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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 42,980,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 186,634,500 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| APPLOVIN CORP | COM CL A | 03831W108 | 64,668,600 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| AUTODESK INC | COM | 052769106 | 142,951,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| BURLINGTON STORES INC | COM | 122017106 | 203,600,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 225,400,000 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | |||
| DYNATRACE INC | COM NEW | 268150109 | 96,900,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 101,600,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| HOME DEPOT INC | COM | 437076102 | 192,465,250 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | |||
| INNODATA INC | COM NEW | 457642205 | 46,242,000 | 600,000 | SH | Put | SOLE | 0 | 0 | 600,000 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 117,506,250 | 1,125,000 | SH | SOLE | 0 | 0 | 1,125,000 | |||
| META PLATFORMS INC | CL A | 30303M102 | 176,251,200 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 230,487,750 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | |||
| MONDAY COM LTD | SHS | M7S64H106 | 82,318,250 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | 74,152,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
| NUTANIX INC | CL A | 67059N108 | 100,426,500 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 241,335,000 | 2,325,000 | SH | SOLE | 2,325,000 | 0 | 0 | |||
| QORVO INC | COM | 74736K101 | 91,080,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 290,436,250 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | |||
| SHARKNINJA INC | COM SHS | G8068L108 | 100,571,250 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 258,343,250 | 925,000 | SH | SOLE | 0 | 0 | 925,000 | |||
| US FOODS HLDG CORP | COM | 912008109 | 193,465,500 | 2,525,000 | SH | SOLE | 2,525,000 | 0 | 0 | |||
| WIX COM LTD | SHS | M98068105 | 279,767,250 | 1,575,000 | SH | SOLE | 1,575,000 | 0 | 0 | |||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 206,590,313 | 2,681,250 | SH | SOLE | 0 | 0 | 2,681,250 | |||