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
ADOBE INC COM 00724F101   114,302,355 205,750 SH   SOLE   205,750 0 0
AGILON HEALTH INC COM 00857U107   3,407,327 520,998 SH   SOLE   520,998 0 0
AMAZON COM INC COM 023135106   289,237,275 1,496,700 SH   SOLE   1,496,700 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   69,577,876 937,202 SH   SOLE   937,202 0 0
BATH & BODY WORKS INC COM 070830104   34,168,750 875,000 SH Call SOLE   875,000 0 0
BATH & BODY WORKS INC COM 070830104   162,644,382 4,165,029 SH   SOLE   4,165,029 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   612,241 1 SH   SOLE   1 0 0
BOSTON SCIENTIFIC CORP COM 101137107   166,347,915 2,160,082 SH   SOLE   2,160,082 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102   3,801,000 150,000 SH   SOLE   150,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   128,832,912 6,882,100 SH   SOLE   6,882,100 0 0
CARVANA CO CL A 146869102   21,386,571 166,148 SH   SOLE   166,148 0 0
CINEMARK HLDGS INC COM 17243V102   77,783,398 3,597,752 SH   SOLE   3,597,752 0 0
CITIGROUP INC COM NEW 172967424   65,268,610 1,028,500 SH   SOLE   1,028,500 0 0
CORPAY INC COM SHS 219948106   32,325,124 121,336 SH   SOLE   121,336 0 0
DARDEN RESTAURANTS INC COM 237194105   62,672,507 414,172 SH   SOLE   414,172 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   34,162,136 1,263,860 SH   SOLE   1,263,860 0 0
FLUTTER ENTMT PLC SHS G3643J108   90,924,696 498,600 SH   SOLE   498,600 0 0
GAP INC COM 364760108   10,439,930 437,000 SH   SOLE   437,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   63,518,436 815,175 SH   SOLE   815,175 0 0
GE VERNOVA INC COM 36828A101   167,211,445 974,937 SH   SOLE   974,937 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   11,064,760 172,000 SH   SOLE   172,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   35,566,600 163,000 SH   SOLE   163,000 0 0
HOME DEPOT INC COM 437076102   241,794,176 702,400 SH   SOLE   702,400 0 0
HUMANA INC COM 444859102   195,285,557 522,643 SH   SOLE   522,643 0 0
HUMANA INC COM 444859102   242,237,295 648,300 SH Call SOLE   648,300 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   24,484,623 2,168,700 SH   SOLE   2,168,700 0 0
KKR & CO INC COM 48251W104   4,472,700 42,500 SH   SOLE   42,500 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   402,954 8,072 SH   SOLE   8,072 0 0
LAS VEGAS SANDS CORP COM 517834107   47,460,426 1,072,552 SH   SOLE   1,072,552 0 0
META PLATFORMS INC CL A 30303M102   146,846,512 291,235 SH   SOLE   291,235 0 0
MICROSOFT CORP COM 594918104   173,193,125 387,500 SH   SOLE   387,500 0 0
NASDAQ INC COM 631103108   37,662,500 625,000 SH   SOLE   625,000 0 0
NVIDIA CORPORATION COM 67066G104   89,943,297 728,050 SH   SOLE   728,050 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   32,758,880 246,400 SH   SOLE   246,400 0 0
PLANET FITNESS INC CL A 72703H101   142,308,268 1,933,799 SH   SOLE   1,933,799 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   278,096,420 511,000 SH Put SOLE   511,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   131,276,239 3,993,801 SH   SOLE   3,993,801 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   170,011,422 541,800 SH   SOLE   541,800 0 0
SYNOPSYS INC COM 871607107   85,987,955 144,503 SH   SOLE   144,503 0 0
T-MOBILE US INC COM 872590104   108,683,856 616,891 SH   SOLE   616,891 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   52,977,288 304,800 SH   SOLE   304,800 0 0
TEMPUR SEALY INTL INC COM 88023U101   90,837,649 1,918,835 SH   SOLE   1,918,835 0 0
TEXAS ROADHOUSE INC COM 882681109   89,914,740 523,643 SH   SOLE   523,643 0 0
THE TRADE DESK INC COM CL A 88339J105   93,196,714 954,200 SH   SOLE   954,200 0 0
TJX COS INC NEW COM 872540109   55,710,600 506,000 SH   SOLE   506,000 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   40,688,904 376,784 SH   SOLE   376,784 0 0
TPG INC COM CL A 872657101   3,979,200 96,000 SH   SOLE   96,000 0 0
TRANSUNION COM 89400J107   119,990,880 1,618,000 SH   SOLE   1,618,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   94,789,256 1,304,200 SH   SOLE   1,304,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   188,103,329 369,366 SH   SOLE   369,366 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   11,166,260 329,000 SH   SOLE   329,000 0 0
VISTRA CORP COM 92840M102   66,515,504 773,616 SH   SOLE   773,616 0 0
WALMART INC COM 931142103   40,242,084 594,330 SH   SOLE   594,330 0 0
WORKDAY INC CL A 98138H101   9,411,876 42,100 SH   SOLE   42,100 0 0