The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR PRODS & CHEMS INC COM 009158106   24,472,015 85,206 SH   SOLE   85,206 0 0
ALPHABET INC CAP STK CL A 02079K305   460,457 4,439 SH   SOLE   4,439 0 0
AMAZON COM INC COM 023135106   46,057,011 445,900 SH   SOLE   445,900 0 0
AMAZON COM INC COM 023135106   44,910,492 434,800 SH Call SOLE   434,800 0 0
BLOOMIN BRANDS INC COM 094235108   38,416,698 1,497,727 SH   SOLE   1,497,727 0 0
BLOOMIN BRANDS INC COM 094235108   2,926,665 114,100 SH Call SOLE   114,100 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   45,219,783 126,450 SH   SOLE   126,450 0 0
COUPANG INC CL A 22266T109   185,824 11,614 SH   SOLE   11,614 0 0
DICKS SPORTING GOODS INC COM 253393102   286,618 2,020 SH   SOLE   2,020 0 0
DOORDASH INC CL A 25809K105   48,401,004 761,501 SH   SOLE   761,501 0 0
EVERCORE INC CLASS A 29977A105   261,566 2,267 SH   SOLE   2,267 0 0
FARFETCH LTD ORD SH CL A 30744W107   12,586,653 2,563,473 SH   SOLE   2,563,473 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,574,146 320,600 SH Call SOLE   320,600 0 0
FIVE BELOW INC COM 33829M101   47,219,241 229,253 SH   SOLE   229,253 0 0
FIVE9 INC COM 338307101   44,043,260 609,258 SH   SOLE   609,258 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   36,995,859 12,290,983 SH   SOLE   12,290,983 0 0
KEURIG DR PEPPER INC COM 49271V100   43,789,218 1,241,191 SH   SOLE   1,241,191 0 0
KEURIG DR PEPPER INC COM 49271V100   5,570,712 157,900 SH Call SOLE   157,900 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   31,593,674 422,206 SH   SOLE   422,206 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   26,374,165 195,567 SH   SOLE   195,567 0 0
MASTERCARD INCORPORATED CL A 57636Q104   288,548 794 SH   SOLE   794 0 0
META PLATFORMS INC CL A 30303M102   55,935,840 263,923 SH   SOLE   263,923 0 0
MICROSOFT CORP COM 594918104   564,491 1,958 SH   SOLE   1,958 0 0
PALO ALTO NETWORKS INC COM 697435105   47,466,613 237,642 SH   SOLE   237,642 0 0
PROCTER AND GAMBLE CO COM 742718109   716,983 4,822 SH   SOLE   4,822 0 0
PROGRESSIVE CORP COM 743315103   463,085 3,237 SH   SOLE   3,237 0 0
Q2 HLDGS INC COM 74736L109   29,632,657 1,203,601 SH   SOLE   1,203,601 0 0
ROYAL BK CDA SUSTAINABL COM 780087102   369,506 3,837 SH   SOLE   3,837 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   26,612,693 101,937 SH   SOLE   101,937 0 0
SKECHERS U S A INC CL A 830566105   17,704,527 372,570 SH   SOLE   372,570 0 0
SMARTSHEET INC COM CL A 83200N103   32,235,842 674,390 SH   SOLE   674,390 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   54,794,489 410,077 SH   SOLE   410,077 0 0
T-MOBILE US INC COM 872590104   33,525,390 231,465 SH   SOLE   231,465 0 0
TRAVEL PLUS LEISURE CO COM 894164102   11,689,989 298,214 SH   SOLE   298,214 0 0
UBER TECHNOLOGIES INC COM 90353T100   52,947,528 1,670,269 SH   SOLE   1,670,269 0 0
VARONIS SYS INC COM 922280102   24,661,199 948,143 SH   SOLE   948,143 0 0
VISA INC COM CL A 92826C839   288,138 1,278 SH   SOLE   1,278 0 0
WABTEC COM 929740108   22,807,423 225,682 SH   SOLE   225,682 0 0
WINGSTOP INC COM 974155103   710,088 3,868 SH   SOLE   3,868 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   28,917,603 426,199 SH   SOLE   426,199 0 0