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
ADVANCED MICRO DEVICES INC COM 007903107   31,094,960 210,942 SH   SOLE   210,942 0 0
AMAZON COM INC COM 023135106   81,468,861 536,191 SH   SOLE   536,191 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   89,980,536 965,560 SH   SOLE   965,560 0 0
AUTOZONE INC COM 053332102   32,700,210 12,647 SH   SOLE   12,647 0 0
BOEING CO COM 097023105   26,400,427 101,283 SH   SOLE   101,283 0 0
CONSTELLATION ENERGY CORP COM 21037T109   29,838,510 255,270 SH   SOLE   255,270 0 0
COPART INC COM 217204106   11,149,803 227,547 SH   SOLE   227,547 0 0
DOCUSIGN INC COM 256163106   8,348,147 140,423 SH   SOLE   140,423 0 0
GENERAL ELECTRIC CO COM NEW 369604301   30,962,272 242,594 SH   SOLE   242,594 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   12,547,600 41,388 SH   SOLE   41,388 0 0
JABIL INC COM 466313103   14,296,191 112,215 SH   SOLE   112,215 0 0
MASTERCARD INCORPORATED CL A 57636Q104   34,719,194 81,403 SH   SOLE   81,403 0 0
META PLATFORMS INC CL A 30303M102   31,703,135 89,567 SH   SOLE   89,567 0 0
MICROSOFT CORP COM 594918104   43,002,054 114,355 SH   SOLE   114,355 0 0
NUTANIX INC CL A 67059N108   5,044,124 105,769 SH   SOLE   105,769 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   42,275,710 44,497 SH   SOLE   44,497 0 0
PENN ENTERTAINMENT INC COM 707569109   27,017,893 1,038,351 SH   SOLE   1,038,351 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   42,907,392 916,529 SH   SOLE   916,529 0 0
SHARKNINJA INC COM SHS G8068L108   41,179,160 804,752 SH   SOLE   804,752 0 0
T-MOBILE US INC COM 872590104   34,329,218 214,116 SH   SOLE   214,116 0 0