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
ABACUS LIFE INC CL A 00258Y104   1,265,000 125,000 SH   SOLE   125,000 0 0
AMER SPORTS INC COM SHS G0260P102   1,595,000 100,000 SH   SOLE   100,000 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   5,220,000 200,000 SH   SOLE   200,000 0 0
ANDRETTI ACQUISITION CORP II UNIT 99/99/9999 G26745110   8,000,000 800,000 SH   SOLE   800,000 0 0
APPLOVIN CORP COM CL A 03831W108   16,318,750 125,000 SH   SOLE   125,000 0 0
ARCHROCK INC COM 03957W106   2,024,000 100,000 SH   SOLE   100,000 0 0
ARDENT HEALTH PARTNERS INC COM 03980N107   2,297,500 125,000 SH   SOLE   125,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   10,725,750 75,000 SH   SOLE   75,000 0 0
ARMADA HOFFLER PPTYS INC COM 04208T108   1,451,220 134,000 SH   SOLE   134,000 0 0
ASTERA LABS INC COM 04626A103   6,548,750 125,000 SH   SOLE   125,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   4,929,000 100,000 SH   SOLE   100,000 0 0
BKV CORP COM 05603J108   1,902,160 104,000 SH   SOLE   104,000 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102   1,400,500 50,000 SH   SOLE   50,000 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   2,202,000 150,000 SH   SOLE   150,000 0 0
CASELLA WASTE SYS INC CL A 147448104   9,998,745 100,500 SH   SOLE   100,500 0 0
CAVA GROUP INC COM 148929102   12,385,000 100,000 SH   SOLE   100,000 0 0
CENCORA INC COM 03073E105   16,881,000 75,000 SH   SOLE   75,000 0 0
CENTERPOINT ENERGY INC COM 15189T107   5,884,000 200,000 SH   SOLE   200,000 0 0
CHEWY INC CL A 16679L109   10,251,500 350,000 SH   SOLE   350,000 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   5,050,000 200,000 SH   SOLE   200,000 0 0
CONCENTRA GROUP HOLDINGS PAR COMMON STOCK 20603L102   3,354,000 150,000 SH   SOLE   150,000 0 0
COREBRIDGE FINL INC COM 21871X109   8,748,000 300,000 SH   SOLE   300,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   4,380,000 400,000 SH   SOLE   400,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   23,708,000 200,000 SH   SOLE   200,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   5,603,000 32,500 SH   SOLE   32,500 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   23,462,500 250,000 SH   SOLE   250,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   1,994,000 50,000 SH   SOLE   50,000 0 0
GUARDIAN PHARMACY SVCS INC CL A 40145W101   2,514,960 149,700 SH   SOLE   149,700 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100   4,888,400 505,000 SH   SOLE   505,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105   6,348,600 180,000 SH   SOLE   180,000 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201   3,574,620 126,000 SH   SOLE   126,000 0 0
JD.COM INC SPON ADS CL A 47215P106   16,800,000 420,000 SH   SOLE   420,000 0 0
KODIAK GAS SVCS INC COM 50012A108   4,060,000 140,000 SH   SOLE   140,000 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   3,912,000 100,000 SH   SOLE   100,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   4,884,000 200,000 SH   SOLE   200,000 0 0
LINEAGE INC COM 53566V106   24,297,800 310,000 SH   SOLE   310,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   7,459,000 100,000 SH   SOLE   100,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   4,884,000 200,000 SH   SOLE   200,000 0 0
MAREX GROUP PLC ORD G5S37H101   1,771,500 75,000 SH   SOLE   75,000 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   2,057,000 100,000 SH   SOLE   100,000 0 0
NASDAQ INC COM 631103108   36,505,000 500,000 SH   SOLE   500,000 0 0
ODDITY TECH LTD SHS CL A M7518J104   4,038,000 100,000 SH   SOLE   100,000 0 0
ONESTREAM INC CL A 68278B107   6,780,000 200,000 SH   SOLE   200,000 0 0
PACS GROUP INC COM SHS 69380Q107   5,995,500 150,000 SH   SOLE   150,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   930,000 25,000 SH   SOLE   25,000 0 0
PALOMAR HLDGS INC COM 69753M105   2,366,750 25,000 SH   SOLE   25,000 0 0
PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105   501,000 50,000 SH   SOLE   50,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   10,207,500 750,000 SH   SOLE   750,000 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   1,749,750 25,000 SH   SOLE   25,000 0 0
REDDIT INC CL A 75734B100   6,592,000 100,000 SH   SOLE   100,000 0 0
RITHM CAPITAL CORP COM NEW 64828T201   11,917,500 1,050,000 SH   SOLE   1,050,000 0 0
RUBRIK INC. CL A 781154109   1,607,500 50,000 SH   SOLE   50,000 0 0
RXO INC COMMON STOCK 74982T103   4,200,000 150,000 SH   SOLE   150,000 0 0
SHARKNINJA INC COM SHS G8068L108   13,588,750 125,000 SH   SOLE   125,000 0 0
SIRIUSPOINT LTD COM G8192H106   3,369,900 235,000 SH   SOLE   235,000 0 0
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   1,889,000 50,000 SH   SOLE   50,000 0 0
TORM PLC SHS CL A G89479102   2,051,400 60,000 SH   SOLE   60,000 0 0
TPG INC COM CL A 872657101   4,317,000 75,000 SH   SOLE   75,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   10,884,188 183,143 SH   SOLE   183,143 0 0
TWFG INC COM CL A 87318A101   813,600 30,000 SH   SOLE   30,000 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   12,325,000 250,000 SH   SOLE   250,000 0 0
VIATRIS INC COM 92556V106   1,161,000 100,000 SH   SOLE   100,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   11,339,250 325,000 SH   SOLE   325,000 0 0
VIPER ENERGY INC CL A 927959106   4,511,000 100,000 SH   SOLE   100,000 0 0
WAYSTAR HLDG CORP COM 946784105   4,183,500 150,000 SH   SOLE   150,000 0 0