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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 70,622,619 534,089 SH SOLE 459,623 0 74,466
ALPHABET INC CAP STK CL A 02079K305 93,664,282 605,692 SH SOLE 554,483 0 51,209
AMAZON COM INC COM 023135106 109,212,274 574,016 SH SOLE 526,505 0 47,511
APA CORPORATION COM 03743Q108 1,051,000 50,000 SH SOLE 50,000 0 0
BIOGEN INC COM 09062X103 62,345,003 455,605 SH SOLE 405,119 0 50,486
BRILLIANT EARTH GROUP INC CL A COM 109504100 158,000 100,000 SH SOLE 100,000 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 21,504,952 2,705,025 SH SOLE 2,355,006 0 350,019
CARVANA CO CL A 146869102 9,894,083 47,322 SH SOLE 45,000 0 2,322
CITIGROUP INC COM NEW 172967424 99,745,529 1,405,065 SH SOLE 1,268,287 0 136,778
CLEAR SECURE INC COM CL A 18467V109 3,238,750 125,000 SH SOLE 125,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 35,078,482 203,672 SH SOLE 185,117 0 18,555
CROCS INC COM 227046109 54,310,622 511,399 SH SOLE 457,758 0 53,641
CVS HEALTH CORP COM 126650100 89,811,996 1,325,638 SH SOLE 1,180,556 0 145,082
DAVE & BUSTERS ENTMT INC COM 238337109 38,680,477 2,201,507 SH SOLE 1,953,871 0 247,636
DELTA AIR LINES INC DEL COM NEW 247361702 33,496,499 768,268 SH SOLE 686,203 0 82,065
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 90,789,160 4,883,763 SH SOLE 4,436,070 0 447,693
EXPEDIA GROUP INC COM NEW 30212P303 46,865,763 278,797 SH SOLE 245,915 0 32,882
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 44,637,665 620,226 SH SOLE 523,375 0 96,851
GENERAL MTRS CO COM 37045V100 71,803,659 1,526,763 SH SOLE 1,385,831 0 140,932
IAC INC COM NEW 44891N208 77,393,439 1,684,663 SH SOLE 1,508,959 0 175,704
ILLUMINA INC COM 452327109 36,390,795 458,669 SH SOLE 407,553 0 51,116
JD.COM INC SPON ADS CL A 47215P106 32,317,032 785,920 SH SOLE 785,920 0 0
JPMORGAN CHASE & CO. COM 46625H100 7,207,631 29,383 SH SOLE 29,383 0 0
KOSMOS ENERGY LTD COM 500688106 41,050,915 18,004,787 SH SOLE 16,143,282 0 1,861,505
LENNAR CORP CL B 526057302 1,363,375 12,500 SH SOLE 12,500 0 0
MATTEL INC COM 577081102 44,915,434 2,311,654 SH SOLE 2,080,875 0 230,779
META PLATFORMS INC CL A 30303M102 83,956,284 145,666 SH SOLE 132,051 0 13,615
NEW FORTRESS ENERGY INC COM CL A 644393100 20,632,071 2,482,800 SH SOLE 2,217,701 0 265,099
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 68,068,171 3,590,093 SH SOLE 3,221,948 0 368,145
NVIDIA CORPORATION COM 67066G104 67,949,071 626,952 SH SOLE 586,818 0 40,134
ONEMAIN HLDGS INC COM 68268W103 52,423,466 1,072,493 SH SOLE 949,370 0 123,123
PELOTON INTERACTIVE INC CL A COM 70614W100 17,620,441 2,788,044 SH SOLE 2,373,283 0 414,761
PRECIGEN INC COM 74017N105 25,884,728 17,372,301 SH SOLE 16,122,301 0 1,250,000
QXO INC COM NEW 82846H405 98,636,557 7,284,827 SH SOLE 6,537,085 0 747,742
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 92,538,459 2,972,646 SH SOLE 2,634,359 0 338,287
SEADRILL LTD COM G7997W102 49,317,826 1,972,713 SH SOLE 1,750,259 0 222,454
SOFI TECHNOLOGIES INC COM 83406F102 41,110,484 3,534,865 SH SOLE 3,163,156 0 371,709
UBS GROUP AG SHS H42097107 62,578,716 2,043,053 SH SOLE 1,860,463 0 182,590
UNITED AIRLS HLDGS INC COM 910047109 46,306,592 670,624 SH SOLE 601,105 0 69,519