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 47,988,000 200,000 SH SOLE 0 200,000 0 0
AMDOCS LTD SHS G02602103 11,436,000 200,000 SH SOLE 0 200,000 0 0
BLOCK H & R INC COM 093671105 43,945,327 1,075,773 SH SOLE 0 1,075,773 0 0
BOOKING HOLDINGS INC COM 09857L108 32,582,000 200,000 SH SOLE 0 200,000 0 0
COMCAST CORP NEW CL A 20030N101 35,904,000 1,650,000 SH SOLE 0 1,650,000 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 7,256,936 645,061 SH SOLE 0 645,061 0 0
CONSTELLATION BRANDS INC CL A 21036P108 55,399,400 490,000 SH SOLE 0 490,000 0 0
DECKERS OUTDOOR CORP COM 243537107 33,990,900 435,000 SH SOLE 0 435,000 0 0
DENTSPLY SIRONA INC COM 24906P109 24,808,000 2,800,000 SH SOLE 0 2,800,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 14,484,800 55,000 SH SOLE 0 55,000 0 0
GODADDY INC CL A 380237107 62,081,500 650,000 SH SOLE 0 650,000 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206 7,578,261 113,464 SH SOLE 0 113,464 0 0
INTUIT COM 461202103 49,627,800 180,000 SH SOLE 0 180,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 18,812,000 200,000 SH SOLE 0 200,000 0 0
LENNAR CORP CL A 526057104 31,399,912 384,850 SH SOLE 0 384,850 0 0
MATCH GROUP INC NEW COM 57667L107 28,105,281 700,007 SH SOLE 0 700,007 0 0
MAXIMUS INC COM 577933104 15,489,354 291,208 SH SOLE 0 291,208 0 0
META PLATFORMS INC CL A 30303M102 47,136,700 65,000 SH SOLE 0 65,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 32,274,900 1,090,000 SH SOLE 0 1,090,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 28,058,400 360,000 SH SOLE 0 360,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 51,739,420 3,151,000 SH SOLE 0 3,151,000 0 0
SNAP INC CL A 83304A106 25,920,000 4,800,000 SH SOLE 0 4,800,000 0 0
THE CIGNA GROUP COM 125523100 63,336,390 233,000 SH SOLE 0 233,000 0 0
TIM S A SPONSORED ADR 88706T108 19,214,329 1,076,433 SH SOLE 0 1,076,433 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 60,119,700 345,000 SH SOLE 0 345,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 51,916,500 4,150,000 SH SOLE 0 4,150,000 0 0