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   33,686,162 123,032 SH   SOLE   123,032 0 0
ALPHABET INC CAP STK CL A 02079K305   746,922 5,347 SH   SOLE   5,347 0 0
AMAZON COM INC COM 023135106   51,906,047 341,622 SH   SOLE   341,622 0 0
AMAZON COM INC COM 023135106   10,742,158 70,700 SH Call SOLE   70,700 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   23,380,351 1,887,034 SH   SOLE   1,887,034 0 0
BLOOMIN BRANDS INC COM 094235108   33,080,416 1,175,148 SH   SOLE   1,175,148 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   378,276 31,922 SH   SOLE   31,922 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   43,080,514 110,838 SH   SOLE   110,838 0 0
COUPANG INC CL A 22266T109   938,583 57,973 SH   SOLE   57,973 0 0
DISNEY WALT CO COM 254687106   15,525,907 171,956 SH   SOLE   171,956 0 0
DOORDASH INC CL A 25809K105   40,149,736 406,004 SH   SOLE   406,004 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   35,075,019 995,036 SH   SOLE   995,036 0 0
EVERCORE INC CLASS A 29977A105   616,122 3,602 SH   SOLE   3,602 0 0
FIVE BELOW INC COM 33829M101   29,796,997 139,787 SH   SOLE   139,787 0 0
FIVE9 INC COM 338307101   42,611,107 541,506 SH   SOLE   541,506 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   42,677,714 12,664,010 SH   SOLE   12,664,010 0 0
KEURIG DR PEPPER INC COM 49271V100   39,255,825 1,178,146 SH   SOLE   1,178,146 0 0
LAUDER ESTEE COS INC CL A 518439104   405,844 2,775 SH   SOLE   2,775 0 0
MASTERCARD INCORPORATED CL A 57636Q104   547,639 1,284 SH   SOLE   1,284 0 0
META PLATFORMS INC CL A 30303M102   26,503,817 74,878 SH   SOLE   74,878 0 0
MICROSOFT CORP COM 594918104   822,399 2,187 SH   SOLE   2,187 0 0
PALO ALTO NETWORKS INC COM 697435105   38,293,117 129,860 SH   SOLE   129,860 0 0
PAYPAL HLDGS INC COM 70450Y103   377,733 6,151 SH   SOLE   6,151 0 0
PROCTER AND GAMBLE CO COM 742718109   854,621 5,832 SH   SOLE   5,832 0 0
PROGRESSIVE CORP COM 743315103   688,090 4,320 SH   SOLE   4,320 0 0
Q2 HLDGS INC COM 74736L109   42,311,380 974,692 SH   SOLE   974,692 0 0
ROYAL BK CDA COM 780087102   790,549 7,817 SH   SOLE   7,817 0 0
SKECHERS U S A INC CL A 830566105   4,468,095 71,673 SH   SOLE   71,673 0 0
SMARTSHEET INC COM CL A 83200N103   33,433,401 699,151 SH   SOLE   699,151 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   56,680,609 301,637 SH   SOLE   301,637 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   47,215,486 578,763 SH   SOLE   578,763 0 0
TRAVEL PLUS LEISURE CO COM 894164102   10,247,600 262,154 SH   SOLE   262,154 0 0
UBER TECHNOLOGIES INC COM 90353T100   59,143,465 960,589 SH   SOLE   960,589 0 0
VARONIS SYS INC COM 922280102   28,396,356 627,128 SH   SOLE   627,128 0 0
VISA INC COM CL A 92826C839   539,185 2,071 SH   SOLE   2,071 0 0
WABTEC COM 929740108   30,340,394 239,089 SH   SOLE   239,089 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   37,315,065 464,060 SH   SOLE   464,060 0 0
YUM CHINA HLDGS INC COM 98850P109   22,701,323 535,030 SH   SOLE   535,030 0 0