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
AMERICAN HOMES 4 RENT CL A 02665T306   269,700 7,500 SH   SOLE   7,500 0 0
AVANTOR INC COM 05352A100   525,090 23,000 SH   SOLE   23,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   674,940 7,000 SH   SOLE   7,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   471,200 5,000 SH   SOLE   5,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   728,480 14,500 SH   SOLE   14,500 0 0
CNH INDL N V SHS N20944109   426,300 35,000 SH   SOLE   35,000 0 0
CRH PLC ORD G25508105   449,540 6,500 SH   SOLE   6,500 0 0
CUMMINS INC COM 231021106   359,355 1,500 SH   SOLE   1,500 0 0
DUTCH BROS INC CL A 26701L100   475,050 15,000 SH   SOLE   15,000 0 0
ENTEGRIS INC COM 29362U104   455,316 3,800 SH   SOLE   3,800 0 0
GAN LTD SHS G3728V109   75,050 47,500 SH   SOLE   47,500 0 0
INCEPTION GROWTH ACQUSTN LTD COMMON STOCK 45333D104   143,909 13,500 SH   SOLE   13,500 0 0
KKR & CO INC COM 48251W104   546,810 6,600 SH   SOLE   6,600 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   379,896 13,200 SH   SOLE   13,200 0 0
LINDE PLC SHS G54950103   1,766,053 4,300 SH   SOLE   4,300 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500   178,325 17,500 SH   SOLE   17,500 0 0
SOVOS BRANDS INC COM 84612U107   440,600 20,000 SH   SOLE   20,000 0 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107   1,978,782 3,900 SH   SOLE   3,900 0 0
SPLUNK INC COM 848637104   1,218,800 8,000 SH   SOLE   8,000 0 0
SUMMIT MATLS INC CL A 86614U100   353,832 9,200 SH   SOLE   9,200 0 0
UNDER ARMOUR INC CL A 904311107   391,155 44,500 SH   SOLE   44,500 0 0
VIPER ENERGY INC CL A 927959106   630,738 20,100 SH   SOLE   20,100 0 0
WORKDAY INC CL A 98138H101   386,484 1,400 SH   SOLE   1,400 0 0