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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 20,637,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,865,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 54,698,400 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| API GROUP CORP | COM STK | 00187Y100 | 50,516,000 | 1,460,000 | SH | SOLE | 1,460,000 | 0 | 0 | |||
| AVIS BUDGET GROUP | COM | 053774105 | 20,739,420 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 28,379,800 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 9,391,680 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | |||
| CRANE COMPANY | COMMON STOCK | 224408104 | 43,711,800 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 30,345,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 29,781,840 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 36,840,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 14,567,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| ICICI BANK LIMITED | ADR | 45104G104 | 27,416,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 631,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 35,396,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 47,005,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 25,317,760 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 177,689,826 | 30,530,897 | SH | SOLE | 30,530,897 | 0 | 0 | |||
| SCHWAB CHARLES CORP | COM | 808513105 | 27,520,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 2,960,200 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 58,806,092 | 295,508 | SH | SOLE | 295,508 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 34,604,250 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 21,243,600 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | |||
| TRANSUNION | COM | 89400J107 | 6,183,900 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 21,585,270 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | |||