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 | 15,002 | 79,607 | SH | SOLE | 79,607 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 18,340 | 269,269 | SH | SOLE | 269,269 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 10,853 | 389,700 | SH | SOLE | 389,700 | 0 | 0 | ||
EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 19,874 | 709,530 | SH | SOLE | 709,530 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 31,398 | 765,438 | SH | SOLE | 765,438 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 20,531 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
NOODLES & CO | COM CL A | 65540B105 | 19,526 | 1,654,738 | SH | SOLE | 1,654,738 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 18,298 | 210,200 | SH | SOLE | 210,200 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 31,774 | 623,636 | SH | SOLE | 623,636 | 0 | 0 | ||
PROG HOLDINGS INC | COM NPV | 74319R101 | 27,928 | 664,800 | SH | SOLE | 664,800 | 0 | 0 | ||
RH | COM | 74967X103 | 19,313 | 28,959 | SH | SOLE | 28,959 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 33,530 | 105,199 | SH | SOLE | 105,199 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 19,890 | 129,100 | SH | SOLE | 129,100 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 18,029 | 78,807 | SH | SOLE | 78,807 | 0 | 0 | ||
THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 16,657 | 641,400 | SH | SOLE | 641,400 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 17,894 | 271,206 | SH | SOLE | 271,206 | 0 | 0 |