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
A K A BRANDS HLDG CORP COM 00152K101 499 112,900 SH   SOLE   112,900 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 47,280 1,200,000 SH   SOLE   1,200,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 16,862 50,000 SH   SOLE   50,000 0 0
ADTRAN INC COM 00738A106 17,210 932,811 SH   SOLE   932,811 0 0
AIRBNB INC COM CL A 009066101 1,718 10,000 SH   SOLE   10,000 0 0
ALBEMARLE CORP COM 012653101 11,969 54,123 SH   SOLE   54,123 0 0
ALPHABET INC CAP STK CL A 02079K305 8,344 3,000 SH   SOLE   3,000 0 0
AMAZON COM INC COM 023135106 9,780 3,000 SH   SOLE   3,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 588 35,000 SH   SOLE   35,000 0 0
AUTOZONE INC COM 053332102 4,089 2,000 SH   SOLE   2,000 0 0
AVAYA HLDGS CORP COM 05351X101 933 73,642 SH   SOLE   73,642 0 0
BALLYS CORPORATION COM 05875B106 1,537 50,000 SH   SOLE   50,000 0 0
BATH & BODY WORKS INC COM 070830104 15,659 327,600 SH   SOLE   327,600 0 0
BOOKING HOLDINGS INC COM 09857L108 4,697 2,000 SH   SOLE   2,000 0 0
BOOT BARN HLDGS INC COM 099406100 16,266 171,600 SH   SOLE   171,600 0 0
BOYD GAMING CORP COM 103304101 18,116 275,400 SH   SOLE   275,400 0 0
BRUNSWICK CORP COM 117043109 28,716 355,000 SH   SOLE   355,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 6,454 100,000 SH   SOLE   100,000 0 0
BURLINGTON STORES INC COM 122017106 2,368 13,000 SH   SOLE   13,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 28,474 368,075 SH   SOLE   368,075 0 0
CALLAWAY GOLF CO COM 131193104 937 40,000 SH   SOLE   40,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 18,732 364,500 SH   SOLE   364,500 0 0
CATERPILLAR INC COM 149123101 36,321 163,005 SH   SOLE   163,005 0 0
CHART INDS INC COM 16115Q308 4,741 27,600 SH   SOLE   27,600 0 0
CHILDRENS PL INC NEW COM 168905107 968 19,625 SH   SOLE   19,625 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,492 6,000 SH   SOLE   6,000 0 0
CHURCHILL DOWNS INC COM 171484108 19,685 88,760 SH   SOLE   88,760 0 0
COPA HOLDINGS SA CL A P31076105 25,853 309,093 SH   SOLE   309,093 0 0
CORNING INC COM 219350105 5,654 153,190 SH   SOLE   153,190 0 0
CROCS INC COM 227046109 8,610 112,700 SH   SOLE   112,700 0 0
D R HORTON INC COM 23331A109 1,311 17,600 SH   SOLE   17,600 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,701 55,000 SH   SOLE   55,000 0 0
DECKERS OUTDOOR CORP COM 243537107 3,285 12,000 SH   SOLE   12,000 0 0
DOORDASH INC CLA A 25809K105 1,758 15,000 SH   SOLE   15,000 0 0
DYCOM INDS INC COM 267475101 4,903 51,474 SH   SOLE   51,474 0 0
ENERSYS COM 29275Y102 44,818 601,024 SH   SOLE   601,024 0 0
FEDEX CORP COM 31428X106 2,314 10,000 SH   SOLE   10,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 1,215 15,000 SH   SOLE   15,000 0 0
FLOWSERVE CORP COM 34354P105 6,370 177,430 SH   SOLE   177,430 0 0
FORTIVE CORP COM 34959J108 6,093 100,000 SH   SOLE   100,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 23,553 140,338 SH   SOLE   140,338 0 0
HERC HLDGS INC COM 42704L104 4,299 25,726 SH   SOLE   25,726 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,104 60,000 SH   SOLE   60,000 0 0
HUBBELL INC COM 443510607 9,929 54,027 SH   SOLE   54,027 0 0
KOHLS CORP COM 500255104 1,209 20,000 SH   SOLE   20,000 0 0
LENNAR CORP CL A 526057104 3,653 45,000 SH   SOLE   45,000 0 0
LITHIA MTRS INC COM 536797103 1,891 6,300 SH   SOLE   6,300 0 0
LIVENT CORP COM 53814L108 3,959 151,853 SH   SOLE   151,853 0 0
LUMENTUM HLDGS INC COM 55024U109 18,770 192,311 SH   SOLE   192,311 0 0
MADDEN STEVEN LTD COM 556269108 2,535 65,602 SH   SOLE   65,602 0 0
MALIBU BOATS INC COM CL A 56117J100 16,675 287,453 SH   SOLE   287,453 0 0
MCDONALDS CORP COM 580135101 1,236 5,000 SH   SOLE   5,000 0 0
MERITAGE HOMES CORP COM 59001A102 7,923 100,000 SH   SOLE   100,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,291 150,000 SH   SOLE   150,000 0 0
NETFLIX INC COM 64110L106 5,619 15,000 SH   SOLE   15,000 0 0
OLAPLEX HLDGS INC COM 679369108 469 30,000 SH   SOLE   30,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 12,410 41,549 SH   SOLE   41,549 0 0
PAPA JOHNS INTL INC COM 698813102 2,106 20,000 SH   SOLE   20,000 0 0
PENN NATL GAMING INC COM 707569109 3,394 80,000 SH   SOLE   80,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 5,155 55,005 SH   SOLE   55,005 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 16,953 333,000 SH   SOLE   333,000 0 0
PVH CORPORATION COM 693656100 7,661 100,000 SH   SOLE   100,000 0 0
RED ROCK RESORTS INC CL A 75700L108 21,449 441,700 SH   SOLE   441,700 0 0
ROKU INC COM CL A 77543R102 1,253 10,000 SH   SOLE   10,000 0 0
SAIA INC COM 78709Y105 9,753 40,000 SH   SOLE   40,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 3,272 45,000 SH   SOLE   45,000 0 0
SNAP INC CL A 83304A106 2,699 75,000 SH   SOLE   75,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,087 988,358 SH   SOLE   988,358 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,193 27,764 SH   SOLE   27,764 0 0
TAPESTRY INC COM 876030107 11,499 309,529 SH   SOLE   309,529 0 0
TEXAS ROADHOUSE INC COM 882681109 4,882 58,306 SH   SOLE   58,306 0 0
THE TRADE DESK INC COM CL A 88339J105 2,770 40,000 SH   SOLE   40,000 0 0
THOR INDS INC COM 885160101 1,968 25,000 SH   SOLE   25,000 0 0
TJX COS INC NEW COM 872540109 4,544 75,000 SH   SOLE   75,000 0 0
UNDER ARMOUR INC CL A 904311107 1,702 100,000 SH   SOLE   100,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,578 40,000 SH   SOLE   40,000 0 0
UNITED RENTALS INC COM 911363109 7,411 20,864 SH   SOLE   20,864 0 0
VAIL RESORTS INC COM 91879Q109 6,507 25,000 SH   SOLE   25,000 0 0
WESCO INTL INC COM 95082P105 35,610 273,630 SH   SOLE   273,630 0 0
WINNEBAGO INDS INC COM 974637100 5,403 100,000 SH   SOLE   100,000 0 0
WYNN RESORTS LTD COM 983134107 2,392 30,000 SH   SOLE   30,000 0 0