<?xml version="1.0" ?>
<proxyVoteTable xmlns="http://www.sec.gov/edgar/document/npxproxy/informationtable">
  <proxyTable>
    <issuerName>Amazon.com, Inc.</issuerName>
    <cusip>023135106</cusip>
    <isin>US0231351067</isin>
    <meetingDate>05/21/2025</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>85270</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>85270</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Apple Inc.</issuerName>
    <cusip>037833100</cusip>
    <isin>US0378331005</isin>
    <meetingDate>02/25/2025</meetingDate>
    <voteDescription>Advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>1313</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>1313</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Broadcom Inc.</issuerName>
    <cusip>11135F101</cusip>
    <isin>US11135F1012</isin>
    <meetingDate>04/21/2025</meetingDate>
    <voteDescription>Advisory vote to approve the named executive officer compensation</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>263230</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>263230</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Burlington Stores, Inc.</issuerName>
    <cusip>122017106</cusip>
    <isin>US1220171060</isin>
    <meetingDate>05/20/2025</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of Burlington Stores, Inc.'s named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>57899</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>57899</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Carvana Co.</issuerName>
    <cusip>146869102</cusip>
    <isin>US1468691027</isin>
    <meetingDate>05/05/2025</meetingDate>
    <voteDescription>To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement (&quot;say-on-pay&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>164260</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>164260</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Carvana Co.</issuerName>
    <cusip>146869102</cusip>
    <isin>US1468691027</isin>
    <meetingDate>05/05/2025</meetingDate>
    <voteDescription>To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers (&quot;say-on-pay frequency&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>164260</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>164260</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Celsius Holdings, Inc.</issuerName>
    <cusip>15118V207</cusip>
    <isin>US15118V2079</isin>
    <meetingDate>05/28/2025</meetingDate>
    <voteDescription>Non-binding advisory resolution to approve the compensation of our Named Executive Officers (Say on Pay).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>166758</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>166758</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Celsius Holdings, Inc.</issuerName>
    <cusip>15118V207</cusip>
    <isin>US15118V2079</isin>
    <meetingDate>05/28/2025</meetingDate>
    <voteDescription>Non-binding advisory vote on the frequency of future advisory votes to approve the compensation of our Named Executive Officers (Say on Frequency).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>166758</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>166758</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Coupang, Inc.</issuerName>
    <cusip>22266T109</cusip>
    <isin>US22266T1097</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>To consider a non-binding vote to approve the compensation of Coupang, Inc's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>808372</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>808372</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Deckers Outdoor Corp</issuerName>
    <cusip>243537107</cusip>
    <isin>US2435371073</isin>
    <meetingDate>09/09/2024</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation of our Named Executive Officers, as described in the section of the Proxy Statement entitled &quot;Compensation Discussion and Analysis.&quot;</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>2221</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>2221</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>DoorDash, Inc.</issuerName>
    <cusip>25809K105</cusip>
    <isin>US25809K1051</isin>
    <meetingDate>06/24/2025</meetingDate>
    <voteDescription>The approval, on an advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>86232</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>86232</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Floor &amp; Decor Holdings, Inc.</issuerName>
    <cusip>339750101</cusip>
    <isin>US3397501012</isin>
    <meetingDate>05/07/2025</meetingDate>
    <voteDescription>Approve, by non-binding vote, the compensation paid to the Company's named executive officers for the 2024 fiscal year.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>10551</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>10551</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Flutter Entertainment plc</issuerName>
    <cusip>G3643J108</cusip>
    <isin>IE00BWT6H894</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>28666</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>28666</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Flutter Entertainment plc</issuerName>
    <cusip>G3643J108</cusip>
    <isin>IE00BWT6H894</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>28666</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>1 Year</howVoted>
        <sharesVoted>28666</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Live Nation Entertainment, Inc.</issuerName>
    <cusip>538034109</cusip>
    <isin>US5380341090</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>To hold an advisory vote on the company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>66873</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>66873</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>MercadoLibre, Inc.</issuerName>
