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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106 74,602 360,467 SH   SOLE   360,467 0 0
ALIGN TECHNOLOGY INC COM 016255101 70,245 161,112 SH   SOLE   161,112 0 0
AMAZON COM INC COM 023135106 436,455 133,884 SH   SOLE   133,884 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 171,963 257,457 SH   SOLE   257,457 0 0
ATLASSIAN CORP PLC CL A G06242104 234,522 798,157 SH   SOLE   798,157 0 0
AUTOZONE INC COM 053332102 126,269 61,758 SH   SOLE   61,758 0 0
BATH & BODY WORKS INC COM 070830104 187,073 3,913,661 SH   SOLE   3,913,661 0 0
BILL COM HLDGS INC COM 090043100 367,855 1,622,007 SH   SOLE   1,622,007 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 116,431 2,265,637 SH   SOLE   2,265,637 0 0
CHARLES RIV LABS INTL INC COM 159864107 224,608 790,956 SH   SOLE   790,956 0 0
COSTAR GROUP INC COM 22160N109 147,471 2,213,940 SH   SOLE   2,213,940 0 0
COTY INC COM CL A 222070203 46,318 5,152,200 SH Call SOLE   5,152,200 0 0
COTY INC COM CL A 222070203 264,327 29,402,334 SH   SOLE   29,402,334 0 0
DATADOG INC CL A COM 23804L103 401,707 2,652,054 SH   SOLE   2,652,054 0 0
DEERE & CO COM 244199105 42,811 103,044 SH   SOLE   103,044 0 0
DOLLAR TREE INC COM 256746108 222,684 1,390,473 SH   SOLE   1,390,473 0 0
DOMINOS PIZZA INC COM 25754A201 178,161 437,731 SH   SOLE   437,731 0 0
DYNATRACE INC COM NEW 268150109 342,693 7,275,854 SH   SOLE   7,275,854 0 0
EXPEDIA GROUP INC COM NEW 30212P303 352,682 1,802,434 SH   SOLE   1,802,434 0 0
FERRARI N V COM N3167Y103 314,961 1,444,179 SH   SOLE   1,444,179 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 49,048 605,535 SH   SOLE   605,535 0 0
GARTNER INC COM 366651107 245,092 823,951 SH   SOLE   823,951 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 484,936 3,195,833 SH   SOLE   3,195,833 0 0
HYATT HOTELS CORP COM CL A 448579102 255,604 2,677,879 SH   SOLE   2,677,879 0 0
IAA INC COM 449253103 209,644 5,480,887 SH   SOLE   5,480,887 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 203,729 772,694 SH   SOLE   772,694 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203 7,144 602,864 SH   SOLE   602,864 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 565,768 4,809,313 SH   SOLE   4,809,313 0 0
MARRIOTT INTL INC NEW CL A 571903202 299,598 1,704,680 SH   SOLE   1,704,680 0 0
MARTIN MARIETTA MATLS INC COM 573284106 273,494 710,576 SH   SOLE   710,576 0 0
MARVELL TECHNOLOGY INC COM 573874104 213,866 2,982,376 SH   SOLE   2,982,376 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 17,572 2,300,000 SH Call SOLE   2,300,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 149,885 3,573,801 SH   SOLE   3,573,801 0 0
MICROSOFT CORP COM 594918104 365,101 1,184,201 SH   SOLE   1,184,201 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 57,749 2,880,260 SH   SOLE   2,880,260 0 0
S&P GLOBAL INC COM 78409V104 168,904 411,779 SH   SOLE   411,779 0 0
SEAWORLD ENTMT INC COM 81282V100 129,985 1,746,174 SH   SOLE   1,746,174 0 0
SERVICENOW INC COM 81762P102 243,740 437,681 SH   SOLE   437,681 0 0
SNOWFLAKE INC CL A 833445109 218,298 952,727 SH   SOLE   952,727 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 233,245 1,544,463 SH   SOLE   1,544,463 0 0
TEXAS ROADHOUSE INC COM 882681109 150,074 1,792,351 SH   SOLE   1,792,351 0 0
TRIP COM GROUP LTD ADS 89677Q107 140,258 6,066,543 SH   SOLE   6,066,543 0 0
UBER TECHNOLOGIES INC COM 90353T100 275,580 7,723,641 SH   SOLE   7,723,641 0 0
VISA INC COM CL A 92826C839 331,193 1,493,409 SH   SOLE   1,493,409 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 246,559 6,514,120 SH   SOLE   6,514,120 0 0