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
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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
ACTIVISION BLIZZARD INC COM 00507V109   321,476,040 3,756,000 SH   SOLE   3,756,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   77,266,685 200,500 SH   SOLE   200,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   57,511,120 1,142,000 SH   SOLE   1,142,000 0 0
AVANTOR INC COM 05352A100   106,228,500 5,025,000 SH   SOLE   5,025,000 0 0
BATH & BODY WORKS INC COM 070830104   175,420,451 4,795,529 SH   SOLE   4,795,529 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   465,600 1 SH   SOLE   1 0 0
BOSTON SCIENTIFIC CORP COM 101137107   81,745,268 1,633,925 SH   SOLE   1,633,925 0 0
BURLINGTON STORES INC COM 122017106   77,290,922 382,439 SH   SOLE   382,439 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   84,405,615 236,027 SH   SOLE   236,027 0 0
CONSTELLATION ENERGY CORP COM 21037T109   155,971,493 1,986,898 SH   SOLE   1,986,898 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124   10,270,000 1,000,000 SH   SOLE   1,000,000 0 0
DARDEN RESTAURANTS INC COM 237194105   37,548,720 242,000 SH   SOLE   242,000 0 0
DECKERS OUTDOOR CORP COM 243537107   249,979,470 556,066 SH   SOLE   556,066 0 0
DOLLAR GEN CORP NEW COM 256677105   40,408,320 192,000 SH   SOLE   192,000 0 0
DOMINOS PIZZA INC COM 25754A201   66,375,782 201,218 SH   SOLE   201,218 0 0
ENTEGRIS INC COM 29362U104   30,425,792 371,001 SH   SOLE   371,001 0 0
FERGUSON PLC NEW SHS G3421J106   79,982,500 598,000 SH   SOLE   598,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   133,379,281 2,454,984 SH   SOLE   2,454,984 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   15,435,274 73,205 SH   SOLE   73,205 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   7,661,356 78,002 SH   SOLE   78,002 0 0
GLOBAL PMTS INC COM 37940X102   36,871,255 350,354 SH   SOLE   350,354 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   49,935,830 749,000 SH   SOLE   749,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   39,028,315 277,052 SH   SOLE   277,052 0 0
ICON PLC SHS G4705A100   85,410,796 399,882 SH   SOLE   399,882 0 0
JD.COM INC SPON ADR CL A 47215P106   86,464,046 1,970,017 SH   SOLE   1,970,017 0 0
LAS VEGAS SANDS CORP COM 517834107   111,453,000 1,940,000 SH   SOLE   1,940,000 0 0
LENNOX INTL INC COM 526107107   51,763,680 206,000 SH   SOLE   206,000 0 0
LOWES COS INC COM 548661107   11,635,654 58,187 SH   SOLE   58,187 0 0
LULULEMON ATHLETICA INC COM 550021109   115,485,013 317,101 SH   SOLE   317,101 0 0
META PLATFORMS INC CL A 30303M102   127,248,988 600,401 SH   SOLE   600,401 0 0
MICROSOFT CORP COM 594918104   101,621,714 352,486 SH   SOLE   352,486 0 0
NATIONAL INSTRS CORP COM 636518102   27,410,430 523,000 SH   SOLE   523,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   10,662,680 1,179,500 SH   SOLE   1,179,500 0 0
RH COM 74967X103   65,515,194 269,001 SH   SOLE   269,001 0 0
ROSS STORES INC COM 778296103   64,833,225 610,885 SH   SOLE   610,885 0 0
SCHLUMBERGER LTD COM STK 806857108   32,160,500 655,000 SH   SOLE   655,000 0 0
T-MOBILE US INC COM 872590104   119,902,608 827,828 SH   SOLE   827,828 0 0
TEXAS ROADHOUSE INC COM 882681109   45,925,500 425,000 SH   SOLE   425,000 0 0
TRANSUNION COM 89400J107   10,688,080 172,000 SH   SOLE   172,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   121,728,000 3,840,000 SH   SOLE   3,840,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   69,922,999 147,957 SH   SOLE   147,957 0 0
VISA INC COM CL A 92826C839   22,771,460 101,000 SH   SOLE   101,000 0 0
WILLIAMS SONOMA INC COM 969904101   50,715,431 416,862 SH   SOLE   416,862 0 0
WORKDAY INC CL A 98138H101   55,806,282 270,196 SH   SOLE   270,196 0 0