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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109 39,213 589,399 SH   SOLE   589,399 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 3,563 26,177 SH   SOLE   26,177 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 4,410 146,069 SH   SOLE   146,069 0 0
AMAZON COM INC COM 023135106 128,192 38,446 SH   SOLE   38,446 0 0
BIONTECH SE SPONSORED ADS 09075V102 40,115 155,607 SH   SOLE   155,607 0 0
CHEWY INC CL A 16679L109 20,150 341,691 SH   SOLE   341,691 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,813 5,613 SH   SOLE   5,613 0 0
CLOROX CO DEL COM 189054109 17,609 100,990 SH   SOLE   100,990 0 0
CME GROUP INC COM 12572Q105 6,854 30,000 SH   SOLE   30,000 0 0
COLGATE PALMOLIVE CO COM 194162103 23,763 278,456 SH   SOLE   278,456 0 0
CONVEY HEALTH SOLUTIONS HLDG COM 21258C108 1,306 156,231 SH   SOLE   156,231 0 0
COSTCO WHSL CORP NEW COM 22160K105 72,438 127,599 SH   SOLE   127,599 0 0
CVS HEALTH CORP COM 126650100 57,498 557,369 SH   SOLE   557,369 0 0
DANAHER CORPORATION COM 235851102 47,230 143,552 SH   SOLE   143,552 0 0
DOLLAR GEN CORP NEW COM 256677105 23,306 98,826 SH   SOLE   98,826 0 0
DOMINOS PIZZA INC COM 25754A201 11,142 19,744 SH   SOLE   19,744 0 0
ELECTRONIC ARTS INC COM 285512109 15,824 119,970 SH   SOLE   119,970 0 0
GENERAL MLS INC COM 370334104 18,698 277,502 SH   SOLE   277,502 0 0
GORES HLDGS VIII INC UNIT 02/01/2028 382863207 2,606 250,000 SH   SOLE   250,000 0 0
GORES HOLDINGS VII INC UNIT 02/12/2028 38286T200 7,455 750,000 SH   SOLE   750,000 0 0
JOHNSON & JOHNSON COM 478160104 108,761 635,767 SH   SOLE   635,767 0 0
KIMBERLY-CLARK CORP COM 494368103 14,932 104,481 SH   SOLE   104,481 0 0
KRAFT HEINZ CO COM 500754106 18,290 509,474 SH   SOLE   509,474 0 0
KROGER CO COM 501044101 24,216 535,046 SH   SOLE   535,046 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 17,358 55,244 SH   SOLE   55,244 0 0
LIANBIO SPONSORED ADS 53000N108 124 20,157 SH   SOLE   20,157 0 0
LILLY ELI & CO COM 532457108 86,771 314,138 SH   SOLE   314,138 0 0
LULULEMON ATHLETICA INC COM 550021109 22,420 57,274 SH   SOLE   57,274 0 0
MODERNA INC COM 60770K107 38,488 151,540 SH   SOLE   151,540 0 0
MONDELEZ INTL INC CL A 609207105 47,352 714,103 SH   SOLE   714,103 0 0
NERDY INC *W EXP 08/16/202 64081V117 75 83,147 SH   SOLE   83,147 0 0
NETFLIX INC COM 64110L106 75,509 125,338 SH   SOLE   125,338 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 45,207 1,264,180 SH   SOLE   1,264,180 0 0
PFIZER INC COM 717081103 148,156 2,508,999 SH   SOLE   2,508,999 0 0
PROCTER AND GAMBLE CO COM 742718109 102,876 628,904 SH   SOLE   628,904 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11,462 66,249 SH   SOLE   66,249 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 1,323 75,296 SH   SOLE   75,296 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,057 22,826 SH   SOLE   22,826 0 0
TARGET CORP COM 87612E106 46,728 201,902 SH   SOLE   201,902 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 34,578 51,823 SH   SOLE   51,823 0 0
TPG PACE BEN FIN CORP *W EXP 10/09/202 G8990D117 39 47,180 SH   SOLE   47,180 0 0
VY GLOBAL GROWTH *W EXP 01/30/203 G9444H118 343 296,095 SH   SOLE   296,095 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 18,068 346,397 SH   SOLE   346,397 0 0
WALMART INC COM 931142103 135,861 938,982 SH   SOLE   938,982 0 0