Companies covered: Barings BDC (NYSE:BBDC), Oaktree Capital Group, LLC (NYSE:OAK-A), Oaktree Specialty Lending Corp. (NASDAQ:OCSL), Ares Capital Corporation (NASDAQ:ARCC), Hercules Capital Inc (NYSE:HTGC), Saratoga Investment Corp (NYSE:SAR), Solar Capital Ltd. (NASDAQ:SLRC), FS KKR Capital Corp. (NYSE:FSK), FS KKR Capital Corp. II (NYSE:FSKR), Boot Barn Holdings, Inc. (NYSE:BOOT), Foot Locker, Inc. (NYSE:FL), Shoe Carnival, Inc. (NASDAQ:SCVL), Nike, Inc. (NYSE:NKE), lululemon athletica inc. (NASDAQ:LULU), Caleres (NYSE:CAL), VF Corp (NYSE:VFC), Steven Madden, Ltd. (NASDAQ:SHOO), Skechers U.S.A., Inc. (NYSE:SKX), Amazon.com, Inc. (NASDAQ:AMZN), Crocs, Inc. (NASDAQ:CROX), Deckers Outdoor Corporation (NYSE:DECK), Dick's Sporting Goods Inc (NYSE:DKS), Under Armour, Inc. (NYSE:UA), Kohl's Corporation (NYSE:KSS), adidas AG (OTCMKTS:ADDYY), Canada Goose Holdings (NYSE:GOOS), Williams-Sonoma, Inc. (NYSE:WSM), Restoration Hardware Holdings Inc. (NYSE:RH), Ralph Lauren Corporation (NYSE:RL), PVH Corp. (NYSE:PVH), G-III Apparel Group, LTD. (NASDAQ:GIII), Wayfair Inc. (NYSE:W), Apple Inc. (NASDAQ:AAPL), TJX Companies, Inc. (The) (NYSE:TJX), Ross Stores, Inc. (NASDAQ:ROST), Gap, Inc. (The) (NYSE:GPS), Burlington Stores, Inc. (NYSE:BURL), Ulta Beauty (NASDAQ:ULTA), Nordstrom, Inc. (NYSE:JWN), Zumiez Inc. (NASDAQ:ZUMZ), American Eagle Outfitters, Inc. (NYSE:AEO), Abercrombie & Fitch Company (NYSE:ANF), Peloton Interactive (NASDAQ:PTON), Purple Innovation (NASDAQ:PRPL), Lovesac Co. (NASDAQ:LOVE), Carvana Co. (NYSE:CVNA), GrowGeneration Corp. (NASDAQ:GRWG), Lowe's Companies, Inc. (NYSE:LOW), WW International (NASDAQ:WW), AutoZone, Inc. (NYSE:AZO), Best Buy Co., Inc. (NYSE:BBY), Home Depot, Inc. (The) (NYSE:HD), Tractor Supply Company (NASDAQ:TSCO), Capri Holdings Ltd. (NYSE:CPRI), Tapestry (NYSE:TPR), Sears Holdings Corporation (OTCMKTS:SHLDQ), J.C. Penney Company, Inc. (OTCMKTS:JCPNQ), CarMax Inc (NYSE:KMX), Target Corporation (NYSE:TGT), Walmart Inc. (NYSE:WMT), Urban Outfitters, Inc. (NASDAQ:URBN), RTW Retailwinds (OTCMKTS:RTWIQ), Hanesbrands Inc. (NYSE:HBI), Carter's, Inc. (NYSE:CRI), L Brands, Inc. (NYSE:LB), LVMH Moet Hennessy Louis Vuitton SA (ADR) (OTCMKTS:LVMUY), Moncler SpA (OTCMKTS:MONRF), Kering SA (OTCMKTS:PPRUF), Planet Fitness (NYSE:PLNT), RealReal (NASDAQ:REAL), Stitch Fix (NASDAQ:SFIX), Revolve Group LLC (NYSE:RVLV), Sixth Street Specialty Lending (NYSE:TSLX), Horizon Technology Finance Corporation (NASDAQ:HRZN), Sally Beauty Holdings, Inc. (NYSE:SBH), Hibbett Sports, Inc. (NASDAQ:HIBB), Reed’s Inc. (NASDAQ:REED), MarineMax, Inc. (NYSE:HZO), Express, Inc. (NYSE:EXPR)
