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
ADOBE INC COM 00724F101   112,591,261 217,450 SH   SOLE   217,450 0 0
AMAZON COM INC COM 023135106   148,374,579 796,300 SH   SOLE   796,300 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   70,498,375 962,698 SH   SOLE   962,698 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   19,610,539 23,535 SH   SOLE   23,535 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   691,180 1 SH   SOLE   1 0 0
BHP GROUP LTD SPONSORED ADS 088606108   34,098,390 549,000 SH   SOLE   549,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   161,665,703 1,929,185 SH   SOLE   1,929,185 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   106,535,611 5,764,914 SH   SOLE   5,764,914 0 0
CARVANA CO CL A 146869102   43,292,103 248,648 SH   SOLE   248,648 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   108,463,888 1,882,400 SH   SOLE   1,882,400 0 0
CINEMARK HLDGS INC COM 17243V102   55,411,400 1,990,352 SH   SOLE   1,990,352 0 0
CITIGROUP INC COM NEW 172967424   62,005,300 990,500 SH   SOLE   990,500 0 0
CONSTELLATION ENERGY CORP COM 21037T109   294,290,636 1,131,800 SH   SOLE   1,131,800 0 0
CORPAY INC COM SHS 219948106   42,504,084 135,900 SH   SOLE   135,900 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   33,782,482 1,182,860 SH   SOLE   1,182,860 0 0
FLUTTER ENTMT PLC SHS G3643J108   140,398,576 591,700 SH   SOLE   591,700 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   72,337,234 770,775 SH   SOLE   770,775 0 0
GE VERNOVA INC COM 36828A101   148,088,304 580,784 SH   SOLE   580,784 0 0
HENRY SCHEIN INC COM 806407102   33,708,960 462,400 SH   SOLE   462,400 0 0
HOME DEPOT INC COM 437076102   60,173,416 148,503 SH   SOLE   148,503 0 0
HUMANA INC COM 444859102   205,342,542 648,300 SH Call SOLE   648,300 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   9,703,468 1,149,700 SH   SOLE   1,149,700 0 0
KKR & CO INC COM 48251W104   28,087,758 215,100 SH   SOLE   215,100 0 0
LAS VEGAS SANDS CORP COM 517834107   49,411,328 981,552 SH   SOLE   981,552 0 0
LITHIA MTRS INC COM 536797103   61,489,704 193,583 SH   SOLE   193,583 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   59,956,724 547,600 SH   SOLE   547,600 0 0
META PLATFORMS INC CL A 30303M102   264,659,047 462,335 SH   SOLE   462,335 0 0
MICROSOFT CORP COM 594918104   87,350,900 203,000 SH   SOLE   203,000 0 0
NASDAQ INC COM 631103108   43,294,930 593,000 SH   SOLE   593,000 0 0
NVIDIA CORPORATION COM 67066G104   100,679,832 829,050 SH   SOLE   829,050 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   72,972,653 541,300 SH   SOLE   541,300 0 0
PLANET FITNESS INC CL A 72703H101   139,200,440 1,713,869 SH   SOLE   1,713,869 0 0
RIO TINTO PLC SPONSORED ADR 767204100   33,948,090 477,000 SH   SOLE   477,000 0 0
ROSS STORES INC COM 778296103   188,597,609 1,253,057 SH   SOLE   1,253,057 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   27,078,750 112,500 SH   SOLE   112,500 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   14,415,934 326,300 SH   SOLE   326,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   227,530,422 617,400 SH   SOLE   617,400 0 0
SYNOPSYS INC COM 871607107   106,696,373 210,700 SH   SOLE   210,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   100,693,866 579,800 SH   SOLE   579,800 0 0
TALEN ENERGY CORP COM 87422Q109   13,902,720 78,000 SH   SOLE   78,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   112,095,711 2,053,035 SH   SOLE   2,053,035 0 0
TEXAS INSTRS INC COM 882508104   68,953,066 333,800 SH   SOLE   333,800 0 0
TEXAS ROADHOUSE INC COM 882681109   144,784,274 819,843 SH   SOLE   819,843 0 0
THE TRADE DESK INC COM CL A 88339J105   57,719,760 526,400 SH   SOLE   526,400 0 0
TJX COS INC NEW COM 872540109   24,124,850 205,248 SH   SOLE   205,248 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   35,614,130 287,884 SH   SOLE   287,884 0 0
TPG INC COM CL A 872657101   4,342,269 75,439 SH   SOLE   75,439 0 0
TRANSUNION COM 89400J107   119,682,570 1,143,100 SH   SOLE   1,143,100 0 0
UBER TECHNOLOGIES INC COM 90353T100   121,932,068 1,622,300 SH   SOLE   1,622,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102   59,149,737 101,166 SH   SOLE   101,166 0 0
VALE S A SPONSORED ADS 91912E105   33,288,000 2,850,000 SH   SOLE   2,850,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   14,967,810 429,000 SH   SOLE   429,000 0 0
VISA INC COM CL A 92826C839   28,677,285 104,300 SH   SOLE   104,300 0 0
VISTRA CORP COM 92840M102   45,637,900 385,000 SH   SOLE   385,000 0 0
WALMART INC COM 931142103   47,992,148 594,330 SH   SOLE   594,330 0 0