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
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   13,356,680 1,489,039 SH   SOLE   1,489,039 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   3,911,984 2,290 SH   SOLE   2,290 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,098,095 22,571 SH   SOLE   22,571 0 0
DOLLAR GEN CORP NEW COM 256677105   3,385,249 16,085 SH   SOLE   16,085 0 0
DOMINOS PIZZA INC COM 25754A201   6,431,146 19,496 SH   SOLE   19,496 0 0
FIVE BELOW INC COM 33829M101   7,656,935 37,175 SH   SOLE   37,175 0 0
FIVE9 INC COM 338307101   4,751,043 65,722 SH   SOLE   65,722 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   10,159,677 123,823 SH   SOLE   123,823 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   6,617,965 88,440 SH   SOLE   88,440 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   7,879,149 40,437 SH   SOLE   40,437 0 0
PALO ALTO NETWORKS INC COM 697435105   1,806,648 9,045 SH   SOLE   9,045 0 0
PAPA JOHNS INTL INC COM 698813102   4,008,755 53,500 SH   SOLE   53,500 0 0
PLANET FITNESS INC CL A 72703H101   5,615,929 72,305 SH   SOLE   72,305 0 0
SERVICENOW INC COM 81762P102   4,410,658 9,491 SH   SOLE   9,491 0 0