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
ALPHABET INC CAP STK CL C 02079K107   21,840,000 210,000 SH   SOLE   210,000 0 0
AMAZON COM INC COM 023135106   80,466,215 779,032 SH   SOLE   779,032 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   42,019,533 117,501 SH   SOLE   117,501 0 0
DATADOG INC CL A COM 23804L103   31,667,190 435,827 SH   SOLE   435,827 0 0
DOORDASH INC CL A 25809K105   52,215,303 821,512 SH   SOLE   821,512 0 0
ELEVANCE HEALTH INC COM 036752103   21,749,013 47,300 SH   SOLE   47,300 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   9,462,437 498,023 SH   SOLE   498,023 0 0
FERGUSON PLC NEW SHS G3421J106   46,504,875 347,700 SH   SOLE   347,700 0 0
HCA HEALTHCARE INC COM 40412C101   9,044,224 34,300 SH   SOLE   34,300 0 0
META PLATFORMS INC CL A 30303M102   53,430,074 252,100 SH   SOLE   252,100 0 0
MICROSOFT CORP COM 594918104   85,364,189 296,095 SH   SOLE   296,095 0 0
NETFLIX INC COM 64110L106   33,753,396 97,700 SH   SOLE   97,700 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   2,165,611 1,230,461 SH   SOLE   1,230,461 0 0
RH COM 74967X103   36,800,405 151,100 SH   SOLE   151,100 0 0
SALESFORCE INC COM 79466L302   62,591,074 313,300 SH   SOLE   313,300 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   8,929,340 334,307 SH   SOLE   334,307 0 0
SPRINKLR INC CL A 85208T107   12,953,520 999,500 SH   SOLE   999,500 0 0
TEMPUR SEALY INTL INC COM 88023U101   24,973,318 632,396 SH   SOLE   632,396 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   39,852,994 670,700 SH   SOLE   670,700 0 0
UBER TECHNOLOGIES INC COM 90353T100   52,409,610 1,653,300 SH   SOLE   1,653,300 0 0