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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
COSTAR GROUP INC COM 22160N109   24,227,741 277,237 SH   SOLE   277,237 0 0
DIVERSIFIED ENERGY COMPANY P SHS NEW G2891G204   1,403,775 93,585 SH   SOLE   93,585 0 0
FERRARI N V COM N3167Y103   26,312,933 77,750 SH   SOLE   77,750 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   54,881,744 301,399 SH   SOLE   301,399 0 0
LINDE PLC SHS G54950103   27,083,039 65,942 SH   SOLE   65,942 0 0
PLANET FITNESS INC CL A 72703H101   32,388,056 443,672 SH   SOLE   443,672 0 0
RH COM 74967X103   29,693,942 101,873 SH   SOLE   101,873 0 0
SOHO HOUSE & CO INC COM CL A 586001109   28,095,591 3,946,010 SH   SOLE   3,946,010 0 0