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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 49,769,584 | 415,786 | SH | SOLE | 415,786 | 0 | 0 | ||
ALTERYX INC | COM CL A | 02156B103 | 35,721,174 | 786,810 | SH | SOLE | 786,810 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 83,307,340 | 639,056 | SH | SOLE | 639,056 | 0 | 0 | ||
ARHAUS INC | COM CL A | 04035M102 | 3,693,826 | 354,154 | SH | SOLE | 354,154 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 10,206,377 | 62,979 | SH | SOLE | 62,979 | 0 | 0 | ||
ATI INC | COM | 01741R102 | 90,159,361 | 2,038,421 | SH | SOLE | 2,038,421 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 58,609,323 | 1,786,325 | SH | SOLE | 1,786,325 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 112,895,096 | 830,111 | SH | SOLE | 830,111 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 71,645,345 | 455,209 | SH | SOLE | 455,209 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 38,876,877 | 270,919 | SH | SOLE | 270,919 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 82,915,805 | 1,096,915 | SH | SOLE | 1,096,915 | 0 | 0 | ||
GITLAB INC | CLASS A COM | 37637K108 | 38,036,062 | 744,200 | SH | SOLE | 744,200 | 0 | 0 | ||
HESS CORP | COM | 42809H107 | 145,753,762 | 1,072,113 | SH | SOLE | 1,072,113 | 0 | 0 | ||
INTUIT | COM | 461202103 | 12,113,169 | 26,437 | SH | SOLE | 26,437 | 0 | 0 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 139,149,964 | 2,504,499 | SH | SOLE | 2,504,499 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 216,171,062 | 1,880,566 | SH | SOLE | 1,880,566 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 112,325,874 | 1,936,653 | SH | SOLE | 1,936,653 | 0 | 0 | ||
LGI HOMES INC | COM | 50187T106 | 24,545,529 | 181,967 | SH | SOLE | 181,967 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 16,231,398 | 34,610 | SH | SOLE | 34,610 | 0 | 0 | ||
LOUISIANA PAC CORP | COM | 546347105 | 126,979,830 | 1,693,516 | SH | SOLE | 1,693,516 | 0 | 0 | ||
MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 83,980,429 | 6,878,004 | SH | SOLE | 6,878,004 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 161,840,880 | 713,710 | SH | SOLE | 713,710 | 0 | 0 | ||
ON HLDG AG | NAMEN AKT A | H5919C104 | 14,829,045 | 449,365 | SH | SOLE | 449,365 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 145,069,891 | 567,766 | SH | SOLE | 567,766 | 0 | 0 | ||
PATTERSON-UTI ENERGY INC | COM | 703481101 | 71,962,000 | 6,011,863 | SH | SOLE | 6,011,863 | 0 | 0 | ||
PVH CORPORATION | COM | 693656100 | 172,133,246 | 2,025,812 | SH | SOLE | 2,025,812 | 0 | 0 | ||
RH | COM | 74967X103 | 95,881,686 | 290,912 | SH | SOLE | 290,912 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 19,213,812 | 171,353 | SH | SOLE | 171,353 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 60,827,345 | 932,077 | SH | SOLE | 932,077 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 73,093,818 | 1,388,033 | SH | SOLE | 1,388,033 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 69,847,852 | 658,383 | SH | SOLE | 658,383 | 0 | 0 | ||
TECK RESOURCES LTD | CL B | 878742204 | 61,131,305 | 1,452,050 | SH | SOLE | 1,452,050 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 29,687,903 | 740,901 | SH | SOLE | 740,901 | 0 | 0 | ||
TRANSOCEAN LTD | REG SHS | H8817H100 | 26,666,391 | 3,804,050 | SH | SOLE | 3,804,050 | 0 | 0 | ||
UNITED STATES STL CORP NEW | COM | 912909108 | 35,454,076 | 1,417,596 | SH | SOLE | 1,417,596 | 0 | 0 |