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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
LAMB WESTON HLDGS INC COM 513272104   119,083,487 1,035,959 SH   SOLE   1,035,959 0 0
NVIDIA CORPORATION COM 67066G104   83,800,262 198,100 SH   SOLE   198,100 0 0
AMAZON COM INC COM 023135106   80,862,308 620,300 SH   SOLE   620,300 0 0
MICROSOFT CORP COM 594918104   79,947,895 234,768 SH   SOLE   234,768 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   66,627,914 614,252 SH   SOLE   614,252 0 0
TEMPUR SEALY INTL INC COM 88023U101   63,759,785 1,591,210 SH   SOLE   1,591,210 0 0
META PLATFORMS INC CL A 30303M102   60,811,062 211,900 SH   SOLE   211,900 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   57,066,542 633,791 SH   SOLE   633,791 0 0
PALO ALTO NETWORKS INC COM 697435105   45,761,841 179,100 SH   SOLE   179,100 0 0
LULULEMON ATHLETICA INC COM 550021109   44,927,950 118,700 SH   SOLE   118,700 0 0
MONGODB INC CL A 60937P106   40,318,119 98,100 SH   SOLE   98,100 0 0
ADVANCED MICRO DEVICES INC COM 007903107   35,995,560 316,000 SH   SOLE   316,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   29,821,860 295,500 SH   SOLE   295,500 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   16,072,280 213,500 SH   SOLE   213,500 0 0
BATH & BODY WORKS INC COM 070830104   15,116,250 403,100 SH   SOLE   403,100 0 0