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
ALPHABET INC CAP STK CL A 02079K305   5,405,715 32,594 SH   SOLE   32,594 0 0
AMAZON COM INC COM 023135106   6,458,011 34,659 SH   SOLE   34,659 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   9,342,269 74,792 SH   SOLE   74,792 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   7,817,090 50,161 SH   SOLE   50,161 0 0
BOOKING HOLDINGS INC COM 09857L108   9,506,755 2,257 SH   SOLE   2,257 0 0
CORPAY INC COM SHS 219948106   9,742,474 31,150 SH   SOLE   31,150 0 0
EXPEDIA GROUP INC COM NEW 30212P303   9,815,502 66,312 SH   SOLE   66,312 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102   9,753,935 125,971 SH   SOLE   125,971 0 0
IAC INC COM NEW 44891N208   10,085,976 187,402 SH   SOLE   187,402 0 0
LULULEMON ATHLETICA INC COM 550021109   10,550,359 38,881 SH   SOLE   38,881 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   9,214,255 44,244 SH   SOLE   44,244 0 0
MAPLEBEAR INC COM 565394103   9,959,789 244,472 SH   SOLE   244,472 0 0
MATCH GROUP INC NEW COM 57667L107   10,721,888 283,348 SH   SOLE   283,348 0 0
META PLATFORMS INC CL A 30303M102   7,952,909 13,893 SH   SOLE   13,893 0 0
NEWS CORP NEW CL A 65249B109   9,825,751 368,973 SH   SOLE   368,973 0 0
NIKE INC CL B 654106103   9,815,671 111,037 SH   SOLE   111,037 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   10,239,615 1,189,270 SH   SOLE   1,189,270 0 0
PAYPAL HLDGS INC COM 70450Y103   8,786,724 112,607 SH   SOLE   112,607 0 0
PINTEREST INC CL A 72352L106   10,733,180 331,578 SH   SOLE   331,578 0 0
SEAPORT ENTMT GROUP INC COMMON STOCK 812215200   459,641 16,763 SH   SOLE   16,763 0 0
SEAPORT ENTMT GROUP INC RIGHT 10/10/2024 812215101   49,451 16,763 SH   SOLE   16,763 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   7,653,648 103,135 SH   SOLE   103,135 0 0
STARBUCKS CORP COM 855244109   9,994,967 102,523 SH   SOLE   102,523 0 0
STONECO LTD COM CL A G85158106   10,672,194 947,797 SH   SOLE   947,797 0 0
TRANSUNION COM 89400J107   9,602,770 91,717 SH   SOLE   91,717 0 0
VISA INC COM CL A 92826C839   370,358 1,347 SH   SOLE   1,347 0 0
WEX INC COM 96208T104   10,617,791 50,626 SH   SOLE   50,626 0 0