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
ADVANCED MICRO DEVICES COM 007903107   3,364 20,500 SH   SOLE   20,500 0 0
AMAZON.COM INC COM 023135106   18,633 100,000 SH   SOLE   100,000 0 0
COSTCO WHOLESALE CORP COM 22160K105   10,062 11,350 SH   SOLE   11,350 0 0
DOLLAR GENERAL CORP COM 256677105   3,045 36,000 SH   SOLE   36,000 0 0
DOLLAR TREE STORES INC COM 256746108   2,968 42,200 SH   SOLE   42,200 0 0
ELECTRONIC ARTS INC COM 285512109   2,324 16,200 SH   SOLE   16,200 0 0
FEDEX CORP COM 31428X106   4,379 16,000 SH   SOLE   16,000 0 0
FIVE BELOW COM 33829M101   2,651 30,000 SH   SOLE   30,000 0 0
HUNT (JB) TRANSPRT SVCS INC COM 445658107   6,979 40,500 SH   SOLE   40,500 0 0
MARTEN TRANSPORT LTD COM 573075108   5,664 320,000 SH   SOLE   320,000 0 0
MICROSOFT CORP COM 594918104   8,606 20,000 SH   SOLE   20,000 0 0
NVIDIA CORP COM 67066G104   364 3,000 SH   SOLE   3,000 0 0
PALANTIR TECHNOLOGIES INC-A COM 69608A108   14,992 403,000 SH   SOLE   403,000 0 0
PINTEREST INC- CLASS A COM 72352L106   6,637 205,024 SH   SOLE   205,024 0 0
QXO INC COM 82846H405   473 30,000 SH   SOLE   30,000 0 0
ROKU INC COM 77543R102   21,144 283,200 SH   SOLE   283,200 0 0
TJX COMPANIES INC COM 872540109   11,754 100,000 SH   SOLE   100,000 0 0
WAL-MART STORES INC COM 931142103   13,728 170,000 SH   SOLE   170,000 0 0
XPO LOGISTICS INC COM 983793100   5,376 50,000 SH   SOLE   50,000 0 0