AFFIRM HLDGS INC COM CL A 00827B106 39862996 535577 SH SOLE 535577 0 0 AIRBNB INC COM CL A 009066101 18044924 132957 SH SOLE 132957 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 391369 2670 SH SOLE 2670 0 0 ALPHABET INC CAP STK CL A 02079K305 43730482 139714 SH SOLE 139714 0 0 AMAZON COM INC COM 023135106 110182850 477354 SH SOLE 477354 0 0 AMER SPORTS INC COM SHS G0260P102 47858124 1281342 SH SOLE 1281342 0 0 APPLE INC COM 037833100 600811 2210 SH SOLE 2210 0 0 APPLOVIN CORP COM CL A 03831W108 55502553 82370 SH SOLE 82370 0 0 BLACK ROCK COFFEE BAR INC CL A 092244102 1895188 85177 SH SOLE 85177 0 0 BOOKING HOLDINGS INC COM 09857L108 26166142 4886 SH SOLE 4886 0 0 BRINKER INTL INC COM 109641100 55020401 383364 SH SOLE 383364 0 0 BROADCOM INC COM 11135F101 72564364 209663 SH SOLE 209663 0 0 CARMAX INC COM 143130102 28958671 749448 SH SOLE 749448 0 0 CARVANA CO CL A 146869102 75412020 178693 SH SOLE 178693 0 0 CAVA GROUP INC COM 148929102 18017830 307000 SH SOLE 307000 0 0 CELSIUS HLDGS INC COM NEW 15118V207 32046770 700629 SH SOLE 700629 0 0 CHEWY INC CL A 16679L109 724555 21923 SH SOLE 21923 0 0 COHERENT CORP COM 19247G107 203027 1100 SH SOLE 1100 0 0 COLGATE PALMOLIVE CO COM 194162103 38973296 493208 SH SOLE 493208 0 0 CONSTELLATION BRANDS INC CL A 21036P108 25690911 186220 SH SOLE 186220 0 0 COUPANG INC CL A 22266T109 534738 22668 SH SOLE 22668 0 0 DAVE INC CLASS A COM NEW 23834J201 20612828 93098 SH SOLE 93098 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 13463600 194000 SH SOLE 194000 0 0 DICKS SPORTING GOODS INC COM 253393102 24048208 121474 SH SOLE 121474 0 0 DISNEY WALT CO COM 254687106 18332215 161134 SH SOLE 161134 0 0 DOORDASH INC CL A 25809K105 36028665 159081 SH SOLE 159081 0 0 DUTCH BROS INC CL A 26701L100 59467271 971370 SH SOLE 971370 0 0 E L F BEAUTY INC COM 26856L103 22369827 294185 SH SOLE 294185 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 43983108 8814250 SH SOLE 8814250 0 0 HALEON PLC SPON ADS 405552100 311337 30795 SH SOLE 30795 0 0 HASBRO INC COM 418056107 48090786 586473 SH SOLE 586473 0 0 HYATT HOTELS CORP COM CL A 448579102 29808137 185929 SH SOLE 185929 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 30947902 314160 SH SOLE 314160 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 35625000 250000 SH Call SOLE 250000 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 70309500 493400 SH SOLE 493400 0 0 LULULEMON ATHLETICA INC COM 550021109 8312400 40000 SH SOLE 40000 0 0 MAPLEBEAR INC COM 565394103 30497834 678031 SH SOLE 678031 0 0 MARRIOTT INTL INC NEW CL A 571903202 32645935 105228 SH SOLE 105228 0 0 MEDLINE INC COM CL A 58507V107 1092000 26000 SH SOLE 26000 0 0 MERCADOLIBRE INC COM 58733R102 25701958 12760 SH SOLE 12760 0 0 META PLATFORMS INC CL A 30303M102 451502 684 SH SOLE 684 0 0 MICROSOFT CORP COM 594918104 72109193 149103 SH SOLE 149103 0 0 MONGODB INC CL A 60937P106 34021330 81063 SH SOLE 81063 0 0 NVIDIA CORPORATION COM 67066G104 61164354 327959 SH SOLE 327959 0 0 ON HLDG AG NAMEN AKT A H5919C104 33845016 728163 SH SOLE 728163 0 0 PHILIP MORRIS INTL INC COM 718172109 248941 1552 SH SOLE 1552 0 0 PLANET FITNESS INC CL A 72703H101 34206123 315351 SH SOLE 315351 0 0 REDDIT INC CL A 75734B100 21422505 93194 SH SOLE 93194 0 0 ROBINHOOD MKTS INC COM CL A 770700102 8518127 75315 SH SOLE 75315 0 0 ROBLOX CORP CL A 771049103 420546 5190 SH SOLE 5190 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 16707308 59900 SH SOLE 59900 0 0 SEA LTD SPONSORD ADS 81141R100 27745710 217494 SH SOLE 217494 0 0 SHERWIN WILLIAMS CO COM 824348106 26567220 81990 SH SOLE 81990 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 426088 2647 SH SOLE 2647 0 0 SPHERE ENTERTAINMENT CO CL A 55826T102 26665852 280457 SH SOLE 280457 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 52102463 89722 SH SOLE 89722 0 0 TEXAS ROADHOUSE INC COM 882681109 22758600 137100 SH SOLE 137100 0 0 TOAST INC CL A 888787108 33185444 934538 SH SOLE 934538 0 0 UNITED AIRLS HLDGS INC COM 910047109 24937537 223015 SH SOLE 223015 0 0 VIKING HOLDINGS LTD ORD SHS G93A5A101 26821310 375596 SH SOLE 375596 0 0 WAYFAIR INC CL A 94419L101 401640 4000 SH SOLE 4000 0 0 YUM BRANDS INC COM 988498101 54508907 360318 SH SOLE 360318 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 38769358 568299 SH SOLE 568299 0 0