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
ADVANCED MICRO DEVICES INC COM 007903107   30,999,681 53,364 SH   SOLE   53,364 0 0
AFFIRM HLDGS INC COM CL A 00827B106   13,844,173 169,763 SH   SOLE   169,763 0 0
ALPHABET INC CAP STK CL A 02079K305   68,448,506 191,534 SH   SOLE   191,534 0 0
AMAZON COM INC COM 023135106   664,969 2,790 SH   SOLE   2,790 0 0
AMER SPORTS INC COM SHS G0260P102   30,985,021 915,633 SH   SOLE   915,633 0 0
APPLIED MATLS INC COM 038222105   26,442,279 36,573 SH   SOLE   36,573 0 0
APPLOVIN CORP COM CL A 03831W108   33,622,879 65,258 SH   SOLE   65,258 0 0
ARAMARK COM 03852U106   60,043,611 1,055,248 SH   SOLE   1,055,248 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   329,396 929 SH   SOLE   929 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   37,612,353 18,906 SH   SOLE   18,906 0 0
BURLINGTON STORES INC COM 122017106   13,760,525 43,436 SH   SOLE   43,436 0 0
CARVANA CO CL A 146869102   27,371,708 415,857 SH   SOLE   415,857 0 0
CAVA GROUP INC COM 148929102   266,283 3,393 SH   SOLE   3,393 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103   351,832 1,592 SH   SOLE   1,592 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   44,710,646 1,315,019 SH   SOLE   1,315,019 0 0
CIPHER DIGITAL INC COM 17253J106   12,315,660 502,680 SH   SOLE   502,680 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105   499,541 534 SH   SOLE   534 0 0
COUPANG INC CL A 22266T109   18,497,382 1,064,904 SH   SOLE   1,064,904 0 0
DELL TECHNOLOGIES INC CL C 24703L202   34,613,879 80,225 SH   SOLE   80,225 0 0
DISNEY WALT CO COM 254687106   13,696,568 142,302 SH   SOLE   142,302 0 0
DOORDASH INC CL A 25809K105   637,920 3,457 SH   SOLE   3,457 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102   335,160 6,000 SH   SOLE   6,000 0 0
HOME DEPOT INC COM 437076102   48,473,750 137,444 SH   SOLE   137,444 0 0
HYATT HOTELS CORP COM CL A 448579102   12,505,200 64,513 SH   SOLE   64,513 0 0
INTEL CORP COM 458140100   36,351,274 260,340 SH   SOLE   260,340 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   430,413 4,524 SH   SOLE   4,524 0 0
LIONSGATE STUDIOS CORP COM 53626N102   15,310,000 1,000,000 SH   SOLE   1,000,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   57,669,762 314,946 SH   SOLE   314,946 0 0
MICRON TECHNOLOGY INC COM 595112103   31,820,312 27,567 SH   SOLE   27,567 0 0
MONDELEZ INTL INC CL A 609207105   52,758,409 912,144 SH   SOLE   912,144 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   7,931,050 28,718 SH   SOLE   28,718 0 0
NVIDIA CORPORATION COM 67066G104   518,033 2,589 SH   SOLE   2,589 0 0
OKTA INC CL A 679295105   20,262,143 148,495 SH   SOLE   148,495 0 0
ON HLDG AG NAMEN AKT A H5919C104   19,255,091 543,622 SH   SOLE   543,622 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   14,430,786 45,447 SH   SOLE   45,447 0 0
SEA LTD SPONSORD ADS 81141R100   31,748,287 331,298 SH   SOLE   331,298 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   9,127,935 9,459 SH   SOLE   9,459 0 0
SHERWIN WILLIAMS CO COM 824348106   51,283,021 148,940 SH   SOLE   148,940 0 0
SNOWFLAKE INC COM SHS 833445109   35,135,252 138,056 SH   SOLE   138,056 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103   11,969,768 70,056 SH   SOLE   70,056 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   19,459,473 112,463 SH   SOLE   112,463 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   24,495,963 53,353 SH   SOLE   53,353 0 0
SPROUTS FMRS MKT INC COM 85208M102   30,965,753 366,112 SH   SOLE   366,112 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   1,104,142 2,312 SH   SOLE   2,312 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   27,858,771 111,444 SH   SOLE   111,444 0 0
TERAWULF INC COM 88080T104   11,553,129 467,738 SH   SOLE   467,738 0 0
TEXAS INSTRS INC COM 882508104   11,358,553 38,107 SH   SOLE   38,107 0 0
TEXAS ROADHOUSE INC COM 882681109   41,627,346 215,429 SH   SOLE   215,429 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   27,479,015 262,530 SH   SOLE   262,530 0 0
VISA INC COM CL A 92826C839   711,912 2,075 SH   SOLE   2,075 0 0
WALMART INC COM 931142103   359,034 3,170 SH   SOLE   3,170 0 0
WAYFAIR INC CL A 94419L101   27,501,697 297,573 SH   SOLE   297,573 0 0
WINGSTOP INC COM 974155103   11,516,332 66,411 SH   SOLE   66,411 0 0
YUM BRANDS INC COM 988498101   47,033,530 294,217 SH   SOLE   294,217 0 0