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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 40,266 635,514 SH   SOLE   635,514 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 38,802 485,088 SH   SOLE   485,088 0 0
ANGEL POND HOLDINGS CORP UNIT 99/99/9999 G0447J110 24,593 2,476,610 SH   SOLE   2,476,610 0 0
APPLE INC COM 037833100 41,460 300,000 SH Put SOLE   300,000 0 0
BATH & BODY WORKS INC COM 070830104 196,602 6,030,732 SH   SOLE   6,030,732 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH   SOLE   1 0 0
BURLINGTON STORES INC COM 122017106 174,126 1,556,223 SH   SOLE   1,556,223 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 92,571 305,161 SH   SOLE   305,161 0 0
CHENIERE ENERGY INC COM NEW 16411R208 379,845 2,289,465 SH   SOLE   2,289,465 0 0
CONSTELLATION ENERGY CORP COM 21037T109 228,050 2,741,315 SH   SOLE   2,741,315 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124 9,850 1,000,000 SH   SOLE   1,000,000 0 0
DECKERS OUTDOOR CORP COM 243537107 233,048 745,491 SH   SOLE   745,491 0 0
DOMINOS PIZZA INC COM 25754A201 189,574 611,135 SH   SOLE   611,135 0 0
ELEVANCE HEALTH INC COM 036752103 61,523 135,442 SH   SOLE   135,442 0 0
EMPOWERMENT & INCLUSION CAPI UNIT 99/99/9999 29248N209 7,904 800,000 SH   SOLE   800,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 213,694 2,827,756 SH   SOLE   2,827,756 0 0
FISERV INC COM 337738108 66,775 713,641 SH   SOLE   713,641 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,861 183,052 SH   SOLE   183,052 0 0
GAMESTOP CORP NEW CL A 36467W109 9,513 378,568 SH   SOLE   378,568 0 0
GLOBAL PMTS INC COM 37940X102 220,882 2,044,260 SH   SOLE   2,044,260 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 60,383 1,033,604 SH   SOLE   1,033,604 0 0
ICON PLC SHS G4705A100 141,184 768,223 SH   SOLE   768,223 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 26,726 100,000 SH Put SOLE   100,000 0 0
JD.COM INC SPON ADR CL A 47215P106 98,916 1,966,516 SH   SOLE   1,966,516 0 0
LAS VEGAS SANDS CORP COM 517834107 94,721 2,524,559 SH   SOLE   2,524,559 0 0
MASTERCARD INCORPORATED CL A 57636Q104 20,778 73,074 SH   SOLE   73,074 0 0
MICROSOFT CORP COM 594918104 252,756 1,085,254 SH   SOLE   1,085,254 0 0
OKTA INC CL A 679295105 78,940 1,388,083 SH   SOLE   1,388,083 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 11,394 265,586 SH   SOLE   265,586 0 0
RH COM 74967X103 20,946 85,123 SH   SOLE   85,123 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,009 12,990 SH   SOLE   12,990 0 0
T-MOBILE US INC COM 872590104 185,397 1,381,806 SH   SOLE   1,381,806 0 0
TWITTER INC COM 90184L102 47,849 1,091,449 SH   SOLE   1,091,449 0 0
UNITEDHEALTH GROUP INC COM 91324P102 148,448 293,933 SH   SOLE   293,933 0 0
VISA INC COM CL A 92826C839 21,715 122,234 SH   SOLE   122,234 0 0
WORKDAY INC CL A 98138H101 246,938 1,622,243 SH   SOLE   1,622,243 0 0