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    <nameOfIssuer>AMER SPORTS INC</nameOfIssuer>
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    <cusip>G0260P102</cusip>
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    <nameOfIssuer>AMERICAN AIRLS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02376R102</cusip>
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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>94657939</value>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ARK ETF TR</nameOfIssuer>
    <titleOfClass>INNOVATION ETF</titleOfClass>
    <cusip>00214Q104</cusip>
    <value>69428350</value>
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    <nameOfIssuer>AT&amp;T INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
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    <value>89549216</value>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
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    <value>29890049</value>
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    <nameOfIssuer>CELSIUS HLDGS INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>15118V207</cusip>
    <value>39629122</value>
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    <nameOfIssuer>CHEWY INC</nameOfIssuer>
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    <cusip>16679L109</cusip>
    <value>59708285</value>
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    <nameOfIssuer>CHURCH &amp; DWIGHT CO INC</nameOfIssuer>
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    <nameOfIssuer>CINEMARK HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>17243V102</cusip>
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    <nameOfIssuer>CINEMARK HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>DECKERS OUTDOOR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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      <Sole>737400</Sole>
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    <nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
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    <titleOfClass>COM NEW</titleOfClass>
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    <nameOfIssuer>DRAFTKINGS INC NEW</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>26142V105</cusip>
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    <nameOfIssuer>E L F BEAUTY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>HERSHEY CO</nameOfIssuer>
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    <nameOfIssuer>HIMS &amp; HERS HEALTH INC</nameOfIssuer>
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    <nameOfIssuer>HYATT HOTELS CORP</nameOfIssuer>
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    <cusip>448579102</cusip>
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    <nameOfIssuer>INVESCO QQQ TR</nameOfIssuer>
    <titleOfClass>UNIT SER 1</titleOfClass>
    <cusip>46090E103</cusip>
    <value>241528851</value>
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    <nameOfIssuer>ISHARES TR</nameOfIssuer>
    <titleOfClass>RUSSELL 2000 ETF</titleOfClass>
    <cusip>464287655</cusip>
    <value>97340508</value>
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      <Sole>402300</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
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    <cusip>518439104</cusip>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
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    <cusip>30303M102</cusip>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>56333278</value>
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    <nameOfIssuer>MOHAWK INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>608190104</cusip>
    <value>53320281</value>
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      <Sole>413592</Sole>
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    <nameOfIssuer>MONGODB INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>60937P106</cusip>
    <value>79299917</value>
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    <nameOfIssuer>NEWELL BRANDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651229106</cusip>
    <value>31785971</value>
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    <nameOfIssuer>NIKE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>654106103</cusip>
    <value>76905217</value>
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    <nameOfIssuer>NORWEGIAN CRUISE LINE HLDG L</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G66721104</cusip>
    <value>68156702</value>
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    <nameOfIssuer>OREILLY AUTOMOTIVE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67103H107</cusip>
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      <Sole>341917</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PERFORMANCE FOOD GROUP CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71377A103</cusip>
    <value>61029760</value>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PETCO HEALTH &amp; WELLNESS CO I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>71601V105</cusip>
    <value>6772500</value>
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      <Sole>1750000</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
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