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
BOOT BARN HLDGS INC COM 099406100 5,435,285 32,798 SH SOLE N/A 32,798 0 0
COHERENT CORP COM 19247G107 55,691,240 517,000 SH SOLE N/A 517,000 0 0
CREDO TECHNOLOGY GROUP HOLDING COM G25457105 10,775,140 74,000 SH SOLE N/A 74,000 0 0
DICKS SPORTING GOODS INC COM 253393102 5,900,830 26,554 SH SOLE N/A 26,554 0 0
DUOLINGO INC CL A COM 26603R106 9,977,040 31,000 SH SOLE N/A 31,000 0 0
JOYY INC ADS REPSTG COM A 46591M109 9,360,017 159,700 SH SOLE N/A 159,700 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 6,232,750 267,500 SH SOLE N/A 267,500 0 0
LUMENTUM HLDGS INC COM 55024U109 70,580,344 433,780 SH SOLE N/A 433,780 0 0
NIKE INC CL B 654106103 5,763,882 82,660 SH SOLE N/A 82,660 0 0
ORACLE CORP COM 68389X105 19,124,320 68,000 SH SOLE N/A 68,000 0 0
RALPH LAUREN CORP CL A 751212101 5,997,149 19,126 SH SOLE N/A 19,126 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 5,998,128 69,600 SH SOLE N/A 69,600 0 0
UNITY SOFTWARE INC COM 91332U101 114,091,457 2,849,437 SH SOLE N/A 2,849,437 0 0
URBAN OUTFITTERS INC COM 917047102 5,916,761 82,833 SH SOLE N/A 82,833 0 0
YUM CHINA HLDGS INC COM 98850P109 27,679,323 644,905 SH SOLE N/A 644,905 0 0