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
ADVANCED MICRO DEVICES INC COM 007903107 6,177,397 10,634 SH SOLE 10,634 0 0
AMAZON COM INC COM 023135106 19,157,293 80,378 SH SOLE 80,378 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 7,041,560 409,393 SH SOLE 409,393 0 0
ANALOG DEVICES INC COM 032654105 22,430,176 56,475 SH SOLE 56,475 0 0
APPLIED MATLS INC COM 038222105 3,920,829 5,423 SH SOLE 5,423 0 0
ARISTA NETWORKS INC COM SHS 040413205 9,682,650 56,997 SH SOLE 56,997 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 23,712,135 11,919 SH SOLE 11,919 0 0
AT&T INC COM 00206R102 7,321,176 353,680 SH SOLE 353,680 0 0
ATLASSIAN CORPORATION CL A 049468101 5,689,249 73,136 SH SOLE 73,136 0 0
BEST BUY INC COM 086516101 8,111,041 106,893 SH SOLE 106,893 0 0
BOOT BARN HLDGS INC COM 099406100 10,382,685 63,205 SH SOLE 63,205 0 0
BRINKER INTL INC COM 109641100 9,218,496 54,872 SH SOLE 54,872 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 15,767,390 255,301 SH SOLE 255,301 0 0
BURLINGTON STORES INC COM 122017106 6,705,389 21,166 SH SOLE 21,166 0 0
BWX TECHNOLOGIES INC COM 05605H100 17,914,613 92,035 SH SOLE 92,035 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 14,346,967 195,596 SH SOLE 195,596 0 0
CATERPILLAR INC COM 149123101 20,988,114 19,709 SH SOLE 19,709 0 0
CELANESE CORP DEL COM 150870103 9,439,338 205,203 SH SOLE 205,203 0 0
CHAMPION HOMES INC COM 830830105 4,226,676 47,965 SH SOLE 47,965 0 0
CHURCH & DWIGHT CO INC COM 171340102 34,367,211 354,740 SH SOLE 354,740 0 0
COMFORT SYS USA INC COM 199908104 12,488,267 6,301 SH SOLE 6,301 0 0
CONSTELLATION BRANDS INC CL A 21036P108 29,762,478 213,980 SH SOLE 213,980 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 3,279,989 12,061 SH SOLE 12,061 0 0
DOORDASH INC CL A 25809K105 13,762,801 74,583 SH SOLE 74,583 0 0
EATON CORP PLC SHS G29183103 18,879,247 44,305 SH SOLE 44,305 0 0
ECOLAB INC COM 278865100 31,720,584 113,853 SH SOLE 113,853 0 0
FASTENAL CO COM 311900104 27,132,003 564,897 SH SOLE 564,897 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 25,816,520 108,779 SH SOLE 108,779 0 0
FIVE BELOW INC COM 33829M101 7,691,596 42,781 SH SOLE 42,781 0 0
HALEON PLC SPON ADS 405552100 16,108,758 1,726,555 SH SOLE 1,726,555 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,946,684 11,943 SH SOLE 11,943 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,175,951 18,406 SH SOLE 18,406 0 0
ISHARES TR US HOME CONS ETF 464288752 18,877,864 180,684 SH SOLE 180,684 0 0
JABIL INC COM 466313103 6,314,548 16,381 SH SOLE 16,381 0 0
KEURIG DR PEPPER INC COM 49271V100 29,814,182 910,913 SH SOLE 910,913 0 0
KLAVIYO INC COM SER A 49845K101 1,700,079 112,588 SH SOLE 112,588 0 0
KRAFT HEINZ CO COM 500754106 24,946,145 1,056,145 SH SOLE 1,056,145 0 0
LAM RESEARCH CORP COM NEW 512807306 5,186,960 11,970 SH SOLE 11,970 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 3,551,425 23,218 SH SOLE 23,218 0 0
MANHATTAN ASSOCIATES INC COM 562750109 4,819,025 34,607 SH SOLE 34,607 0 0
META PLATFORMS INC CL A 30303M102 12,851,461 22,815 SH SOLE 22,815 0 0
MICRON TECHNOLOGY INC COM 595112103 9,817,236 8,505 SH SOLE 8,505 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 14,193,518 364,310 SH SOLE 364,310 0 0
NUTRIEN LTD COM 67077M108 11,798,530 187,427 SH SOLE 187,427 0 0
PACCAR INC COM 693718108 17,688,751 147,259 SH SOLE 147,259 0 0
PARKER-HANNIFIN CORP COM 701094104 24,781,648 25,336 SH SOLE 25,336 0 0
PHILIP MORRIS INTL INC COM 718172109 32,110,259 177,493 SH SOLE 177,493 0 0
PPG INDS INC COM 693506107 18,277,675 150,694 SH SOLE 150,694 0 0
RALPH LAUREN CORP CL A 751212101 10,725,675 26,720 SH SOLE 26,720 0 0
REDDIT INC CL A 75734B100 3,075,664 17,719 SH SOLE 17,719 0 0
REPUBLIC SVCS INC COM 760759100 53,822,516 252,593 SH SOLE 252,593 0 0
SANDISK CORP COM 80004C200 8,526,488 3,750 SH SOLE 3,750 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 16,956,015 17,571 SH SOLE 17,571 0 0
SERVICENOW INC COM 81762P102 7,669,678 77,253 SH SOLE 77,253 0 0
SNOWFLAKE INC COM SHS 833445109 3,354,310 13,180 SH SOLE 13,180 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,880,448 25,876 SH SOLE 25,876 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 19,256,241 257,127 SH SOLE 257,127 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,131,939 40,531 SH SOLE 40,531 0 0
TARGET CORP COM 87612E106 3,984,258 30,505 SH SOLE 30,505 0 0
TEXAS INSTRS INC COM 882508104 21,444,050 71,943 SH SOLE 71,943 0 0
T-MOBILE US INC COM 872590104 5,817,547 34,684 SH SOLE 34,684 0 0
TOAST INC CL A 888787108 13,275,454 477,191 SH SOLE 477,191 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 7,657,668 22,871 SH SOLE 22,871 0 0
WALMART INC COM 931142103 8,496,652 75,019 SH SOLE 75,019 0 0
WAYFAIR INC CL A 94419L101 4,979,497 53,879 SH SOLE 53,879 0 0
WESTERN DIGITAL CORP COM 958102105 17,344,442 27,155 SH SOLE 27,155 0 0
WILLIAMS SONOMA INC COM 969904101 2,696,967 11,570 SH SOLE 11,570 0 0
WINGSTOP INC COM 974155103 5,436,404 31,350 SH SOLE 31,350 0 0
WORKDAY INC CL A 98138H101 4,786,010 39,095 SH SOLE 39,095 0 0