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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 21,203 | 9,693 | SH | SOLE | 9,693 | 0 | 0 | ||
BILL COM HLDGS INC | COM | 090043100 | 6,112 | 55,593 | SH | SOLE | 55,593 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 15,480 | 8,851 | SH | SOLE | 8,851 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 5,746 | 42,179 | SH | SOLE | 42,179 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 14,590 | 62,600 | SH | SOLE | 62,600 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 9,740 | 38,144 | SH | SOLE | 38,144 | 0 | 0 | ||
KLA CORP | COM NEW | 482480100 | 23,515 | 73,695 | SH | SOLE | 73,695 | 0 | 0 | ||
LI AUTO INC | SPONSORED ADS | 50202M102 | 19,866 | 518,568 | SH | SOLE | 518,568 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 10,339 | 125,200 | SH | SOLE | 125,200 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 13,435 | 27,200 | SH | SOLE | 27,200 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 6,668 | 52,200 | SH | SOLE | 52,200 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 8,512 | 17,900 | SH | SOLE | 17,900 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 14,638 | 108,800 | SH | SOLE | 108,800 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 12,181 | 31,600 | SH | SOLE | 31,600 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 5,190 | 23,800 | SH | SOLE | 23,800 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 2,870 | 97,900 | SH | SOLE | 97,900 | 0 | 0 |