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
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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
ADOBE INC COM 00724F101   33,376,617 64,461 SH   SOLE   64,461 0 0
ADVANCED MICRO DEVICES INC COM 007903107   44,620,736 271,945 SH   SOLE   271,945 0 0
ALPHABET INC CAP STK CL C 02079K107   141,550,745 846,646 SH   SOLE   846,646 0 0
AMAZON COM INC COM 023135106   121,797,772 653,667 SH   SOLE   653,667 0 0
APPLIED MATLS INC COM 038222105   172,565,854 854,075 SH   SOLE   854,075 0 0
COMCAST CORP NEW CL A 20030N101   84,620,089 2,025,858 SH   SOLE   2,025,858 0 0
COMCAST CORP NEW CL A 20030N101   20,885,000 500,000 SH Call SOLE   500,000 0 0
ELASTIC N V ORD SHS N14506104   3,058,656 39,847 SH   SOLE   39,847 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   31,679,923 1,109,241 SH   SOLE   1,109,241 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   153,626,104 1,237,224 SH   SOLE   1,237,224 0 0
GE AEROSPACE COM NEW 369604301   194,944,575 1,033,750 SH   SOLE   1,033,750 0 0
IBOTTA INC CLASS A COM SHS 451051106   1,232,200 20,000 SH   SOLE   20,000 0 0
KKR & CO INC COM 48251W104   33,811,863 258,936 SH   SOLE   258,936 0 0
LINEAGE INC COM 53566V106   39,190,000 500,000 SH   SOLE   500,000 0 0
NVIDIA CORPORATION COM 67066G104   63,355,369 521,701 SH   SOLE   521,701 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   141,925,634 2,299,508 SH   SOLE   2,299,508 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   623,372 10,100 SH Call SOLE   10,100 0 0
SALESFORCE INC COM 79466L302   141,754,956 517,902 SH   SOLE   517,902 0 0
SHERWIN WILLIAMS CO COM 824348106   141,559,876 370,896 SH   SOLE   370,896 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   286,880,000 500,000 SH Call SOLE   500,000 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   288,615,677 2,333,002 SH   SOLE   2,333,002 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   61,855,000 500,000 SH Call SOLE   500,000 0 0
TOAST INC CL A 888787108   135,597,511 4,789,739 SH   SOLE   4,789,739 0 0
TRANSUNION COM 89400J107   194,055,692 1,853,445 SH   SOLE   1,853,445 0 0
VULCAN MATLS CO COM 929160109   179,752,143 717,774 SH   SOLE   717,774 0 0