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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BJS WHSL CLUB HLDGS INC | Com | 05550J101 | 4,313,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | Com | 070830104 | 1,498,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CHEWY INC CL A | Cl A | 16679L109 | 4,262,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | Com | 169656105 | 701,875 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | Com | 194162103 | 1,136,250 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| COPART INC | Com | 217204106 | 4,907,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| D R HORTON INC | Com | 23331A109 | 1,933,800 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | Com | 25754A201 | 4,506,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| GLOBAL PMTS INC | Com | 37940X102 | 2,001,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| HOME DEPOT INC | Com | 437076102 | 7,332,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| KENVUE INC | Com | 49177J102 | 1,046,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LAUDER ESTEE COS INC CL A | Cl A | 518439104 | 2,020,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | Com | 550021109 | 7,127,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED CL A | Com | 57636Q104 | 8,429,100 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| MCDONALDS CORP | Com | 580135101 | 5,843,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MERITAGE HOMES CORP | Com | 59001A102 | 669,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NIKE INC CL B | Cl B | 654106103 | 1,065,600 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PEPSICO INC | Com | 713448108 | 1,650,500 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| RH | Com | 74967X103 | 2,835,150 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | Com | 854502101 | 677,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| STARBUCKS CORP | Com | 855244109 | 2,290,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TARGET CORP | Com | 87612E106 | 1,233,125 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| TOLL BROTHERS INC | Com | 889478103 | 1,711,950 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| TRACTOR SUPPLY CO | Com | 892356106 | 2,638,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ULTA BEAUTY INC | Com | 90384S303 | 4,678,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| VISA INC COM CL A | Com | 92826C839 | 7,101,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| YETI HLDGS INC | Com | 98585X104 | 788,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ON HLDG AG | Namen AKT A | H5919C104 | 910,875 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||