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
AMAZON COM INC COM 023135106 215,872,165 905,732 SH SOLE 905,732 0 0
CEMEX SA EURO MTN BE 144A SPON ADR NEW 151290889 99,783,300 8,315,275 SH SOLE 8,315,275 0 0
DISNEY WALT CO COM 254687106 207,955,921 2,160,581 SH SOLE 2,160,581 0 0
FLYEXCLUSIVE INC *W EXP 99/99/999 343928115 42,174 200,827 SH SOLE 200,827 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107 52,000,787 2,988,551 SH SOLE 2,988,551 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 328,460,731 4,784,570 SH SOLE 4,784,570 0 0
ILLUMINA INC COM 452327109 497,695,958 2,830,552 SH SOLE 2,830,552 0 0
LIBERTY LIVE HOLDINGS INC COM SER A 530909100 101,810,247 1,005,434 SH SOLE 1,005,434 0 0
LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308 3,414,496 32,322 SH SOLE 32,322 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771 27,868,359 318,350 SH SOLE 318,350 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 38,141,626 400,900 SH SOLE 400,900 0 0
META PLATFORMS INC CL A 30303M102 56,329,000 100,000 SH Call SOLE 100,000 0 0
META PLATFORMS INC CL A 30303M102 157,721,200 280,000 SH SOLE 280,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 255,686,828 5,347,978 SH SOLE 5,347,978 0 0
MICROSOFT CORP COM 594918104 49,112,186 131,661 SH SOLE 131,661 0 0
NVIDIA CORPORATION COM 67066G104 3,251,463 16,250 SH SOLE 16,250 0 0
ONTERRIS INC COM 615111101 35,771,700 1,770,000 SH DFND 0 1,770,000 0
PEOPLE INC COM NEW 44891N208 128,957,884 2,793,715 SH SOLE 2,793,715 0 0
PLANET FITNESS MASTER ISSUER CL A 72703H101 98,796,311 1,893,738 SH SOLE 1,893,738 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 91,738,057 1,265,178 SH SOLE 1,265,178 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 284,533,150 3,208,538 SH SOLE 3,208,538 0 0
TESLA INC COM 88160R101 1,198,710 2,850 SH SOLE 2,850 0 0
UNION PAC CORP COM 907818108 88,761,760 326,330 SH SOLE 326,330 0 0
VESTIS CORPORATION COM SHS 29430C102 287,698,743 19,813,963 SH SOLE 19,813,963 0 0
VISTRA CORP COM 92840M102 161,838,768 1,020,228 SH SOLE 1,020,228 0 0