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
AMAZON COM INC COM 023135106   14,375,195 94,611 SH   SOLE   94,611 0 0
BLOCK INC CL A 852234103   22,693,175 293,383 SH   SOLE   293,383 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   11,568,960 624,000 SH   SOLE   624,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   17,072,156 7,465 SH   SOLE   7,465 0 0
CLOROX CO DEL COM 189054109   34,564,814 242,407 SH   SOLE   242,407 0 0
COLGATE PALMOLIVE CO COM 194162103   17,977,554 225,537 SH   SOLE   225,537 0 0
COUPANG INC CL A 22266T109   7,254,739 448,100 SH   SOLE   448,100 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   10,608,450 197,000 SH   SOLE   197,000 0 0
DISNEY WALT CO COM 254687106   22,560,672 249,869 SH   SOLE   249,869 0 0
EQUINIX INC COM 29444U700   38,236,696 47,476 SH   SOLE   47,476 0 0
EXPEDIA GROUP INC COM NEW 30212P303   55,201,166 363,668 SH   SOLE   363,668 0 0
HOME DEPOT INC COM 437076102   20,370,556 58,781 SH   SOLE   58,781 0 0
LAS VEGAS SANDS CORP COM 517834107   18,517,034 376,286 SH   SOLE   376,286 0 0
LOWES COS INC COM 548661107   29,259,539 131,474 SH   SOLE   131,474 0 0
MERCADOLIBRE INC COM 58733R102   39,675,099 25,246 SH   SOLE   25,246 0 0
META PLATFORMS INC CL A 30303M102   49,618,113 140,180 SH   SOLE   140,180 0 0
MICROSOFT CORP COM 594918104   34,242,202 91,060 SH   SOLE   91,060 0 0
MOHAWK INDS INC COM 608190104   21,371,715 206,490 SH   SOLE   206,490 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   28,462,797 494,060 SH   SOLE   494,060 0 0
NIKE INC CL B 654106103   17,593,551 162,048 SH   SOLE   162,048 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   65,239,483 445,899 SH   SOLE   445,899 0 0
PENN ENTERTAINMENT INC COM 707569109   13,574,686 521,702 SH   SOLE   521,702 0 0
PHILIP MORRIS INTL INC COM 718172109   45,637,644 485,094 SH   SOLE   485,094 0 0
PINTEREST INC CL A 72352L106   11,806,389 318,747 SH   SOLE   318,747 0 0
POOL CORP COM 73278L105   12,120,784 30,400 SH   SOLE   30,400 0 0
PVH CORPORATION COM 693656100   13,682,691 112,043 SH   SOLE   112,043 0 0
ROBLOX CORP CL A 771049103   21,783,157 476,447 SH   SOLE   476,447 0 0
ROSS STORES INC COM 778296103   8,256,763 59,663 SH   SOLE   59,663 0 0
SHAKE SHACK INC CL A 819047101   16,840,953 227,212 SH   SOLE   227,212 0 0
SIGNET JEWELERS LIMITED SHS G81276100   10,324,633 96,258 SH   SOLE   96,258 0 0
SKECHERS U S A INC CL A 830566105   33,224,228 532,952 SH   SOLE   532,952 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   23,594,287 694,767 SH   SOLE   694,767 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   71,039,000 378,048 SH   SOLE   378,048 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   24,231,023 150,550 SH   SOLE   150,550 0 0
TEMPUR SEALY INTL INC COM 88023U101   23,466,027 460,389 SH   SOLE   460,389 0 0
TEXAS ROADHOUSE INC COM 882681109   12,515,741 102,395 SH   SOLE   102,395 0 0
THOR INDS INC COM 885160101   10,256,887 86,739 SH   SOLE   86,739 0 0
ULTA BEAUTY INC COM 90384S303   12,482,985 25,476 SH   SOLE   25,476 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   20,172,600 420,000 SH   SOLE   420,000 0 0
WAYFAIR INC CL A 94419L101   14,061,739 227,905 SH   SOLE   227,905 0 0
WINGSTOP INC COM 974155103   36,450,525 142,063 SH   SOLE   142,063 0 0
WYNN RESORTS LTD COM 983134107   10,780,135 118,320 SH   SOLE   118,320 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   13,406,162 231,700 SH   SOLE   231,700 0 0