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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   30,579,491 154,216 SH   SOLE   154,216 0 0
ACTIVATE ENERGY ACQUISIT COR *W EXP 11/10/203 G0081J111   102,693 336,753 SH   SOLE   336,753 0 0
AFFIRM HLDGS INC COM CL A 00827B106   20,791,604 453,767 SH   SOLE   453,767 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   137,511,057 1,206,449 SH   SOLE   1,206,449 0 0
ALCON AG ORD SHS H01301128   92,533,934 1,248,215 SH   SOLE   1,248,215 0 0
ALTRIA GROUP INC COM 02209S103   75,144,463 1,138,725 SH   SOLE   1,138,725 0 0
ARAMARK COM 03852U106   124,824,403 3,079,043 SH   SOLE   3,079,043 0 0
ARKO PETE CORP CL A COM 04124A100   803,315 44,903 SH   SOLE   44,903 0 0
AT&T INC COM 00206R102   54,848,993 1,891,997 SH   SOLE   1,891,997 0 0
BAIN CAP GSS INVT CORP *W EXP 01/01/202 G0R78B114   24,800 40,000 SH   SOLE   40,000 0 0
BLOCK INC CL A 852234103   25,306,593 420,515 SH   SOLE   420,515 0 0
BLUEROCK ACQUISITION CORP *W EXP 12/12/203 G1352R113   38,733 133,333 SH   SOLE   133,333 0 0
BOSTON SCIENTIFIC CORP COM 101137107   140,194,795 2,234,180 SH   SOLE   2,234,180 0 0
BOYD GAMING CORP COM 103304101   38,920,037 473,595 SH   SOLE   473,595 0 0
BW LPG LTD COM Y10230103   687,023 38,871 SH   SOLE   38,871 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   20,548,719 1,873,174 SH   SOLE   1,873,174 0 0
CANTOR EQUITY PARTNERS V INC SHS CL A S G1828S109   4,292,500 425,000 SH   SOLE   425,000 0 0
CANTOR EQUITY PARTNERS VI IN CL A ORD SHS G1828R101   915,060 90,600 SH   SOLE   90,600 0 0
CHARLES RIV LABS INTL INC COM 159864107   33,892,800 196,480 SH   SOLE   196,480 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   127,898,068 3,995,566 SH   SOLE   3,995,566 0 0
CHURCHILL CAP CORP XI CL A ORD SHS G2131A108   1,016,000 100,000 SH   SOLE   100,000 0 0
CHURCHILL CAP CORP XI *W EXP 12/10/203 G2131A116   7,500 10,000 SH   SOLE   10,000 0 0
CLOROX CO DEL COM 189054109   45,454,294 438,621 SH   SOLE   438,621 0 0
CONSTELLATION BRANDS INC CL A 21036P108   94,603,350 630,689 SH   SOLE   630,689 0 0
CRH PLC ORD G25508105   58,931,218 560,609 SH   SOLE   560,609 0 0
CROWN CASTLE INC COM 22822V101   22,267,475 273,859 SH   SOLE   273,859 0 0
DAEDALUS SPL ACQUISITION COR *W EXP 11/24/203 G2616C116   66,625 162,500 SH   SOLE   162,500 0 0
DEUTSCHE BK AG NAMEN AKT D18190898   11,941,945 411,441 SH   SOLE   411,441 0 0
ELI LILLY & CO COM 532457108   54,975,573 59,771 SH   SOLE   59,771 0 0
FERRARI N V COM N3167Y103   135,546,757 405,842 SH   SOLE   405,842 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   14,249,335 303,759 SH   SOLE   303,759 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102   16,069,289 549,002 SH   SOLE   549,002 0 0
FRESHPET INC COM 358039105   93,528,071 1,586,297 SH   SOLE   1,586,297 0 0
GALATA ACQUISITION CORP II *W EXP 09/12/203 G3R25N116   60,264 200,814 SH   SOLE   200,814 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   78,177,421 1,098,306 SH   SOLE   1,098,306 0 0
GENERAL MILLS INC COM 370334104   65,713,436 1,765,541 SH   SOLE   1,765,541 0 0
GENERAL PURP ACQUISITION COR *W EXP 12/03/203 G3810N114   71,979 299,850 SH   SOLE   299,850 0 0
