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
ALCON AG ORD SHS H01301128   2,722,638 34,852 SH   SOLE   34,852 0 0
AMAZON COM INC COM 023135106   4,947,166 32,560 SH   SOLE   32,560 0 0
ANALOG DEVICES INC COM 032654105   2,380,536 11,989 SH   SOLE   11,989 0 0
APPLIED MATLS INC COM 038222105   2,961,343 18,272 SH   SOLE   18,272 0 0
AXALTA COATING SYS LTD COM G0750C108   2,545,236 74,926 SH   SOLE   74,926 0 0
BOOKING HOLDINGS INC COM 09857L108   3,859,375 1,088 SH   SOLE   1,088 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   3,160,743 67,422 SH   SOLE   67,422 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,777,507 7,146 SH   SOLE   7,146 0 0
CONSTELLATION BRANDS INC CL A 21036P108   2,284,296 9,449 SH   SOLE   9,449 0 0
CROWN CASTLE INC COM 22822V101   1,375,369 11,940 SH   SOLE   11,940 0 0
DANAHER CORPORATION COM 235851102   2,045,046 8,840 SH   SOLE   8,840 0 0
DOLLAR TREE INC COM 256746108   3,401,387 23,945 SH   SOLE   23,945 0 0
FISERV INC COM 337738108   4,966,888 37,390 SH   SOLE   37,390 0 0
FIVE BELOW INC COM 33829M101   10,785,896 50,600 SH   SOLE   50,600 0 0
GODADDY INC CL A 380237107   10,163,758 95,740 SH   SOLE   95,740 0 0
HOME DEPOT INC COM 437076102   4,921,010 14,200 SH   SOLE   14,200 0 0
META PLATFORMS INC CL A 30303M102   10,123,256 28,600 SH   SOLE   28,600 0 0
NIKE INC CL B 654106103   1,851,987 17,058 SH   SOLE   17,058 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   26,948,299 4,630,292 SH   SOLE   4,630,292 0 0
REVOLUTION MEDICINES INC *W EXP 12/17/202 76155X118   120,392 364,824 SH   SOLE   364,824 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,562,081 8,252 SH   SOLE   8,252 0 0
SALESFORCE INC COM 79466L302   14,892,408 56,595 SH   SOLE   56,595 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   4,783,000 50,000 SH Put SOLE   50,000 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   747,276 46,910 SH   SOLE   46,910 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,902,120 27,905 SH   SOLE   27,905 0 0
T-MOBILE US INC COM 872590104   3,653,440 22,787 SH   SOLE   22,787 0 0
UNION PAC CORP COM 907818108   3,151,305 12,830 SH   SOLE   12,830 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,108,004 23,069 SH   SOLE   23,069 0 0
WABTEC COM 929740108   2,088,520 16,458 SH   SOLE   16,458 0 0