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
ACV AUCTIONS INC COM CL A 00091G104   83,514,739 10,172,319 SH   SOLE   10,172,319 0 0
ADVANCED MICRO DEVICES INC COM 007903107   235,580,926 3,637,192 SH   SOLE   3,637,192 0 0
AMAZON COM INC COM 023135106   40,549,992 482,738 SH   SOLE   482,738 0 0
ATLASSIAN CORPORATION CL A 049468101   32,842,996 255,230 SH   SOLE   255,230 0 0
BATH & BODY WORKS INC COM 070830104   116,392,492 2,762,043 SH   SOLE   2,762,043 0 0
BILL COM HLDGS INC COM 090043100   75,440,417 692,368 SH   SOLE   692,368 0 0
BLOCK INC CL A 852234103   159,022,024 2,530,586 SH   SOLE   2,530,586 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   62,111,670 1,493,069 SH   SOLE   1,493,069 0 0
CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113   5,490,596 546,328 SH   SOLE   546,328 0 0
DECKERS OUTDOOR CORP COM 243537107   135,459,337 339,361 SH   SOLE   339,361 0 0
DICKS SPORTING GOODS INC COM 253393102   195,173,171 1,622,522 SH   SOLE   1,622,522 0 0
DISH NETWORK CORPORATION CL A 25470M109   53,508,153 3,811,122 SH   SOLE   3,811,122 0 0
HUBSPOT INC COM 443573100   76,999,656 266,315 SH   SOLE   266,315 0 0
HYATT HOTELS CORP COM CL A 448579102   57,719,130 638,133 SH   SOLE   638,133 0 0
INTUIT COM 461202103   48,197,113 123,830 SH   SOLE   123,830 0 0
JOBY AVIATION INC COMMON STOCK G65163100   3,350,000 1,000,000 SH   SOLE   1,000,000 0 0
LAS VEGAS SANDS CORP COM 517834107   55,060,003 1,145,413 SH   SOLE   1,145,413 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   77,904,160 1,303,181 SH   SOLE   1,303,181 0 0
MARQETA INC CLASS A COM 57142B104   42,698,837 6,988,353 SH   SOLE   6,988,353 0 0
MARVELL TECHNOLOGY INC COM 573874104   156,935,850 4,236,929 SH   SOLE   4,236,929 0 0
META PLATFORMS INC CL A 30303M102   158,727,618 1,318,993 SH   SOLE   1,318,993 0 0
MGM RESORTS INTERNATIONAL COM 552953101   109,697,050 3,271,609 SH   SOLE   3,271,609 0 0
NVIDIA CORPORATION COM 67066G104   54,149,108 370,529 SH   SOLE   370,529 0 0
ON HLDG AG NAMEN AKT A H5919C104   53,606,175 3,123,903 SH   SOLE   3,123,903 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   3,975,189 3,426,887 SH   SOLE   3,426,887 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   50,041,042 1,060,641 SH   SOLE   1,060,641 0 0
PURE STORAGE INC CL A 74624M102   100,946,427 3,772,288 SH   SOLE   3,772,288 0 0
SAMSARA INC COM CL A 79589L106   18,774,719 1,510,436 SH   SOLE   1,510,436 0 0
SONDER HOLDINGS INC CLASS A COM 83542D102   25,113,075 20,252,480 SH   SOLE   20,252,480 0 0
TABOOLA.COM LTD ORD SHS M8744T106   2,233,000 725,000 SH   SOLE   725,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   75,555,374 725,587 SH   SOLE   725,587 0 0
TESLA INC COM 88160R101   83,016,545 673,945 SH   SOLE   673,945 0 0
VAIL RESORTS INC COM 91879Q109   77,068,804 323,343 SH   SOLE   323,343 0 0
WAYFAIR INC CL A 94419L101   9,380,984 285,223 SH   SOLE   285,223 0 0