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    <nameOfIssuer>AFFIRM HLDGS INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>00827B106</cusip>
    <value>12171075</value>
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    <nameOfIssuer>AIRBNB INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>009066101</cusip>
    <value>23616886</value>
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    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>16612159</value>
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      <Sole>132410</Sole>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL A</titleOfClass>
    <cusip>02079K305</cusip>
    <value>25087597</value>
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      <Sole>87243</Sole>
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    <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>023135106</cusip>
    <value>445073</value>
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      <sshPrnamt>2137</sshPrnamt>
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      <Sole>2137</Sole>
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    <nameOfIssuer>AMER SPORTS INC</nameOfIssuer>
    <titleOfClass>COM SHS</titleOfClass>
    <cusip>G0260P102</cusip>
    <value>22304255</value>
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    <nameOfIssuer>APPLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>037833100</cusip>
    <value>13755418</value>
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      <Sole>54200</Sole>
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      <None>0</None>
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    <nameOfIssuer>APPLOVIN CORP</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>03831W108</cusip>
    <value>243576</value>
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      <sshPrnamt>612</sshPrnamt>
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    <nameOfIssuer>AUTOZONE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>053332102</cusip>
    <value>32936733</value>
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      <Sole>9751</Sole>
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    <nameOfIssuer>BJS WHSL CLUB HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>05550J101</cusip>
    <value>14429061</value>
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      <Sole>146607</Sole>
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    <nameOfIssuer>BOOT BARN HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>099406100</cusip>
    <value>10312379</value>
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    <nameOfIssuer>BROADCOM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>11135F101</cusip>
    <value>29932403</value>
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    <nameOfIssuer>BURLINGTON STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>122017106</cusip>
    <value>38160892</value>
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    <nameOfIssuer>CARVANA CO</nameOfIssuer>
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    <cusip>146869102</cusip>
    <value>433530</value>
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      <Sole>1379</Sole>
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    <nameOfIssuer>CAVA GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>148929102</cusip>
    <value>26570068</value>
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      <None>0</None>
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    <nameOfIssuer>CHEWY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>16679L109</cusip>
    <value>50327001</value>
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    <nameOfIssuer>CHURCH &amp; DWIGHT CO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>171340102</cusip>
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    <nameOfIssuer>COCA COLA CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>191216100</cusip>
    <value>26516886</value>
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      <Sole>348677</Sole>
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    <nameOfIssuer>COLGATE PALMOLIVE CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>194162103</cusip>
    <value>323704</value>
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    <nameOfIssuer>CONSTELLATION BRANDS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>21036P108</cusip>
    <value>22560600</value>
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    <nameOfIssuer>COSTCO WHOLESALE CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>22160K105</cusip>
    <value>400565</value>
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    <nameOfIssuer>COUPANG INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>22266T109</cusip>
    <value>268039</value>
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    <nameOfIssuer>DIAMONDBACK ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25278X109</cusip>
    <value>247238</value>
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    <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>254687106</cusip>
    <value>393134</value>
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      <sshPrnamt>4079</sshPrnamt>
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      <Sole>4079</Sole>
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    <nameOfIssuer>DOORDASH INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>25809K105</cusip>
    <value>9221462</value>
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    <nameOfIssuer>DUTCH BROS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>26701L100</cusip>
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      <Sole>750890</Sole>
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    <nameOfIssuer>FERRARI N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N3167Y103</cusip>
    <value>780466</value>
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    <nameOfIssuer>FORGENT POWER SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM SHS CL A</titleOfClass>
    <cusip>34631F102</cusip>
    <value>463315</value>
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      <Sole>15829</Sole>
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    </votingAuthority>
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    <nameOfIssuer>HASBRO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>18037469</value>
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    <nameOfIssuer>HILTON WORLDWIDE HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>43300A203</cusip>
    <value>22585238</value>
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      <sshPrnamt>74274</sshPrnamt>
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    <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>437076102</cusip>
    <value>24476980</value>
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    <nameOfIssuer>LIBERTY MEDIA CORP DEL</nameOfIssuer>
    <titleOfClass>COM LBTY ONE S C</titleOfClass>
    <cusip>531229755</cusip>
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    <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>538034109</cusip>
    <value>45914051</value>
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    <nameOfIssuer>MAPLEBEAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>565394103</cusip>
    <value>12100929</value>
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    <nameOfIssuer>MARRIOTT INTL INC NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>571903202</cusip>
    <value>39828295</value>
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      <Sole>121773</Sole>
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    <nameOfIssuer>MEDLINE INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>58507V107</cusip>
    <value>313948</value>
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    <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>385616</value>
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    <nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>609207105</cusip>
    <value>32629485</value>
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      <sshPrnamt>566091</sshPrnamt>
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      <Sole>566091</Sole>
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      <None>0</None>
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  <infoTable>
    <nameOfIssuer>NETFLIX INC.</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>12403350</value>
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      <sshPrnamt>129000</sshPrnamt>
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    <votingAuthority>
      <Sole>129000</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67066G104</cusip>
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    <nameOfIssuer>SPOTIFY TECHNOLOGY S A</nameOfIssuer>
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