Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CCL	CARNIVAL CORP LTD	470,510	$13.44M	4.1%	$28.57	—	—	COMMON SHARES	G2004J103
ONON	ON HLDG AG	199,776	$7.076M	2.2%	$35.42	—	—	NAMEN AKT A	H5919C104
TREX	TREX INC	107,875	$5.398M	1.6%	$50.04	—	—	COM	89531P105
AAP	ADVANCE AUTO PARTS INC	86,134	$5.359M	1.6%	$62.22	—	—	COM	00751Y106
SPHR	SPHERE ENTERTAINMENT CO	26,032	$4.504M	1.4%	$173.03	—	—	CL A	55826T102
MGM	MGM RESORTS INTERNATIONAL	92,735	$4.434M	1.4%	$47.81	—	—	COM	552953101
EAT	BRINKER INTL INC	23,762	$3.992M	1.2%	$168.00	—	—	COM	109641100
BATRK	ATLANTA BRAVES HLDGS INC	69,792	$3.622M	1.1%	$51.90	—	—	COM SER C	047726302
JHX	JAMES HARDIE INDS PLC	137,467	$3.599M	1.1%	$26.18	—	—	ORD SHS	G4253H101
TPR	TAPESTRY INC	24,562	$3.595M	1.1%	$146.38	—	—	COM	876030107
HLMN	HILLMAN SOLUTIONS CORP	410,479	$3.464M	1.1%	$8.44	—	—	COM	431636109
LEVI	LEVI STRAUSS & CO NEW	116,264	$2.887M	0.9%	$24.83	—	—	CL A COM STK	52736R102
MANU	MANCHESTER UTD PLC NEW	120,344	$2.759M	0.8%	$22.93	—	—	ORD CL A	G5784H106
FOXA	FOX CORP	52,822	$2.755M	0.8%	$52.16	—	—	CL A COM	35137L105
RDDT	REDDIT INC	15,423	$2.677M	0.8%	$173.58	—	—	CL A	75734B100
RKT	ROCKET COS INC	146,563	$2.308M	0.7%	$15.75	—	—	COM CL A	77311W101
CHTR	CHARTER COMMUNICATIONS INC	13,568	$1.93M	0.6%	$142.21	—	—	CL A	16119P108
CNK	CINEMARK HLDGS INC	55,021	$1.746M	0.5%	$31.73	—	—	COM	17243V102
—	LEGALZOOM COM INC	200,000	$1.226M	0.4%	$6.13	—	—	CALL	52466B903

Increased Positions (19)

ABNB AIRBNB INC 4.1%

Value $13.47M (+734.2%) Shares 94,163 (+636.2%) Share Price $143.10 Est. Cost/Share — Unrealized @ Report Date —

VSCO VICTORIAS SECRET AND CO 2.8%

Value $9.046M (+405.9%) Shares 108,358 (+180.9%) Share Price $83.48 Est. Cost/Share — Unrealized @ Report Date —

ZGN ERMENEGILDO ZEGNA N V 6.7%

Value $21.91M (+46.2%) Shares 1,682,838 (+17.0%) Share Price $13.02 Est. Cost/Share — Unrealized @ Report Date —

MHK MOHAWK INDS INC 4.2%

Value $13.68M (+80.5%) Shares 112,718 (+46.5%) Share Price $121.33 Est. Cost/Share — Unrealized @ Report Date —

W WAYFAIR INC 6.1%

Value $20.08M (+40.6%) Shares 217,280 (+14.4%) Share Price $92.42 Est. Cost/Share — Unrealized @ Report Date —

SN SHARKNINJA INC 2.7%

Value $8.789M (+115.9%) Shares 57,719 (+50.1%) Share Price $152.27 Est. Cost/Share — Unrealized @ Report Date —

FIVE FIVE BELOW INC 5.2%

Value $17.14M (+30.6%) Shares 95,331 (+66.0%) Share Price $179.79 Est. Cost/Share — Unrealized @ Report Date —

WSM WILLIAMS SONOMA INC 2.7%

Value $8.859M (+81.4%) Shares 38,006 (+41.9%) Share Price $233.10 Est. Cost/Share — Unrealized @ Report Date —

