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
ADOBE INC COM 00724F101 4,060,049 10,586 SH SOLE 10,586 0 0
AIR PRODS & CHEMS INC COM 009158106 5,381,405 18,247 SH DFND 1 11,989 6,258 0
ALPHABET INC CAP STK CL A 02079K305 1,421,296 9,191 SH SOLE 9,191 0 0
AMAZON COM INC COM 023135106 6,942,778 36,491 SH DFND 1 31,360 5,131 0
AMETEK INC COM 031100100 2,981,809 17,322 SH DFND 1 11,358 5,964 0
AUTOZONE INC COM 053332102 2,859,585 750 SH SOLE 750 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,711,500 15,000 SH SOLE 15,000 0 0
BRINKER INTL INC COM 109641100 6,988,955 46,890 SH DFND 1 32,000 14,890 0
BURLINGTON STORES INC COM 122017106 4,313,058 18,097 SH DFND 1 9,000 9,097 0
CARNIVAL CORP UNIT 99/99/9999 143658300 3,817,256 195,456 SH DFND 1 125,000 70,456 0
CLEAN HARBORS INC COM 184496107 5,439,369 27,597 SH DFND 1 22,577 5,020 0
COSTCO WHSL CORP NEW COM 22160K105 3,054,869 3,230 SH DFND 1 1,600 1,630 0
DARDEN RESTAURANTS INC COM 237194105 5,131,049 24,697 SH DFND 1 15,000 9,697 0
DOLLAR TREE INC COM 256746108 2,815,125 37,500 SH SOLE 37,500 0 0
DOMINOS PIZZA INC COM 25754A201 2,296,791 4,999 SH DFND 1 3,000 1,999 0
DOORDASH INC CL A 25809K105 2,780,297 15,212 SH DFND 1 0 15,212 0
ECOLAB INC COM 278865100 7,397,967 29,181 SH DFND 1 19,811 9,370 0
FERRARI N V COM N3167Y103 1,069,700 2,500 SH SOLE 2,500 0 0
GE VERNOVA INC COM 36828A101 1,108,472 3,631 SH SOLE 3,631 0 0
HONEYWELL INTL INC COM 438516106 5,634,668 26,610 SH DFND 1 21,848 4,762 0
KLAVIYO INC COM SER A 49845K101 6,365,675 210,366 SH DFND 1 164,911 45,455 0
KROGER CO COM 501044101 1,013,522 14,973 SH DFND 1 0 14,973 0
LIVE NATION ENTERTAINMENT IN COM 538034109 2,130,152 16,313 SH DFND 1 0 16,313 0
MERCADOLIBRE INC COM 58733R102 6,443,724 3,303 SH DFND 1 1,849 1,454 0
META PLATFORMS INC CL A 30303M102 4,392,440 7,621 SH DFND 1 4,286 3,335 0
MICROSOFT CORP COM 594918104 5,010,706 13,348 SH DFND 1 10,765 2,583 0
NETFLIX INC COM 64110L106 2,388,209 2,561 SH DFND 1 0 2,561 0
PINTEREST INC CL A 72352L106 576,321 18,591 SH SOLE 18,591 0 0
QUANTA SVCS INC COM 74762E102 2,922,562 11,498 SH DFND 1 7,865 3,633 0
REDDIT INC CL A 75734B100 546,739 5,212 SH DFND 1 3,380 1,832 0
ROCKWELL AUTOMATION INC COM 773903109 3,709,045 14,355 SH DFND 1 7,056 7,299 0
ROYAL CARIBBEAN GROUP COM V7780T103 5,543,593 26,984 SH DFND 1 20,000 6,984 0
SHERWIN WILLIAMS CO COM 824348106 6,059,494 17,353 SH DFND 1 11,773 5,580 0
SHOPIFY INC CL A 82509L107 2,347,853 24,590 SH DFND 1 6,242 18,348 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,364,029 4,298 SH DFND 1 0 4,298 0
TEXAS ROADHOUSE INC COM 882681109 6,461,078 38,775 SH DFND 1 27,500 11,275 0
TOAST INC CL A 888787108 7,141,800 215,309 SH DFND 1 172,936 42,373 0
TRANE TECHNOLOGIES PLC SHS G8994E103 6,552,083 19,447 SH DFND 1 12,048 7,399 0
TREX CO INC COM 89531P105 4,342,045 74,734 SH DFND 1 50,480 24,254 0
ULTA BEAUTY INC COM 90384S303 6,067,337 16,553 SH DFND 1 12,500 4,053 0
VEEVA SYS INC CL A COM 922475108 2,546,309 10,993 SH DFND 1 7,195 3,798 0
WALMART INC COM 931142103 1,052,427 11,988 SH DFND 1 0 11,988 0
WYNN RESORTS LTD COM 983134107 4,408,800 52,800 SH DFND 1 30,000 22,800 0
XYLEM INC COM 98419M100 1,535,061 12,850 SH SOLE 12,850 0 0