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
ACTIVISION BLIZZARD INC COM 00507V109   280,582,771 3,328,384 SH   SOLE   3,328,384 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   116,819,711 238,900 SH   SOLE   238,900 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   63,466,620 1,103,000 SH   SOLE   1,103,000 0 0
BATH & BODY WORKS INC COM 070830104   179,832,338 4,795,529 SH   SOLE   4,795,529 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   517,810 1 SH   SOLE   1 0 0
BOSTON SCIENTIFIC CORP COM 101137107   112,775,162 2,084,954 SH   SOLE   2,084,954 0 0
BURLINGTON STORES INC COM 122017106   108,911,047 691,982 SH   SOLE   691,982 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   115,170,495 313,500 SH   SOLE   313,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   117,139,507 1,279,514 SH   SOLE   1,279,514 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124   10,420,000 1,000,000 SH   SOLE   1,000,000 0 0
CSX CORP COM 126408103   23,460,800 688,000 SH   SOLE   688,000 0 0
DECKERS OUTDOOR CORP COM 243537107   218,873,896 414,801 SH   SOLE   414,801 0 0
DEXCOM INC COM 252131107   4,883,380 38,000 SH   SOLE   38,000 0 0
DOMINOS PIZZA INC COM 25754A201   61,067,980 181,216 SH   SOLE   181,216 0 0
DUPONT DE NEMOURS INC COM 26614N102   43,935,600 615,000 SH   SOLE   615,000 0 0
ELEVANCE HEALTH INC COM 036752103   112,538,657 253,300 SH   SOLE   253,300 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   27,866,800 1,165,000 SH   SOLE   1,165,000 0 0
ENTEGRIS INC COM 29362U104   44,771,391 404,001 SH   SOLE   404,001 0 0
FERGUSON PLC NEW SHS G3421J106   37,623,203 239,166 SH   SOLE   239,166 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   131,939,080 2,412,049 SH   SOLE   2,412,049 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   37,159,840 148,000 SH   SOLE   148,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   56,556,423 544,021 SH   SOLE   544,021 0 0
GLOBAL PMTS INC COM 37940X102   55,206,076 560,354 SH   SOLE   560,354 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   100,925,600 1,448,000 SH   SOLE   1,448,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   9,518,970 65,400 SH   SOLE   65,400 0 0
ICON PLC SHS G4705A100   47,169,956 188,529 SH   SOLE   188,529 0 0
IQVIA HLDGS INC COM 46266C105   81,883,711 364,300 SH   SOLE   364,300 0 0
JD.COM INC SPON ADR CL A 47215P106   73,789,640 2,162,017 SH   SOLE   2,162,017 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   38,874,943 699,693 SH   SOLE   699,693 0 0
LAS VEGAS SANDS CORP COM 517834107   121,510,000 2,095,000 SH   SOLE   2,095,000 0 0
LULULEMON ATHLETICA INC COM 550021109   132,891,729 351,101 SH   SOLE   351,101 0 0
META PLATFORMS INC CL A 30303M102   124,607,003 434,201 SH   SOLE   434,201 0 0
MICROSOFT CORP COM 594918104   103,055,577 302,624 SH   SOLE   302,624 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   47,865,540 4,258,500 SH   SOLE   4,258,500 0 0
NVIDIA CORPORATION COM 67066G104   12,267,580 29,000 SH   SOLE   29,000 0 0
RANGE RES CORP COM 75281A109   20,844,600 709,000 SH   SOLE   709,000 0 0
RH COM 74967X103   92,087,776 279,401 SH   SOLE   279,401 0 0
ROSS STORES INC COM 778296103   75,562,725 673,885 SH   SOLE   673,885 0 0
SCHLUMBERGER LTD COM STK 806857108   94,556,000 1,925,000 SH   SOLE   1,925,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,543,545 71,900 SH   SOLE   71,900 0 0
T-MOBILE US INC COM 872590104   130,750,459 941,328 SH   SOLE   941,328 0 0
TEXAS INSTRS INC COM 882508104   9,361,040 52,000 SH   SOLE   52,000 0 0
TEXAS ROADHOUSE INC COM 882681109   83,941,875 747,612 SH   SOLE   747,612 0 0
TRANSUNION COM 89400J107   13,472,760 172,000 SH   SOLE   172,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   132,747,750 3,075,000 SH   SOLE   3,075,000 0 0
VISA INC COM CL A 92826C839   23,985,480 101,000 SH   SOLE   101,000 0 0
VISTRA CORP COM 92840M102   67,462,500 2,570,000 SH   SOLE   2,570,000 0 0
WILLIAMS SONOMA INC COM 969904101   53,417,511 426,862 SH   SOLE   426,862 0 0
WORKDAY INC CL A 98138H101   66,455,934 294,196 SH   SOLE   294,196 0 0
YUM BRANDS INC COM 988498101   24,107,700 174,000 SH   SOLE   174,000 0 0