The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
LAMB WESTON HLDGS INC | COM | 513272104 | 43,893,632 | 491,200 | SH | SOLE | 491,200 | 0 | 0 | |||
TEMPUR SEALY INTL INC | COM | 88023U101 | 34,859,094 | 1,015,412 | SH | SOLE | 1,015,412 | 0 | 0 | |||
ARAMARK | COM | 03852U106 | 31,759,124 | 768,242 | SH | SOLE | 768,242 | 0 | 0 | |||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 30,331,827 | 397,638 | SH | SOLE | 397,638 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 30,017,790 | 125,168 | SH | SOLE | 125,168 | 0 | 0 | |||
T-MOBILE US INC | COM | 872590104 | 20,289,780 | 144,927 | SH | SOLE | 144,927 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 16,455,364 | 112,600 | SH | SOLE | 112,600 | 0 | 0 | |||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 14,605,274 | 140,260 | SH | SOLE | 140,260 | 0 | 0 | |||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 12,714,351 | 196,300 | SH | SOLE | 196,300 | 0 | 0 | |||
PALO ALTO NETWORKS INC | COM | 697435105 | 12,433,014 | 89,100 | SH | SOLE | 89,100 | 0 | 0 | |||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 11,889,590 | 173,520 | SH | SOLE | 173,520 | 0 | 0 | |||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 9,896,280 | 165,545 | SH | SOLE | 165,545 | 0 | 0 | |||
BATH & BODY WORKS INC | COM | 070830104 | 6,901,057 | 163,765 | SH | SOLE | 163,765 | 0 | 0 |