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
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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
AMER SPORTS INC COM SHS G0260P102   1,630,000 100,000 SH   SOLE   100,000 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   1,032,500 70,000 SH   SOLE   70,000 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   1,594,880 64,000 SH   SOLE   64,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   3,798,750 62,500 SH   SOLE   62,500 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   9,374,250 75,000 SH   SOLE   75,000 0 0
ASTERA LABS INC COM 04626A103   3,709,500 50,000 SH   SOLE   50,000 0 0
AUNA S A CLASS A L0415A103   1,065,000 100,000 SH   SOLE   100,000 0 0
BBB FOODS INC CL A COM G0896C103   2,378,000 100,000 SH   SOLE   100,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106   1,120,000 100,000 SH   SOLE   100,000 0 0
BOWMAN CONSULTING GROUP LTD COM 103002101   535,766 15,400 SH   SOLE   15,400 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   1,630,500 150,000 SH   SOLE   150,000 0 0
CAVA GROUP INC COM 148929102   8,756,250 125,000 SH   SOLE   125,000 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   4,784,000 400,000 SH   SOLE   400,000 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   2,653,500 150,000 SH   SOLE   150,000 0 0
CORE & MAIN INC CL A 21874C102   14,312,500 250,000 SH   SOLE   250,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   4,760,000 400,000 SH   SOLE   400,000 0 0
DOMINION ENERGY INC COM 25746U109   12,297,500 250,000 SH   SOLE   250,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   1,255,000 125,000 SH   SOLE   125,000 0 0
DUTCH BROS INC CL A 26701L100   4,950,000 150,000 SH   SOLE   150,000 0 0
ELASTIC N V ORD SHS N14506104   501,200 5,000 SH   SOLE   5,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   4,785,470 179,500 SH   SOLE   179,500 0 0
EXELON CORP COM 30161N101   9,392,500 250,000 SH   SOLE   250,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   9,091,000 100,000 SH   SOLE   100,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   3,450,000 100,000 SH   SOLE   100,000 0 0
HUMACYTE INC COM 44486Q103   155,500 50,000 SH   SOLE   50,000 0 0
KEURIG DR PEPPER INC COM 49271V100   7,667,500 250,000 SH   SOLE   250,000 0 0
KODIAK GAS SVCS INC COM 50012A108   956,900 35,000 SH   SOLE   35,000 0 0
MATADOR RES CO COM 576485205   5,842,375 87,500 SH   SOLE   87,500 0 0
NASDAQ INC COM 631103108   4,732,500 75,000 SH   SOLE   75,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   16,881,000 300,000 SH   SOLE   300,000 0 0
ODDITY TECH LTD SHS CL A M7518J104   4,345,000 100,000 SH   SOLE   100,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   2,388,000 200,000 SH   SOLE   200,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   8,830,000 500,000 SH   SOLE   500,000 0 0
PINNACLE WEST CAP CORP COM 723484101   3,736,500 50,000 SH   SOLE   50,000 0 0
REDDIT INC CL A 75734B100   986,400 20,000 SH   SOLE   20,000 0 0
REV GROUP INC COM 749527107   2,209,000 100,000 SH   SOLE   100,000 0 0
SHARKNINJA INC COM SHS G8068L108   2,335,875 37,500 SH   SOLE   37,500 0 0
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   1,485,000 50,000 SH   SOLE   50,000 0 0
SNOWFLAKE INC CL A 833445109   4,040,000 25,000 SH   SOLE   25,000 0 0
STEVANATO GROUP S P A ORD SHS T9224W109   1,897,110 59,100 SH   SOLE   59,100 0 0
STOKE THERAPEUTICS INC COM 86150R107   405,000 30,000 SH   SOLE   30,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   10,100,300 10,000 SH   SOLE   10,000 0 0
TD SYNNEX CORPORATION COM 87162W100   8,425,950 74,500 SH   SOLE   74,500 0 0
TERRENO RLTY CORP COM 88146M101   7,968,000 120,000 SH   SOLE   120,000 0 0