AFFIRM HLDGS INC COM CL A 00827B106 36562874 500313 SH SOLE 500313 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28606988 160057 SH SOLE 160057 0 0 ALPHABET INC CAP STK CL A 02079K305 33547800 138000 SH SOLE 138000 0 0 AMAZON COM INC COM 023135106 968962 4413 SH SOLE 4413 0 0 AMER SPORTS INC COM SHS G0260P102 45063557 1296793 SH SOLE 1296793 0 0 APPLE INC COM 037833100 562732 2210 SH SOLE 2210 0 0 APPLOVIN CORP COM CL A 03831W108 126692254 176319 SH SOLE 176319 0 0 AUTOZONE INC COM 053332102 30782472 7175 SH SOLE 7175 0 0 BLACK ROCK COFFEE BAR INC CL A 092244102 2624600 110000 SH SOLE 110000 0 0 BLOCK INC CL A 852234103 39196068 542356 SH SOLE 542356 0 0 BROADCOM INC COM 11135F101 134397746 407377 SH SOLE 407377 0 0 BURLINGTON STORES INC COM 122017106 33840611 132969 SH SOLE 132969 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 6374400 320000 SH SOLE 320000 0 0 CARVANA CO CL A 146869102 105336348 279229 SH SOLE 279229 0 0 CELSIUS HLDGS INC COM NEW 15118V207 83117892 1445780 SH SOLE 1445780 0 0 CHEWY INC CL A 16679L109 22379691 553268 SH SOLE 553268 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 30962216 790054 SH SOLE 790054 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 36250750 925000 SH Call SOLE 925000 0 0 COUPANG INC CL A 22266T109 810410 25168 SH SOLE 25168 0 0 DAVE INC CLASS A COM NEW 23834J201 31502682 158027 SH SOLE 158027 0 0 DECKERS OUTDOOR CORP COM 243537107 19745457 194786 SH SOLE 194786 0 0 DISNEY WALT CO COM 254687106 25826277 225557 SH SOLE 225557 0 0 DOORDASH INC CL A 25809K105 1207092 4438 SH SOLE 4438 0 0 DUTCH BROS INC CL A 26701L100 45699886 873135 SH SOLE 873135 0 0 FERRARI N V COM N3167Y103 409040 843 SH SOLE 843 0 0 FIVE BELOW INC COM 33829M101 34409457 222427 SH SOLE 222427 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 10821445 146831 SH SOLE 146831 0 0 FLUTTER ENTMT PLC SHS G3643J108 526542 2073 SH SOLE 2073 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 528074 87720 SH SOLE 87720 0 0 HASBRO INC COM 418056107 53999663 711927 SH SOLE 711927 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 70389942 430783 SH SOLE 430783 0 0 LOWES COS INC COM 548661107 39588613 157529 SH SOLE 157529 0 0 MERCADOLIBRE INC COM 58733R102 483747 207 SH SOLE 207 0 0 META PLATFORMS INC CL A 30303M102 65835698 89648 SH SOLE 89648 0 0 MICROSOFT CORP COM 594918104 144027910 278073 SH SOLE 278073 0 0 MONGODB INC CL A 60937P106 33876115 109144 SH SOLE 109144 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 62115511 553269 SH SOLE 553269 0 0 NETSKOPE INC CL A 64119N608 2954900 130000 SH SOLE 130000 0 0 NIKE INC CL B 654106103 19524400 280000 SH Call SOLE 280000 0 0 NIKE INC CL B 654106103 25400896 364275 SH SOLE 364275 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 39371843 1598532 SH SOLE 1598532 0 0 NVIDIA CORPORATION COM 67066G104 83068401 445216 SH SOLE 445216 0 0 OLLIES BARGAIN OUTLET HLDGS COM 681116109 223673 1742 SH SOLE 1742 0 0 ON HLDG AG NAMEN AKT A H5919C104 10731194 253393 SH SOLE 253393 0 0 ORACLE CORP COM 68389X105 21016784 74729 SH SOLE 74729 0 0 PHILIP MORRIS INTL INC COM 718172109 251734 1552 SH SOLE 1552 0 0 PLANET FITNESS INC CL A 72703H101 20760000 200000 SH SOLE 200000 0 0 REDDIT INC CL A 75734B100 11826086 51420 SH SOLE 51420 0 0 ROBINHOOD MKTS INC COM CL A 770700102 1160188 8103 SH SOLE 8103 0 0 ROBLOX CORP CL A 771049103 78082062 563688 SH SOLE 563688 0 0 ROSS STORES INC COM 778296103 73858861 484670 SH SOLE 484670 0 0 SEA LTD SPONSORD ADS 81141R100 36718827 205443 SH SOLE 205443 0 0 SHARKNINJA INC COM SHS G8068L108 13409500 130000 SH SOLE 130000 0 0 SHERWIN WILLIAMS CO COM 824348106 322368 931 SH SOLE 931 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 14340865 96500 SH SOLE 96500 0 0 SNOWFLAKE INC COM SHS 833445109 14162510 62791 SH SOLE 62791 0 0 SPHERE ENTERTAINMENT CO CL A 55826T102 22143047 356456 SH SOLE 356456 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 43253664 61968 SH SOLE 61968 0 0 STUBHUB HLDGS INC CL A 86384P109 12461600 740000 SH Put SOLE 740000 0 0 TOAST INC CL A 888787108 257030 7040 SH SOLE 7040 0 0 ULTA BEAUTY INC COM 90384S303 36595618 66933 SH SOLE 66933 0 0 UNITED AIRLS HLDGS INC COM 910047109 23859818 247252 SH SOLE 247252 0 0 VIKING HOLDINGS LTD ORD SHS G93A5A101 33934325 545919 SH SOLE 545919 0 0 WAYFAIR INC CL A 94419L101 34042323 381085 SH SOLE 381085 0 0 WIX COM LTD SHS M98068105 41788879 235258 SH SOLE 235258 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 45491322 590413 SH SOLE 590413 0 0