The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109   19,922,955 232,772 SH   SOLE   232,772 0 0
ALPHABET INC CAP STK CL A 02079K305   10,979,509 105,847 SH   SOLE   105,847 0 0
AMAZON COM INC COM 023135106   50,990,864 493,667 SH   SOLE   493,667 0 0
BOOKING HOLDINGS INC COM 09857L108   22,354,511 8,428 SH   SOLE   8,428 0 0
BURLINGTON STORES INC COM 122017106   29,384,734 145,397 SH   SOLE   145,397 0 0
CELSIUS HLDGS INC COM NEW 15118V207   18,207,132 195,902 SH   SOLE   195,902 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   30,574,974 17,898 SH   SOLE   17,898 0 0
COLGATE PALMOLIVE CO COM 194162103   15,250,039 202,928 SH   SOLE   202,928 0 0
DECKERS OUTDOOR CORP COM 243537107   6,068,925 13,500 SH   SOLE   13,500 0 0
DICKS SPORTING GOODS INC COM 253393102   9,177,303 64,679 SH   SOLE   64,679 0 0
DISNEY WALT CO COM 254687106   10,013,000 100,000 SH   SOLE   100,000 0 0
DOLLAR TREE INC COM 256746108   11,506,824 80,159 SH   SOLE   80,159 0 0
DOORDASH INC CL A 25809K105   19,146,878 301,241 SH   SOLE   301,241 0 0
HALEON PLC SPON ADS 405552100   12,948,754 1,590,756 SH   SOLE   1,590,756 0 0
LAUDER ESTEE COS INC CL A 518439104   35,289,129 143,184 SH   SOLE   143,184 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   12,039,773 160,895 SH   SOLE   160,895 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   11,591,440 165,592 SH   SOLE   165,592 0 0
LULULEMON ATHLETICA INC COM 550021109   18,021,942 49,485 SH   SOLE   49,485 0 0
MCDONALDS CORP COM 580135101   23,827,246 85,216 SH   SOLE   85,216 0 0
MERCADOLIBRE INC COM 58733R102   12,547,931 9,520 SH   SOLE   9,520 0 0
META PLATFORMS INC CL A 30303M102   42,155,078 198,901 SH   SOLE   198,901 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   29,500,154 546,198 SH   SOLE   546,198 0 0
NETFLIX INC COM 64110L106   44,479,859 128,748 SH   SOLE   128,748 0 0
NIKE INC CL B 654106103   45,333,263 369,645 SH   SOLE   369,645 0 0
PEPSICO INC COM 713448108   20,593,155 112,963 SH   SOLE   112,963 0 0
PLANET FITNESS INC CL A 72703H101   27,007,801 347,725 SH   SOLE   347,725 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   21,496,214 320,170 SH   SOLE   320,170 0 0
SEA LTD SPONSORD ADS 81141R100   26,221,621 302,965 SH   SOLE   302,965 0 0
SKECHERS U S A INC CL A 830566105   28,021,166 589,671 SH   SOLE   589,671 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   12,740,801 95,351 SH   SOLE   95,351 0 0
STARBUCKS CORP COM 855244109   27,005,595 259,345 SH   SOLE   259,345 0 0
TAPESTRY INC COM 876030107   10,475,730 243,000 SH   SOLE   243,000 0 0
TJX COS INC NEW COM 872540109   45,503,417 580,697 SH   SOLE   580,697 0 0
TOAST INC CL A 888787108   12,046,730 678,689 SH   SOLE   678,689 0 0
UBER TECHNOLOGIES INC COM 90353T100   32,610,646 1,028,727 SH   SOLE   1,028,727 0 0
VALVOLINE INC COM 92047W101   21,175,876 606,064 SH   SOLE   606,064 0 0
WALMART INC COM 931142103   22,788,840 154,553 SH   SOLE   154,553 0 0
WYNN RESORTS LTD COM 983134107   35,699,738 319,004 SH   SOLE   319,004 0 0
YUM BRANDS INC COM 988498101   39,112,454 296,127 SH   SOLE   296,127 0 0