET CORP COM 87612E106   4,755,419 31,907 SH   SOLE   31,907 0 0
TEXAS ROADHOUSE INC COM 882681109   1,057,021 11,622 SH   SOLE   11,622 0 0
THE REALREAL INC COM 88339P101   55,245 44,196 SH   SOLE   44,196 0 0
TJX COS INC NEW COM 872540109   3,917,355 49,213 SH   SOLE   49,213 0 0
TRACTOR SUPPLY CO COM 892356106   739,476 3,287 SH   SOLE   3,287 0 0
UDEMY INC COM 902685106   352,286 33,392 SH   SOLE   33,392 0 0
ULTA BEAUTY INC COM 90384S303   6,688,469 14,259 SH   SOLE   14,259 0 0
UNDER ARMOUR INC CL A 904311107   1,493,845 147,032 SH   SOLE   147,032 0 0
UNITED AIRLS HLDGS INC COM 910047109   1,573,523 41,738 SH   SOLE   41,738 0 0
UNITED PARCEL SERVICE INC CL B 911312106   5,797,738 33,351 SH   SOLE   33,351 0 0
VERA BRADLEY INC COM 92335C106   49,137 10,847 SH   SOLE   10,847 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   296,366 8,283 SH   SOLE   8,283 0 0
WALMART INC COM 931142103   3,207,290 22,620 SH   SOLE   22,620 0 0
WENDYS CO COM 95058W100   394,215 17,420 SH   SOLE   17,420 0 0
WINGSTOP INC COM 974155103   1,379,365 10,023 SH   SOLE   10,023 0 0
YETI HLDGS INC COM 98585X104   2,132,174 51,614 SH   SOLE   51,614 0 0