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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 31,275 880,000 SH   SOLE   880,000 0 0
ADTRAN INC COM 00738A106 17,174 979,690 SH   SOLE   979,690 0 0
AIRBNB INC COM CL A 009066101 1,336 15,000 SH   SOLE   15,000 0 0
ALPHABET INC CAP STK CL A 02079K305 4,359 2,000 SH   SOLE   2,000 0 0
AMAZON COM INC COM 023135106 3,186 30,000 SH   SOLE   30,000 0 0
AUTONATION INC COM 05329W102 2,794 25,000 SH   SOLE   25,000 0 0
AUTOZONE INC COM 053332102 6,447 3,000 SH   SOLE   3,000 0 0
AVAYA HLDGS CORP COM 05351X101 1,485 662,986 SH   SOLE   662,986 0 0
AVIS BUDGET GROUP COM 053774105 5,883 40,000 SH   SOLE   40,000 0 0
BALLYS CORPORATION COM 05875B106 989 50,000 SH   SOLE   50,000 0 0
BK OF AMERICA CORP COM 060505104 35,800 1,150,000 SH   SOLE   1,150,000 0 0
BOOKING HOLDINGS INC COM 09857L108 5,247 3,000 SH   SOLE   3,000 0 0
BOOT BARN HLDGS INC COM 099406100 6,388 92,700 SH   SOLE   92,700 0 0
BOYD GAMING CORP COM 103304101 20,398 410,000 SH   SOLE   410,000 0 0
BRUNSWICK CORP COM 117043109 18,047 276,040 SH   SOLE   276,040 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 1,343 25,000 SH   SOLE   25,000 0 0
BURLINGTON STORES INC COM 122017106 450 3,302 SH   SOLE   3,302 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 12,291 320,910 SH   SOLE   320,910 0 0
CALLAWAY GOLF CO COM 131193104 408 20,000 SH   SOLE   20,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 12,303 300,000 SH   SOLE   300,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,307 1,000 SH   SOLE   1,000 0 0
CHURCHILL DOWNS INC COM 171484108 10,182 53,160 SH   SOLE   53,160 0 0
COMERICA INC COM 200340107 3,831 52,213 SH   SOLE   52,213 0 0
COPA HOLDINGS SA CL A P31076105 10,268 162,033 SH   SOLE   162,033 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1,987 170,154 SH   SOLE   170,154 0 0
CROCS INC COM 227046109 3,422 70,300 SH   SOLE   70,300 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 7,680 234,300 SH   SOLE   234,300 0 0
DOLLAR TREE INC COM 256746108 44,183 283,500 SH   SOLE   283,500 0 0
DYCOM INDS INC COM 267475101 11,096 119,264 SH   SOLE   119,264 0 0
ENERSYS COM 29275Y102 35,436 601,024 SH   SOLE   601,024 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,422 15,000 SH   SOLE   15,000 0 0
FEDEX CORP COM 31428X106 4,534 20,000 SH   SOLE   20,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 22,074 130,000 SH   SOLE   130,000 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 2,647 91,379 SH   SOLE   91,379 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,686 60,000 SH   SOLE   60,000 0 0
HUBBELL INC COM 443510607 2,877 16,111 SH   SOLE   16,111 0 0
LITHIA MTRS INC COM 536797103 1,731 6,300 SH   SOLE   6,300 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,412 53,430 SH   SOLE   53,430 0 0
LUMENTUM HLDGS INC COM 55024U109 7,902 99,492 SH   SOLE   99,492 0 0
MALIBU BOATS INC COM CL A 56117J100 13,834 262,453 SH   SOLE   262,453 0 0
MERITAGE HOMES CORP COM 59001A102 12,325 170,000 SH   SOLE   170,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 7,672 265,000 SH   SOLE   265,000 0 0
MISTER CAR WASH INC COM 60646V105 190 17,500 SH   SOLE   17,500 0 0
NETFLIX INC COM 64110L106 2,623 15,000 SH   SOLE   15,000 0 0
OLAPLEX HLDGS INC COM 679369108 423 30,000 SH   SOLE   30,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 10,007 39,049 SH   SOLE   39,049 0 0
PENN NATL GAMING INC COM 707569109 5,171 170,000 SH   SOLE   170,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 4,712 45,005 SH   SOLE   45,005 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 9,886 215,000 SH   SOLE   215,000 0 0
PVH CORPORATION COM 693656100 2,276 40,000 SH   SOLE   40,000 0 0
RED ROCK RESORTS INC CL A 75700L108 7,770 232,914 SH   SOLE   232,914 0 0
SAIA INC COM 78709Y105 9,532 50,700 SH   SOLE   50,700 0 0
SEAWORLD ENTMT INC COM 81282V100 2,209 50,000 SH   SOLE   50,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 1,524 28,500 SH   SOLE   28,500 0 0
SNAP INC CL A 83304A106 1,970 150,000 SH   SOLE   150,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,197 1,311,445 SH   SOLE   1,311,445 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,284 35,000 SH   SOLE   35,000 0 0
TAPESTRY INC COM 876030107 7,463 244,529 SH   SOLE   244,529 0 0
TEXAS ROADHOUSE INC COM 882681109 4,671 63,806 SH   SOLE   63,806 0 0
THE TRADE DESK INC COM CL A 88339J105 4,615 110,172 SH   SOLE   110,172 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,731 40,000 SH   SOLE   40,000 0 0
THOR INDS INC COM 885160101 1,868 25,000 SH   SOLE   25,000 0 0
ULTA BEAUTY INC COM 90384S303 15,419 40,000 SH   SOLE   40,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 1,825 10,000 SH   SOLE   10,000 0 0
VAIL RESORTS INC COM 91879Q109 15,079 69,156 SH   SOLE   69,156 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 839 30,000 SH   SOLE   30,000 0 0
WESCO INTL INC COM 95082P105 12,974 121,142 SH   SOLE   121,142 0 0
WINNEBAGO INDS INC COM 974637100 2,914 60,000 SH   SOLE   60,000 0 0
WOLFSPEED INC COM 977852102 10,385 163,672 SH   SOLE   163,672 0 0
WYNN RESORTS LTD COM 983134107 570 10,000 SH   SOLE   10,000 0 0