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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANSYS INC COM 03662Q105 41,801,151 119,017 SH SOLE N/A 119,017 0 0
BOOT BARN HLDGS INC COM 099406100 8,181,400 53,825 SH SOLE N/A 53,825 0 0
CELESTICA INC COM 15101Q207 50,289,588 322,142 SH SOLE N/A 322,142 0 0
COHERENT CORP COM 19247G107 44,961,840 504,000 SH SOLE N/A 504,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 6,173,811 333,900 SH SOLE N/A 333,900 0 0
LUMENTUM HLDGS INC COM 55024U109 41,235,127 433,780 SH SOLE N/A 433,780 0 0
META PLATFORMS INC CL A 30303M102 47,237,760 64,000 SH SOLE N/A 64,000 0 0
NIKE INC CL B 654106103 8,524,800 120,000 SH SOLE N/A 120,000 0 0
RALPH LAUREN CORP CL A 751212101 6,308,440 23,000 SH SOLE N/A 23,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 6,072,328 78,800 SH SOLE N/A 78,800 0 0
TAPESTRY INC COM 876030107 6,506,721 74,100 SH SOLE N/A 74,100 0 0
UNITY SOFTWARE INC COM 91332U101 48,019,044 1,984,258 SH SOLE N/A 1,984,258 0 0
WALMART INC COM 931142103 5,495,236 56,200 SH SOLE N/A 56,200 0 0