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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ERMENEGILDO ZEGNA N V | $15.0M | 1438546 | 6.03% |
| 2 | MADISON SQUARE GRDN SPRT COR | $14.8M | 46152 | 5.96% |
| 3 | WAYFAIR INC | $14.3M | 189891 | 5.74% |
| 4 | FLOOR & DECOR HLDGS INC | $13.4M | 264083 | 5.39% |
| 5 | FIVE BELOW INC | $13.1M | 57444 | 5.28% |
| 6 | BURLINGTON STORES INC | $11.2M | 34362 | 4.50% |
| 7 | AMAZON COM INC | $10.3M | 49497 | 4.14% |
| 8 | CARNIVAL CORP | $10.1M | 389838 | 4.06% |
| 9 | CHEWY INC | $10.1M | 372717 | 4.05% |
| 10 | CONSTELLATION BRANDS INC | $9.5M | 63229 | 3.81% |
| 11 | MONDELEZ INTL INC | $9.5M | 164280 | 3.81% |
| 12 | LIBERTY MEDIA CORP DEL | $8.8M | 104098 | 3.56% |
| 13 | NEXSTAR MEDIA GROUP INC | $8.4M | 46360 | 3.37% |
| 14 | AMER SPORTS INC | $7.9M | 240949 | 3.19% |
| 15 | MOHAWK INDS INC | $7.6M | 76954 | 3.05% |
| 16 | VIKING HOLDINGS LTD | $6.9M | 94117 | 2.78% |
| 17 | ROSS STORES INC | $5.8M | 26615 | 2.32% |
| 18 | URBAN OUTFITTERS INC | $5.7M | 89208 | 2.27% |
| 19 | ROYAL CARIBBEAN GROUP | $5.3M | 19356 | 2.14% |
| 20 | LEGALZOOM COM INC | $5.0M | 889482 | 2.03% |
| 21 | WILLIAMS SONOMA INC | $4.9M | 26779 | 1.96% |
| 22 | MCDONALDS CORP | $4.8M | 15361 | 1.92% |
| 23 | BOBS DISC FURNITURE INC | $4.4M | 373791 | 1.77% |
| 24 | BOOT BARN HLDGS INC | $4.2M | 28354 | 1.67% |
| 25 | SHARKNINJA INC | $4.1M | 38442 | 1.64% |
| 26 | ACADEMY SPORTS & OUTDOORS IN | $3.4M | 59460 | 1.35% |
| 27 | ECHOSTAR CORP | $3.3M | 28573 | 1.34% |
| 28 | ULTA BEAUTY INC | $3.3M | 6235 | 1.31% |
| 29 | YUM BRANDS INC | $2.9M | 18449 | 1.15% |
| 30 | MAPLEBEAR INC | $2.7M | 72329 | 1.09% |
| 31 | RH | $2.7M | 19367 | 1.09% |
| 32 | BIRKENSTOCK HOLDING PLC | $2.5M | 68899 | 0.99% |
| 33 | WIX COM LTD | $2.4M | 26978 | 0.98% |
| 34 | NATIONAL VISION HLDGS INC | $2.0M | 78826 | 0.82% |
| 35 | RALPH LAUREN CORP | $1.9M | 5634 | 0.78% |
| 36 | VICTORIAS SECRET AND CO | $1.8M | 38571 | 0.72% |
| 37 | PELOTON INTERACTIVE INC | $1.6M | 384231 | 0.66% |
| 38 | AIRBNB INC | $1.6M | 12791 | 0.65% |
| 39 | BUILDERS FIRSTSOURCE INC | $1.6M | 19348 | 0.64% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.