FND FLOOR & DECOR HLDGS INC 5.3%

Value $17.31M (+29.1%) Shares 291,676 (+10.4%) Share Price $59.36 Est. Cost/Share — Unrealized @ Report Date —

URBN URBAN OUTFITTERS INC 2.7%

Value $8.952M (+58.4%) Shares 126,332 (+41.6%) Share Price $70.86 Est. Cost/Share — Unrealized @ Report Date —

BOOT BOOT BARN HLDGS INC 2.2%

Value $7.274M (+75.3%) Shares 44,279 (+56.2%) Share Price $164.27 Est. Cost/Share — Unrealized @ Report Date —

CART MAPLEBEAR INC 1.7%

Value $5.543M (+104.6%) Shares 117,071 (+61.9%) Share Price $47.35 Est. Cost/Share — Unrealized @ Report Date —

AS AMER SPORTS INC 3.2%

Value $10.57M (+33.3%) Shares 312,459 (+29.7%) Share Price $33.84 Est. Cost/Share — Unrealized @ Report Date —

LZ LEGALZOOM COM INC 2.2%

Value $7.352M (+45.8%) Shares 1,199,418 (+34.8%) Share Price $6.13 Est. Cost/Share — Unrealized @ Report Date —

BURL BURLINGTON STORES INC 4.1%

Value $13.43M (+20.1%) Shares 42,404 (+23.4%) Share Price $316.80 Est. Cost/Share — Unrealized @ Report Date —

RL RALPH LAUREN CORP 1.1%

Value $3.715M (+91.7%) Shares 9,255 (+64.3%) Share Price $401.41 Est. Cost/Share — Unrealized @ Report Date —

FWONK LIBERTY MEDIA CORP DEL 3.2%

Value $10.61M (+19.9%) Shares 111,507 (+7.1%) Share Price $95.14 Est. Cost/Share — Unrealized @ Report Date —

PTON PELOTON INTERACTIVE INC 0.9%

Value $3.023M (+83.4%) Shares 511,532 (+33.1%) Share Price $5.91 Est. Cost/Share — Unrealized @ Report Date —

BLDR BUILDERS FIRSTSOURCE INC 0.6%

Value $1.812M (+13.7%) Shares 20,245 (+4.6%) Share Price $89.48 Est. Cost/Share — Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
ABNB	AIRBNB INC	94,163 (+636.2%)	$13.47M (+734.2%)	4.1%	$143.10	—	—	COM CL A	009066101
VSCO	VICTORIAS SECRET AND CO	108,358 (+180.9%)	$9.046M (+405.9%)	2.8%	$83.48	—	—	COMMON STOCK	926400102
ZGN	ERMENEGILDO ZEGNA N V	1,682,838 (+17.0%)	$21.91M (+46.2%)	6.7%	$13.02	—	—	ORD SHS	N30577105
MHK	MOHAWK INDS INC	112,718 (+46.5%)	$13.68M (+80.5%)	4.2%	$121.33	—	—	COM	608190104
W	WAYFAIR INC	217,280 (+14.4%)	$20.08M (+40.6%)	6.1%	$92.42	—	—	CL A	94419L101
SN	SHARKNINJA INC	57,719 (+50.1%)	$8.789M (+115.9%)	2.7%	$152.27	—	—	COM SHS	G8068L108
FIVE	FIVE BELOW INC	95,331 (+66.0%)	$17.14M (+30.6%)	5.2%	$179.79	—	—	COM	33829M101
WSM	WILLIAMS SONOMA INC	38,006 (+41.9%)	$8.859M (+81.4%)	2.7%	$233.10	—	—	COM	969904101
FND	FLOOR & DECOR HLDGS INC	291,676 (+10.4%)	$17.31M (+29.1%)	5.3%	$59.36	—	—	CL A	339750101
URBN	URBAN OUTFITTERS INC	126,332 (+41.6%)	$8.952M (+58.4%)	2.7%	$70.86	—	—	COM	917047102
BOOT	BOOT BARN HLDGS INC	44,279 (+56.2%)	$7.274M (+75.3%)	2.2%	$164.27	—	—	COM	099406100
CART	MAPLEBEAR INC	117,071 (+61.9%)	$5.543M (+104.6%)	1.7%	$47.35	—	—	COM	565394103
AS	AMER SPORTS INC	312,459 (+29.7%)	$10.57M (+33.3%)	3.2%	$33.84	—	—	COM SHS	G0260P102
LZ	LEGALZOOM COM INC	1,199,418 (+34.8%)	$7.352M (+45.8%)	2.2%	$6.13	—	—	COM	52466B103
BURL	BURLINGTON STORES INC	42,404 (+23.4%)	$13.43M (+20.1%)	4.1%	$316.80	—	—	COM	122017106
RL	RALPH LAUREN CORP	9,255 (+64.3%)	$3.715M (+91.7%)	1.1%	$401.41	—	—	CL A	751212101
FWONK	LIBERTY MEDIA CORP DEL	111,507 (+7.1%)	$10.61M (+19.9%)	3.2%	$95.14	—	—	COM LBTY ONE S C	531229755
PTON	PELOTON INTERACTIVE INC	511,532 (+33.1%)	$3.023M (+83.4%)	0.9%	$5.91	—	—	CL A COM	70614W100
BLDR	BUILDERS FIRSTSOURCE INC	20,245 (+4.6%)	$1.812M (+13.7%)	0.6%	$89.48	—	—	COM	12008R107

