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 INC COM CL A 009066101 24,460,932 184,834 SH SOLE 184,834 0 0
ALPHABET INC CAP STK CL A 02079K305 22,210,619 126,032 SH SOLE 126,032 0 0
AMAZON COM INC COM 023135106 65,146,983 296,946 SH SOLE 296,946 0 0
AMERICAN TOWER CORP NEW COM 03027X100 26,515,990 119,971 SH SOLE 119,971 0 0
AT&T INC COM 00206R102 48,166,897 1,664,371 SH SOLE 1,664,371 0 0
ATLASSIAN CORPORATION CL A 049468101 33,812,454 166,490 SH SOLE 166,490 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103 19,301,986 333,195 SH SOLE 333,195 0 0
BOOKING HOLDINGS INC COM 09857L108 26,167,365 4,520 SH SOLE 4,520 0 0
BURLINGTON STORES INC COM 122017106 25,182,815 108,248 SH SOLE 108,248 0 0
CROWN CASTLE INC COM 22822V101 14,517,804 141,320 SH SOLE 141,320 0 0
DISNEY WALT CO COM 254687106 19,908,441 160,539 SH SOLE 160,539 0 0
DOMINOS PIZZA INC COM 25754A201 32,858,203 72,921 SH SOLE 72,921 0 0
ELECTRONIC ARTS INC COM 285512109 37,596,095 235,417 SH SOLE 235,417 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 53,047,086 539,206 SH SOLE 539,206 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 50,273,592 481,087 SH SOLE 481,087 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 38,042,230 251,469 SH SOLE 251,469 0 0
MCDONALDS CORP COM 580135101 32,001,088 109,529 SH SOLE 109,529 0 0
META PLATFORMS INC CL A 30303M102 41,940,488 56,823 SH SOLE 56,823 0 0
MICROSOFT CORP COM 594918104 50,934,287 102,399 SH SOLE 102,399 0 0
MONDAY COM LTD SHS M7S64H106 39,757,820 126,424 SH SOLE 126,424 0 0
NETFLIX INC COM 64110L106 10,030,084 7,490 SH SOLE 7,490 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 36,696,559 1,809,495 SH SOLE 1,809,495 0 0
NVIDIA CORPORATION COM 67066G104 64,666,413 409,307 SH SOLE 409,307 0 0
ON SEMICONDUCTOR CORP COM 682189105 30,143,402 575,146 SH SOLE 575,146 0 0
ORACLE CORP COM 68389X105 26,726,643 122,246 SH SOLE 122,246 0 0
PINTEREST INC CL A 72352L106 32,464,668 905,317 SH SOLE 905,317 0 0
ROSS STORES INC COM 778296103 29,376,443 230,259 SH SOLE 230,259 0 0
SALESFORCE INC COM 79466L302 30,456,201 111,688 SH SOLE 111,688 0 0
SERVICENOW INC COM 81762P102 30,759,126 29,919 SH SOLE 29,919 0 0
SIMPLY GOOD FOODS CO COM 82900L102 16,372,876 518,293 SH SOLE 518,293 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108 10,101,452 331,957 SH SOLE 331,957 0 0
SNOWFLAKE INC CL A 833445109 10,657,046 47,625 SH SOLE 47,625 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 57,098,808 252,103 SH SOLE 252,103 0 0
WINGSTOP INC COM 974155103 22,832,319 67,804 SH SOLE 67,804 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 22,556,890 277,760 SH SOLE 277,760 0 0