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
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
ADVANCE AUTO PARTS INC COM 00751Y106 14,245 100,000 SH   SOLE   100,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 9,679 888,000 SH   SOLE   888,000 0 0
AVALARA INC COM 05338G106 40,459 304,000 SH   SOLE   304,000 0 0
CAVCO INDS INC DEL COM 149568107 44,934 233,000 SH   SOLE   233,000 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 13,860 172,000 SH   SOLE   172,000 0 0
EAGLE MATERIALS INC COM 26969P108 21,698 309,000 SH   SOLE   309,000 0 0
FAIR ISAAC CORP COM 303250104 72,112 172,500 SH   SOLE   172,500 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 47,734 828,000 SH   SOLE   828,000 0 0
FRONTDOOR INC COM 35905A109 18,042 407,000 SH   SOLE   407,000 0 0
INGEVITY CORP COM 45688C107 46,262 880,000 SH   SOLE   880,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 25,722 61,000 SH   SOLE   61,000 0 0
PLANET FITNESS INC CL A 72703H101 39,249 648,000 SH   SOLE   648,000 0 0
TEXTRON INC COM 883203101 3,291 100,000 SH   SOLE   100,000 0 0
TJX COS INC NEW COM 872540109 46,141 912,600 SH   SOLE   912,600 0 0
TREX CO INC COM 89531P105 75,311 579,000 SH   SOLE   579,000 0 0
WILLSCOT CORP COM 971375126 40,864 3,325,000 SH   SOLE   3,325,000 0 0