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
ALPHABET INC CAP STK CL A 02079K305   1,464,132 9,468 SH   SOLE   9,468 0 0
AMAZON COM INC COM 023135106   31,479,849 165,457 SH   SOLE   165,457 0 0
AMAZON COM INC COM 023135106   2,454,354 12,900 SH Call SOLE   12,900 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   28,805,542 3,396,880 SH   SOLE   3,396,880 0 0
BATH & BODY WORKS INC COM 070830104   12,660,177 417,552 SH   SOLE   417,552 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   36,101,936 97,962 SH   SOLE   97,962 0 0
CONFLUENT INC CLASS A COM 20717M103   7,333,157 312,848 SH   SOLE   312,848 0 0
COSTAR GROUP INC COM 22160N109   7,655,916 96,629 SH   SOLE   96,629 0 0
COUPANG INC CL A 22266T109   26,586,989 1,212,357 SH   SOLE   1,212,357 0 0
DISNEY WALT CO COM 254687106   40,182,744 407,120 SH   SOLE   407,120 0 0
DOORDASH INC CL A 25809K105   41,533,569 227,245 SH   SOLE   227,245 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   21,116,114 635,836 SH   SOLE   635,836 0 0
EVERCORE INC CLASS A 29977A105   2,763,925 13,839 SH   SOLE   13,839 0 0
FIVE9 INC COM 338307101   19,142,460 705,063 SH   SOLE   705,063 0 0
GAP INC COM 364760108   8,418,732 408,478 SH   SOLE   408,478 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   44,369,497 9,794,591 SH   SOLE   9,794,591 0 0
KEURIG DR PEPPER INC COM 49271V100   13,475,015 393,776 SH   SOLE   393,776 0 0
LAUDER ESTEE COS INC CL A 518439104   3,477,870 52,695 SH   SOLE   52,695 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401   4,551,484 514,292 SH   SOLE   514,292 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   6,502,146 820,978 SH   SOLE   820,978 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,860,090 5,218 SH   SOLE   5,218 0 0
MATCH GROUP INC NEW COM 57667L107   4,214,278 135,073 SH   SOLE   135,073 0 0
MERCADOLIBRE INC COM 58733R102   34,824,980 17,851 SH   SOLE   17,851 0 0
META PLATFORMS INC CL A 30303M102   1,483,551 2,574 SH   SOLE   2,574 0 0
MONDAY COM LTD SHS M7S64H106   22,658,378 93,183 SH   SOLE   93,183 0 0
NCINO INC COM 63947X101   11,288,220 410,929 SH   SOLE   410,929 0 0
PALO ALTO NETWORKS INC COM 697435105   18,110,194 106,131 SH   SOLE   106,131 0 0
PAR TECHNOLOGY CORP COM 698884103   11,638,284 189,734 SH   SOLE   189,734 0 0
PROCTER AND GAMBLE CO COM 742718109   3,997,031 23,454 SH   SOLE   23,454 0 0
PROGRESSIVE CORP COM 743315103   3,696,677 13,062 SH   SOLE   13,062 0 0
Q2 HLDGS INC COM 74736L109   21,830,729 272,850 SH   SOLE   272,850 0 0
ROKU INC COM CL A 77543R102   26,690,984 378,918 SH   SOLE   378,918 0 0
SKECHERS U S A INC CL A 830566105   25,592,960 450,739 SH   SOLE   450,739 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   71,713,798 128,200 SH Put SOLE   128,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   46,700,297 84,905 SH   SOLE   84,905 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   47,206,218 308,921 SH   SOLE   308,921 0 0
TRIP COM GROUP LTD ADS 89677Q107   17,538,479 275,849 SH   SOLE   275,849 0 0
UBER TECHNOLOGIES INC COM 90353T100   22,746,018 312,188 SH   SOLE   312,188 0 0
VARONIS SYS INC COM 922280102   25,066,461 619,690 SH   SOLE   619,690 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   20,020,898 1,077,551 SH   SOLE   1,077,551 0 0
VISA INC COM CL A 92826C839   2,973,653 8,485 SH   SOLE   8,485 0 0
WABTEC COM 929740108   21,040,952 116,024 SH   SOLE   116,024 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   20,189,954 1,881,636 SH   SOLE   1,881,636 0 0
WINGSTOP INC COM 974155103   19,930,444 88,352 SH   SOLE   88,352 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   10,813,230 119,470 SH   SOLE   119,470 0 0
YUM CHINA HLDGS INC COM 98850P109   15,148,627 290,984 SH   SOLE   290,984 0 0