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 |
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 14,341,493 | 219,793 | SH | SOLE | 219,793 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 10,730,798 | 103,890 | SH | SOLE | 103,890 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 17,302,590 | 269,847 | SH | SOLE | 269,847 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 9,643,669 | 26,967 | SH | SOLE | 26,967 | 0 | 0 | ||
CLEAR SECURE INC | COM CL A | 18467V109 | 3,664,323 | 140,020 | SH | SOLE | 140,020 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 13,524,655 | 106,965 | SH | SOLE | 106,965 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 16,209,874 | 36,058 | SH | SOLE | 36,058 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 10,194,606 | 398,850 | SH | SOLE | 398,850 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 10,249,092 | 131,872 | SH | SOLE | 131,872 | 0 | 0 | ||
H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 5,078,246 | 103,680 | SH | SOLE | 103,680 | 0 | 0 | ||
JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 6,872,844 | 697,043 | SH | SOLE | 697,043 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 6,828,162 | 118,854 | SH | SOLE | 118,854 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 10,162,358 | 27,904 | SH | SOLE | 27,904 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,332,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 10,938,914 | 117,724 | SH | SOLE | 117,724 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 9,301,357 | 46,558 | SH | SOLE | 46,558 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 3,546,508 | 316,370 | SH | SOLE | 316,370 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 12,782,089 | 95,660 | SH | SOLE | 95,660 | 0 | 0 | ||
SPROUT SOCIAL INC | COM CL A | 85209W109 | 4,609,712 | 75,718 | SH | SOLE | 75,718 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 11,340,682 | 78,298 | SH | SOLE | 78,298 | 0 | 0 | ||
TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 17,001,298 | 786,369 | SH | SOLE | 786,369 | 0 | 0 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 11,166,550 | 31,487 | SH | SOLE | 31,487 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 23,895,181 | 1,669,824 | SH | SOLE | 1,669,824 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 14,791,362 | 71,615 | SH | SOLE | 71,615 | 0 | 0 |