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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 6,599,607 2,444 SH   SOLE   2,444 0 0
FRESHPET INC COM 358039105 BBG001V04FM0 3,609,876 54,853 SH   SOLE   54,853 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 9,050,826 14,079 SH   SOLE   14,079 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 BBG00DXB1HL8 6,848,483 841,337 SH   SOLE   841,337 0 0
POOL CORP COM 73278L105 BBG001S5VBK4 4,417,380 11,791 SH   SOLE   11,791 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG001S70DV8 9,766,537 492,017 SH   SOLE   492,017 0 0
UNION PAC CORP COM 907818108 BBG001S5X2M0 2,556,932 12,496 SH   SOLE   12,496 0 0