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
AMAZON COM INC COM 023135106 10,285 3,324 SH   SOLE N/A 3,324 0 0
AMPHENOL CORP NEW CL A 032095101 9,590 145,374 SH   SOLE N/A 145,374 0 0
APPLE INC COM 037833100 22,332 182,822 SH   SOLE N/A 182,822 0 0
BOEING CO COM 097023105 2,532 9,942 SH   SOLE N/A 9,942 0 0
BOOKING HOLDINGS INC COM 09857L108 2,474 1,062 SH   SOLE N/A 1,062 0 0
BOYD GAMING CORP COM 103304101 5,584 94,715 SH   SOLE N/A 94,715 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 10,579 120,968 SH   SOLE N/A 120,968 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 8,550 202,501 SH   SOLE N/A 202,501 0 0
CATERPILLAR INC COM 149123101 10,753 46,377 SH   SOLE N/A 46,377 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 7,749 12,559 SH   SOLE N/A 12,559 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,862 3,422 SH   SOLE N/A 3,422 0 0
CITI TRENDS INC COM 17306X102 6,141 73,304 SH   SOLE N/A 73,304 0 0
CSX CORP COM 126408103 8,847 91,754 SH   SOLE N/A 91,754 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 12,603 329,830 SH   SOLE N/A 329,830 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 2,668 181,376 SH   SOLE N/A 181,376 0 0
DRAFTKINGS INC COM CL A 26142R104 9,438 153,888 SH   SOLE N/A 153,888 0 0
EXPEDIA GROUP INC COM NEW 30212P303 10,074 58,530 SH   SOLE N/A 58,530 0 0
FARFETCH LTD ORD SH CL A 30744W107 6,174 116,454 SH   SOLE N/A 116,454 0 0
GLOBAL PMTS INC COM 37940X102 6,281 31,160 SH   SOLE N/A 31,160 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 11,136 92,095 SH   SOLE N/A 92,095 0 0
HYATT HOTELS CORP COM CL A 448579102 8,534 103,194 SH   SOLE N/A 103,194 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,390 211,229 SH   SOLE N/A 211,229 0 0
LAM RESEARCH CORP COM 512807108 649 1,091 SH   SOLE N/A 1,091 0 0
LYFT INC CL A COM 55087P104 10,220 161,767 SH   SOLE N/A 161,767 0 0
MASTEC INC COM 576323109 2,537 27,071 SH   SOLE N/A 27,071 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,518 49,200 SH   SOLE N/A 49,200 0 0
MGM RESORTS INTERNATIONAL COM 552953101 9,070 238,753 SH   SOLE N/A 238,753 0 0
MICRON TECHNOLOGY INC COM 595112103 9,940 112,682 SH   SOLE N/A 112,682 0 0
MICROSOFT CORP COM 594918104 21,929 93,009 SH   SOLE N/A 93,009 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,781 74,439 SH   SOLE N/A 74,439 0 0
MP MATERIALS CORP COM CL A 553368101 4,718 131,228 SH   SOLE N/A 131,228 0 0
NIKE INC CL B 654106103 10,276 77,325 SH   SOLE N/A 77,325 0 0
NORFOLK SOUTHN CORP COM 655844108 10,989 40,925 SH   SOLE N/A 40,925 0 0
NOVANTA INC COM 67000B104 8,055 61,070 SH   SOLE N/A 61,070 0 0
NVIDIA CORPORATION COM 67066G104 3,168 5,933 SH   SOLE N/A 5,933 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,368 56,464 SH   SOLE N/A 56,464 0 0
PROGYNY INC COM 74340E103 3,999 89,844 SH   SOLE N/A 89,844 0 0
RED ROCK RESORTS INC CL A 75700L108 8,822 270,690 SH   SOLE N/A 270,690 0 0
ROSS STORES INC COM 778296103 8,241 68,723 SH   SOLE N/A 68,723 0 0
SHIFT4 PMTS INC CL A 82452J109 5,970 72,802 SH   SOLE N/A 72,802 0 0
SILVERGATE CAP CORP CL A 82837P408 3,588 25,240 SH   SOLE N/A 25,240 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,087 49,527 SH   SOLE N/A 49,527 0 0
SOARING EAGLE ACQUISITION CO UNIT 02/23/2026 G8354H100 1,181 116,682 SH   SOLE N/A 116,682 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 3,022 33,871 SH   SOLE N/A 33,871 0 0
STARBUCKS CORP COM 855244109 11,285 103,279 SH   SOLE N/A 103,279 0 0
TAPESTRY INC COM 876030107 2,291 55,598 SH   SOLE N/A 55,598 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,219 28,964 SH   SOLE N/A 28,964 0 0
UPLAND SOFTWARE INC COM 91544A109 6,726 142,538 SH   SOLE N/A 142,538 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 11,452 572,606 SH   SOLE N/A 572,606 0 0
VISA INC COM CL A 92826C839 14,775 69,782 SH   SOLE N/A 69,782 0 0
WESCO INTL INC COM 95082P105 6,210 71,762 SH   SOLE N/A 71,762 0 0
WESTERN DIGITAL CORP. COM 958102105 3,891 58,292 SH   SOLE N/A 58,292 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 5,468 78,361 SH   SOLE N/A 78,361 0 0
YALLA GROUP LTD ADS 98459U103 1,252 50,043 SH   SOLE N/A 50,043 0 0
ZOETIS INC CL A 98978V103 5,364 34,062 SH   SOLE N/A 34,062 0 0