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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   20,973,453 86,275 SH   SOLE   86,275 0 0
AMAZON COM INC COM 023135106   191,753,555 873,314 SH   SOLE   873,314 0 0
APPLOVIN CORP COM CL A 03831W108   53,243,095 74,099 SH   SOLE   74,099 0 0
BOOKING HOLDINGS INC COM 09857L108   57,253,859 10,604 SH   SOLE   10,604 0 0
CAPITAL ONE FINL CORP COM 14040H105   43,724,942 205,687 SH   SOLE   205,687 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   25,278,573 91,887 SH   SOLE   91,887 0 0
CORE & MAIN INC CL A 21874C102   40,729,662 756,635 SH   SOLE   756,635 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   10,466,764 279,860 SH   SOLE   279,860 0 0
FLUTTER ENTMT PLC SHS G3643J108   45,358,558 178,577 SH   SOLE   178,577 0 0
INTUIT COM 461202103   53,673,994 78,596 SH   SOLE   78,596 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   70,578,179 431,935 SH   SOLE   431,935 0 0
LOUISIANA PAC CORP COM 546347105   72,915,874 820,755 SH   SOLE   820,755 0 0
NETFLIX INC COM 64110L106   51,439,663 42,905 SH   SOLE   42,905 0 0
PTC INC COM 69370C100   221,973,947 1,093,360 SH   SOLE   1,093,360 0 0
SALESFORCE INC COM 79466L302   416,908,833 1,759,109 SH   SOLE   1,759,109 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   41,275,532 59,134 SH   SOLE   59,134 0 0
T-MOBILE US INC COM 872590104   20,817,682 86,965 SH   SOLE   86,965 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   39,731,795 142,260 SH   SOLE   142,260 0 0
TETRA TECH INC NEW COM 88162G103   33,902,931 1,015,666 SH   SOLE   1,015,666 0 0
UBER TECHNOLOGIES INC COM 90353T100   33,503,879 341,981 SH   SOLE   341,981 0 0
VISA INC COM CL A 92826C839   60,494,584 177,206 SH   SOLE   177,206 0 0
VULCAN MATLS CO COM 929160109   71,541,953 232,566 SH   SOLE   232,566 0 0
WORKDAY INC CL A 98138H101   332,759,394 1,382,293 SH   SOLE   1,382,293 0 0
XYLEM INC COM 98419M100   41,707,395 282,762 SH   SOLE   282,762 0 0