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
AMAZON COM INC COM 023135106 17,679 5,139 SH   SOLE   5,139 0 0
APPLOVIN CORP COM CL A 03831W108 7,624 101,425 SH   SOLE   101,425 0 0
BOSTON BEER INC CL A 100557107 13,797 13,516 SH   SOLE   13,516 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 132,380 3,103,152 SH   SOLE   3,103,152 0 0
CF INDS HLDGS INC COM 125269100 86,504 1,681,316 SH   SOLE   1,681,316 0 0
CROWN HLDGS INC COM 228368106 63,765 623,864 SH   SOLE   623,864 0 0
DATADOG INC CL A COM 23804L103 15,775 151,569 SH   SOLE   151,569 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 6,155 222,117 SH   SOLE   222,117 0 0
EXPEDIA GROUP INC COM NEW 30212P303 144,100 880,216 SH   SOLE   880,216 0 0
FISERV INC COM 337738108 102,846 962,166 SH   SOLE   962,166 0 0
FIVE9 INC COM 338307101 9,457 51,567 SH   SOLE   51,567 0 0
GENERAL MTRS CO COM 37045V100 60,452 1,021,663 SH   SOLE   1,021,663 0 0
LITHIA MTRS INC COM 536797103 84,252 245,174 SH   SOLE   245,174 0 0
LYFT INC CL A COM 55087P104 120,926 1,999,437 SH   SOLE   1,999,437 0 0
MATCH GROUP INC NEW COM 57667L107 97,087 602,088 SH   SOLE   602,088 0 0
MICROSOFT CORP COM 594918104 30,367 112,097 SH   SOLE   112,097 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 54,440 1,000,000 SH   SOLE   1,000,000 0 0
OUTFRONT MEDIA INC COM 69007J106 24,627 1,024,847 SH   SOLE   1,024,847 0 0
PALO ALTO NETWORKS INC COM 697435105 143,889 387,790 SH   SOLE   387,790 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 9,221 315,138 SH   SOLE   315,138 0 0
RIMINI STR INC DEL COM 76674Q107 5,664 919,464 SH   SOLE   919,464 0 0
ROKU INC COM CL A 77543R102 67,231 146,392 SH   SOLE   146,392 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 21,003 411,255 SH   SOLE   411,255 0 0
SEA LTD SPONSORD ADS 81141R100 28,227 102,793 SH   SOLE   102,793 0 0
TAPESTRY INC COM 876030107 83,051 1,910,087 SH   SOLE   1,910,087 0 0
TECK RESOURCES LTD CL B 878742204 98,953 4,294,827 SH   SOLE   4,294,827 0 0
TELOS CORP MD COM 87969B101 26,217 770,859 SH   SOLE   770,859 0 0
UIPATH INC CL A 90364P105 11,252 165,640 SH   SOLE   165,640 0 0
VISA INC COM CL A 92826C839 16,931 72,410 SH   SOLE   72,410 0 0