Sib 13FHR Quarterly holdings report by institutional manager | SEC 14 Jul 23

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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
CARMAX INC	COM	143130102	6,021,880	71,946	SH		SOLE	0	71,946	0	0
FIGS INC.	CL A	30260D103	1,990,118	240,643	SH		SOLE	0	240,643	0	0
FLOOR & DECOR	CL A	339750101	5,320,569	51,179	SH		SOLE	0	51,179	0	0
FUBOTV INC	COM	35953D104	264,636	127,229	SH		SOLE	0	127,229	0	0
GOODRX HOLDINGS INC	COM CL A	38246G108	331,200	60,000	SH		SOLE	0	60,000	0	0
HEARTLAND EXPRESS INC	COM	422347104	4,024,257	245,232	SH		SOLE	0	245,232	0	0
HUNT J B TRANS SVCS INC	COM	445658107	18,212,885	100,607	SH		SOLE	0	100,607	0	0
KNIGHT SWIFT TRANSN HLDGS INC	CL A	499049104	17,425,783	313,639	SH		SOLE	0	313,639	0	0
LENNAR CORP	CL A	526057104	580,561	4,633	SH		SOLE	0	4,633	0	0
LENNAR CORP.	CL B	526057302	11,602,142	102,692	SH		SOLE	0	102,692	0	0
LOWES COS INC	COM	548661107	5,717,432	25,332	SH		SOLE	0	25,332	0	0
LULULEMON ATHLETICA INC	COM	550021109	21,496,151	56,793	SH		SOLE	0	56,793	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	30,536,174	82,586	SH		SOLE	0	82,586	0	0
PULTE GROUP INC	COM	745867101	1,961,808	25,255	SH		SOLE	0	25,255	0	0
RYANAIR HLDGS PLC	SPONSORED ADS	783513203	13,128,220	118,700	SH		SOLE	0	118,700	0	0
TEXAS ROADHOUSE INC	COM	882681109	24,287,960	216,316	SH		SOLE	0	216,316	0	0
TOLL BROTHERS INC	COM	889478103	5,483,425	69,349	SH		SOLE	0	69,349	0	0
URBAN OUTFITTERS INC	COM	917047102	7,581,403	228,838	SH		SOLE	0	228,838	0	0

Sib 13F-HRQuarterly holdings report by institutional manager