HENRY JACK & ASSOC INC COM 426281101   29,469,719 186,470 SH   SOLE   186,470 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   188,768,911 620,787 SH   SOLE   620,787 0 0
ILLUMINA INC COM 452327109   74,614,578 605,343 SH   SOLE   605,343 0 0
IQVIA HLDGS INC COM 46266C105   47,136,403 276,395 SH   SOLE   276,395 0 0
IRON HORSE ACQUISIT II CORP COM 46283H103   3,944,000 400,000 SH   SOLE   400,000 0 0
IRON HORSE ACQUISIT II CORP RIGHT 07/11/2030 46283H129   56,840 400,000 SH   SOLE   400,000 0 0
KRAFT HEINZ CO COM 500754106   95,808,187 4,260,035 SH   SOLE   4,260,035 0 0
LEAPFROG ACQUISITION CORP *W EXP 11/10/203 G5414D111   55,320 221,057 SH   SOLE   221,057 0 0
LOGITECH INTL S A SHS H50430232   2,454,382 27,114 SH   SOLE   27,114 0 0
MASTERCARD INCORPORATED CL A 57636Q104   56,258,218 112,593 SH   SOLE   112,593 0 0
MCDONALDS CORP COM 580135101   186,950,130 601,532 SH   SOLE   601,532 0 0
MESHFLOW ACQUISITION CORP *W EXP 11/20/203 G6032N119   72,098 239,686 SH   SOLE   239,686 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   172,303,359 2,377,910 SH   SOLE   2,377,910 0 0
NVENT ELEC PLC SHS G6700G107   64,187,362 542,673 SH   SOLE   542,673 0 0
ON HLDG AG NAMEN AKT A H5919C104   224,055,720 6,586,000 SH   SOLE   6,586,000 0 0
PEPSICO INC COM 713448108   246,634,684 1,588,220 SH   SOLE   1,588,220 0 0
PROCTER & GAMBLE CO COM 742718109   204,304,747 1,414,461 SH   SOLE   1,414,461 0 0
RANGE CAP ACQUISITION CORP I *W EXP 09/29/203 G7375J111   115,501 349,950 SH   SOLE   349,950 0 0
RESMED INC COM 761152107   92,902,170 413,855 SH   SOLE   413,855 0 0
ROLLINS INC COM 775711104   82,331,248 1,541,495 SH   SOLE   1,541,495 0 0
RTX CORPORATION COM 75513E101   47,800,234 247,798 SH   SOLE   247,798 0 0
SAFEGUARD ACQUISITION CORP CL A ORD SHS G77676107   4,107,504 412,400 SH   SOLE   412,400 0 0
SAFEGUARD ACQUISITION CORP *W EXP 99/99/999 G77676115   85,805 235,050 SH   SOLE   235,050 0 0
SALESFORCE INC COM 79466L302   15,435,742 82,690 SH   SOLE   82,690 0 0
SBA COMMUNICATIONS CORP CL A 78410G104   11,803,648 68,582 SH   SOLE   68,582 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   17,662,044 148,896 SH   SOLE   148,896 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   29,336,570 60,499 SH   SOLE   60,499 0 0
STARBUCKS CORP COM 855244109   24,212,773 270,262 SH   SOLE   270,262 0 0
STRYKER CORPORATION COM 863667101   66,231,586 201,563 SH   SOLE   201,563 0 0
T-MOBILE US INC COM 872590104   33,540,111 159,692 SH   SOLE   159,692 0 0
TEMPUS AI INC CL A 88023B103   20,539,693 454,217 SH   SOLE   454,217 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   45,227,641 92,014 SH   SOLE   92,014 0 0
TRAILBLAZER ACQUISITION CORP *W EXP 09/30/203 G9009S111   38,066 95,956 SH   SOLE   95,956 0 0
TRANSUNION COM 89400J107   62,924,500 909,445 SH   SOLE   909,445 0 0
UNITED RENTALS INC COM 911363109   55,273,662 75,867 SH   SOLE   75,867 0 0
UNITEDHEALTH GROUP INC COM 91324P102   40,928,090 151,255 SH   SOLE   151,255 0 0
VERTICAL AEROSPACE LTD SHS NEW G9471C206   5,132,568 2,322,429 SH   SOLE   2,322,429 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   9,766,879 382,415 SH   SOLE   382,415 0 0
WOODWARD INC COM 980745103   60,054,323 167,787 SH   SOLE   167,787 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   113,133,570 1,392,756 SH   SOLE   1,392,756 0 0