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
LAMB WESTON HLDGS INC COM 513272104   101,808,647 974,059 SH   SOLE   974,059 0 0
TEMPUR SEALY INTL INC COM 88023U101   58,019,103 1,469,210 SH   SOLE   1,469,210 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   55,069,059 607,491 SH   SOLE   607,491 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   51,228,984 561,352 SH   SOLE   561,352 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   50,761,014 545,700 SH   SOLE   545,700 0 0
NVIDIA CORPORATION COM 67066G104   50,304,147 181,100 SH   SOLE   181,100 0 0
MICROSOFT CORP COM 594918104   48,569,324 168,468 SH   SOLE   168,468 0 0
META PLATFORMS INC CL A 30303M102   46,923,516 221,400 SH   SOLE   221,400 0 0
PALO ALTO NETWORKS INC COM 697435105   44,262,384 221,600 SH   SOLE   221,600 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   34,346,521 458,994 SH   SOLE   458,994 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   33,010,310 276,700 SH   SOLE   276,700 0 0
ADVANCED MICRO DEVICES INC COM 007903107   20,160,657 205,700 SH   SOLE   205,700 0 0
BATH & BODY WORKS INC COM 070830104   16,948,465 463,326 SH   SOLE   463,326 0 0