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 |
| 10X GENOMICS INC | CL A COM | 88025U109 | 109,517,760 | 3,005,427 | SH | SOLE | 3,005,427 | 0 | 0 | |||
| 1LIFE HEALTHCARE INC | COM | 68269G107 | 2,836,372 | 169,741 | SH | SOLE | 169,741 | 0 | 0 | |||
| AIRBNB INC | COM CL A | 009066101 | 22,962,735 | 268,570 | SH | SOLE | 268,570 | 0 | 0 | |||
| AVIS BUDGET GROUP | COM | 053774105 | 3,021,374,486 | 18,430,882 | SH | SOLE | 18,430,882 | 0 | 0 | |||
| BURLINGTON STORES INC | COM | 122017106 | 25,027,883 | 123,436 | SH | SOLE | 123,436 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 33,910,374 | 969,699 | SH | SOLE | 969,699 | 0 | 0 | |||
| ETSY INC | COM | 29786A106 | 106,080,282 | 885,626 | SH | SOLE | 885,626 | 0 | 0 | |||
| LITHIA MTRS INC | COM | 536797103 | 25,149,852 | 122,838 | SH | SOLE | 122,838 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 12,152,120 | 34,947 | SH | SOLE | 34,947 | 0 | 0 | |||
| MATCH GROUP INC NEW | COM | 57667L107 | 16,209,728 | 390,690 | SH | SOLE | 390,690 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 645,370,905 | 5,362,896 | SH | SOLE | 5,362,896 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 9,387,394 | 279,970 | SH | SOLE | 279,970 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 532,753,209 | 1,806,678 | SH | SOLE | 1,806,678 | 0 | 0 | |||
| NIKE INC | CL B | 654106103 | 13,920,329 | 118,967 | SH | SOLE | 118,967 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 230,608,089 | 9,497,862 | SH | SOLE | 9,497,862 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 548,196,076 | 6,956,803 | SH | SOLE | 6,956,803 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 4,592,376 | 88,264 | SH | SOLE | 88,264 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 141,131 | 4,066 | SH | SOLE | 4,066 | 0 | 0 | |||
| STELLANTIS N.V | SHS | N82405106 | 120,188,644 | 8,463,989 | SH | SOLE | 8,463,989 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 29,669,417 | 605,993 | SH | SOLE | 605,993 | 0 | 0 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 20,334,969 | 675,356 | SH | SOLE | 675,356 | 0 | 0 | |||