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
AMAZON.COM INC COM 023135106   7,909,237 52,055 SH   SOLE   52,055 0 0
APTIV PLC SHS G6095L109   5,256,246 58,585 SH   SOLE   58,585 0 0
BOOT BARN HOLDINGS INC COM 099406100   3,277,652 42,700 SH   SOLE   42,700 0 0
BOSTON SCIENTIFIC CORP COM 101137107   5,484,724 94,875 SH   SOLE   94,875 0 0
COOPER COS INC COM NEW 216648402   5,125,970 13,545 SH   SOLE   13,545 0 0
DOLLAR GENERAL CORP COM 256677105   2,498,761 18,380 SH   SOLE   18,380 0 0
DRAFTKINGS INC COM CL A 26142R104   3,845,246 109,085 SH   SOLE   109,085 0 0
ESTEE LAUDER COS INC CL A 518439104   6,579,495 44,988 SH   SOLE   44,988 0 0
ALPHABET INC CAP STK CL A 02079K305   10,721,208 76,750 SH   SOLE   76,750 0 0
ALPHABET INC CAP STK CL C 02079K107   8,101,361 57,485 SH   SOLE   57,485 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   4,391,991 11,385 SH   SOLE   11,385 0 0
HOME DEPOT INC COM 437076102   1,298,523 3,747 SH   SOLE   3,747 0 0
JPMORGAN CHASE & CO COM 46625H100   4,774,367 28,068 SH   SOLE   28,068 0 0
LULULEMON ATHLETICA INC COM 550021109   6,061,343 11,855 SH   SOLE   11,855 0 0
MASTERCARD INC CL A 57636Q104   8,821,933 20,684 SH   SOLE   20,684 0 0
MARRIOTT INTERNATIONAL - CL A CL A 571903202   4,876,654 21,625 SH   SOLE   21,625 0 0
MCDONALD'S CORP COM 580135101   3,672,276 12,385 SH   SOLE   12,385 0 0
META PLATFORMS INC - CL A CL A 30303M102   20,545,962 58,046 SH   SOLE   58,046 0 0
MICROSOFT CORP COM 594918104   4,512,480 12,000 SH   SOLE   12,000 0 0
PROCTER & GAMBLE CO/THE COM 742718109   3,593,894 24,525 SH   SOLE   24,525 0 0
RIOT PLATFORMS COM 767292105   503,162 32,525 SH   SOLE   32,525 0 0
ROSS STORES INC COM 778296103   3,861,081 27,900 SH   SOLE   27,900 0 0
SCHWAB CHARLES COM 808513105   3,935,360 57,200 SH   SOLE   57,200 0 0
SNOWFLAKE INC-CLASS A CL A 833445109   835,800 4,200 SH   SOLE   4,200 0 0
TRANSDIGM GROUP INC COM 893641100   8,396,280 8,300 SH   SOLE   8,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   12,666,712 263,725 SH   SOLE   263,725 0 0