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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADEMY SPORTS AND OUTDOORS ORD COM 00402L107   23,219,130 436,040 SH   SOLE   436,040 0 0
AMAZON COM ORD COM 023135106   26,830,057 138,836 SH   SOLE   138,836 0 0
ARHAUS CL A ORD COM CL A 04035M102   6,718,879 396,628 SH   SOLE   396,628 0 0
BOOKING HOLDINGS ORD COM 09857L108   27,682,962 6,988 SH   SOLE   6,988 0 0
BOOT BARN HOLDINGS ORD COM 099406100   371,190 2,879 SH   SOLE   2,879 0 0
BRINKER INTERNATIONAL ORD COM 109641100   10,380,871 143,402 SH   SOLE   143,402 0 0
BUILDERS FIRSTSOURCE ORD COM 12008R107   5,370,447 38,801 SH   SOLE   38,801 0 0
BURLINGTON STORES ORD COM 122017106   63,836,400 265,985 SH   SOLE   265,985 0 0
CARNIVAL ORD UNIT 99/99/9999 143658300   16,695,245 891,840 SH   SOLE   891,840 0 0
CHEWY CL A ORD CL A 16679L109   15,992,632 587,101 SH   SOLE   587,101 0 0
CROCS ORD COM 227046109   3,980,514 27,275 SH   SOLE   27,275 0 0
DECKERS OUTDOOR ORD COM 243537107   3,661,755 3,783 SH   SOLE   3,783 0 0
FERGUSON ENTERPRISES ORD SHS G3421J106   431,840 2,230 SH   SOLE   2,230 0 0
GENERAL MILLS ORD COM 370334104   9,448,071 149,353 SH   SOLE   149,353 0 0
HERSHEY FOODS ORD COM 427866108   16,447,271 89,470 SH   SOLE   89,470 0 0
KELLANOVA ORD COM 487836108   11,268,942 195,370 SH   SOLE   195,370 0 0
LOVESAC COMPANY ORD COM 54738L109   138,371 6,128 SH   SOLE   6,128 0 0
LOWE'S COMPANIES ORD COM 548661107   12,271,686 55,664 SH   SOLE   55,664 0 0
LULULEMON ATHLETICA ORD COM 550021109   11,732,638 39,279 SH   SOLE   39,279 0 0
MAPLEBEAR ORD COM 565394103   22,656,129 704,920 SH   SOLE   704,920 0 0
MOHAWK INDUSTRIES ORD COM 608190104   27,261,600 240,000 SH   SOLE   240,000 0 0
MONDELEZ INTERNATIONAL CL A ORD CL A 609207105   22,595,647 345,288 SH   SOLE   345,288 0 0
ON HOLDING CL A ORD NAMEN AKT A H5919C104   3,673,313 94,673 SH   SOLE   94,673 0 0
PERFORMANCE FOOD GROUP ORD COM 71377A103   14,445,564 218,508 SH   SOLE   218,508 0 0
PROCTER & GAMBLE ORD COM 742718109   27,622,286 167,489 SH   SOLE   167,489 0 0
RALPH LAUREN CL A ORD CL A 751212101   11,386,078 65,041 SH   SOLE   65,041 0 0
ROSS STORES ORD COM 778296103   14,478,813 99,634 SH   SOLE   99,634 0 0
ROYAL CARIBBEAN GROUP ORD COM V7780T103   37,603,001 235,859 SH   SOLE   235,859 0 0
TAPESTRY ORD COM 876030107   190,159 4,444 SH   SOLE   4,444 0 0
TEMPUR SEALY INTERNATIONAL ORD COM 88023U101   21,251,495 448,912 SH   SOLE   448,912 0 0
TOLL BROTHERS ORD COM 889478103   7,564,217 65,673 SH   SOLE   65,673 0 0
TOPBUILD ORD COM 89055F103   542,461 1,408 SH   SOLE   1,408 0 0
URBAN OUTFITTERS ORD COM 917047102   26,304,594 640,794 SH   SOLE   640,794 0 0
US FOODS ORD COM 912008109   37,812,091 713,705 SH   SOLE   713,705 0 0
VIKING HOLDINGS ORD ORD SHS G93A5A101   20,717,078 610,403 SH   SOLE   610,403 0 0
WALMART ORD COM 931142103   23,279,985 343,819 SH   SOLE   343,819 0 0
WAYFAIR CL A ORD CL A 94419L101   30,464,969 577,754 SH   SOLE   577,754 0 0
WILLIAMS SONOMA ORD COM 969904101   23,292,137 82,488 SH   SOLE   82,488 0 0
ZILLOW GROUP CL A ORD CL A 98954M101   27,834,315 617,991 SH   SOLE   617,991 0 0
ZILLOW GROUP CL C ORD CL C CAP STK 98954M200   1,945,783 41,944 SH   SOLE   41,944 0 0