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
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   24,404,751 418,176 SH   SOLE   418,176 0 0
AMAZON COM INC COM 023135106   22,097,620 118,594 SH   SOLE   118,594 0 0
AUTODESK INC COM 052769106   23,310,291 84,617 SH   SOLE   84,617 0 0
AXON ENTERPRISE INC COM 05464C101   12,516,271 31,322 SH   SOLE   31,322 0 0
BOYD GAMING CORP COM 103304101   35,941,521 555,940 SH   SOLE   555,940 0 0
COMPOSECURE INC COM CL A 20459V105   8,714,369 621,567 SH   SOLE   621,567 0 0
COUPANG INC CL A 22266T109   23,511,314 957,691 SH   SOLE   957,691 0 0
D R HORTON INC COM 23331A109   18,736,094 98,213 SH   SOLE   98,213 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   15,614,967 398,341 SH   SOLE   398,341 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   11,718,025 410,295 SH   SOLE   410,295 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   3,396,788 335,983 SH   SOLE   335,983 0 0
KONTOOR BRANDS INC COM 50050N103   17,203,568 210,364 SH   SOLE   210,364 0 0
LULULEMON ATHLETICA INC COM 550021109   16,520,331 60,882 SH   SOLE   60,882 0 0
META PLATFORMS INC CL A 30303M102   8,776,078 15,331 SH   SOLE   15,331 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   4,927,354 79,834 SH   SOLE   79,834 0 0
SKECHERS USA INC CL A 830566105   20,704,312 309,389 SH   SOLE   309,389 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   17,307,274 46,963 SH   SOLE   46,963 0 0
SPROUT SOCIAL INC COM CL A 85209W109   15,685,358 539,572 SH   SOLE   539,572 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   17,885,752 102,987 SH   SOLE   102,987 0 0
T-MOBILE US INC COM 872590104   10,347,509 50,143 SH   SOLE   50,143 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   21,254,370 1,935,735 SH   SOLE   1,935,735 0 0
TYLER TECHNOLOGIES INC COM 902252105   10,029,477 17,182 SH   SOLE   17,182 0 0
UNITED PARKS & RESORTS INC COM 81282V100   18,693,664 369,440 SH   SOLE   369,440 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   30,110,251 302,646 SH   SOLE   302,646 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   30,540,401 1,023,815 SH   SOLE   1,023,815 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   11,043,112 1,070,069 SH   SOLE   1,070,069 0 0