The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 17,781,910 | 328,990 | SH | SOLE | 328,990 | 0 | 0 | |||
| ACV AUCTIONS INC | COM CL A | 00091G104 | 14,357,587 | 831,360 | SH | SOLE | 831,360 | 0 | 0 | |||
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 14,033,910 | 151,800 | SH | SOLE | 151,800 | 0 | 0 | |||
| BRUNSWICK CORP | COM | 117043109 | 14,817,259 | 171,021 | SH | SOLE | 171,021 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 13,193,648 | 92,302 | SH | SOLE | 92,302 | 0 | 0 | |||
| FERGUSON PLC NEW | SHS | G3421J106 | 20,436,142 | 129,910 | SH | SOLE | 129,910 | 0 | 0 | |||
| FUNKO INC | COM CL A | 361008105 | 6,764,177 | 625,155 | SH | SOLE | 625,155 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 24,522,787 | 53,521 | SH | SOLE | 53,521 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 29,710,231 | 394,663 | SH | SOLE | 394,663 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 17,810,461 | 15,035 | SH | SOLE | 15,035 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 61,337,670 | 213,735 | SH | SOLE | 213,735 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 23,933,584 | 54,334 | SH | SOLE | 54,334 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 37,731,613 | 4,782,207 | SH | SOLE | 4,782,207 | 0 | 0 | |||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 14,174,721 | 429,537 | SH | SOLE | 429,537 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 34,036,771 | 510,067 | SH | SOLE | 510,067 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 19,464,034 | 749,193 | SH | SOLE | 749,193 | 0 | 0 | |||
| SPLUNK INC | COM | 848637104 | 28,660,638 | 270,154 | SH | SOLE | 270,154 | 0 | 0 | |||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 27,965,700 | 799,020 | SH | SOLE | 799,020 | 0 | 0 | |||