| DDECKERS OUTDOOR CORPSGVT |
| 11.09% | 10.05% | $26.4M | 66,256 | $26.4M | 66,256 | 00.00% | Unchanged |
| VVALVOLINE INC COMVVV |
| 8.28% | 7.51% | $19.8M | 605,000 | $19.8M | 605,000 | 00.00% | Unchanged |
 CROCS INCCROX |
| 7.73% | 7% | $18.4M | 170,000 | $18.4M | 170,000 | 00.00% | Unchanged |
 DRIVEN BRANDS HLDGS INCDRVN |
| 7.5% | 6.79% | $17.9M | 654,555 | $17.9M | 654,555 | 00.00% | Unchanged |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 6.04% | 5.47% | $14.4M | 419,695 | $14.4M | 419,695 | 00.00% | Unchanged |
 FERRARI N V COMRACE |
| 5.84% | 5.29% | $13.9M | 65,000 | $13.9M | 65,000 | 00.00% | Unchanged |
 PLANET FITNESS MASTER ISSUERPLNT |
| 5.78% | 5.24% | $13.8M | 175,000 | $13.8M | 175,000 | 00.00% | Unchanged |
 UNITED PARKS & RESORTS INCPRKS |
| 4.49% | 4.07% | $10.7M | 200,000 | $10.7M | 200,000 | 00.00% | Unchanged |
| BBELLRING BRANDS INCBRBR |
| 4.39% | 3.97% | $10.5M | 408,005 | $10.5M | 408,005 | 00.00% | Unchanged |
 ONESPAWORLD HOLDINGS LIMITEDOSW |
| 4.24% | 3.85% | $10.1M | 1.1M | $10.1M | 1.1M | 00.00% | Unchanged |
 ROSS STORES INC COMROST |
| 4.14% | 3.75% | $9.9M | 85,000 | $9.9M | 85,000 | 00.00% | Unchanged |
 TARGET CORP COMTGT |
| 4.06% | 3.68% | $9.7M | 65,000 | $9.7M | 65,000 | 00.00% | Unchanged |
 DARDEN RESTAURANTS INCDRI |
| 3.77% | 3.42% | $9.0M | 65,000 | $9.0M | 65,000 | 00.00% | Unchanged |
| HHIBBETT INC |
| 3.72% | 3.37% | $8.9M | 130,000 | $8.9M | 130,000 | 00.00% | Unchanged |
 HILTON WORLDWIDE HLDGS INCHLT |
| 3.71% | 3.36% | $8.8M | 70,000 | $8.8M | 70,000 | 00.00% | Unchanged |
 LULULEMON ATHLETICA INCLULU |
| 3.36% | 3.04% | $8.0M | 25,000 | $8.0M | 25,000 | 00.00% | Unchanged |
 LAS VEGAS SANDS CORP COMLVS |
| 3.02% | 8.11% | $7.2M | 150,000 | $21.3M | 444,100 | -294,100-66.22% | Reduce |
 WENDYS COWEN |
| 2.37% | 2.15% | $5.7M | 250,000 | $5.7M | 250,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 2.27% | 2.06% | $5.4M | 45,000 | $5.4M | 45,000 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.27% | 5.19% | $3.0M | 36,000 | $13.7M | 162,500 | -126,500-77.85% | Reduce |
| SSOHO HOUSE & CO INC COM CL A |
| 1.23% | 1.12% | $2.9M | 785,251 | $2.9M | 785,251 | 00.00% | Unchanged |
 FLOOR & DECOR HLDGS INCFND |
| 1.02% | 0.93% | $2.4M | 35,000 | $2.4M | 35,000 | 00.00% | Unchanged |
| BBRAGG GAMING GROUP INCBRAG |
| 0.46% | 0.42% | $1.1M | 282,481 | $1.1M | 282,481 | 00.00% | Unchanged |
| FFARFETCH LTD |
| 0.2% | 0.18% | $473,000 | 100,000 | $473,000 | 100,000 | 00.00% | Unchanged |
