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
AIRBNB COM 009066101 37,427,075 282,810 SH SOLE None 280,135 0 2,675
ALPHABET INC CL C COM 02079K107 75,324,093 424,624 SH SOLE None 420,269 0 4,355
AMAZON.COM INC COM 023135106 60,237,912 274,570 SH SOLE None 271,370 0 3,200
BOOKING HOLDINGS INC COM 09857L108 60,543,872 10,458 SH SOLE None 10,360 0 98
COCA-COLA CO COM 191216100 65,166,056 921,075 SH SOLE None 912,625 0 8,450
DICKS SPORTING GOODS INC COM 253393102 70,835,168 358,097 SH SOLE None 354,707 0 3,390
DISNEY WALT CO COM COM 254687106 79,729,129 642,925 SH SOLE None 636,975 0 5,950
DOMINO'S PIZZA, INC. COM 25754A201 37,287,150 82,750 SH SOLE None 82,035 0 715
GAP INC COM 364760108 49,185,912 2,255,200 SH SOLE None 2,233,975 0 21,225
HOME DEPOT INC COM 437076102 29,089,218 79,340 SH SOLE None 78,590 0 750
LULULEMON ATHLETICA INC COM 550021109 29,824,368 125,534 SH SOLE None 124,254 0 1,280
MAPLEBEAR INC COM 565394103 15,689,232 346,800 SH SOLE None 343,325 0 3,475
MATTEL INC COM COM 577081102 46,510,113 2,358,525 SH SOLE None 2,336,100 0 22,425
MCDONALDS CORP COM 580135101 27,292,768 93,414 SH SOLE None 92,624 0 790
META PLATFORMS INC - CL A COM 30303M102 58,733,512 79,575 SH SOLE None 78,940 0 635
MICROSOFT CORP COM 594918104 67,177,708 135,055 SH SOLE None 133,790 0 1,265
NIKE INC CL B COM 654106103 42,846,000 603,125 SH SOLE None 597,275 0 5,850
PAYPAL HOLDINGS INC COM 70450Y103 80,183,848 1,078,900 SH SOLE None 1,068,700 0 10,200
PEPSICO INCORPORATED COM 713448108 46,815,574 354,556 SH SOLE None 351,103 0 3,453
PROCTER & GAMBLE COM 742718109 44,274,231 277,895 SH SOLE None 275,220 0 2,675
RALPH LAUREN CORP CL A COM 751212101 47,344,568 172,614 SH SOLE None 171,089 0 1,525
STARBUCKS CORP COM 855244109 33,657,440 367,319 SH SOLE None 364,019 0 3,300
UBER TECHNOLOGIES INC COM 90353T100 63,700,575 682,750 SH SOLE None 676,225 0 6,525
VISA INC CL A COMMON STOCK COM 92826C839 14,070,632 39,630 SH SOLE None 39,215 0 415
WILLIAMS-SONOMA INC COM 969904101 42,199,615 258,307 SH SOLE None 256,012 0 2,295