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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 1,114,380 24,869 SH SOLE 24,869 0 0
AFFIRM HLDGS INC COM CL A 00827B106 1,562,495 22,599 SH SOLE 22,599 0 0
AMER SPORTS INC COM SHS G0260P102 5,130,467 132,365 SH SOLE 132,365 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,487,917 15,781 SH SOLE 15,781 0 0
AT&T INC COM 00206R102 3,448,693 119,167 SH SOLE 119,167 0 0
BOOKING HOLDINGS INC COM 09857L108 5,349,258 924 SH SOLE 924 0 0
BOOT BARN HLDGS INC COM 099406100 2,410,112 15,856 SH SOLE 15,856 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,417,083 12,144 SH SOLE 12,144 0 0
BURLINGTON STORES INC COM 122017106 1,454,931 6,254 SH SOLE 6,254 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 7,040,714 250,381 SH SOLE 250,381 0 0
CARVANA CO CL A 146869102 1,705,355 5,061 SH SOLE 5,061 0 0
CHEESECAKE FACTORY INC COM 163072101 1,644,512 26,245 SH SOLE 26,245 0 0
CHEWY INC CL A 16679L109 1,611,846 37,819 SH SOLE 37,819 0 0
CINEMARK HLDGS INC COM 17243V102 4,593,305 152,197 SH SOLE 152,197 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 656,813 13,624 SH SOLE 13,624 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,137,406 3,524 SH SOLE 3,524 0 0
DOLLAR GEN CORP NEW COM 256677105 2,802,768 24,504 SH SOLE 24,504 0 0
DOLLAR TREE INC COM 256746108 2,179,177 22,003 SH SOLE 22,003 0 0
DOORDASH INC CL A 25809K105 4,251,558 17,247 SH SOLE 17,247 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105 5,979,631 699,372 SH SOLE 699,372 0 0
FIVE BELOW INC COM 33829M101 7,329,420 55,873 SH SOLE 55,873 0 0
HOME DEPOT INC COM 437076102 3,992,343 10,889 SH SOLE 10,889 0 0
JAMES HARDIE INDS PLC SPONSORED ADR 47030M106 5,541,787 206,091 SH SOLE 206,091 0 0
LEGALZOOM COM INC COM 52466B103 11,789,596 1,323,187 SH SOLE 1,323,187 0 0
LEGALZOOM COM INC CALL 52466B903 3,610,332 405,200 SH Call SOLE 405,200 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 1,458,454 78,878 SH SOLE 78,878 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 2,144,454 10,263 SH SOLE 10,263 0 0
MOHAWK INDS INC COM 608190104 5,344,743 50,980 SH SOLE 50,980 0 0
PINTEREST INC CL A 72352L106 1,789,450 49,901 SH SOLE 49,901 0 0
RALPH LAUREN CORP CL A 751212101 2,811,644 10,251 SH SOLE 10,251 0 0
ROKU INC COM CL A 77543R102 1,064,260 12,109 SH SOLE 12,109 0 0
SHARKNINJA INC COM SHS G8068L108 5,879,808 59,398 SH SOLE 59,398 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 3,864,151 56,784 SH SOLE 56,784 0 0
TAPESTRY INC COM 876030107 4,314,896 49,139 SH SOLE 49,139 0 0
URBAN OUTFITTERS INC COM 917047102 6,464,184 89,112 SH SOLE 89,112 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 4,921,918 92,361 SH SOLE 92,361 0 0
VISTRA CORP COM 92840M102 1,168,674 6,030 SH SOLE 6,030 0 0
WAYFAIR INC CL A 94419L101 5,236,276 102,391 SH SOLE 102,391 0 0
WHIRLPOOL CORP COM 963320106 2,474,547 24,399 SH SOLE 24,399 0 0
WILLIAMS SONOMA INC COM 969904101 6,303,468 38,584 SH SOLE 38,584 0 0