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
AMAZON.COM INC COM 023135106   10,147,277 56,255 SH   SOLE   56,255 0 0
APTIV PLC SHS G6095L109   3,393,887 42,610 SH   SOLE   42,610 0 0
BOOT BARN HOLDINGS INC COM 099406100   2,578,565 27,100 SH   SOLE   27,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107   6,497,989 94,875 SH   SOLE   94,875 0 0
COOPER COS INC COM NEW 216648402   5,497,103 54,180 SH   SOLE   54,180 0 0
DOLLAR GENERAL CORP COM 256677105   2,868,383 18,380 SH   SOLE   18,380 0 0
DRAFTKINGS INC COM CL A 26142R104   4,953,550 109,085 SH   SOLE   109,085 0 0
ESTEE LAUDER COS INC CL A 518439104   6,934,900 44,988 SH   SOLE   44,988 0 0
ALPHABET INC CAP STK CL A 02079K305   10,380,211 68,775 SH   SOLE   68,775 0 0
ALPHABET INC CAP STK CL C 02079K107   8,193,111 53,810 SH   SOLE   53,810 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   4,337,711 10,385 SH   SOLE   10,385 0 0
HOME DEPOT INC COM 437076102   2,731,999 7,122 SH   SOLE   7,122 0 0
JPMORGAN CHASE & CO COM 46625H100   5,622,020 28,068 SH   SOLE   28,068 0 0
LULULEMON ATHLETICA INC COM 550021109   4,631,156 11,855 SH   SOLE   11,855 0 0
MASTERCARD INC CL A 57636Q104   9,960,794 20,684 SH   SOLE   20,684 0 0
MARRIOTT INTERNATIONAL - CL A CL A 571903202   5,456,204 21,625 SH   SOLE   21,625 0 0
MCDONALD'S CORP COM 580135101   3,491,951 12,385 SH   SOLE   12,385 0 0
META PLATFORMS INC - CL A CL A 30303M102   25,418,171 52,346 SH   SOLE   52,346 0 0
MICROSOFT CORP COM 594918104   5,048,640 12,000 SH   SOLE   12,000 0 0
PROCTER & GAMBLE CO/THE COM 742718109   3,979,181 24,525 SH   SOLE   24,525 0 0
RED ROCK RESORTS - CL A CL A 75700L108   1,465,590 24,500 SH   SOLE   24,500 0 0
ROSS STORES INC COM 778296103   3,808,422 25,950 SH   SOLE   25,950 0 0
SCHWAB CHARLES COM 808513105   4,137,848 57,200 SH   SOLE   57,200 0 0
SNOWFLAKE INC-CLASS A CL A 833445109   678,720 4,200 SH   SOLE   4,200 0 0
TESLA COM 88160R101   887,740 5,050 SH   SOLE   5,050 0 0
TRANSDIGM GROUP INC COM 893641100   10,222,280 8,300 SH   SOLE   8,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   18,422,710 225,575 SH   SOLE   225,575 0 0