The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 29,582,059 | 386,441 | SH | SOLE | 386,441 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,797,676 | 104,951 | SH | SOLE | 104,951 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 237,366,108 | 5,632,798 | SH | SOLE | 5,632,798 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 468,711 | 1 | SH | SOLE | 1 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 138,968,984 | 3,003,436 | SH | SOLE | 3,003,436 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 154,054,412 | 759,787 | SH | SOLE | 759,787 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 108,578,464 | 320,196 | SH | SOLE | 320,196 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 64,772,373 | 431,931 | SH | SOLE | 431,931 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 308,923,707 | 3,583,386 | SH | SOLE | 3,583,386 | 0 | 0 | ||
CORSAIR PARTNERING CORP | UNIT 99/99/9999 | G2540H124 | 9,880,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 14,460,742 | 104,538 | SH | SOLE | 104,538 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 277,919,940 | 696,262 | SH | SOLE | 696,262 | 0 | 0 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 79,428,481 | 229,297 | SH | SOLE | 229,297 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 72,028,610 | 1,061,586 | SH | SOLE | 1,061,586 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 26,171,758 | 375,869 | SH | SOLE | 375,869 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 69,481,193 | 699,569 | SH | SOLE | 699,569 | 0 | 0 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 79,085,791 | 1,156,056 | SH | SOLE | 1,156,056 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 135,045,514 | 695,215 | SH | SOLE | 695,215 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 92,006,556 | 1,639,169 | SH | SOLE | 1,639,169 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 97,341,750 | 2,025,000 | SH | SOLE | 2,025,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 48,169,133 | 150,350 | SH | SOLE | 150,350 | 0 | 0 | ||
MARIADB PLC | *W EXP 12/16/202 | G5920M118 | 295,707 | 825,535 | SH | SOLE | 825,535 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 139,795,608 | 1,161,672 | SH | SOLE | 1,161,672 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 137,515,666 | 573,412 | SH | SOLE | 573,412 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 6,646,869 | 97,276 | SH | SOLE | 97,276 | 0 | 0 | ||
RH | COM | 74967X103 | 77,204,283 | 288,949 | SH | SOLE | 288,949 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 1,811,416 | 10,678 | SH | SOLE | 10,678 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 167,650,140 | 1,197,501 | SH | SOLE | 1,197,501 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 178,126,382 | 7,202,846 | SH | SOLE | 7,202,846 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 88,262,246 | 166,476 | SH | SOLE | 166,476 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 60,375,676 | 360,818 | SH | SOLE | 360,818 | 0 | 0 |