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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 43,510,500 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 70,551,600 | 555,000 | SH | SOLE | 555,000 | 0 | 0 | |||
| API GROUP CORP | COM STK | 00187Y100 | 30,208,450 | 1,165,000 | SH | SOLE | 1,165,000 | 0 | 0 | |||
| AVIS BUDGET GROUP | COM | 053774105 | 12,578,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| CARDLYTICS INC | COM | 14161W105 | 165,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| CRANE COMPANY | COMMON STOCK | 224408104 | 35,536,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 25,049,750 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 31,031,700 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 1,810,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 29,489,520 | 892,000 | SH | SOLE | 892,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,505,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| ICICI BANK LIMITED | ADR | 45104G104 | 27,455,000 | 1,187,500 | SH | SOLE | 1,187,500 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 15,575,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 36,025,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 15,439,200 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 47,362,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 33,228,800 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | |||
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 166,088,085 | 30,530,897 | SH | SOLE | 30,530,897 | 0 | 0 | |||
| ROPER TECHNOLOGIES INC | COM | 776696106 | 968,240 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 447,627 | 1,225 | SH | SOLE | 1,225 | 0 | 0 | |||
| SCHWAB CHARLES CORP | COM | 808513105 | 21,411,000 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 10,914,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 20,318,410 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 16,144,850 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 650,100 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| TRANSDIGM GROUP INC | COM | 893641100 | 19,223,364 | 22,800 | SH | SOLE | 22,800 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 17,646,650 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||