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
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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
AMAZON COM INC COM 023135106   828,152,312 4,352,740 SH   SOLE   4,352,740 0 0
APPLOVIN CORP COM CL A 03831W108   83,624,532 315,600 SH Call SOLE   315,600 0 0
APPLOVIN CORP COM CL A 03831W108   422,343,102 1,593,928 SH   SOLE   1,593,928 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   235,227,095 1,604,441 SH   SOLE   1,604,441 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   385,933,603 582,427 SH   SOLE   582,427 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   309,872,874 1,218,389 SH   SOLE   1,218,389 0 0
CAPITAL ONE FINL CORP COM 14040H105   569,482,440 3,176,143 SH   SOLE   3,176,143 0 0
CARVANA CO CL A 146869102   483,846,245 2,314,168 SH   SOLE   2,314,168 0 0
CARVANA CO CL A 146869102   80,182,180 383,500 SH Call SOLE   383,500 0 0
ELI LILLY & CO COM 532457108   455,759,438 551,827 SH   SOLE   551,827 0 0
FLUTTER ENTMT PLC SHS G3643J108   491,817,959 2,219,896 SH   SOLE   2,219,896 0 0
INTUIT COM 461202103   861,920,390 1,403,802 SH   SOLE   1,403,802 0 0
KKR & CO INC COM 48251W104   550,739,565 4,763,771 SH   SOLE   4,763,771 0 0
LPL FINL HLDGS INC COM 50212V100   577,079,867 1,764,015 SH   SOLE   1,764,015 0 0
META PLATFORMS INC CL A 30303M102   1,013,276,614 1,758,062 SH   SOLE   1,758,062 0 0
MICROSOFT CORP COM 594918104   735,887,528 1,960,328 SH   SOLE   1,960,328 0 0
PHILIP MORRIS INTL INC COM 718172109   477,545,872 3,008,542 SH   SOLE   3,008,542 0 0
SALESFORCE INC COM 79466L302   464,713,645 1,731,680 SH   SOLE   1,731,680 0 0
STARBUCKS CORP COM 855244109   648,167,734 6,607,888 SH   SOLE   6,607,888 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   641,653,246 3,865,381 SH   SOLE   3,865,381 0 0
TALEN ENERGY CORP COM 87422Q109   217,516,505 1,089,380 SH   SOLE   1,089,380 0 0
TOLL BROTHERS INC COM 889478103   401,303,242 3,800,580 SH   SOLE   3,800,580 0 0
VISTRA CORP COM 92840M102   540,786,303 4,604,788 SH   SOLE   4,604,788 0 0
WINGSTOP INC COM 974155103   101,298,052 449,056 SH   SOLE   449,056 0 0