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   77,170,800 918,700 SH   SOLE   918,700 0 0
BLEND LABS INC CL A 09352U108   1,480,604 1,028,197 SH   SOLE   1,028,197 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   34,204,678 100,869 SH   SOLE   100,869 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   16,965,272 161,129 SH   SOLE   161,129 0 0
CVENT HOLDING CORP COMMON STOCK 126677103   15,112,726 2,798,653 SH   SOLE   2,798,653 0 0
DATADOG INC CL A COM 23804L103   13,193,250 179,500 SH   SOLE   179,500 0 0
DOORDASH INC CL A 25809K105   37,347,300 765,000 SH   SOLE   765,000 0 0
DYNATRACE INC COM NEW 268150109   15,815,104 412,927 SH   SOLE   412,927 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   4,260,676 342,223 SH   SOLE   342,223 0 0
FERGUSON PLC NEW SHS G3421J106   37,075,240 292,000 SH   SOLE   292,000 0 0
HCA HEALTHCARE INC COM 40412C101   45,184,468 188,300 SH   SOLE   188,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104   42,005,784 120,800 SH   SOLE   120,800 0 0
MICROSOFT CORP COM 594918104   88,396,453 368,595 SH   SOLE   368,595 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   1,427,335 1,230,461 SH   SOLE   1,230,461 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   5,225,012 658,062 SH   SOLE   658,062 0 0
RH COM 74967X103   37,112,691 138,900 SH   SOLE   138,900 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   29,464,281 603,900 SH   SOLE   603,900 0 0
UBER TECHNOLOGIES INC COM 90353T100   41,360,925 1,672,500 SH   SOLE   1,672,500 0 0
WABTEC COM 929740108   28,849,881 289,048 SH   SOLE   289,048 0 0