The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 21,298,357 | 217,308 | SH | SOLE | 217,308 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 78,172,627 | 1,237,692 | SH | SOLE | 1,237,692 | 0 | 0 | ||
ARAMARK | COM | 03852U106 | 29,825,624 | 833,118 | SH | SOLE | 833,118 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 50,887,704 | 648,251 | SH | SOLE | 648,251 | 0 | 0 | ||
COPART INC | COM | 217204106 | 20,816,398 | 276,777 | SH | SOLE | 276,777 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 26,063,671 | 1,089,163 | SH | SOLE | 1,089,163 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 47,226,959 | 535,696 | SH | SOLE | 535,696 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 36,159,658 | 99,501 | SH | SOLE | 99,501 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 56,138,667 | 264,880 | SH | SOLE | 264,880 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 52,477,959 | 183,406 | SH | SOLE | 183,406 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 40,799,674 | 1,569,822 | SH | SOLE | 1,569,822 | 0 | 0 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 45,985,851 | 54,166 | SH | SOLE | 54,166 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 39,188,546 | 1,134,913 | SH | SOLE | 1,134,913 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 45,354,473 | 313,135 | SH | SOLE | 313,135 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 17,013,276 | 1,126,707 | SH | SOLE | 1,126,707 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 21,194,305 | 617,190 | SH | SOLE | 617,190 | 0 | 0 |