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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYSTEMS INCORPORATEDCOM00724F10116,17535,500SH SOLE 35,50000
AMAZON COM INCCOM02313510613,0724,010SH SOLE 4,01000
API GROUP CORPCOM STK00187Y10018,167863,859SH SOLE 863,85900
BLOCK INCCL A8522341033,95629,175SH SOLE 29,17500
DISNEY WALT COCOM25468710610,38375,700SH SOLE 75,70000
DOLLAR GEN CORP NEWCOM25667710511,04249,600SH SOLE 49,60000
DRIVEN BRANDS HLDGS INCCOM26210V10218,583707,133SH SOLE 707,13300
EUROPEAN WAX CTR INCCLASS A COM29882P10615,252515,969SH SOLE 515,96900
GOOSEHEAD INS INCCOM CL A38267D1095,71772,768SH SOLE 72,76800
HILLMAN SOLUTIONS CORPCOM43163610918,2531,536,474SH SOLE 1,536,47400
HYATT HOTELS CORPCOM CL A44857910214,915156,263SH SOLE 156,26300
LIBERTY BROADBAND CORPCOM SER C5303073059,71671,800SH SOLE 71,80000
MISTER CAR WASH INCCOM60646V10512,310832,324SH SOLE 832,32400
PEGASYSTEMS INCCOM70557310310,151125,863SH SOLE 125,86300
ROKU INCCOM CL A77543R10211,17789,221SH SOLE 89,22100
SIGNATURE BK NEW YORK N YCOM82669G10412,10241,234SH SOLE 41,23400
ZILLOW GROUP INCCL C CAP STK98954M20012,328250,102SH SOLE 250,10200