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
AIRBNB INC COM CL A 009066101   24,460,932 184,834 SH   SOLE   184,834 0 0
ALPHABET INC CAP STK CL A 02079K305   22,210,619 126,032 SH   SOLE   126,032 0 0
AMAZON COM INC COM 023135106   65,146,983 296,946 SH   SOLE   296,946 0 0
AMERICAN TOWER CORP NEW COM 03027X100   26,515,990 119,971 SH   SOLE   119,971 0 0
AT&T INC COM 00206R102   48,166,897 1,664,371 SH   SOLE   1,664,371 0 0
ATLASSIAN CORPORATION CL A 049468101   33,812,454 166,490 SH   SOLE   166,490 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   19,301,986 333,195 SH   SOLE   333,195 0 0
BOOKING HOLDINGS INC COM 09857L108   26,167,365 4,520 SH   SOLE   4,520 0 0
BURLINGTON STORES INC COM 122017106   25,182,815 108,248 SH   SOLE   108,248 0 0
CROWN CASTLE INC COM 22822V101   14,517,804 141,320 SH   SOLE   141,320 0 0
DISNEY WALT CO COM 254687106   19,908,441 160,539 SH   SOLE   160,539 0 0
DOMINOS PIZZA INC COM 25754A201   32,858,203 72,921 SH   SOLE   72,921 0 0
ELECTRONIC ARTS INC COM 285512109   37,596,095 235,417 SH   SOLE   235,417 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   53,047,086 539,206 SH   SOLE   539,206 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   50,273,592 481,087 SH   SOLE   481,087 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   38,042,230 251,469 SH   SOLE   251,469 0 0
MCDONALDS CORP COM 580135101   32,001,088 109,529 SH   SOLE   109,529 0 0
META PLATFORMS INC CL A 30303M102   41,940,488 56,823 SH   SOLE   56,823 0 0
MICROSOFT CORP COM 594918104   50,934,287 102,399 SH   SOLE   102,399 0 0
MONDAY COM LTD SHS M7S64H106   39,757,820 126,424 SH   SOLE   126,424 0 0
NETFLIX INC COM 64110L106   10,030,084 7,490 SH   SOLE   7,490 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   36,696,559 1,809,495 SH   SOLE   1,809,495 0 0
NVIDIA CORPORATION COM 67066G104   64,666,413 409,307 SH   SOLE   409,307 0 0
ON SEMICONDUCTOR CORP COM 682189105   30,143,402 575,146 SH   SOLE   575,146 0 0
ORACLE CORP COM 68389X105   26,726,643 122,246 SH   SOLE   122,246 0 0
PINTEREST INC CL A 72352L106   32,464,668 905,317 SH   SOLE   905,317 0 0
ROSS STORES INC COM 778296103   29,376,443 230,259 SH   SOLE   230,259 0 0
SALESFORCE INC COM 79466L302   30,456,201 111,688 SH   SOLE   111,688 0 0
SERVICENOW INC COM 81762P102   30,759,126 29,919 SH   SOLE   29,919 0 0
SIMPLY GOOD FOODS CO COM 82900L102   16,372,876 518,293 SH   SOLE   518,293 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   10,101,452 331,957 SH   SOLE   331,957 0 0
SNOWFLAKE INC CL A 833445109   10,657,046 47,625 SH   SOLE   47,625 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   57,098,808 252,103 SH   SOLE   252,103 0 0
WINGSTOP INC COM 974155103   22,832,319 67,804 SH   SOLE   67,804 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   22,556,890 277,760 SH   SOLE   277,760 0 0