ADOBE INC COM 00724F101 120455516 216826 SH SOLE 216826 0 0 ADVANCED MICRO DEVICES INC COM 007903107 77952124 480563 SH SOLE 480563 0 0 ALPHABET INC CAP STK CL C 02079K107 138593253 755606 SH SOLE 755606 0 0 AMAZON COM INC COM 023135106 53966802 279259 SH SOLE 279259 0 0 APPLIED MATLS INC COM 038222105 131340235 556550 SH SOLE 556550 0 0 COMCAST CORP NEW CL A 20030N101 79999925 2042899 SH SOLE 2042899 0 0 COMCAST CORP NEW CL A 20030N101 19580000 500000 SH Call SOLE 500000 0 0 ELASTIC N V ORD SHS N14506104 4955085 43500 SH SOLE 43500 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 36853107 1363415 SH SOLE 1363415 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 70176800 705933 SH SOLE 705933 0 0 GE AEROSPACE COM NEW 369604301 142430920 895961 SH SOLE 895961 0 0 IBOTTA INC CLASS A COM SHS 451051106 1503200 20000 SH SOLE 20000 0 0 KKR & CO INC COM 48251W104 27250425 258936 SH SOLE 258936 0 0 META PLATFORMS INC CL A 30303M102 63896775 126724 SH SOLE 126724 0 0 NVIDIA CORPORATION COM 67066G104 62936341 509441 SH SOLE 509441 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 186215124 2808251 SH SOLE 2808251 0 0 SALESFORCE INC COM 79466L302 119420122 464489 SH SOLE 464489 0 0 SHERWIN WILLIAMS CO COM 824348106 58988569 197663 SH SOLE 197663 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 136055000 250000 SH Call SOLE 250000 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 207354407 1920126 SH SOLE 1920126 0 0 TOAST INC CL A 888787108 125603032 4874002 SH SOLE 4874002 0 0 TRANSUNION COM 89400J107 146368405 1973684 SH SOLE 1973684 0 0 VULCAN MATLS CO COM 929160109 129225816 519647 SH SOLE 519647 0 0 WABTEC COM 929740108 104929237 663899 SH SOLE 663899 0 0 WABTEC COM 929740108 158050000 1000000 SH Call SOLE 1000000 0 0