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   27,667,287 92,369 SH   SOLE   92,369 0 0
ALPHABET INC CAP STK CL A 02079K305   531,348 4,439 SH   SOLE   4,439 0 0
AMAZON COM INC COM 023135106   46,101,684 353,649 SH   SOLE   353,649 0 0
AMAZON COM INC COM 023135106   38,012,976 291,600 SH Call SOLE   291,600 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   8,436,449 812,760 SH   SOLE   812,760 0 0
BLOOMIN BRANDS INC COM 094235108   37,622,767 1,399,136 SH   SOLE   1,399,136 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   49,790,758 135,533 SH   SOLE   135,533 0 0
COUPANG INC CL A 22266T109   202,084 11,614 SH   SOLE   11,614 0 0
DICKS SPORTING GOODS INC COM 253393102   267,024 2,020 SH   SOLE   2,020 0 0
DOORDASH INC CL A 25809K105   49,282,188 644,886 SH   SOLE   644,886 0 0
EVERCORE INC CLASS A 29977A105   280,179 2,267 SH   SOLE   2,267 0 0
FARFETCH LTD ORD SH CL A 30744W107   23,519,663 3,893,984 SH   SOLE   3,893,984 0 0
FARFETCH LTD ORD SH CL A 30744W107   9,843,388 1,629,700 SH Call SOLE   1,629,700 0 0
FIVE BELOW INC COM 33829M101   41,573,910 211,529 SH   SOLE   211,529 0 0
FIVE9 INC COM 338307101   50,431,285 611,659 SH   SOLE   611,659 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   44,790,525 13,058,462 SH   SOLE   13,058,462 0 0
KEURIG DR PEPPER INC COM 49271V100   40,861,072 1,306,718 SH   SOLE   1,306,718 0 0
KOHLS CORP COM 500255104   5,345,295 231,900 SH Call SOLE   231,900 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   31,928,883 424,135 SH   SOLE   424,135 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   20,070,979 163,551 SH   SOLE   163,551 0 0
MASTERCARD INCORPORATED CL A 57636Q104   312,280 794 SH   SOLE   794 0 0
META PLATFORMS INC CL A 30303M102   59,271,127 206,534 SH   SOLE   206,534 0 0
MICROSOFT CORP COM 594918104   666,777 1,958 SH   SOLE   1,958 0 0
PALO ALTO NETWORKS INC COM 697435105   42,035,994 164,518 SH   SOLE   164,518 0 0
PALO ALTO NETWORKS INC COM 697435105   22,331,574 87,400 SH Call SOLE   87,400 0 0
PAYPAL HLDGS INC COM 70450Y103   203,793 3,054 SH   SOLE   3,054 0 0
PROCTER AND GAMBLE CO COM 742718109   731,690 4,822 SH   SOLE   4,822 0 0
PROGRESSIVE CORP COM 743315103   428,482 3,237 SH   SOLE   3,237 0 0
Q2 HLDGS INC COM 74736L109   39,429,234 1,276,027 SH   SOLE   1,276,027 0 0
ROYAL BK CDA COM 780087102   366,669 3,837 SH   SOLE   3,837 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   29,797,383 128,570 SH   SOLE   128,570 0 0
SKECHERS U S A INC CL A 830566105   4,001,054 75,979 SH   SOLE   75,979 0 0
SMARTSHEET INC COM CL A 83200N103   26,588,366 694,939 SH   SOLE   694,939 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   67,289,234 419,117 SH   SOLE   419,117 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   56,064,060 349,200 SH Call SOLE   349,200 0 0
TRAVEL PLUS LEISURE CO COM 894164102   11,037,064 273,601 SH   SOLE   273,601 0 0
UBER TECHNOLOGIES INC COM 90353T100   60,273,738 1,396,195 SH   SOLE   1,396,195 0 0
VARONIS SYS INC COM 922280102   33,004,053 1,238,426 SH   SOLE   1,238,426 0 0
VISA INC COM CL A 92826C839   303,499 1,278 SH   SOLE   1,278 0 0
WABTEC COM 929740108   23,047,151 210,150 SH   SOLE   210,150 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   28,082,844 409,550 SH   SOLE   409,550 0 0