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
ADVANCED MICRO DEVICES INC COM 007903107   32,008,174 311,303 SH   SOLE   311,303 0 0
AMAZON COM INC COM 023135106   63,355,718 498,393 SH   SOLE   498,393 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   61,801,017 688,514 SH   SOLE   688,514 0 0
AUTOZONE INC COM 053332102   28,861,906 11,363 SH   SOLE   11,363 0 0
BOEING CO COM 097023105   39,521,541 206,185 SH   SOLE   206,185 0 0
CONSTELLATION ENERGY CORP COM 21037T109   43,688,285 400,516 SH   SOLE   400,516 0 0
COPART INC COM 217204106   9,584,509 222,430 SH   SOLE   222,430 0 0
GENERAL ELECTRIC CO COM NEW 369604301   21,049,604 190,408 SH   SOLE   190,408 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   17,484,321 65,733 SH   SOLE   65,733 0 0
JABIL INC COM 466313103   23,501,043 185,208 SH   SOLE   185,208 0 0
MASTERCARD INCORPORATED CL A 57636Q104   31,503,351 79,572 SH   SOLE   79,572 0 0
META PLATFORMS INC CL A 30303M102   57,719,275 192,263 SH   SOLE   192,263 0 0
MICROSOFT CORP COM 594918104   47,993,684 151,999 SH   SOLE   151,999 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   20,220,626 74,275 SH   SOLE   74,275 0 0
NUTANIX INC CL A 67059N108   15,488,673 444,056 SH   SOLE   444,056 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   39,365,453 43,313 SH   SOLE   43,313 0 0
PENN ENTERTAINMENT INC COM 707569109   10,311,206 449,290 SH   SOLE   449,290 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   34,399,495 895,904 SH   SOLE   895,904 0 0
SHARKNINJA INC COM SHS G8068L108   19,727,942 425,538 SH   SOLE   425,538 0 0
T-MOBILE US INC COM 872590104   29,312,045 209,297 SH   SOLE   209,297 0 0
WYNN RESORTS LTD COM 983134107   24,425,534 264,317 SH   SOLE   264,317 0 0