The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 29,757,381 | 440,589 | SH | SOLE | 440,589 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 19,203,126 | 127,232 | SH | SOLE | 127,232 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 27,239,003 | 151,009 | SH | SOLE | 151,009 | 0 | 0 | |||
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | 9,905,726 | 209,645 | SH | SOLE | 209,645 | 0 | 0 | |||
| BOYD GAMING CORP | COM | 103304101 | 30,615,924 | 454,782 | SH | SOLE | 454,782 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 21,770,032 | 1,223,723 | SH | SOLE | 1,223,723 | 0 | 0 | |||
| CROCS INC | COM | 227046109 | 17,914,748 | 124,581 | SH | SOLE | 124,581 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 13,848,761 | 538,234 | SH | SOLE | 538,234 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 13,050,884 | 109,967 | SH | SOLE | 109,967 | 0 | 0 | |||
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | 9,351,974 | 618,108 | SH | SOLE | 618,108 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 15,827,257 | 192,616 | SH | SOLE | 192,616 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 17,670,231 | 58,670 | SH | SOLE | 58,670 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 23,189,949 | 87,874 | SH | SOLE | 87,874 | 0 | 0 | |||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 17,360,623 | 290,749 | SH | SOLE | 290,749 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 12,824,073 | 94,260 | SH | SOLE | 94,260 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 12,136,223 | 74,355 | SH | SOLE | 74,355 | 0 | 0 | |||
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 24,905,228 | 1,540,212 | SH | SOLE | 1,540,212 | 0 | 0 | |||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 11,285,716 | 26,554 | SH | SOLE | 26,554 | 0 | 0 | |||
| UNITED PARKS & RESORTS INC | COM | 81282V100 | 20,531,321 | 365,261 | SH | SOLE | 365,261 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 23,489,762 | 287,618 | SH | SOLE | 287,618 | 0 | 0 | |||
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | 18,579,175 | 1,699,833 | SH | SOLE | 1,699,833 | 0 | 0 | |||