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 |
AMAZON.COM INC | COM | 023135106 | 6,785,890 | 52,055 | SH | SOLE | 52,055 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 3,089,243 | 30,260 | SH | SOLE | 30,260 | 0 | 0 | ||
BOOT BARN HOLDINGS INC | COM | 099406100 | 3,487,111 | 41,175 | SH | SOLE | 41,175 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 5,375,194 | 99,375 | SH | SOLE | 99,375 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 5,193,559 | 13,545 | SH | SOLE | 13,545 | 0 | 0 | ||
DOLLAR GENERAL CORP | COM | 256677105 | 3,065,378 | 18,055 | SH | SOLE | 18,055 | 0 | 0 | ||
DRAFTKINGS INC | COM CL A | 26142R104 | 5,124,954 | 192,885 | SH | SOLE | 192,885 | 0 | 0 | ||
ESTEE LAUDER COS INC | CL A | 518439104 | 5,476,645 | 27,888 | SH | SOLE | 27,888 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 11,147,063 | 93,125 | SH | SOLE | 93,125 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 6,953,960 | 57,485 | SH | SOLE | 57,485 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,502,910 | 7,760 | SH | SOLE | 7,760 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 1,163,968 | 3,747 | SH | SOLE | 3,747 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 4,194,926 | 28,843 | SH | SOLE | 28,843 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 4,676,368 | 12,355 | SH | SOLE | 12,355 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 8,135,017 | 20,684 | SH | SOLE | 20,684 | 0 | 0 | ||
MARRIOTT INTERNATIONAL - CL A | CL A | 571903202 | 3,972,296 | 21,625 | SH | SOLE | 21,625 | 0 | 0 | ||
MCDONALD'S CORP | COM | 580135101 | 4,949,130 | 16,585 | SH | SOLE | 16,585 | 0 | 0 | ||
META PLATFORMS INC - CL A | CL A | 30303M102 | 18,666,901 | 65,046 | SH | SOLE | 65,046 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 3,737,427 | 10,975 | SH | SOLE | 10,975 | 0 | 0 | ||
PROCTER & GAMBLE CO/THE | COM | 742718109 | 3,842,816 | 25,325 | SH | SOLE | 25,325 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 3,490,046 | 31,125 | SH | SOLE | 31,125 | 0 | 0 | ||
SCOTTS MIRACLE-GRO CO | CL A | 810186106 | 2,473,559 | 39,457 | SH | SOLE | 39,457 | 0 | 0 | ||
SNOWFLAKE INC-CLASS A | CL A | 833445109 | 739,116 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 7,421,611 | 8,300 | SH | SOLE | 8,300 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 9,540,785 | 385,175 | SH | SOLE | 385,175 | 0 | 0 |