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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | WAYFAIR INC | $78.2M | 1039825 | 6.90% |
| 2 | FIVE BELOW INC | $68.4M | 299317 | 6.03% |
| 3 | FLOOR & DECOR HLDGS INC | $61.1M | 1201933 | 5.39% |
| 4 | BURLINGTON STORES INC | $59.3M | 182173 | 5.23% |
| 5 | PERFORMANCE FOOD GROUP CO | $56.3M | 657551 | 4.97% |
| 6 | CARNIVAL CORP | $52.5M | 2029374 | 4.63% |
| 7 | AMER SPORTS INC | $50.6M | 1535970 | 4.46% |
| 8 | PROCTER & GAMBLE CO | $49.7M | 343941 | 4.38% |
| 9 | CONSTELLATION BRANDS INC | $44.9M | 299493 | 3.96% |
| 10 | MONDELEZ INTL INC | $40.9M | 709749 | 3.61% |
| 11 | NEXSTAR MEDIA GROUP INC | $38.6M | 213349 | 3.40% |
| 12 | VIKING HOLDINGS LTD | $36.9M | 501759 | 3.25% |
| 13 | CHEWY INC | $35.5M | 1314921 | 3.13% |
| 14 | AMAZON COM INC | $33.0M | 158430 | 2.91% |
| 15 | ROSS STORES INC | $32.5M | 149985 | 2.87% |
| 16 | BOOT BARN HLDGS INC | $31.7M | 216895 | 2.80% |
| 17 | SHARKNINJA INC | $30.2M | 284864 | 2.66% |
| 18 | ROYAL CARIBBEAN GROUP | $29.0M | 105375 | 2.56% |
| 19 | URBAN OUTFITTERS INC | $28.8M | 453829 | 2.54% |
| 20 | LIBERTY MEDIA CORP DEL | $28.3M | 332565 | 2.49% |
| 21 | MOHAWK INDS INC | $27.7M | 281282 | 2.44% |
| 22 | BIRKENSTOCK HOLDING PLC | $27.6M | 771336 | 2.44% |
| 23 | MCDONALDS CORP | $25.6M | 82496 | 2.26% |
| 24 | FOX CORP | $23.5M | 401736 | 2.07% |
| 25 | MAPLEBEAR INC | $16.5M | 441420 | 1.46% |
| 26 | ACADEMY SPORTS & OUTDOORS IN | $15.8M | 280075 | 1.39% |
| 27 | WILLIAMS SONOMA INC | $15.5M | 85151 | 1.37% |
| 28 | YUM BRANDS INC | $15.4M | 98994 | 1.36% |
| 29 | LOWES COS INC | $15.2M | 64326 | 1.34% |
| 30 | ULTA BEAUTY INC | $12.7M | 24228 | 1.12% |
| 31 | BOBS DISC FURNITURE INC | $12.3M | 1045856 | 1.08% |
| 32 | RALPH LAUREN CORP | $11.8M | 34394 | 1.04% |
| 33 | RH | $10.2M | 72648 | 0.90% |
| 34 | D R HORTON INC | $8.0M | 58116 | 0.70% |
| 35 | TOLL BROTHERS INC | $7.8M | 57456 | 0.69% |
| 36 | US FOODS HLDG CORP | $675K | 7319 | 0.06% |
| 37 | CARVANA CO | $549K | 1746 | 0.05% |
| 38 | ROCKET COS INC | $220K | 15445 | 0.02% |
| 39 | ZILLOW GROUP INC | $203K | 4909 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.