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
ADVANCED MICRO DEVICES INC COM 007903107 493,773,500 850,000 SH DFND 1,2,3,4 850,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 47,284,000 400,000 SH DFND 1,2,3,4 400,000 0 0
ALCON AG ORD SHS H01301128 228,140,000 3,400,000 SH DFND 1,2,3,4 3,400,000 0 0
ATLANTA BRAVES HLDGS INC COM SER C 047726302 23,355,000 450,000 SH DFND 1,2,3,4 450,000 0 0
BOEING CO COM 097023105 194,823,000 900,000 SH DFND 1,2,3,4 900,000 0 0
BULLISH ORD SHS G16910120 9,372,000 400,000 SH DFND 1,2,3,4 400,000 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 187,890,000 3,000,000 SH DFND 1,2,3,4 3,000,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 131,571,000 900,000 SH DFND 1,2,3,4 900,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 124,185,000 500,000 SH DFND 1,2,3,4 500,000 0 0
DANAHER CORP DEL COM 235851102 266,672,000 1,400,000 SH DFND 1,2,3,4 1,400,000 0 0
DENTSPLY SIRONA INC COM 24906P109 74,270,000 7,000,000 SH DFND 1,2,3,4 7,000,000 0 0
DOORDASH INC CL A 25809K105 184,530,000 1,000,000 SH DFND 1,2,3,4 1,000,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106 47,750,000 1,000,000 SH DFND 1,2,3,4 1,000,000 0 0
EQUINIX INC COM 29444U700 260,597,500 250,000 SH DFND 1,2,3,4 250,000 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 59,332,500 250,000 SH DFND 1,2,3,4 250,000 0 0
ILLUMINA INC COM 452327109 70,332,000 400,000 SH DFND 1,2,3,4 400,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 51,984,000 600,000 SH DFND 1,2,3,4 600,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 66,598,000 700,000 SH DFND 1,2,3,4 700,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 56,257,600 140,000 SH DFND 1,2,3,4 140,000 0 0
MICROSOFT CORP COM 594918104 261,114,000 700,000 SH DFND 1,2,3,4 700,000 0 0
NETFLIX INC. COM 64110L106 107,100,000 1,500,000 SH DFND 1,2,3,4 1,500,000 0 0
NOVANTA INC COM 67000B104 21,091,200 130,000 SH DFND 1,2,3,4 130,000 0 0
POOL CORP COM 73278L105 64,470,000 300,000 SH DFND 1,2,3,4 300,000 0 0
PRIMORIS SVCS CORP COM 74164F103 138,768,000 1,400,000 SH DFND 1,2,3,4 1,400,000 0 0
ROCKET COS INC COM CL A 77311W101 15,750,000 1,000,000 SH DFND 1,2,3,4 1,000,000 0 0
SANDISK CORP COM 80004C200 90,949,200 40,000 SH DFND 1,2,3,4 40,000 0 0
SCHEIN HENRY INC COM 806407102 275,616,000 3,300,000 SH DFND 1,2,3,4 3,300,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 34,323,000 300,000 SH DFND 1,2,3,4 300,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 229,565,000 500,000 SH DFND 1,2,3,4 500,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 250,680,000 500,000 SH DFND 1,2,3,4 500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 194,832,000 2,700,000 SH DFND 1,2,3,4 2,700,000 0 0
VALMONT INDS INC COM 920253101 86,640,000 150,000 SH DFND 1,2,3,4 150,000 0 0
WILLIAMS COS INC COM 969457100 46,318,280 623,060 SH DFND 1,2,3,4 623,060 0 0