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
ADOBE INC COM 00724F101   20,235,163 45,505 SH   SOLE   45,505 0 0
ALPHABET INC CAP STK CL A 02079K305   21,356,447 112,818 SH   SOLE   112,818 0 0
AMAZON COM INC COM 023135106   48,232,233 219,847 SH   SOLE   219,847 0 0
AMERICAN TOWER CORP NEW COM 03027X100   40,365,606 220,084 SH   SOLE   220,084 0 0
ARISTA NETWORKS INC COM SHS 040413205   22,878,052 206,985 SH   SOLE   206,985 0 0
AT&T INC COM 00206R102   42,601,235 1,870,937 SH   SOLE   1,870,937 0 0
ATLASSIAN CORPORATION CL A 049468101   26,841,893 110,288 SH   SOLE   110,288 0 0
BURLINGTON STORES INC COM 122017106   33,444,094 117,323 SH   SOLE   117,323 0 0
DATADOG INC CL A COM 23804L103   10,504,987 73,518 SH   SOLE   73,518 0 0
DISNEY WALT CO COM 254687106   42,707,290 383,541 SH   SOLE   383,541 0 0
DOLLAR TREE INC COM 256746108   7,590,223 101,284 SH   SOLE   101,284 0 0
DOMINOS PIZZA INC COM 25754A201   3,443,711 8,204 SH   SOLE   8,204 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   20,460,893 82,784 SH   SOLE   82,784 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   41,221,468 551,384 SH   SOLE   551,384 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   39,996,040 431,643 SH   SOLE   431,643 0 0
MCDONALDS CORP COM 580135101   20,989,485 72,405 SH   SOLE   72,405 0 0
META PLATFORMS INC CL A 30303M102   23,748,871 40,561 SH   SOLE   40,561 0 0
MONDAY COM LTD SHS M7S64H106   14,646,016 62,207 SH   SOLE   62,207 0 0
MOODYS CORP COM 615369105   36,630,791 77,383 SH   SOLE   77,383 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   42,138,253 1,637,709 SH   SOLE   1,637,709 0 0
NVIDIA CORPORATION COM 67066G104   33,175,807 247,046 SH   SOLE   247,046 0 0
ON SEMICONDUCTOR CORP COM 682189105   34,460,986 546,566 SH   SOLE   546,566 0 0
OUTFRONT MEDIA INC COM 69007J106   29,038,269 1,636,881 SH   SOLE   1,636,881 0 0
PENN ENTERTAINMENT INC COM 707569109   16,613,183 838,203 SH   SOLE   838,203 0 0
ROSS STORES INC COM 778296103   20,229,337 133,730 SH   SOLE   133,730 0 0
SALESFORCE INC COM 79466L302   21,175,794 63,338 SH   SOLE   63,338 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   33,432,575 164,046 SH   SOLE   164,046 0 0
SHOPIFY INC CL A 82509L107   24,843,686 233,647 SH   SOLE   233,647 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   41,416,751 859,447 SH   SOLE   859,447 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   27,260,927 138,037 SH   SOLE   138,037 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   24,214,251 131,542 SH   SOLE   131,542 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,124,396 250,736 SH   SOLE   250,736 0 0
WALMART INC COM 931142103   33,417,212 369,864 SH   SOLE   369,864 0 0
WAYFAIR INC CL A 94419L101   16,148,967 364,372 SH   SOLE   364,372 0 0
WINGSTOP INC COM 974155103   14,998,939 52,776 SH   SOLE   52,776 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   21,337,545 211,703 SH   SOLE   211,703 0 0