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
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   26,615,983 1,611,137 SH   SOLE   1,611,137 0 0
COCA COLA CONS INC COM 191098102   16,530,387 19,530 SH   SOLE   19,530 0 0
COUPANG INC COM 22266T109   13,047,239 733,403 SH   SOLE   733,403 0 0
STANLEY BLACK & DECKER INC COM 854502101   6,522,138 66,600 SH   SOLE   66,600 0 0
DOLLAR GEN CORP NEW COM 256677105   25,971,817 166,422 SH   SOLE   166,422 0 0
GLOBAL PMTS INC COM 37940X102   20,759,002 155,312 SH   SOLE   155,312 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   25,703,649 213,450 SH   SOLE   213,450 0 0
SYSCO CORP COM 871829107   1,998,570 24,619 SH   SOLE   24,619 0 0
CROCS INC COM 227046109   4,486,560 31,200 SH   SOLE   31,200 0 0
PINTEREST INC CL A 72352L106   11,627,417 335,374 SH   SOLE   335,374 0 0
BRP GROUP INC COM CL A 05589G102   5,594,131 193,301 SH   SOLE   193,301 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   10,054,884 149,515 SH   SOLE   149,515 0 0
DOLLAR TREE INC COM 256746108   27,174,184 204,087 SH   SOLE   204,087 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   22,844,708 268,477 SH   SOLE   268,477 0 0
CLEAN HARBORS INC COM 184496107   23,544,211 116,955 SH   SOLE   116,955 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   3,641,489 193,080 SH   SOLE   193,080 0 0