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
MOHAWK INDS INC COM 608190104 22,175,484 182,770 SH SOLE 182,770 0 0
WILLIAMS SONOMA INC COM 969904101 33,768,265 144,866 SH SOLE 144,866 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 20,713,660 332,910 SH SOLE 332,910 0 0
MGM RESORTS INTERNATIONAL COM 552953101 19,320,834 404,117 SH SOLE 404,117 0 0
RALPH LAUREN CORP CL A 751212101 7,348,613 18,307 SH SOLE 18,307 0 0
URBAN OUTFITTERS INC COM 917047102 35,398,326 499,553 SH SOLE 499,553 0 0
MCDONALDS CORP COM 580135101 53,248,367 196,990 SH SOLE 196,990 0 0
MONDELEZ INTL INC CL A 609207105 63,664,141 1,100,694 SH SOLE 1,100,694 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 17,812,163 56,096 SH SOLE 56,096 0 0
TAPESTRY INC COM 876030107 29,279,660 200,025 SH SOLE 200,025 0 0
PROCTER & GAMBLE CO COM 742718109 66,248,579 451,777 SH SOLE 451,777 0 0
CONSTELLATION BRANDS INC CL A 21036P108 28,006,884 201,358 SH SOLE 201,358 0 0
LOWES COS INC COM 548661107 284,432 1,290 SH SOLE 1,290 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103 52,649,225 1,842,815 SH SOLE 1,842,815 0 0
TOLL BROTHERS INC COM 889478103 10,439,713 63,367 SH SOLE 63,367 0 0
BRINKER INTL INC COM 109641100 20,470,128 121,846 SH SOLE 121,846 0 0
TREX INC COM 89531P105 25,949,943 518,584 SH SOLE 518,584 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103 523,626 2,932 SH SOLE 2,932 0 0
FIVE BELOW INC COM 33829M101 71,694,858 398,770 SH SOLE 398,770 0 0
BURLINGTON STORES INC COM 122017106 58,254,451 183,884 SH SOLE 183,884 0 0
WAYFAIR INC CL A 94419L101 76,414,982 826,823 SH SOLE 826,823 0 0
BOOT BARN HLDGS INC COM 099406100 30,794,876 187,465 SH SOLE 187,465 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 48,655,032 435,236 SH SOLE 435,236 0 0
US FOODS HLDG CORP COM 912008109 20,444,376 199,945 SH SOLE 199,945 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 74,136,544 1,248,931 SH SOLE 1,248,931 0 0
CARVANA CO CL A 146869102 574,609 8,730 SH SOLE 8,730 0 0
CHEWY INC CL A 16679L109 213,261 10,853 SH SOLE 10,853 0 0
AIRBNB INC COM CL A 009066101 16,806,666 117,447 SH SOLE 117,447 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 35,961,765 430,783 SH SOLE 430,783 0 0
ON HLDG AG NAMEN AKT A H5919C104 23,864,012 673,744 SH SOLE 673,744 0 0
ARHAUS INC COM CL A 04035M102 168,004 19,953 SH SOLE 19,953 0 0
SHARKNINJA INC COM SHS G8068L108 36,531,248 239,911 SH SOLE 239,911 0 0
MAPLEBEAR INC COM 565394103 13,564,355 286,470 SH SOLE 286,470 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 263,559 6,125 SH SOLE 6,125 0 0
AMER SPORTS INC COM SHS G0260P102 48,872,472 1,444,222 SH SOLE 1,444,222 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 750,275 7,168 SH SOLE 7,168 0 0
BOBS DISC FURNITURE INC COM SHS 09681N106 12,182,318 770,058 SH SOLE 770,058 0 0