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
AERCAP HOLDINGS NV SHS N00985106   67,966,140 710,200 SH   SOLE   710,200 0 0
AMAZON COM INC COM 023135106   179,318,855 817,352 SH   SOLE   817,352 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   16,664,644 100,900 SH   SOLE   100,900 0 0
APPLOVIN CORP COM CL A 03831W108   77,056,644 237,954 SH   SOLE   237,954 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   75,512,776 3,246,465 SH   SOLE   3,246,465 0 0
BOOKING HOLDINGS INC COM 09857L108   41,486,307 8,350 SH   SOLE   8,350 0 0
BROADCOM INC COM 11135F101   132,937,056 573,400 SH   SOLE   573,400 0 0
CARVANA CO CL A 146869102   22,759,441 111,917 SH   SOLE   111,917 0 0
CONSTELLATION ENERGY CORP COM 21037T109   33,847,323 151,300 SH   SOLE   151,300 0 0
COUPANG INC CL A 22266T109   3,886,064 176,800 SH   SOLE   176,800 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   29,440,473 2,609,971 SH   SOLE   2,609,971 0 0
DOORDASH INC CL A 25809K105   95,948,974 571,976 SH   SOLE   571,976 0 0
EQUIFAX INC COM 294429105   8,116,973 31,850 SH   SOLE   31,850 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   26,191,713 150,900 SH   SOLE   150,900 0 0
GE VERNOVA INC COM 36828A101   54,840,854 166,725 SH   SOLE   166,725 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   7,740,800 1,640,000 SH   SOLE   1,640,000 0 0
INTUIT COM 461202103   16,341,000 26,000 SH   SOLE   26,000 0 0
LAZARD INC COM 52110M109   16,941,038 329,080 SH   SOLE   329,080 0 0
LOUISIANA PAC CORP COM 546347105   96,137,063 928,412 SH   SOLE   928,412 0 0
META PLATFORMS INC CL A 30303M102   65,998,102 112,719 SH   SOLE   112,719 0 0
MICROSOFT CORP COM 594918104   87,716,258 208,105 SH   SOLE   208,105 0 0
NETFLIX INC COM 64110L106   20,589,492 23,100 SH   SOLE   23,100 0 0
NVIDIA CORPORATION COM 67066G104   68,964,630 513,550 SH   SOLE   513,550 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   13,053,492 127,800 SH   SOLE   127,800 0 0
PTC INC COM 69370C100   14,873,060 80,889 SH   SOLE   80,889 0 0
REDDIT INC CL A 75734B100   8,057,592 49,300 SH   SOLE   49,300 0 0
SALESFORCE INC COM 79466L302   47,227,456 141,260 SH   SOLE   141,260 0 0
SEA LTD SPONSORD ADS 81141R100   14,907,050 140,500 SH   SOLE   140,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,115,896 9,200 SH   SOLE   9,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   57,835,736 292,854 SH   SOLE   292,854 0 0
TEMPUR SEALY INTL INC COM 88023U101   68,203,626 1,203,098 SH   SOLE   1,203,098 0 0
TESLA INC COM 88160R101   18,576,640 46,000 SH   SOLE   46,000 0 0
TRANSUNION COM 89400J107   15,458,373 166,739 SH   SOLE   166,739 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   9,758,325 928,480 SH   SOLE   928,480 0 0