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
AIR PRODS & CHEMS INC COM 009158106   29,903,801 105,518 SH   SOLE   105,518 0 0
ALPHABET INC CAP STK CL A 02079K305   618,314 4,725 SH   SOLE   4,725 0 0
AMAZON COM INC COM 023135106   43,858,434 345,016 SH   SOLE   345,016 0 0
AMAZON COM INC COM 023135106   38,110,576 299,800 SH Call SOLE   299,800 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   14,274,738 1,505,774 SH   SOLE   1,505,774 0 0
BLOOMIN BRANDS INC COM 094235108   33,307,524 1,354,515 SH   SOLE   1,354,515 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   41,817,206 95,078 SH   SOLE   95,078 0 0
COUPANG INC CL A 22266T109   318,223 18,719 SH   SOLE   18,719 0 0
DOORDASH INC CL A 25809K105   39,287,345 494,367 SH   SOLE   494,367 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   17,025,476 578,311 SH   SOLE   578,311 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   14,516,864 493,100 SH Call SOLE   493,100 0 0
EVERCORE INC CLASS A 29977A105   422,740 3,066 SH   SOLE   3,066 0 0
FARFETCH LTD ORD SH CL A 30744W107   8,514,524 4,073,935 SH   SOLE   4,073,935 0 0
FIVE BELOW INC COM 33829M101   35,939,429 223,365 SH   SOLE   223,365 0 0
FIVE9 INC COM 338307101   36,589,336 569,041 SH   SOLE   569,041 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   37,401,587 10,565,420 SH   SOLE   10,565,420 0 0
KEURIG DR PEPPER INC COM 49271V100   36,485,291 1,155,695 SH   SOLE   1,155,695 0 0
KEURIG DR PEPPER INC COM 49271V100   44,368,478 1,405,400 SH Call SOLE   1,405,400 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   18,134,845 291,089 SH   SOLE   291,089 0 0
MASTERCARD INCORPORATED CL A 57636Q104   412,538 1,042 SH   SOLE   1,042 0 0
META PLATFORMS INC CL A 30303M102   31,398,664 104,589 SH   SOLE   104,589 0 0
MICROSOFT CORP COM 594918104   690,545 2,187 SH   SOLE   2,187 0 0
PALO ALTO NETWORKS INC COM 697435105   30,740,242 131,122 SH   SOLE   131,122 0 0
PALO ALTO NETWORKS INC COM 697435105   17,348,560 74,000 SH Call SOLE   74,000 0 0
PAYPAL HLDGS INC COM 70450Y103   319,718 5,469 SH   SOLE   5,469 0 0
PROCTER AND GAMBLE CO COM 742718109   743,886 5,100 SH   SOLE   5,100 0 0
PROGRESSIVE CORP COM 743315103   599,547 4,304 SH   SOLE   4,304 0 0
Q2 HLDGS INC COM 74736L109   43,371,719 1,344,026 SH   SOLE   1,344,026 0 0
Q2 HLDGS INC COM 74736L109   5,034,120 156,000 SH Call SOLE   156,000 0 0
ROYAL BK CDA COM 780087102   557,318 6,377 SH   SOLE   6,377 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   19,389,267 96,864 SH   SOLE   96,864 0 0
SKECHERS U S A INC CL A 830566105   3,631,356 74,185 SH   SOLE   74,185 0 0
SMARTSHEET INC COM CL A 83200N103   29,244,083 722,790 SH   SOLE   722,790 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   55,350,295 357,930 SH   SOLE   357,930 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   38,072,455 452,920 SH   SOLE   452,920 0 0
TRAVEL PLUS LEISURE CO COM 894164102   9,395,203 255,791 SH   SOLE   255,791 0 0
UBER TECHNOLOGIES INC COM 90353T100   46,774,313 1,017,054 SH   SOLE   1,017,054 0 0
VARONIS SYS INC COM 922280102   42,727,720 1,399,074 SH   SOLE   1,399,074 0 0
VISA INC COM CL A 92826C839   401,827 1,747 SH   SOLE   1,747 0 0
WABTEC COM 929740108   23,052,195 216,921 SH   SOLE   216,921 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   25,145,455 361,597 SH   SOLE   361,597 0 0
YUM CHINA HLDGS INC COM 98850P109   29,805,408 534,914 SH   SOLE   534,914 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   7,325,011 446,647 SH   SOLE   446,647 0 0