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   120,503,220 668,052 SH   SOLE   668,052 0 0
AMER SPORTS INC COM SHS G0260P102   5,500,337 337,444 SH   SOLE   337,444 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   14,701,460 311,142 SH   SOLE   311,142 0 0
BLOCK INC CL A 852234103   41,469,574 490,300 SH   SOLE   490,300 0 0
BURLINGTON STORES INC COM 122017106   30,497,924 131,349 SH   SOLE   131,349 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   6,959,827 425,938 SH   SOLE   425,938 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   42,790,561 14,721 SH   SOLE   14,721 0 0
CONSTELLATION BRANDS INC CL A 21036P108   29,574,826 108,827 SH   SOLE   108,827 0 0
DISNEY WALT CO COM 254687106   29,756,728 243,190 SH   SOLE   243,190 0 0
DOORDASH INC CL A 25809K105   24,035,308 174,523 SH   SOLE   174,523 0 0
DUTCH BROS INC CL A 26701L100   40,263,300 1,220,100 SH   SOLE   1,220,100 0 0
EQUINIX INC COM 29444U700   34,705,127 42,050 SH   SOLE   42,050 0 0
FIVE BELOW INC COM 33829M101   16,762,051 92,414 SH   SOLE   92,414 0 0
GAP INC COM 364760108   22,133,422 803,391 SH   SOLE   803,391 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   19,981,350 694,279 SH   SOLE   694,279 0 0
LAUDER ESTEE COS INC CL A 518439104   32,416,820 210,294 SH   SOLE   210,294 0 0
LOWES COS INC COM 548661107   31,366,179 123,135 SH   SOLE   123,135 0 0
MASTERCARD INCORPORATED CL A 57636Q104   73,628,200 152,892 SH   SOLE   152,892 0 0
MERCADOLIBRE INC COM 58733R102   213,186 141 SH   SOLE   141 0 0
META PLATFORMS INC CL A 30303M102   78,127,880 160,896 SH   SOLE   160,896 0 0
MICROSOFT CORP COM 594918104   331,527 788 SH   SOLE   788 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   18,361,255 230,756 SH   SOLE   230,756 0 0
ON HLDG AG NAMEN AKT A H5919C104   23,245,085 657,012 SH   SOLE   657,012 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   30,702,090 264,104 SH   SOLE   264,104 0 0
PHILIP MORRIS INTL INC COM 718172109   37,391,680 408,117 SH   SOLE   408,117 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   24,974,710 314,345 SH   SOLE   314,345 0 0
ROBLOX CORP CL A 771049103   7,915,974 207,333 SH   SOLE   207,333 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   19,075,369 137,223 SH   SOLE   137,223 0 0
SEA LTD SPONSORD ADS 81141R100   46,892,429 873,067 SH   SOLE   873,067 0 0
SHARKNINJA INC COM SHS G8068L108   4,360,300 70,000 SH   SOLE   70,000 0 0
SKECHERS U S A INC CL A 830566105   10,899,318 177,919 SH   SOLE   177,919 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   19,896,836 405,396 SH   SOLE   405,396 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   44,052,827 166,930 SH   SOLE   166,930 0 0
TARGET CORP COM 87612E106   37,109,901 209,412 SH   SOLE   209,412 0 0
TEMPUR SEALY INTL INC COM 88023U101   16,106,652 283,468 SH   SOLE   283,468 0 0
UBER TECHNOLOGIES INC COM 90353T100   61,660,983 800,896 SH   SOLE   800,896 0 0
UNILEVER PLC SPON ADR NEW 904767704   316,900 6,314 SH   SOLE   6,314 0 0
WALMART INC COM 931142103   18,625,985 309,556 SH   SOLE   309,556 0 0
WAYFAIR INC CL A 94419L101   22,633,636 333,436 SH   SOLE   333,436 0 0
WYNN RESORTS LTD COM 983134107   29,808,019 291,578 SH   SOLE   291,578 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   9,268,200 190,000 SH   SOLE   190,000 0 0