The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CARMAX INC | COM | 143130102 | 4,624,689 | 71,946 | SH | SOLE | 0 | 71,946 | 0 | 0 | |
FIGS INC. | CL A | 30260D103 | 1,489,580 | 240,643 | SH | SOLE | 0 | 240,643 | 0 | 0 | |
FLOOR & DECOR | CL A | 339750101 | 5,026,801 | 51,179 | SH | SOLE | 0 | 51,179 | 0 | 0 | |
FUBOTV INC | COM | 35953D104 | 153,947 | 127,229 | SH | SOLE | 0 | 127,229 | 0 | 0 | |
GOODRX HOLDINGS INC | COM CL A | 38246G108 | 375,000 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
HEARTLAND EXPRESS INC | COM | 422347104 | 3,904,093 | 245,232 | SH | SOLE | 0 | 245,232 | 0 | 0 | |
HUNT J B TRANS SVCS INC | COM | 445658107 | 17,652,504 | 100,607 | SH | SOLE | 0 | 100,607 | 0 | 0 | |
KNIGHT SWIFT TRANSN HLDGS INC | CL A | 499049104 | 17,745,695 | 313,639 | SH | SOLE | 0 | 313,639 | 0 | 0 | |
LENNAR CORP | CL A | 526057104 | 486,975 | 4,633 | SH | SOLE | 0 | 4,633 | 0 | 0 | |
LENNAR CORP. | CL B | 526057302 | 9,171,423 | 102,692 | SH | SOLE | 0 | 102,692 | 0 | 0 | |
LOWES COS INC | COM | 548661107 | 5,065,640 | 25,332 | SH | SOLE | 0 | 25,332 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 20,683,443 | 56,793 | SH | SOLE | 0 | 56,793 | 0 | 0 | |
OLD DOMINION FGHT LINES INC | COM | 679580100 | 28,148,612 | 82,586 | SH | SOLE | 0 | 82,586 | 0 | 0 | |
PULTE GROUP INC | COM | 745867101 | 1,471,861 | 25,255 | SH | SOLE | 0 | 25,255 | 0 | 0 | |
RYANAIR HLDGS PLC | SPONSORED ADS | 783513203 | 11,192,223 | 118,700 | SH | SOLE | 0 | 118,700 | 0 | 0 | |
TEXAS ROADHOUSE INC | COM | 882681109 | 23,375,107 | 216,316 | SH | SOLE | 0 | 216,316 | 0 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 4,163,020 | 69,349 | SH | SOLE | 0 | 69,349 | 0 | 0 | |
URBAN OUTFITTERS INC | COM | 917047102 | 6,343,389 | 228,838 | SH | SOLE | 0 | 228,838 | 0 | 0 |