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
ADOBE INC COM 00724F101   122,971,020 243,700 SH   SOLE   243,700 0 0
ADVANCED MICRO DEVICES INC COM 007903107   62,954,912 348,800 SH   SOLE   348,800 0 0
AMAZON COM INC COM 023135106   244,342,748 1,354,600 SH   SOLE   1,354,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   72,088,218 922,198 SH   SOLE   922,198 0 0
AXIS CAP HLDGS LTD SHS G0692U109   17,295,320 266,000 SH   SOLE   266,000 0 0
BATH & BODY WORKS INC COM 070830104   239,872,361 4,795,529 SH   SOLE   4,795,529 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   634,440 1 SH   SOLE   1 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   2,079,000 44,000 SH   SOLE   44,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   158,447,437 2,313,439 SH   SOLE   2,313,439 0 0
BURLINGTON STORES INC COM 122017106   2,205,805 9,500 SH   SOLE   9,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   3,905,260 239,000 SH Call SOLE   239,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   93,301,400 5,710,000 SH   SOLE   5,710,000 0 0
CINEMARK HLDGS INC COM 17243V102   29,322,583 1,631,752 SH   SOLE   1,631,752 0 0
CITIGROUP INC COM NEW 172967424   23,462,040 371,000 SH   SOLE   371,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   215,541,939 1,166,037 SH   SOLE   1,166,037 0 0
CORPAY INC COM SHS 219948106   102,724,073 332,936 SH   SOLE   332,936 0 0
DARDEN RESTAURANTS INC COM 237194105   155,950,950 933,000 SH   SOLE   933,000 0 0
ELEVANCE HEALTH INC COM 036752103   84,224,378 162,426 SH   SOLE   162,426 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   64,938,918 2,523,860 SH   SOLE   2,523,860 0 0
ENTEGRIS INC COM 29362U104   31,442,171 223,724 SH   SOLE   223,724 0 0
FIVE BELOW INC COM 33829M101   55,098,165 303,772 SH   SOLE   303,772 0 0
FLUTTER ENTMT PLC SHS G3643J108   14,120,535 71,500 SH   SOLE   71,500 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   76,396,764 840,356 SH   SOLE   840,356 0 0
GE VERNOVA LLC COM 36828A101   80,234,917 586,727 SH   SOLE   586,727 0 0
GLOBAL PMTS INC COM 37940X102   70,329,085 526,179 SH   SOLE   526,179 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   7,555,950 135,000 SH   SOLE   135,000 0 0
HOME DEPOT INC COM 437076102   4,219,600 11,000 SH   SOLE   11,000 0 0
HUMANA INC COM 444859102   158,812,669 458,043 SH   SOLE   458,043 0 0
INTEL CORP COM 458140100   101,148,063 2,289,972 SH   SOLE   2,289,972 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   11,224,080 204,000 SH   SOLE   204,000 0 0
LAS VEGAS SANDS CORP COM 517834107   57,981,343 1,121,496 SH   SOLE   1,121,496 0 0
LOWES COS INC COM 548661107   54,690,531 214,700 SH   SOLE   214,700 0 0
META PLATFORMS INC CL A 30303M102   194,989,505 401,560 SH   SOLE   401,560 0 0
MICROSOFT CORP COM 594918104   149,818,392 356,100 SH   SOLE   356,100 0 0
NASDAQ INC COM 631103108   28,268,800 448,000 SH   SOLE   448,000 0 0
NVIDIA CORPORATION COM 67066G104   116,075,835 128,465 SH   SOLE   128,465 0 0
PLANET FITNESS INC CL A 72703H101   86,545,892 1,381,860 SH   SOLE   1,381,860 0 0
RH COM 74967X103   27,756,322 79,700 SH   SOLE   79,700 0 0
ROSS STORES INC COM 778296103   31,331,352 213,487 SH   SOLE   213,487 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   15,596,783 112,199 SH   SOLE   112,199 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   170,065,505 4,714,874 SH   SOLE   4,714,874 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   77,929,670 295,300 SH   SOLE   295,300 0 0
SYNOPSYS INC COM 871607107   64,352,615 112,603 SH   SOLE   112,603 0 0
T-MOBILE US INC COM 872590104   134,956,988 826,841 SH   SOLE   826,841 0 0
TEMPUR SEALY INTL INC COM 88023U101   91,504,917 1,610,435 SH   SOLE   1,610,435 0 0
TEXAS ROADHOUSE INC COM 882681109   107,564,103 696,343 SH   SOLE   696,343 0 0
THE TRADE DESK INC COM CL A 88339J105   85,933,860 983,000 SH   SOLE   983,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   32,140,913 55,300 SH   SOLE   55,300 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   28,842,275 333,784 SH   SOLE   333,784 0 0
TPG INC COM CL A 872657101   5,587,500 125,000 SH   SOLE   125,000 0 0
TRANSUNION COM 89400J107   22,902,600 287,000 SH   SOLE   287,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   57,218,968 743,200 SH   SOLE   743,200 0 0
VIKING THERAPEUTICS INC COM 92686J106   4,264,000 52,000 SH   SOLE   52,000 0 0
VISTRA CORP COM 92840M102   31,356,430 450,200 SH Call SOLE   450,200 0 0
VISTRA CORP COM 92840M102   331,847,077 4,764,495 SH   SOLE   4,764,495 0 0
WALMART INC COM 931142103   43,342,256 720,330 SH   SOLE   720,330 0 0
WORKDAY INC CL A 98138H101   75,408,829 276,476 SH   SOLE   276,476 0 0