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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107 21,203 9,693 SH   SOLE   9,693 0 0
BILL COM HLDGS INC COM 090043100 6,112 55,593 SH   SOLE   55,593 0 0
BOOKING HOLDINGS INC COM 09857L108 15,480 8,851 SH   SOLE   8,851 0 0
BURLINGTON STORES INC COM 122017106 5,746 42,179 SH   SOLE   42,179 0 0
CONSTELLATION BRANDS INC CL A 21036P108 14,590 62,600 SH   SOLE   62,600 0 0
DECKERS OUTDOOR CORP COM 243537107 9,740 38,144 SH   SOLE   38,144 0 0
KLA CORP COM NEW 482480100 23,515 73,695 SH   SOLE   73,695 0 0
LI AUTO INC SPONSORED ADS 50202M102 19,866 518,568 SH   SOLE   518,568 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 10,339 125,200 SH   SOLE   125,200 0 0
PALO ALTO NETWORKS INC COM 697435105 13,435 27,200 SH   SOLE   27,200 0 0
QUALCOMM INC COM 747525103 6,668 52,200 SH   SOLE   52,200 0 0
SERVICENOW INC COM 81762P102 8,512 17,900 SH   SOLE   17,900 0 0
T-MOBILE US INC COM 872590104 14,638 108,800 SH   SOLE   108,800 0 0
ULTA BEAUTY INC COM 90384S303 12,181 31,600 SH   SOLE   31,600 0 0
VAIL RESORTS INC COM 91879Q109 5,190 23,800 SH   SOLE   23,800 0 0
VARONIS SYS INC COM 922280102 2,870 97,900 SH   SOLE   97,900 0 0