The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 43,573,394 | 360,200 | SH | SOLE | 360,200 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 124,754,520 | 957,000 | SH | SOLE | 957,000 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 43,166,342 | 117,501 | SH | SOLE | 117,501 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 10,074,112 | 102,400 | SH | SOLE | 102,400 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 67,487,419 | 883,112 | SH | SOLE | 883,112 | 0 | 0 | |||
| ELEVANCE HEALTH INC | COM | 036752103 | 46,517,163 | 104,700 | SH | SOLE | 104,700 | 0 | 0 | |||
| FERGUSON PLC NEW | SHS | G3421J106 | 54,696,687 | 347,700 | SH | SOLE | 347,700 | 0 | 0 | |||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 11,340,380 | 277,000 | SH | SOLE | 277,000 | 0 | 0 | |||
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | 7,395,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 67,497,696 | 235,200 | SH | SOLE | 235,200 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 49,989,569 | 146,795 | SH | SOLE | 146,795 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 41,670,354 | 94,600 | SH | SOLE | 94,600 | 0 | 0 | |||
| NEW RELIC INC | COM | 64829B100 | 9,979,600 | 152,500 | SH | SOLE | 152,500 | 0 | 0 | |||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 4,946,453 | 1,230,461 | SH | SOLE | 1,230,461 | 0 | 0 | |||
| PTC INC | COM | 69370C100 | 72,236,461 | 507,635 | SH | SOLE | 507,635 | 0 | 0 | |||
| RH | COM | 74967X103 | 46,208,518 | 140,200 | SH | SOLE | 140,200 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 43,730,820 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 41,809,198 | 1,043,404 | SH | SOLE | 1,043,404 | 0 | 0 | |||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 61,848,800 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 59,313,206 | 1,373,945 | SH | SOLE | 1,373,945 | 0 | 0 | |||
| VALVOLINE INC | COM | 92047W101 | 42,896,436 | 1,143,600 | SH | SOLE | 1,143,600 | 0 | 0 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 35,292,100 | 1,390,000 | SH | SOLE | 1,390,000 | 0 | 0 | |||