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
AMAZON COM INC COM 023135106   90,022,575 690,569 SH   SOLE   690,569 0 0
BLOCK INC CL A 852234103   44,091,175 662,328 SH   SOLE   662,328 0 0
BUMBLE INC COM CL A 12047B105   13,990,476 833,759 SH   SOLE   833,759 0 0
BURLINGTON STORES INC COM 122017106   20,404,512 129,643 SH   SOLE   129,643 0 0
CELSIUS HLDGS INC COM NEW 15118V207   6,424,569 43,063 SH   SOLE   43,063 0 0
CHEWY INC CL A 16679L109   13,721,509 347,644 SH   SOLE   347,644 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   16,033,944 7,496 SH   SOLE   7,496 0 0
CHURCH & DWIGHT CO INC COM 171340102   13,776,012 137,444 SH   SOLE   137,444 0 0
CONSTELLATION BRANDS INC CL A 21036P108   24,421,511 99,222 SH   SOLE   99,222 0 0
COUPANG INC CL A 22266T109   7,178,370 412,550 SH   SOLE   412,550 0 0
DECKERS OUTDOOR CORP COM 243537107   21,793,941 41,303 SH   SOLE   41,303 0 0
DOLLAR TREE INC COM 256746108   17,075,926 118,996 SH   SOLE   118,996 0 0
DOORDASH INC CL A 25809K105   6,495,700 85,000 SH   SOLE   85,000 0 0
E L F BEAUTY INC COM 26856L103   8,712,322 76,270 SH   SOLE   76,270 0 0
FIVE BELOW INC COM 33829M101   13,317,550 67,760 SH   SOLE   67,760 0 0
HALEON PLC SPON ADS 405552100   14,288,168 1,705,032 SH   SOLE   1,705,032 0 0
LAS VEGAS SANDS CORP COM 517834107   30,628,582 528,079 SH   SOLE   528,079 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   17,410,307 231,274 SH   SOLE   231,274 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   19,974,319 219,233 SH   SOLE   219,233 0 0
MARRIOTT INTL INC NEW CL A 571903202   10,406,957 56,655 SH   SOLE   56,655 0 0
MERCADOLIBRE INC COM 58733R102   12,873,048 10,867 SH   SOLE   10,867 0 0
META PLATFORMS INC CL A 30303M102   122,268,403 426,052 SH   SOLE   426,052 0 0
MICROSOFT CORP COM 594918104   25,148,879 73,850 SH   SOLE   73,850 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   24,076,240 365,678 SH   SOLE   365,678 0 0
MONDELEZ INTL INC CL A 609207105   16,131,410 221,160 SH   SOLE   221,160 0 0
NETFLIX INC COM 64110L106   16,564,626 37,605 SH   SOLE   37,605 0 0
NIKE INC CL B 654106103   6,753,761 61,192 SH   SOLE   61,192 0 0
PROCTER AND GAMBLE CO COM 742718109   40,091,984 264,215 SH   SOLE   264,215 0 0
ROSS STORES INC COM 778296103   43,748,080 390,155 SH   SOLE   390,155 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   24,204,202 233,316 SH   SOLE   233,316 0 0
SHERWIN WILLIAMS CO COM 824348106   6,638,000 25,000 SH   SOLE   25,000 0 0
SKECHERS U S A INC CL A 830566105   21,535,939 408,962 SH   SOLE   408,962 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   36,043,163 244,925 SH   SOLE   244,925 0 0
TEXAS ROADHOUSE INC COM 882681109   23,411,054 208,506 SH   SOLE   208,506 0 0
TJX COS INC NEW COM 872540109   27,060,898 319,152 SH   SOLE   319,152 0 0
UBER TECHNOLOGIES INC COM 90353T100   47,233,894 1,094,137 SH   SOLE   1,094,137 0 0
ULTA BEAUTY INC COM 90384S303   27,409,806 58,245 SH   SOLE   58,245 0 0
WAYFAIR INC CL A 94419L101   10,368,770 159,495 SH   SOLE   159,495 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   36,964,190 340,778 SH   SOLE   340,778 0 0
WYNN RESORTS LTD COM 983134107   34,699,644 328,564 SH   SOLE   328,564 0 0
YUM BRANDS INC COM 988498101   51,348,847 370,616 SH   SOLE   370,616 0 0