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
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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
3M CO COM 88579Y101   8,810,862 64,454 SH   SOLE   64,454 0 0
ABERCROMBIE & FITCH CO CL A 002896207   10,842,250 77,500 SH   SOLE   77,500 0 0
AES CORP COM 00130H105   7,021,000 350,000 SH   SOLE   350,000 0 0
AMER SPORTS INC COM SHS G0260P102   13,557,500 850,000 SH   SOLE   850,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   12,874,250 575,000 SH   SOLE   575,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   17,951,008 1,254,438 SH   SOLE   1,254,438 0 0
AUTOZONE INC COM 053332102   4,725,060 1,500 SH   SOLE   1,500 0 0
AVIS BUDGET GROUP COM 053774105   4,379,500 50,000 SH   SOLE   50,000 0 0
BEST BUY INC COM 086516101   8,780,500 85,000 SH   SOLE   85,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   4,717,053 95,700 SH   SOLE   95,700 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   4,819,884 58,437 SH   SOLE   58,437 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,851,168 175,300 SH   SOLE   175,300 0 0
BOOT BARN HLDGS INC COM 099406100   8,246,904 49,300 SH   SOLE   49,300 0 0
BOYD GAMING CORP COM 103304101   3,226,035 49,900 SH   SOLE   49,900 0 0
BURLINGTON STORES INC COM 122017106   21,262,836 80,700 SH   SOLE   80,700 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   16,061,552 384,800 SH   SOLE   384,800 0 0
CARLISLE COS INC COM 142339100   3,291,271 7,318 SH   SOLE   7,318 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   10,502,406 568,312 SH   SOLE   568,312 0 0
CARTERS INC COM 146229109   11,027,691 169,709 SH   SOLE   169,709 0 0
CARVANA CO CL A 146869102   1,741,100 10,000 SH   SOLE   10,000 0 0
CHEESECAKE FACTORY INC COM 163072101   474,435 11,700 SH   SOLE   11,700 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,728,600 30,000 SH   SOLE   30,000 0 0
CHURCHILL DOWNS INC COM 171484108   10,130,339 74,923 SH   SOLE   74,923 0 0
COPA HOLDINGS SA CL A P31076105   39,855,443 424,717 SH   SOLE   424,717 0 0
CROCS INC COM 227046109   8,688,600 60,000 SH   SOLE   60,000 0 0
DECKERS OUTDOOR CORP COM 243537107   32,049,450 201,000 SH   SOLE   201,000 0 0
DICKS SPORTING GOODS INC COM 253393102   15,652,500 75,000 SH   SOLE   75,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   11,599,280 295,900 SH   SOLE   295,900 0 0
DUPONT DE NEMOURS INC COM 26614N102   28,934,463 324,705 SH   SOLE   324,705 0 0
E L F BEAUTY INC COM 26856L103   4,361,200 40,000 SH   SOLE   40,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   10,508,095 386,896 SH   SOLE   386,896 0 0
ENERSYS COM 29275Y102   15,209,022 149,035 SH   SOLE   149,035 0 0
FABRINET SHS G3323L100   12,277,147 51,925 SH   SOLE   51,925 0 0
FEDEX CORP COM 31428X106   30,104,800 110,000 SH   SOLE   110,000 0 0
FERRARI N V COM N3167Y103   12,692,970 27,000 SH   SOLE   27,000 0 0
FLOWSERVE CORP COM 34354P105   7,058,993 136,564 SH   SOLE   136,564 0 0
FOOT LOCKER INC COM 344849104   1,292,000 50,000 SH   SOLE   50,000 0 0
GAP INC COM 364760108   11,602,710 526,200 SH   SOLE   526,200 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   30,643,200 80,000 SH   SOLE   80,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   42,642,500 185,000 SH   SOLE   185,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   13,786,400 80,000 SH   SOLE   80,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   15,890,000 500,000 SH   SOLE   500,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   23,992,455 268,402 SH   SOLE   268,402 0 0
KOHLS CORP COM 500255104   1,582,500 75,000 SH   SOLE   75,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   3,270,000 150,000 SH   SOLE   150,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   10,769,220 441,000 SH   SOLE   441,000 0 0
LUMENTUM HLDGS INC COM 55024U109   27,175,633 428,773 SH   SOLE   428,773 0 0
MACYS INC COM 55616P104   1,569,000 100,000 SH   SOLE   100,000 0 0
