The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 11,395,500 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 13,874,400 | 240,000 | SH | SOLE | N/A | 240,000 | 0 | 0 | ||
| BURFORD CAP LTD | ORD SHS | G17977110 | 6,864,000 | 440,000 | SH | SOLE | N/A | 440,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 5,121,300 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 13,737,900 | 165,000 | SH | SOLE | N/A | 165,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 4,626,800 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 5,347,440 | 8,000 | SH | SOLE | N/A | 8,000 | 0 | 0 | ||
| E L F BEAUTY INC | COM | 26856L103 | 2,165,100 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 9,326,720 | 16,000 | SH | SOLE | N/A | 16,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 6,768,600 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 7,870,800 | 35,000 | SH | SOLE | N/A | 35,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 3,051,450 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| INTER PARFUMS INC | COM | 458334109 | 2,880,200 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 10,618,800 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 28,203,000 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 8,276,960 | 17,000 | SH | SOLE | N/A | 17,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 11,885,280 | 24,000 | SH | SOLE | N/A | 24,000 | 0 | 0 | ||
| PACCAR INC | COM | 693718108 | 2,929,500 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 4,495,000 | 25,000 | SH | SOLE | N/A | 25,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 3,990,400 | 58,000 | SH | SOLE | N/A | 58,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 3,895,000 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 2,924,442 | 5,100 | SH | SOLE | N/A | 5,100 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,591,550 | 33,000 | SH | SOLE | N/A | 33,000 | 0 | 0 | ||