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
ADVANCED MICRO DEVICES INC COM 007903107   19,115,424 32,906 SH   SOLE   32,906 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   22,066,261 186,670 SH   SOLE   186,670 0 0
ALPHABET INC CAP STK CL A 02079K305   26,606,196 74,450 SH   SOLE   74,450 0 0
AMAZON COM INC COM 023135106   26,540,827 111,357 SH   SOLE   111,357 0 0
AMERICAN TOWER CORP COM 03027X100   18,200,434 111,270 SH   SOLE   111,270 0 0
APPLIED MATLS INC COM 038222105   15,290,727 21,149 SH   SOLE   21,149 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   27,569,660 13,858 SH   SOLE   13,858 0 0
BOOKING HOLDINGS INC COM 09857L108   29,183,413 163,731 SH   SOLE   163,731 0 0
BROADCOM INC COM 11135F101   12,591,163 33,332 SH   SOLE   33,332 0 0
BURLINGTON STORES INC COM 122017106   20,668,032 65,240 SH   SOLE   65,240 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   11,209,507 41,219 SH   SOLE   41,219 0 0
DOORDASH INC CL A 25809K105   33,886,167 183,635 SH   SOLE   183,635 0 0
HOME DEPOT INC COM 437076102   25,111,521 71,202 SH   SOLE   71,202 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   42,416,552 445,833 SH   SOLE   445,833 0 0
LOWES COS INC COM 548661107   19,422,303 88,087 SH   SOLE   88,087 0 0
MONGODB INC CL A 60937P106   25,230,793 75,114 SH   SOLE   75,114 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   2,902,823 10,511 SH   SOLE   10,511 0 0
ONTO INNOVATION INC COM 683344105   14,331,145 37,868 SH   SOLE   37,868 0 0
OUTFRONT MEDIA INC COM NEW 69007J304   32,117,576 980,390 SH   SOLE   980,390 0 0
ROSS STORES INC COM 778296103   9,271,320 43,558 SH   SOLE   43,558 0 0
SANDISK CORP COM 80004C200   6,093,596 2,680 SH   SOLE   2,680 0 0
SBA COMMUNICATIONS CORP CL A 78410G104   20,091,030 113,856 SH   SOLE   113,856 0 0
SERVICENOW INC COM 81762P102   2,564,998 25,836 SH   SOLE   25,836 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   22,626,137 198,162 SH   SOLE   198,162 0 0
SNOWFLAKE INC COM SHS 833445109   42,850,165 168,370 SH   SOLE   168,370 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,813,844 30,087 SH   SOLE   30,087 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   36,850,256 77,162 SH   SOLE   77,162 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   33,679,305 134,728 SH   SOLE   134,728 0 0
TEXAS INSTRS INC COM 882508104   37,785,440 126,767 SH   SOLE   126,767 0 0
TJX COS INC NEW COM 872540109   10,661,206 70,371 SH   SOLE   70,371 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   17,454,279 66,967 SH   SOLE   66,967 0 0
TWILIO INC CL A 90138F102   23,160,955 112,252 SH   SOLE   112,252 0 0
WALMART INC COM 931142103   25,373,864 224,032 SH   SOLE   224,032 0 0
WAYFAIR INC CL A 94419L101   30,650,354 331,642 SH   SOLE   331,642 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   34,039,703 404,224 SH   SOLE   404,224 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   25,263,000 300,000 SH Put SOLE   300,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   11,095,323 128,552 SH   SOLE   128,552 0 0