AMAZON COM INC COM 023135106 44444736 233600 SH SOLE 233600 0 0 AMER SPORTS INC COM SHS G0260P102 284140 10630 SH SOLE 10630 0 0 APPLE INC COM 037833100 418937 1886 SH SOLE 1886 0 0 APPLOVIN CORP COM CL A 03831W108 63592800 240000 SH Call SOLE 240000 0 0 APPLOVIN CORP COM CL A 03831W108 69539522 262443 SH SOLE 262443 0 0 AUTOZONE INC COM 053332102 13344730 3500 SH SOLE 3500 0 0 BIRKENSTOCK HOLDING PLC COM SHS M2029K104 21576231 470583 SH SOLE 470583 0 0 BROADCOM INC COM 11135F101 35616882 212727 SH SOLE 212727 0 0 BURLINGTON STORES INC COM 122017106 50067651 210077 SH SOLE 210077 0 0 CARMAX INC COM 143130102 25345506 325276 SH SOLE 325276 0 0 CARVANA CO CL A 146869102 60966055 291592 SH SOLE 291592 0 0 CELSIUS HLDGS INC COM NEW 15118V207 23919827 671528 SH SOLE 671528 0 0 CHEWY INC CL A 16679L109 56637979 1742171 SH SOLE 1742171 0 0 COUPANG INC CL A 22266T109 40166242 1831566 SH SOLE 1831566 0 0 DARDEN RESTAURANTS INC COM 237194105 15374240 74000 SH SOLE 74000 0 0 DECKERS OUTDOOR CORP COM 243537107 8385750 75000 SH SOLE 75000 0 0 DISNEY WALT CO COM 254687106 17777153 180113 SH SOLE 180113 0 0 DOORDASH INC CL A 25809K105 55751430 305036 SH SOLE 305036 0 0 FERRARI N V COM N3167Y103 720978 1685 SH SOLE 1685 0 0 FLUTTER ENTMT PLC SHS G3643J108 34189374 154319 SH SOLE 154319 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 36363664 8027299 SH SOLE 8027299 0 0 HALEON PLC SPON ADS 405552100 658807 64024 SH SOLE 64024 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 46684962 357520 SH SOLE 357520 0 0 MCDONALDS CORP COM 580135101 27779064 88930 SH SOLE 88930 0 0 MERCADOLIBRE INC COM 58733R102 524784 269 SH SOLE 269 0 0 META PLATFORMS INC CL A 30303M102 34788513 60359 SH SOLE 60359 0 0 MICROSOFT CORP COM 594918104 710989 1894 SH SOLE 1894 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 30590335 522733 SH SOLE 522733 0 0 NETFLIX INC COM 64110L106 662096 710 SH SOLE 710 0 0 NVIDIA CORPORATION COM 67066G104 40506808 373748 SH SOLE 373748 0 0 OLLIES BARGAIN OUTLET HLDGS COM 681116109 410402 3527 SH SOLE 3527 0 0 ON HLDG AG NAMEN AKT A H5919C104 30780058 700821 SH SOLE 700821 0 0 PHILIP MORRIS INTL INC COM 718172109 27672829 174339 SH SOLE 174339 0 0 PLANET FITNESS INC CL A 72703H101 31675907 327874 SH SOLE 327874 0 0 PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 70859086 1996593 SH SOLE 1996593 0 0 REDDIT INC CL A 75734B100 321309 3063 SH SOLE 3063 0 0 ROBINHOOD MKTS INC COM CL A 770700102 337247 8103 SH SOLE 8103 0 0 ROBLOX CORP CL A 771049103 15556085 266874 SH SOLE 266874 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 338976 1650 SH SOLE 1650 0 0 SEA LTD SPONSORD ADS 81141R100 57636911 441696 SH SOLE 441696 0 0 SHAKE SHACK INC CL A 819047101 40522667 459597 SH SOLE 459597 0 0 SHERWIN WILLIAMS CO COM 824348106 222783 638 SH SOLE 638 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 640785 1165 SH SOLE 1165 0 0 SWEETGREEN INC COM CL A 87043Q108 12681762 506865 SH SOLE 506865 0 0 TOAST INC CL A 888787108 35925565 1083074 SH SOLE 1083074 0 0 UBER TECHNOLOGIES INC COM 90353T100 23789591 326511 SH SOLE 326511 0 0 ULTA BEAUTY INC COM 90384S303 47111020 128529 SH SOLE 128529 0 0 UNILEVER PLC SPON ADR NEW 904767704 435846 7319 SH SOLE 7319 0 0 VALVOLINE INC COM 92047W101 24024087 690149 SH SOLE 690149 0 0 YUM CHINA HLDGS INC COM 98850P109 43098912 827870 SH SOLE 827870 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 463877 6766 SH SOLE 6766 0 0