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 | 123,085,553 | 698,437 | SH | SOLE | 698,437 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 157,069,857 | 715,939 | SH | SOLE | 715,939 | 0 | 0 | ||
| AMER SPORTS INC | COM SHS | G0260P102 | 86,109,487 | 2,221,607 | SH | SOLE | 2,221,607 | 0 | 0 | ||
| ATKORE INC | COM | 047649108 | 19,646,482 | 278,476 | SH | SOLE | 278,476 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 42,010,571 | 1,402,222 | SH | SOLE | 1,402,222 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 190,126,203 | 817,255 | SH | SOLE | 817,255 | 0 | 0 | ||
| CORE & MAIN INC | CL A | 21874C102 | 224,618,898 | 3,721,937 | SH | SOLE | 3,721,937 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 174,474,954 | 2,341,003 | SH | SOLE | 2,341,003 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 52,040,785 | 387,410 | SH | SOLE | 387,410 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 16,469,658 | 159,791 | SH | SOLE | 159,791 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 94,175,117 | 2,195,736 | SH | SOLE | 2,195,736 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 113,344,898 | 864,041 | SH | SOLE | 864,041 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 102,490,396 | 358,659 | SH | SOLE | 358,659 | 0 | 0 | ||
| GEO GROUP INC NEW | COM | 36162J106 | 80,608,323 | 3,365,692 | SH | SOLE | 3,365,692 | 0 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 97,133,532 | 1,972,655 | SH | SOLE | 1,972,655 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 64,773,508 | 451,069 | SH | SOLE | 451,069 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 137,758,850 | 174,903 | SH | SOLE | 174,903 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 79,473,103 | 107,674 | SH | SOLE | 107,674 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 234,340,794 | 471,122 | SH | SOLE | 471,122 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 31,428,469 | 314,379 | SH | SOLE | 314,379 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 47,788,614 | 1,332,644 | SH | SOLE | 1,332,644 | 0 | 0 | ||
| PROLOGIS INC. | COM | 74340W103 | 241,353,733 | 2,295,983 | SH | SOLE | 2,295,983 | 0 | 0 | ||
| RH | COM | 74967X103 | 33,270,863 | 176,027 | SH | SOLE | 176,027 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 40,587,281 | 318,132 | SH | SOLE | 318,132 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 83,784,409 | 523,849 | SH | SOLE | 523,849 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 77,963,710 | 1,235,558 | SH | SOLE | 1,235,558 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 79,317,296 | 481,762 | SH | SOLE | 481,762 | 0 | 0 | ||
| TECHNIPFMC PLC | COM | G87110105 | 95,972,570 | 2,786,660 | SH | SOLE | 2,786,660 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 106,865,836 | 1,965,168 | SH | SOLE | 1,965,168 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 50,375,376 | 539,929 | SH | SOLE | 539,929 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 96,982,970 | 1,217,920 | SH | SOLE | 1,217,920 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 42,231,738 | 328,882 | SH | SOLE | 328,882 | 0 | 0 | ||
| WOODWARD INC | COM | 980745103 | 29,517,659 | 120,436 | SH | SOLE | 120,436 | 0 | 0 | ||