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
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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
ABACUS LIFE INC CL A 00258Y104   1,383,844 159,982 SH   SOLE   159,982 0 0
ADDUS HOMECARE CORP COM 006739106   1,451,375 12,500 SH   SOLE   12,500 0 0
AMER SPORTS INC COM SHS G0260P102   188,550 15,000 SH   SOLE   15,000 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   1,022,700 70,000 SH   SOLE   70,000 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   2,554,000 100,000 SH   SOLE   100,000 0 0
APPLOVIN CORP COM CL A 03831W108   16,644,000 200,000 SH   SOLE   200,000 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   1,666,000 12,500 SH   SOLE   12,500 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   12,271,500 75,000 SH   SOLE   75,000 0 0
ASTERA LABS INC COM 04626A103   6,051,000 100,000 SH   SOLE   100,000 0 0
AZZ INC COM 002474104   2,317,500 30,000 SH   SOLE   30,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   4,080,750 75,000 SH   SOLE   75,000 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102   1,267,000 50,000 SH   SOLE   50,000 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   1,704,000 150,000 SH   SOLE   150,000 0 0
CAVA GROUP INC COM 148929102   9,275,000 100,000 SH   SOLE   100,000 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   5,555,000 500,000 SH   SOLE   500,000 0 0
CENTURI HOLDINGS INC COM SHS 155923105   974,000 50,000 SH   SOLE   50,000 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   3,704,000 200,000 SH   SOLE   200,000 0 0
COREBRIDGE FINL INC COM 21871X109   4,368,000 150,000 SH   SOLE   150,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104   4,740,000 400,000 SH   SOLE   400,000 0 0
DOMINION ENERGY INC COM 25746U109   12,250,000 250,000 SH   SOLE   250,000 0 0
DUTCH BROS INC CL A 26701L100   6,210,000 150,000 SH   SOLE   150,000 0 0
DYNATRACE INC COM NEW 268150109   2,237,000 50,000 SH   SOLE   50,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   3,463,750 125,000 SH   SOLE   125,000 0 0
EXELON CORP COM 30161N101   8,652,500 250,000 SH   SOLE   250,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   7,792,000 100,000 SH   SOLE   100,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   10,112,000 200,000 SH   SOLE   200,000 0 0
IBOTTA INC CLASS A COM SHS 451051106   1,879,000 25,000 SH   SOLE   25,000 0 0
KENVUE INC COM 49177J102   7,272,000 400,000 SH   SOLE   400,000 0 0
KODIAK GAS SVCS INC COM 50012A108   954,100 35,000 SH   SOLE   35,000 0 0
LANDBRIDGE COMPANY LLC CL A 514952100   2,025,625 87,500 SH   SOLE   87,500 0 0
LOAR HOLDINGS INC COM SHS 53947R105   4,005,750 75,000 SH   SOLE   75,000 0 0
MAREX GROUP PLC ORD G5S37H101   1,500,000 75,000 SH   SOLE   75,000 0 0
NASDAQ INC COM 631103108   1,506,500 25,000 SH   SOLE   25,000 0 0
ODDITY TECH LTD SHS CL A M7518J104   3,926,000 100,000 SH   SOLE   100,000 0 0
PACS GROUP INC COM SHS 69380Q107   2,212,500 75,000 SH   SOLE   75,000 0 0
PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105   653,900 65,000 SH   SOLE   65,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   8,075,000 500,000 SH   SOLE   500,000 0 0
REDDIT INC CL A 75734B100   6,389,000 100,000 SH   SOLE   100,000 0 0
RUBRIK INC. CL A 781154109   1,533,000 50,000 SH   SOLE   50,000 0 0
SHARKNINJA INC COM SHS G8068L108   3,757,500 50,000 SH   SOLE   50,000 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102   2,170,800 60,000 SH   SOLE   60,000 0 0
SMITH DOUGLAS HOMES CORP COM SHS CL A 83207R107   584,500 25,000 SH   SOLE   25,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   10,262,340 66,000 SH   SOLE   66,000 0 0
TD SYNNEX CORPORATION COM 87162W100   8,655,000 75,000 SH   SOLE   75,000 0 0
TPG INC COM CL A 872657101   3,108,750 75,000 SH   SOLE   75,000 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   4,219,000 100,000 SH   SOLE   100,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   5,091,000 150,000 SH   SOLE   150,000 0 0
VISA INC COM CL A 92826C839   3,280,875 12,500 SH   SOLE   12,500 0 0
WAYSTAR HLDG CORP COM 946784105   3,631,393 168,902 SH   SOLE   168,902 0 0
WEBTOON ENTMT INC COM 94845U105   2,739,600 120,000 SH   SOLE   120,000 0 0