MALIBU BOATS INC COM CL A 56117J100   1,220,575 31,450 SH   SOLE   31,450 0 0
MAPLEBEAR INC COM 565394103   8,148,000 200,000 SH   SOLE   200,000 0 0
MARINEMAX INC COM 567908108   10,426,976 295,633 SH   SOLE   295,633 0 0
META PLATFORMS INC CL A 30303M102   31,484,200 55,000 SH   SOLE   55,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   5,243,220 134,132 SH   SOLE   134,132 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   4,525,527 408,810 SH   SOLE   408,810 0 0
MKS INSTRS INC COM 55306N104   8,283,158 76,195 SH   SOLE   76,195 0 0
NETFLIX INC COM 64110L106   28,370,800 40,000 SH   SOLE   40,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   10,255,000 500,000 SH   SOLE   500,000 0 0
NVIDIA CORPORATION COM 67066G104   24,288,000 200,000 SH   SOLE   200,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   18,691,560 192,300 SH   SOLE   192,300 0 0
ONEWATER MARINE INC CL A COM 68280L101   1,689,457 70,659 SH   SOLE   70,659 0 0
PAYPAL HLDGS INC COM 70450Y103   10,695,884 137,074 SH   SOLE   137,074 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   2,277,291 14,021 SH   SOLE   14,021 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   3,134,800 40,000 SH   SOLE   40,000 0 0
PINTEREST INC CL A 72352L106   12,948,000 400,000 SH   SOLE   400,000 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   1,768,759 228,227 SH   SOLE   228,227 0 0
PVH CORPORATION COM 693656100   13,612,050 135,000 SH   SOLE   135,000 0 0
RALPH LAUREN CORP CL A 751212101   21,810,375 112,500 SH   SOLE   112,500 0 0
RED ROCK RESORTS INC CL A 75700L108   1,361,000 25,000 SH   SOLE   25,000 0 0
REDDIT INC CL A 75734B100   4,944,000 75,000 SH   SOLE   75,000 0 0
ROSS STORES INC COM 778296103   9,783,150 65,000 SH   SOLE   65,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   63,406,200 357,500 SH   SOLE   357,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR 783513203   2,259,000 50,000 SH   SOLE   50,000 0 0
SAIA INC COM 78709Y105   7,958,132 18,200 SH   SOLE   18,200 0 0
SHAKE SHACK INC CL A 819047101   8,256,800 80,000 SH   SOLE   80,000 0 0
SHARKNINJA INC COM SHS G8068L108   40,851,587 375,785 SH   SOLE   375,785 0 0
SHIFT4 PMTS INC CL A 82452J109   14,765,101 166,649 SH   SOLE   166,649 0 0
SIGNET JEWELERS LIMITED SHS G81276100   5,579,874 54,100 SH   SOLE   54,100 0 0
SKECHERS U S A INC CL A 830566105   1,673,000 25,000 SH   SOLE   25,000 0 0
SNAP INC CL A 83304A106   535,000 50,000 SH   SOLE   50,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   22,111,800 60,000 SH   SOLE   60,000 0 0
TAPESTRY INC COM 876030107   46,980,000 1,000,000 SH   SOLE   1,000,000 0 0
TARGET CORP COM 87612E106   13,248,100 85,000 SH   SOLE   85,000 0 0
TEXAS ROADHOUSE INC COM 882681109   2,649,000 15,000 SH   SOLE   15,000 0 0
THE TRADE DESK INC COM CL A 88339J105   13,706,250 125,000 SH   SOLE   125,000 0 0
THOR INDS INC COM 885160101   1,648,350 15,000 SH   SOLE   15,000 0 0
TJX COS INC NEW COM 872540109   7,571,809 64,419 SH   SOLE   64,419 0 0
TOLL BROTHERS INC COM 889478103   8,277,265 53,578 SH   SOLE   53,578 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,032,000 200,000 SH   SOLE   200,000 0 0
UNION PAC CORP COM 907818108   6,162,000 25,000 SH   SOLE   25,000 0 0
UNITED PARKS & RESORTS INC COM 81282V100   2,024,000 40,000 SH   SOLE   40,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   43,694,615 439,186 SH   SOLE   439,186 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   27,039,750 775,000 SH   SOLE   775,000 0 0
VIVID SEATS INC COM CL A 92854T100   1,973,983 533,509 SH   SOLE   533,509 0 0
WALMART INC COM 931142103   20,187,500 250,000 SH   SOLE   250,000 0 0
WAYFAIR INC CL A 94419L101   7,387,670 131,500 SH   SOLE   131,500 0 0
WINNEBAGO INDS INC COM 974637100   4,628,926 79,658 SH   SOLE   79,658 0 0
WYNN RESORTS LTD COM 983134107   2,397,000 25,000 SH   SOLE   25,000 0 0
XPO INC COM 983793100   2,687,750 25,000 SH   SOLE   25,000 0 0
YETI HLDGS INC COM 98585X104   6,583,838 160,464 SH   SOLE   160,464 0 0