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   44,444,736 233,600 SH   SOLE   233,600 0 0
AMER SPORTS INC COM SHS G0260P102   284,140 10,630 SH   SOLE   10,630 0 0
APPLE INC COM 037833100   418,937 1,886 SH   SOLE   1,886 0 0
APPLOVIN CORP COM CL A 03831W108   63,592,800 240,000 SH Call SOLE   240,000 0 0
APPLOVIN CORP COM CL A 03831W108   69,539,522 262,443 SH   SOLE   262,443 0 0
AUTOZONE INC COM 053332102   13,344,730 3,500 SH   SOLE   3,500 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   21,576,231 470,583 SH   SOLE   470,583 0 0
BROADCOM INC COM 11135F101   35,616,882 212,727 SH   SOLE   212,727 0 0
BURLINGTON STORES INC COM 122017106   50,067,651 210,077 SH   SOLE   210,077 0 0
CARMAX INC COM 143130102   25,345,506 325,276 SH   SOLE   325,276 0 0
CARVANA CO CL A 146869102   60,966,055 291,592 SH   SOLE   291,592 0 0
CELSIUS HLDGS INC COM NEW 15118V207   23,919,827 671,528 SH   SOLE   671,528 0 0
CHEWY INC CL A 16679L109   56,637,979 1,742,171 SH   SOLE   1,742,171 0 0
COUPANG INC CL A 22266T109   40,166,242 1,831,566 SH   SOLE   1,831,566 0 0
DARDEN RESTAURANTS INC COM 237194105   15,374,240 74,000 SH   SOLE   74,000 0 0
DECKERS OUTDOOR CORP COM 243537107   8,385,750 75,000 SH   SOLE   75,000 0 0
DISNEY WALT CO COM 254687106   17,777,153 180,113 SH   SOLE   180,113 0 0
DOORDASH INC CL A 25809K105   55,751,430 305,036 SH   SOLE   305,036 0 0
FERRARI N V COM N3167Y103   720,978 1,685 SH   SOLE   1,685 0 0
FLUTTER ENTMT PLC SHS G3643J108   34,189,374 154,319 SH   SOLE   154,319 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   36,363,664 8,027,299 SH   SOLE   8,027,299 0 0
HALEON PLC SPON ADS 405552100   658,807 64,024 SH   SOLE   64,024 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   46,684,962 357,520 SH   SOLE   357,520 0 0
MCDONALDS CORP COM 580135101   27,779,064 88,930 SH   SOLE   88,930 0 0
MERCADOLIBRE INC COM 58733R102   524,784 269 SH   SOLE   269 0 0
META PLATFORMS INC CL A 30303M102   34,788,513 60,359 SH   SOLE   60,359 0 0
MICROSOFT CORP COM 594918104   710,989 1,894 SH   SOLE   1,894 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   30,590,335 522,733 SH   SOLE   522,733 0 0
NETFLIX INC COM 64110L106   662,096 710 SH   SOLE   710 0 0
NVIDIA CORPORATION COM 67066G104   40,506,808 373,748 SH   SOLE   373,748 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   410,402 3,527 SH   SOLE   3,527 0 0
ON HLDG AG NAMEN AKT A H5919C104   30,780,058 700,821 SH   SOLE   700,821 0 0
PHILIP MORRIS INTL INC COM 718172109   27,672,829 174,339 SH   SOLE   174,339 0 0
PLANET FITNESS INC CL A 72703H101   31,675,907 327,874 SH   SOLE   327,874 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   70,859,086 1,996,593 SH   SOLE   1,996,593 0 0
REDDIT INC CL A 75734B100   321,309 3,063 SH   SOLE   3,063 0 0
ROBINHOOD MKTS INC COM CL A 770700102   337,247 8,103 SH   SOLE   8,103 0 0
ROBLOX CORP CL A 771049103   15,556,085 266,874 SH   SOLE   266,874 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   338,976 1,650 SH   SOLE   1,650 0 0
SEA LTD SPONSORD ADS 81141R100   57,636,911 441,696 SH   SOLE   441,696 0 0
SHAKE SHACK INC CL A 819047101   40,522,667 459,597 SH   SOLE   459,597 0 0
SHERWIN WILLIAMS CO COM 824348106   222,783 638 SH   SOLE   638 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   640,785 1,165 SH   SOLE   1,165 0 0
SWEETGREEN INC COM CL A 87043Q108   12,681,762 506,865 SH   SOLE   506,865 0 0
TOAST INC CL A 888787108   35,925,565 1,083,074 SH   SOLE   1,083,074 0 0
UBER TECHNOLOGIES INC COM 90353T100   23,789,591 326,511 SH   SOLE   326,511 0 0
ULTA BEAUTY INC COM 90384S303   47,111,020 128,529 SH   SOLE   128,529 0 0
UNILEVER PLC SPON ADR NEW 904767704   435,846 7,319 SH   SOLE   7,319 0 0
VALVOLINE INC COM 92047W101   24,024,087 690,149 SH   SOLE   690,149 0 0
YUM CHINA HLDGS INC COM 98850P109   43,098,912 827,870 SH   SOLE   827,870 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   463,877 6,766 SH   SOLE   6,766 0 0