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   2,024,166 8,355 SH   SOLE   8,355 0 0
ALPHABET INC CAP STK CL A 02079K305   1,421,006 9,415 SH   SOLE   9,415 0 0
AMAZON COM INC COM 023135106   48,583,730 269,341 SH   SOLE   269,341 0 0
AMAZON COM INC COM 023135106   3,355,068 18,600 SH Call SOLE   18,600 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   28,458,480 2,164,143 SH   SOLE   2,164,143 0 0
BLOOMIN BRANDS INC COM 094235108   28,948,990 1,009,379 SH   SOLE   1,009,379 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   28,169,313 96,925 SH   SOLE   96,925 0 0
COUPANG INC CL A 22266T109   2,253,851 126,692 SH   SOLE   126,692 0 0
DISNEY WALT CO COM 254687106   45,336,215 370,515 SH   SOLE   370,515 0 0
DOORDASH INC CL A 25809K105   42,259,520 306,851 SH   SOLE   306,851 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   37,967,301 836,100 SH   SOLE   836,100 0 0
EASTMAN CHEM CO COM 277432100   2,233,503 22,286 SH   SOLE   22,286 0 0
EVERCORE INC CLASS A 29977A105   1,341,967 6,968 SH   SOLE   6,968 0 0
FIVE BELOW INC COM 33829M101   16,859,452 92,951 SH   SOLE   92,951 0 0
FIVE9 INC COM 338307101   38,077,529 613,066 SH   SOLE   613,066 0 0
FIVE9 INC COM 338307101   4,658,250 75,000 SH Call SOLE   75,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   41,010,749 13,060,748 SH   SOLE   13,060,748 0 0
KEURIG DR PEPPER INC COM 49271V100   37,062,947 1,208,443 SH   SOLE   1,208,443 0 0
KEURIG DR PEPPER INC COM 49271V100   28,259,338 921,400 SH Call SOLE   921,400 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401   9,236,983 928,340 SH   SOLE   928,340 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   12,344,436 1,325,933 SH   SOLE   1,325,933 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   5,628,031 52,242 SH   SOLE   52,242 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,322,391 2,746 SH   SOLE   2,746 0 0
MERCADOLIBRE INC COM 58733R102   30,963,429 20,479 SH   SOLE   20,479 0 0
META PLATFORMS INC CL A 30303M102   38,024,799 78,308 SH   SOLE   78,308 0 0
PALO ALTO NETWORKS INC COM 697435105   894,441 3,148 SH   SOLE   3,148 0 0
PROCTER AND GAMBLE CO COM 742718109   1,663,387 10,252 SH   SOLE   10,252 0 0
PROGRESSIVE CORP COM 743315103   1,777,825 8,596 SH   SOLE   8,596 0 0
Q2 HLDGS INC COM 74736L109   38,477,284 732,064 SH   SOLE   732,064 0 0
ROYAL BK CDA COM 780087102   1,355,293 13,429 SH   SOLE   13,429 0 0
SKECHERS U S A INC CL A 830566105   4,822,448 78,721 SH   SOLE   78,721 0 0
SMARTSHEET INC COM CL A 83200N103   29,656,820 770,307 SH   SOLE   770,307 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   61,103,934 231,542 SH   SOLE   231,542 0 0
TESLA INC COM 88160R101   896,529 5,100 SH Put SOLE   5,100 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   56,478,440 653,610 SH   SOLE   653,610 0 0
TRAVEL PLUS LEISURE CO COM 894164102   13,047,987 266,503 SH   SOLE   266,503 0 0
UBER TECHNOLOGIES INC COM 90353T100   56,966,441 739,920 SH   SOLE   739,920 0 0
VARONIS SYS INC COM 922280102   29,627,477 628,100 SH   SOLE   628,100 0 0
VISA INC COM CL A 92826C839   1,287,117 4,612 SH   SOLE   4,612 0 0
WABTEC COM 929740108   33,467,795 229,735 SH   SOLE   229,735 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105   35,529,571 462,926 SH   SOLE   462,926 0 0
YUM CHINA HLDGS INC COM 98850P109   23,978,170 602,618 SH   SOLE   602,618 0 0