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 | 14,375,195 | 94,611 | SH | SOLE | 94,611 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 22,693,175 | 293,383 | SH | SOLE | 293,383 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 11,568,960 | 624,000 | SH | SOLE | 624,000 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 17,072,156 | 7,465 | SH | SOLE | 7,465 | 0 | 0 | ||
CLOROX CO DEL | COM | 189054109 | 34,564,814 | 242,407 | SH | SOLE | 242,407 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 17,977,554 | 225,537 | SH | SOLE | 225,537 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 7,254,739 | 448,100 | SH | SOLE | 448,100 | 0 | 0 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 10,608,450 | 197,000 | SH | SOLE | 197,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 22,560,672 | 249,869 | SH | SOLE | 249,869 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 38,236,696 | 47,476 | SH | SOLE | 47,476 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 55,201,166 | 363,668 | SH | SOLE | 363,668 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 20,370,556 | 58,781 | SH | SOLE | 58,781 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 18,517,034 | 376,286 | SH | SOLE | 376,286 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 29,259,539 | 131,474 | SH | SOLE | 131,474 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 39,675,099 | 25,246 | SH | SOLE | 25,246 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 49,618,113 | 140,180 | SH | SOLE | 140,180 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 34,242,202 | 91,060 | SH | SOLE | 91,060 | 0 | 0 | ||
MOHAWK INDS INC | COM | 608190104 | 21,371,715 | 206,490 | SH | SOLE | 206,490 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 28,462,797 | 494,060 | SH | SOLE | 494,060 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 17,593,551 | 162,048 | SH | SOLE | 162,048 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 65,239,483 | 445,899 | SH | SOLE | 445,899 | 0 | 0 | ||
PENN ENTERTAINMENT INC | COM | 707569109 | 13,574,686 | 521,702 | SH | SOLE | 521,702 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 45,637,644 | 485,094 | SH | SOLE | 485,094 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 11,806,389 | 318,747 | SH | SOLE | 318,747 | 0 | 0 | ||
POOL CORP | COM | 73278L105 | 12,120,784 | 30,400 | SH | SOLE | 30,400 | 0 | 0 | ||
PVH CORPORATION | COM | 693656100 | 13,682,691 | 112,043 | SH | SOLE | 112,043 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 21,783,157 | 476,447 | SH | SOLE | 476,447 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 8,256,763 | 59,663 | SH | SOLE | 59,663 | 0 | 0 | ||
SHAKE SHACK INC | CL A | 819047101 | 16,840,953 | 227,212 | SH | SOLE | 227,212 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 10,324,633 | 96,258 | SH | SOLE | 96,258 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 33,224,228 | 532,952 | SH | SOLE | 532,952 | 0 | 0 | ||
SPHERE ENTERTAINMENT CO | CL A | 55826T102 | 23,594,287 | 694,767 | SH | SOLE | 694,767 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 71,039,000 | 378,048 | SH | SOLE | 378,048 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 24,231,023 | 150,550 | SH | SOLE | 150,550 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 23,466,027 | 460,389 | SH | SOLE | 460,389 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 12,515,741 | 102,395 | SH | SOLE | 102,395 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 10,256,887 | 86,739 | SH | SOLE | 86,739 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 12,482,985 | 25,476 | SH | SOLE | 25,476 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 20,172,600 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 14,061,739 | 227,905 | SH | SOLE | 227,905 | 0 | 0 | ||
WINGSTOP INC | COM | 974155103 | 36,450,525 | 142,063 | SH | SOLE | 142,063 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 10,780,135 | 118,320 | SH | SOLE | 118,320 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 13,406,162 | 231,700 | SH | SOLE | 231,700 | 0 | 0 |