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
AMAZON.COM INC COM 023135106   6,617,232 52,055 SH   SOLE   52,055 0 0
APTIV PLC SHS G6095L109   4,366,058 44,285 SH   SOLE   44,285 0 0
BOOT BARN HOLDINGS INC COM 099406100   3,342,998 41,175 SH   SOLE   41,175 0 0
BOSTON SCIENTIFIC CORP COM 101137107   5,247,000 99,375 SH   SOLE   99,375 0 0
COOPER COS INC COM NEW 216648402   4,307,445 13,545 SH   SOLE   13,545 0 0
DOLLAR GENERAL CORP COM 256677105   1,944,604 18,380 SH   SOLE   18,380 0 0
DRAFTKINGS INC COM CL A 26142R104   3,901,830 132,535 SH   SOLE   132,535 0 0
ESTEE LAUDER COS INC CL A 518439104   4,031,210 27,888 SH   SOLE   27,888 0 0
ALPHABET INC CAP STK CL A 02079K305   10,043,505 76,750 SH   SOLE   76,750 0 0
ALPHABET INC CAP STK CL C 02079K107   7,579,397 57,485 SH   SOLE   57,485 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   3,683,844 11,385 SH   SOLE   11,385 0 0
HOME DEPOT INC COM 437076102   1,132,194 3,747 SH   SOLE   3,747 0 0
JPMORGAN CHASE & CO COM 46625H100   4,182,812 28,843 SH   SOLE   28,843 0 0
LULULEMON ATHLETICA INC COM 550021109   4,764,212 12,355 SH   SOLE   12,355 0 0
MASTERCARD INC CL A 57636Q104   8,189,002 20,684 SH   SOLE   20,684 0 0
MARRIOTT INTERNATIONAL - CL A CL A 571903202   4,250,610 21,625 SH   SOLE   21,625 0 0
MCDONALD'S CORP COM 580135101   4,369,152 16,585 SH   SOLE   16,585 0 0
META PLATFORMS INC - CL A CL A 30303M102   17,651,147 58,796 SH   SOLE   58,796 0 0
MICROSOFT CORP COM 594918104   3,465,356 10,975 SH   SOLE   10,975 0 0
PROCTER & GAMBLE CO/THE COM 742718109   3,693,905 25,325 SH   SOLE   25,325 0 0
ROSS STORES INC COM 778296103   3,515,569 31,125 SH   SOLE   31,125 0 0
SCHWAB CHARLES COM 808513105   1,043,100 19,000 SH   SOLE   19,000 0 0
SNOWFLAKE INC-CLASS A CL A 833445109   641,634 4,200 SH   SOLE   4,200 0 0
TRANSDIGM GROUP INC COM 893641100   6,997,979 8,300 SH   SOLE   8,300 0 0
VERALTO SHS COM SHS 92338C103   1,268,400 15,000 SH   SOLE   15,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   11,057,700 297,250 SH   SOLE   297,250 0 0