    <cusip>58733R102</cusip>
    <isin>US58733R1023</isin>
    <meetingDate>06/17/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>269</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>269</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Meta Platforms, Inc.</issuerName>
    <cusip>30303M102</cusip>
    <isin>US30303M1027</isin>
    <meetingDate>05/28/2025</meetingDate>
    <voteDescription>To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>25151</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>25151</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Meta Platforms, Inc.</issuerName>
    <cusip>30303M102</cusip>
    <isin>US30303M1027</isin>
    <meetingDate>05/28/2025</meetingDate>
    <voteDescription>To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>25151</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>3 Years</howVoted>
        <sharesVoted>25151</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Microsoft Corp</issuerName>
    <cusip>594918104</cusip>
    <isin>US5949181045</isin>
    <meetingDate>12/10/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve Named Executive Officer Compensation (&quot;say-on-pay vote&quot;).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>47669</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>47669</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Monster Beverage Corp</issuerName>
    <cusip>61174X109</cusip>
    <isin>US61174X1090</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>Proposal to approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>143545</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>143545</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Netflix Inc</issuerName>
    <cusip>64110L106</cusip>
    <isin>US64110L1061</isin>
    <meetingDate>06/05/2025</meetingDate>
    <voteDescription>Advisory approval of named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>710</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>710</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Nutanix, Inc.</issuerName>
    <cusip>67059N108</cusip>
    <isin>US67059N1081</isin>
    <meetingDate>12/13/2024</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>399430</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>399430</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Nutanix, Inc.</issuerName>
    <cusip>67059N108</cusip>
    <isin>US67059N1081</isin>
    <meetingDate>12/13/2024</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the frequency of future stockholder advisory votes to approve the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>399430</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>399430</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Nvidia Corporation</issuerName>
    <cusip>67066G104</cusip>
    <isin>US67066G1040</isin>
    <meetingDate>06/25/2025</meetingDate>
    <voteDescription>Advisory approval of our executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>294211</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>294211</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Ollie's Bargain Outlet Holdings, Inc.</issuerName>
    <cusip>681116109</cusip>
    <isin>US6811161099</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>To approve a non-binding advisory proposal regarding named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>3527</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>3527</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Oracle Corp</issuerName>
    <cusip>68389X105</cusip>
    <isin>US68389X1054</isin>
    <meetingDate>11/14/2024</meetingDate>
    <voteDescription>Advisory Vote to Approve the Compensation of our Named Executive Officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>115303</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>115303</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Philip Morris International Inc.</issuerName>
    <cusip>718172109</cusip>
    <isin>US7181721090</isin>
    <meetingDate>05/07/2025</meetingDate>
    <voteDescription>Advisory Vote Approving Executive Compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>76944</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>76944</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Planet Fitness, Inc.</issuerName>
    <cusip>72703H101</cusip>
    <isin>US72703H1014</isin>
    <meetingDate>05/06/2025</meetingDate>
    <voteDescription>Approval, on an advisory basis, of the compensation of the Company's named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
      </voteCategory>
    </voteCategories>
    <voteSource>ISSUER</voteSource>
    <sharesVoted>68239</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
      <voteRecord>
        <howVoted>For</howVoted>
        <sharesVoted>68239</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
      </voteRecord>
    </vote>
  </proxyTable>
  <proxyTable>
    <issuerName>Primo Brands Corp</issuerName>
    <cusip>741623102</cusip>
    <isin>US7416231022</isin>
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    <voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers.</voteDescription>
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    <voteDescription>Advisory Vote on the Compensation of our Named Executive Officers.</voteDescription>
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    <voteDescription>Advisory approval of the Company's compensation of its named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <sharesVoted>1650</sharesVoted>
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        <sharesVoted>1650</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>819047101</cusip>
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    <voteDescription>Approval, on an advisory basis, of the compensation of our Named Executive Officers.</voteDescription>
