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 |
CASEYS GEN STORES INC | COM | 147528103 | 11,482 | 58,179 | SH | SOLE | 58,179 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 11,175 | 189,505 | SH | SOLE | 189,505 | 0 | 0 | ||
EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 26,451 | 871,530 | SH | SOLE | 871,530 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 27,845 | 852,038 | SH | SOLE | 852,038 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 25,662 | 1,409,200 | SH | SOLE | 1,409,200 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 15,008 | 1,654,738 | SH | SOLE | 1,654,738 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 14,919 | 417,200 | SH | SOLE | 417,200 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 26,864 | 739,036 | SH | SOLE | 739,036 | 0 | 0 | ||
PROG HOLDINGS INC | COM NPV | 74319R101 | 29,989 | 664,800 | SH | SOLE | 664,800 | 0 | 0 | ||
RH | COM | 74967X103 | 15,520 | 28,959 | SH | SOLE | 28,959 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 21,717 | 97,078 | SH | SOLE | 97,078 | 0 | 0 | ||
SWEETGREEN INC | COM CL A | 87043Q108 | 8,624 | 269,500 | SH | SOLE | 269,500 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 22,944 | 129,100 | SH | SOLE | 129,100 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 13,563 | 58,603 | SH | SOLE | 58,603 | 0 | 0 | ||
THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 23,674 | 979,900 | SH | SOLE | 979,900 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 16,470 | 216,942 | SH | SOLE | 216,942 | 0 | 0 |