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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 15,121,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 70,394,400 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | |||
| API GROUP CORP | COM STK | 00187Y100 | 20,990,200 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | |||
| CARDLYTICS INC | COM | 14161W105 | 126,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| CATALENT INC | COM | 148806102 | 13,426,858 | 309,660 | SH | SOLE | 309,660 | 0 | 0 | |||
| CRANE COMPANY | COMMON STOCK | 224408104 | 18,002,240 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 17,216,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| DYNATRACE INC | COM NEW | 268150109 | 21,874,750 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| ELEVANCE HEALTH INC | COM | 036752103 | 5,775,770 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 35,773,100 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 207,920 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 21,830,200 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | |||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 17,470,500 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 21,832,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ICICI BANK LIMITED | ADR | 45104G104 | 30,004,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | |||
| LAUDER ESTEE COS INC | CL A | 518439104 | 2,572,578 | 13,100 | SH | SOLE | 13,100 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 19,572,800 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 54,526,200 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 20,203,200 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 54,486,400 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 44,049,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 13,797,540 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | |||
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 137,999,659 | 30,530,897 | SH | SOLE | 30,530,897 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 7,394,100 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| SCHWAB CHARLES CORP | COM | 808513105 | 15,020,200 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
| SHERWIN WILLIAMS CO | COM | 824348106 | 1,062,080 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 33,592,000 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,602,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 21,460,080 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,806,400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| VALVOLINE INC | COM | 92047W101 | 2,250,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||