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    <sharesVoted>107642</sharesVoted>
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        <sharesVoted>107642</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>824348106</cusip>
    <isin>US8243481061</isin>
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    <voteDescription>Advisory approval of the compensation of the named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>637</sharesVoted>
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        <sharesVoted>637</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>55826T102</cusip>
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    <voteDescription>Approval of, on an advisory basis, the compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>224000</sharesVoted>
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        <sharesVoted>224000</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>855244109</cusip>
    <isin>US8552441094</isin>
    <meetingDate>03/12/2025</meetingDate>
    <voteDescription>Approve, on an advisory, nonbinding basis, the compensation of our named executive officers.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>61649</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>61649</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>87043Q108</cusip>
    <isin>US87043Q1085</isin>
    <meetingDate>06/12/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the compensation of the Company's named executive officers, as disclosed in the accompanying proxy statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>101394</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>101394</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Take Two Interactive Software Inc.</issuerName>
    <cusip>874054109</cusip>
    <isin>US8740541094</isin>
    <meetingDate>09/18/2024</meetingDate>
    <voteDescription>Approval, on a non-binding advisory basis, of the compensation of the Company's &quot;named executive officers&quot; as disclosed in the Proxy Statement.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>33163</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>33163</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <cusip>885160101</cusip>
    <isin>US8851601018</isin>
    <meetingDate>12/20/2024</meetingDate>
    <voteDescription>Non-binding advisory vote to approve the compensation of our named executive officers (NEOs).</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>178099</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>178099</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Toast, Inc.</issuerName>
    <cusip>888787108</cusip>
    <isin>US8887871080</isin>
    <meetingDate>06/13/2025</meetingDate>
    <voteDescription>To approve, on an advisory (non-binding) basis, the compensation of our named executive officers.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>334396</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>334396</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Uber Technologies, Inc.</issuerName>
    <cusip>90353T100</cusip>
    <isin>US90353T1007</isin>
    <meetingDate>05/05/2025</meetingDate>
    <voteDescription>Advisory vote to approve 2024 named executive officer compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>56079</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <sharesVoted>56079</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Ulta Beauty, Inc.</issuerName>
    <cusip>90384S303</cusip>
    <isin>US90384S3031</isin>
    <meetingDate>06/11/2025</meetingDate>
    <voteDescription>Advisory resolution to approve the Company's executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>24991</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
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        <howVoted>For</howVoted>
        <sharesVoted>24991</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Vertiv Holdings Co</issuerName>
    <cusip>92537N108</cusip>
    <isin>US92537N1081</isin>
    <meetingDate>06/18/2025</meetingDate>
    <voteDescription>To approve, on an advisory basis, the 2024 compensation of our named executive officers as disclosed in the Proxy Statement.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>2369</sharesVoted>
    <sharesOnLoan>0</sharesOnLoan>
    <vote>
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        <howVoted>For</howVoted>
        <sharesVoted>2369</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Walt Disney Co</issuerName>
    <cusip>254687106</cusip>
    <isin>US2546871060</isin>
    <meetingDate>03/20/2025</meetingDate>
    <voteDescription>Consideration of an advisory vote to approve executive compensation.</voteDescription>
    <voteCategories>
      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>51912</sharesVoted>
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        <howVoted>For</howVoted>
        <sharesVoted>51912</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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    <issuerName>Yum China Holdings, Inc.</issuerName>
    <cusip>98850P109</cusip>
    <isin>US98850P1093</isin>
    <meetingDate>05/23/2025</meetingDate>
    <voteDescription>Advisory Vote to Approve Executive Compensation.</voteDescription>
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      <voteCategory>
        <categoryType>SECTION 14A SAY-ON-PAY VOTES</categoryType>
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    <voteSource>ISSUER</voteSource>
    <sharesVoted>72656</sharesVoted>
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        <howVoted>For</howVoted>
        <sharesVoted>72656</sharesVoted>
        <managementRecommendation>FOR</managementRecommendation>
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