Exited Positions (11)

CCL CARNIVAL CORP 3.1%

Value $10.09M Shares 389,838 Share Price $25.88 Est. Cost/Share — Unrealized @ Report Date —

CHWY CHEWY INC 3.1%

Value $10.06M Shares 372,717 Share Price $27.00 Est. Cost/Share — Unrealized @ Report Date —

ROST ROSS STORES INC 1.8%

Value $5.766M Shares 26,615 Share Price $216.63 Est. Cost/Share — Unrealized @ Report Date —

ASO ACADEMY SPORTS & OUTDOORS IN 1.0%

Value $3.357M Shares 59,460 Share Price $56.45 Est. Cost/Share — Unrealized @ Report Date —

SATS ECHOSTAR CORP 1.0%

Value $3.345M Shares 28,573 Share Price $117.07 Est. Cost/Share — Unrealized @ Report Date —

ULTA ULTA BEAUTY INC 1.0%

Value $3.259M Shares 6,235 Share Price $522.71 Est. Cost/Share — Unrealized @ Report Date —

YUM YUM BRANDS INC 0.9%

Value $2.868M Shares 18,449 Share Price $155.48 Est. Cost/Share — Unrealized @ Report Date —

RH RH 0.8%

Value $2.708M Shares 19,367 Share Price $139.82 Est. Cost/Share — Unrealized @ Report Date —

BIRK BIRKENSTOCK HOLDING PLC 0.8%

Value $2.469M Shares 68,899 Share Price $35.83 Est. Cost/Share — Unrealized @ Report Date —

WIX WIX COM LTD 0.7%

Value $2.43M Shares 26,978 Share Price $90.07 Est. Cost/Share — Unrealized @ Report Date —

EYE NATIONAL VISION HLDGS INC 0.6%

Value $2.042M Shares 78,826 Share Price $25.90 Est. Cost/Share — Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CCL	CARNIVAL CORP	389,838	$10.09M	3.1%	$25.88	—	—	—	143658300
CHWY	CHEWY INC	372,717	$10.06M	3.1%	$27.00	—	—	—	16679L109
ROST	ROSS STORES INC	26,615	$5.766M	1.8%	$216.63	—	—	—	778296103
ASO	ACADEMY SPORTS & OUTDOORS IN	59,460	$3.357M	1.0%	$56.45	—	—	—	00402L107
SATS	ECHOSTAR CORP	28,573	$3.345M	1.0%	$117.07	—	—	—	278768106
ULTA	ULTA BEAUTY INC	6,235	$3.259M	1.0%	$522.71	—	—	—	90384S303
YUM	YUM BRANDS INC	18,449	$2.868M	0.9%	$155.48	—	—	—	988498101
RH	RH	19,367	$2.708M	0.8%	$139.82	—	—	—	74967X103
BIRK	BIRKENSTOCK HOLDING PLC	68,899	$2.469M	0.8%	$35.83	—	—	—	M2029K104
WIX	WIX COM LTD	26,978	$2.43M	0.7%	$90.07	—	—	—	M98068105
EYE	NATIONAL VISION HLDGS INC	78,826	$2.042M	0.6%	$25.90	—	—	—	63845R107

