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
ACTIVISION BLIZZARD INC COM 00507V109   219,888,651 2,348,485 SH   SOLE   2,348,485 0 0
ADOBE INC COM 00724F101   89,227,401 174,990 SH   SOLE   174,990 0 0
AMAZON COM INC COM 023135106   91,513,688 719,900 SH   SOLE   719,900 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   72,780,600 1,201,000 SH   SOLE   1,201,000 0 0
BATH & BODY WORKS INC COM 070830104   162,088,880 4,795,529 SH   SOLE   4,795,529 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   531,477 1 SH   SOLE   1 0 0
BOSTON SCIENTIFIC CORP COM 101137107   143,723,659 2,722,039 SH   SOLE   2,722,039 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   139,203,030 316,500 SH   SOLE   316,500 0 0
CSX CORP COM 126408103   31,580,250 1,027,000 SH   SOLE   1,027,000 0 0
DARDEN RESTAURANTS INC COM 237194105   90,944,700 635,000 SH   SOLE   635,000 0 0
DECKERS OUTDOOR CORP COM 243537107   176,205,890 342,753 SH   SOLE   342,753 0 0
DUPONT DE NEMOURS INC COM 26614N102   68,324,440 916,000 SH   SOLE   916,000 0 0
ELEVANCE HEALTH INC COM 036752103   121,482,180 279,000 SH   SOLE   279,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   30,944,500 1,555,000 SH   SOLE   1,555,000 0 0
ENTEGRIS INC COM 29362U104   34,277,244 365,001 SH   SOLE   365,001 0 0
FIVE BELOW INC COM 33829M101   54,545,100 339,000 SH   SOLE   339,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   57,042,956 223,400 SH   SOLE   223,400 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   69,053,401 763,021 SH   SOLE   763,021 0 0
GLOBAL PMTS INC COM 37940X102   85,198,668 738,354 SH   SOLE   738,354 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   77,657,160 1,316,000 SH   SOLE   1,316,000 0 0
INTEL CORP COM 458140100   96,020,550 2,701,000 SH   SOLE   2,701,000 0 0
IQVIA HLDGS INC COM 46266C105   18,297,750 93,000 SH   SOLE   93,000 0 0
JD.COM INC SPON ADR CL A 47215P106   53,420,254 1,833,857 SH   SOLE   1,833,857 0 0
KLAVIYO INC COM SER A 49845K101   28,993,731 840,398 SH   SOLE   840,398 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   76,177,850 1,519,000 SH   SOLE   1,519,000 0 0
LAS VEGAS SANDS CORP COM 517834107   98,647,680 2,152,000 SH   SOLE   2,152,000 0 0
LULULEMON ATHLETICA INC COM 550021109   135,388,057 351,101 SH   SOLE   351,101 0 0
META PLATFORMS INC CL A 30303M102   166,076,172 553,200 SH   SOLE   553,200 0 0
MICROSOFT CORP COM 594918104   133,380,378 422,424 SH   SOLE   422,424 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   66,888,990 5,898,500 SH   SOLE   5,898,500 0 0
NVIDIA CORPORATION COM 67066G104   35,321,188 81,200 SH   SOLE   81,200 0 0
PLANET FITNESS INC CL A 72703H101   24,737,540 503,000 SH   SOLE   503,000 0 0
ROSS STORES INC COM 778296103   112,891,831 999,485 SH   SOLE   999,485 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,118,616 71,900 SH   SOLE   71,900 0 0
SYNOPSYS INC COM 871607107   73,251,612 159,600 SH   SOLE   159,600 0 0
T-MOBILE US INC COM 872590104   125,110,586 893,328 SH   SOLE   893,328 0 0
TEMPUR SEALY INTL INC COM 88023U101   45,073,600 1,040,000 SH   SOLE   1,040,000 0 0
TEXAS ROADHOUSE INC COM 882681109   122,970,713 1,279,612 SH   SOLE   1,279,612 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   25,722,360 306,000 SH   SOLE   306,000 0 0
TRANSUNION COM 89400J107   12,347,880 172,000 SH   SOLE   172,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   154,388,430 3,357,000 SH   SOLE   3,357,000 0 0
VISA INC COM CL A 92826C839   23,231,010 101,000 SH   SOLE   101,000 0 0
VISTRA CORP COM 92840M102   77,939,820 2,349,000 SH   SOLE   2,349,000 0 0
WALMART INC COM 931142103   24,149,430 151,000 SH   SOLE   151,000 0 0
WILLIAMS SONOMA INC COM 969904101   58,051,535 373,562 SH   SOLE   373,562 0 0
WORKDAY INC CL A 98138H101   29,562,501 137,596 SH   SOLE   137,596 0 0
YUM BRANDS INC COM 988498101   79,461,840 636,000 SH   SOLE   636,000 0 0