The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AIRSCULPT TECHNOLOGIES INC | COM | 009496100 | 9,521 | 696,000 | SH | SOLE | 696,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 16,300 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 5,258 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 11,369 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 10,773 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 2,460 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CYTEK BIOSCIENCES INC | COM | 23285D109 | 24,309 | 2,255,000 | SH | SOLE | 2,255,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 11,088 | 37,800 | SH | SOLE | 37,800 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 9,618 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 9,034 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 10,356 | 75,500 | SH | SOLE | 75,500 | 0 | 0 | ||
| DUTCH BROS INC | CL A | 26701L100 | 11,054 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | 9,667 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 17,971 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 2,510 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 9,446 | 36,800 | SH | SOLE | 36,800 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,003 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 33,914 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 10,057 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 11,238 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 7,572 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PULMONX CORP | COM | 745848101 | 14,762 | 595,000 | SH | SOLE | 595,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 18,207 | 96,800 | SH | SOLE | 96,800 | 0 | 0 | ||
| RESERVOIR MEDIA INC | COM | 76119X105 | 2,212 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 20,656 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| STEVANATO GROUP S P A | ORD SHS | T9224W109 | 10,261 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,214 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||