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
ACTIVISION BLIZZARD INC COM 00507V109   29,582,059 386,441 SH   SOLE   386,441 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,797,676 104,951 SH   SOLE   104,951 0 0
BATH & BODY WORKS INC COM 070830104   237,366,108 5,632,798 SH   SOLE   5,632,798 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   468,711 1 SH   SOLE   1 0 0
BOSTON SCIENTIFIC CORP COM 101137107   138,968,984 3,003,436 SH   SOLE   3,003,436 0 0
BURLINGTON STORES INC COM 122017106   154,054,412 759,787 SH   SOLE   759,787 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   108,578,464 320,196 SH   SOLE   320,196 0 0
CHENIERE ENERGY INC COM NEW 16411R208   64,772,373 431,931 SH   SOLE   431,931 0 0
CONSTELLATION ENERGY CORP COM 21037T109   308,923,707 3,583,386 SH   SOLE   3,583,386 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124   9,880,000 1,000,000 SH   SOLE   1,000,000 0 0
DARDEN RESTAURANTS INC COM 237194105   14,460,742 104,538 SH   SOLE   104,538 0 0
DECKERS OUTDOOR CORP COM 243537107   277,919,940 696,262 SH   SOLE   696,262 0 0
DOMINOS PIZZA INC COM 25754A201   79,428,481 229,297 SH   SOLE   229,297 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   72,028,610 1,061,586 SH   SOLE   1,061,586 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   26,171,758 375,869 SH   SOLE   375,869 0 0
GLOBAL PMTS INC COM 37940X102   69,481,193 699,569 SH   SOLE   699,569 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   79,085,791 1,156,056 SH   SOLE   1,156,056 0 0
ICON PLC SHS G4705A100   135,045,514 695,215 SH   SOLE   695,215 0 0
JD.COM INC SPON ADR CL A 47215P106   92,006,556 1,639,169 SH   SOLE   1,639,169 0 0
LAS VEGAS SANDS CORP COM 517834107   97,341,750 2,025,000 SH   SOLE   2,025,000 0 0
LULULEMON ATHLETICA INC COM 550021109   48,169,133 150,350 SH   SOLE   150,350 0 0
MARIADB PLC *W EXP 12/16/202 G5920M118   295,707 825,535 SH   SOLE   825,535 0 0
META PLATFORMS INC CL A 30303M102   139,795,608 1,161,672 SH   SOLE   1,161,672 0 0
MICROSOFT CORP COM 594918104   137,515,666 573,412 SH   SOLE   573,412 0 0
OKTA INC CL A 679295105   6,646,869 97,276 SH   SOLE   97,276 0 0
RH COM 74967X103   77,204,283 288,949 SH   SOLE   288,949 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,811,416 10,678 SH   SOLE   10,678 0 0
T-MOBILE US INC COM 872590104   167,650,140 1,197,501 SH   SOLE   1,197,501 0 0
UBER TECHNOLOGIES INC COM 90353T100   178,126,382 7,202,846 SH   SOLE   7,202,846 0 0
UNITEDHEALTH GROUP INC COM 91324P102   88,262,246 166,476 SH   SOLE   166,476 0 0
WORKDAY INC CL A 98138H101   60,375,676 360,818 SH   SOLE   360,818 0 0