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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104 31,838 267,973 SH   SOLE   267,973 0 0
ALCOA CORP COM 013872106 10,300 114,404 SH   SOLE   114,404 0 0
AMAZON COM INC COM 023135106 46,373 14,225 SH   SOLE   14,225 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 46,027 742,490 SH   SOLE   742,490 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 42,925 476,888 SH   SOLE   476,888 0 0
BALL CORP COM 058498106 27,105 301,167 SH   SOLE   301,167 0 0
SCHWAB CHARLES CORP COM 808513105 27,829 330,089 SH   SOLE   330,089 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 54,302 818,407 SH   SOLE   818,407 0 0
DYNATRACE INC COM NEW 268150109 28,979 615,277 SH   SOLE   615,277 0 0
EL POLLO LOCO HLDGS INC COM 268603107 7,207 620,272 SH   SOLE   620,272 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 41,536 1,405,134 SH   SOLE   1,405,134 0 0
FISERV INC COM 337738108 58,824 580,125 SH   SOLE   580,125 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 66,457 5,680,096 SH   SOLE   5,680,096 0 0
IAA INC COM 449253103 26,290 687,314 SH   SOLE   687,314 0 0
INTUIT COM 461202103 43,425 90,311 SH   SOLE   90,311 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 16,108 621,686 SH   SOLE   621,686 0 0
MARQETA INC CLASS A COM 57142B104 10,219 925,628 SH   SOLE   925,628 0 0
MASTERCARD INCORPORATED CL A 57636Q104 61,737 172,751 SH   SOLE   172,751 0 0
MICROSOFT CORP COM 594918104 51,138 165,868 SH   SOLE   165,868 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 56,545 2,584,325 SH   SOLE   2,584,325 0 0
RH COM 74967X103 46,286 141,944 SH   SOLE   141,944 0 0
SALESFORCE COM INC COM 79466L302 26,831 126,371 SH   SOLE   126,371 0 0
SHOPIFY INC CL A 82509L107 14,316 21,179 SH   SOLE   21,179 0 0
T-MOBILE US INC COM 872590104 36,533 284,641 SH   SOLE   284,641 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 35,792 784,398 SH   SOLE   784,398 0 0
UBER TECHNOLOGIES INC COM 90353T100 50,093 1,403,958 SH   SOLE   1,403,958 0 0
UNITY SOFTWARE INC COM 91332U101 10,347 104,291 SH   SOLE   104,291 0 0