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
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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
ADOBE INC COM 00724F101   120,455,516 216,826 SH   SOLE   216,826 0 0
ADVANCED MICRO DEVICES INC COM 007903107   77,952,124 480,563 SH   SOLE   480,563 0 0
ALPHABET INC CAP STK CL C 02079K107   138,593,253 755,606 SH   SOLE   755,606 0 0
AMAZON COM INC COM 023135106   53,966,802 279,259 SH   SOLE   279,259 0 0
APPLIED MATLS INC COM 038222105   131,340,235 556,550 SH   SOLE   556,550 0 0
COMCAST CORP NEW CL A 20030N101   79,999,925 2,042,899 SH   SOLE   2,042,899 0 0
COMCAST CORP NEW CL A 20030N101   19,580,000 500,000 SH Call SOLE   500,000 0 0
ELASTIC N V ORD SHS N14506104   4,955,085 43,500 SH   SOLE   43,500 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   36,853,107 1,363,415 SH   SOLE   1,363,415 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   70,176,800 705,933 SH   SOLE   705,933 0 0
GE AEROSPACE COM NEW 369604301   142,430,920 895,961 SH   SOLE   895,961 0 0
IBOTTA INC CLASS A COM SHS 451051106   1,503,200 20,000 SH   SOLE   20,000 0 0
KKR & CO INC COM 48251W104   27,250,425 258,936 SH   SOLE   258,936 0 0
META PLATFORMS INC CL A 30303M102   63,896,775 126,724 SH   SOLE   126,724 0 0
NVIDIA CORPORATION COM 67066G104   62,936,341 509,441 SH   SOLE   509,441 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   186,215,124 2,808,251 SH   SOLE   2,808,251 0 0
SALESFORCE INC COM 79466L302   119,420,122 464,489 SH   SOLE   464,489 0 0
SHERWIN WILLIAMS CO COM 824348106   58,988,569 197,663 SH   SOLE   197,663 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   136,055,000 250,000 SH Call SOLE   250,000 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   207,354,407 1,920,126 SH   SOLE   1,920,126 0 0
TOAST INC CL A 888787108   125,603,032 4,874,002 SH   SOLE   4,874,002 0 0
TRANSUNION COM 89400J107   146,368,405 1,973,684 SH   SOLE   1,973,684 0 0
VULCAN MATLS CO COM 929160109   129,225,816 519,647 SH   SOLE   519,647 0 0
WABTEC COM 929740108   104,929,237 663,899 SH   SOLE   663,899 0 0
WABTEC COM 929740108   158,050,000 1,000,000 SH Call SOLE   1,000,000 0 0