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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
LAMB WESTON HLDGS INC COM 513272104   43,893,632 491,200 SH   SOLE   491,200 0 0
TEMPUR SEALY INTL INC COM 88023U101   34,859,094 1,015,412 SH   SOLE   1,015,412 0 0
ARAMARK COM 03852U106   31,759,124 768,242 SH   SOLE   768,242 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   30,331,827 397,638 SH   SOLE   397,638 0 0
MICROSOFT CORP COM 594918104   30,017,790 125,168 SH   SOLE   125,168 0 0
T-MOBILE US INC COM 872590104   20,289,780 144,927 SH   SOLE   144,927 0 0
NVIDIA CORPORATION COM 67066G104   16,455,364 112,600 SH   SOLE   112,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   14,605,274 140,260 SH   SOLE   140,260 0 0
ADVANCED MICRO DEVICES INC COM 007903107   12,714,351 196,300 SH   SOLE   196,300 0 0
PALO ALTO NETWORKS INC COM 697435105   12,433,014 89,100 SH   SOLE   89,100 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   11,889,590 173,520 SH   SOLE   173,520 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   9,896,280 165,545 SH   SOLE   165,545 0 0
BATH & BODY WORKS INC COM 070830104   6,901,057 163,765 SH   SOLE   163,765 0 0