Decreased Positions (9)

AMZN AMAZON COM INC 1.3%

Value $4.189M (-59.4%) Shares 17,574 (-64.5%) Share Price $238.34 Est. Cost/Share — Unrealized @ Report Date —

NXST NEXSTAR MEDIA GROUP INC 0.8%

Value $2.74M (-67.3%) Shares 15,343 (-66.9%) Share Price $178.59 Est. Cost/Share — Unrealized @ Report Date —

VIK VIKING HOLDINGS LTD 0.9%

Value $2.965M (-57.1%) Shares 28,330 (-69.9%) Share Price $104.67 Est. Cost/Share — Unrealized @ Report Date —

STZ CONSTELLATION BRANDS INC 1.9%

Value $6.162M (-35.0%) Shares 44,304 (-29.9%) Share Price $139.09 Est. Cost/Share — Unrealized @ Report Date —

BOBS BOBS DISC FURNITURE INC 0.6%

Value $1.857M (-57.7%) Shares 117,399 (-68.6%) Share Price $15.82 Est. Cost/Share — Unrealized @ Report Date —

MDLZ MONDELEZ INTL INC 2.3%

Value $7.431M (-21.5%) Shares 128,476 (-21.8%) Share Price $57.84 Est. Cost/Share — Unrealized @ Report Date —

RCL ROYAL CARIBBEAN GROUP 1.1%

Value $3.554M (-33.3%) Shares 11,194 (-42.2%) Share Price $317.53 Est. Cost/Share — Unrealized @ Report Date —

MCD MCDONALDS CORP 1.0%

Value $3.416M (-28.4%) Shares 12,638 (-17.7%) Share Price $270.31 Est. Cost/Share — Unrealized @ Report Date —

MSGS MADISON SQUARE GRDN SPRT COR 4.8%

Value $15.86M (+6.9%) Shares 39,458 (-14.5%) Share Price $401.84 Est. Cost/Share — Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AMZN	AMAZON COM INC	17,574 (-64.5%)	$4.189M (-59.4%)	1.3%	$238.34	—	—	COM	023135106
NXST	NEXSTAR MEDIA GROUP INC	15,343 (-66.9%)	$2.74M (-67.3%)	0.8%	$178.59	—	—	COMMON STOCK	65336K103
VIK	VIKING HOLDINGS LTD	28,330 (-69.9%)	$2.965M (-57.1%)	0.9%	$104.67	—	—	ORD SHS	G93A5A101
STZ	CONSTELLATION BRANDS INC	44,304 (-29.9%)	$6.162M (-35.0%)	1.9%	$139.09	—	—	CL A	21036P108
BOBS	BOBS DISC FURNITURE INC	117,399 (-68.6%)	$1.857M (-57.7%)	0.6%	$15.82	—	—	COM SHS	09681N106
MDLZ	MONDELEZ INTL INC	128,476 (-21.8%)	$7.431M (-21.5%)	2.3%	$57.84	—	—	CL A	609207105
RCL	ROYAL CARIBBEAN GROUP	11,194 (-42.2%)	$3.554M (-33.3%)	1.1%	$317.53	—	—	COM	V7780T103
MCD	MCDONALDS CORP	12,638 (-17.7%)	$3.416M (-28.4%)	1.0%	$270.31	—	—	COM	580135101
MSGS	MADISON SQUARE GRDN SPRT COR	39,458 (-14.5%)	$15.86M (+6.9%)	4.8%	$401.84	—	—	CL A	55825T103