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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
ADVANCED MICRO DEVICES INC COM 007903107   21,298,357 217,308 SH   SOLE   217,308 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   78,172,627 1,237,692 SH   SOLE   1,237,692 0 0
ARAMARK COM 03852U106   29,825,624 833,118 SH   SOLE   833,118 0 0
CONSTELLATION ENERGY CORP COM 21037T109   50,887,704 648,251 SH   SOLE   648,251 0 0
COPART INC COM 217204106   20,816,398 276,777 SH   SOLE   276,777 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   26,063,671 1,089,163 SH   SOLE   1,089,163 0 0
JABIL INC COM 466313103   47,226,959 535,696 SH   SOLE   535,696 0 0
MASTERCARD INCORPORATED CL A 57636Q104   36,159,658 99,501 SH   SOLE   99,501 0 0
META PLATFORMS INC CL A 30303M102   56,138,667 264,880 SH   SOLE   264,880 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   52,477,959 183,406 SH   SOLE   183,406 0 0
NUTANIX INC CL A 67059N108   40,799,674 1,569,822 SH   SOLE   1,569,822 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   45,985,851 54,166 SH   SOLE   54,166 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   39,188,546 1,134,913 SH   SOLE   1,134,913 0 0
T-MOBILE US INC COM 872590104   45,354,473 313,135 SH   SOLE   313,135 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   17,013,276 1,126,707 SH   SOLE   1,126,707 0 0
WAYFAIR INC CL A 94419L101   21,194,305 617,190 SH   SOLE   617,190 0 0