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
ALPHABET INC CAP STK CL A 02079K305   2,900,455 15,322 SH   SOLE   15,322 0 0
AMAZON COM INC COM 023135106   1,809,968 8,250 SH   SOLE   8,250 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   6,399,455 38,747 SH   SOLE   38,747 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   6,291,469 35,539 SH   SOLE   35,539 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   7,803,388 11,259 SH   SOLE   11,259 0 0
CORPAY INC COM SHS 219948106   7,774,523 22,973 SH   SOLE   22,973 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   291,521 9,987 SH   SOLE   9,987 0 0
IAC INC COM NEW 44891N208   293,568 6,805 SH   SOLE   6,805 0 0
LAUDER ESTEE COS INC CL A 518439104   7,463,659 99,542 SH   SOLE   99,542 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103   8,013,204 225,090 SH   SOLE   225,090 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   7,811,462 34,613 SH   SOLE   34,613 0 0
MAPLEBEAR INC COM 565394103   7,792,676 188,138 SH   SOLE   188,138 0 0
MATCH GROUP INC NEW COM 57667L107   7,720,378 236,025 SH   SOLE   236,025 0 0
META PLATFORMS INC CL A 30303M102   3,219,719 5,499 SH   SOLE   5,499 0 0
NEWS CORP NEW CL A 65249B109   7,869,087 285,733 SH   SOLE   285,733 0 0
NIKE INC CL B 654106103   286,260 3,783 SH   SOLE   3,783 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   267,596 42,747 SH   SOLE   42,747 0 0
PAYPAL HLDGS INC COM 70450Y103   649,940 7,615 SH   SOLE   7,615 0 0
PINTEREST INC CL A 72352L106   7,936,923 273,687 SH   SOLE   273,687 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   7,810,796 103,072 SH   SOLE   103,072 0 0
STONECO LTD COM CL A G85158106   7,952,036 997,746 SH   SOLE   997,746 0 0
TRANSUNION COM 89400J107   7,768,356 83,792 SH   SOLE   83,792 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,828,450 129,782 SH   SOLE   129,782 0 0
WEX INC COM 96208T104   7,947,431 45,331 SH   SOLE   45,331 0 0