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 |
ADOBE INC | COM | 00724F101 | 71,071,765 | 119,128 | SH | SOLE | 119,128 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 184,166,474 | 1,212,100 | SH | SOLE | 1,212,100 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 87,126,500 | 1,286,000 | SH | SOLE | 1,286,000 | 0 | 0 | ||
AXIS CAP HLDGS LTD | SHS | G0692U109 | 18,327,470 | 331,000 | SH | SOLE | 331,000 | 0 | 0 | ||
BATH & BODY WORKS INC | COM | 070830104 | 206,975,032 | 4,795,529 | SH | SOLE | 4,795,529 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 542,625 | 1 | SH | SOLE | 1 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 175,513,415 | 3,036,039 | SH | SOLE | 3,036,039 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 7,487,480 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 77,775,300 | 4,195,000 | SH | SOLE | 4,195,000 | 0 | 0 | ||
CAVA GROUP INC | COM | 148929102 | 10,315,200 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 127,292,700 | 327,500 | SH | SOLE | 327,500 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 139,326,400 | 848,000 | SH | SOLE | 848,000 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 70,693,516 | 918,933 | SH | SOLE | 918,933 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 120,947,595 | 256,484 | SH | SOLE | 256,484 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 50,778,878 | 2,139,860 | SH | SOLE | 2,139,860 | 0 | 0 | ||
ENTEGRIS INC | COM | 29362U104 | 57,724,124 | 481,757 | SH | SOLE | 481,757 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 87,325,684 | 409,672 | SH | SOLE | 409,672 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 93,751,911 | 331,736 | SH | SOLE | 331,736 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 23,041,360 | 298,000 | SH | SOLE | 298,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 72,920,733 | 574,179 | SH | SOLE | 574,179 | 0 | 0 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 90,330,060 | 1,346,000 | SH | SOLE | 1,346,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 28,902,270 | 83,400 | SH | SOLE | 83,400 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 124,584,624 | 2,479,296 | SH | SOLE | 2,479,296 | 0 | 0 | ||
KLAVIYO INC | COM SER A | 49845K101 | 23,346,256 | 840,398 | SH | SOLE | 840,398 | 0 | 0 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 88,031,550 | 1,527,000 | SH | SOLE | 1,527,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 92,342,565 | 1,876,500 | SH | SOLE | 1,876,500 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 136,801,485 | 614,700 | SH | SOLE | 614,700 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 215,243,076 | 608,100 | SH | SOLE | 608,100 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 155,001,432 | 412,194 | SH | SOLE | 412,194 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 84,967,372 | 171,575 | SH | SOLE | 171,575 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 51,026,781 | 698,997 | SH | SOLE | 698,997 | 0 | 0 | ||
RH | COM | 74967X103 | 72,287,040 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 2,200,401 | 15,900 | SH | SOLE | 15,900 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 15,279,820 | 118,000 | SH | SOLE | 118,000 | 0 | 0 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 10,900,540 | 343,000 | SH | SOLE | 343,000 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 32,170,192 | 171,200 | SH | SOLE | 171,200 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 49,484,396 | 96,103 | SH | SOLE | 96,103 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 137,971,501 | 860,547 | SH | SOLE | 860,547 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 109,327,337 | 2,144,935 | SH | SOLE | 2,144,935 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 156,406,975 | 1,279,612 | SH | SOLE | 1,279,612 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 39,678,744 | 551,400 | SH | SOLE | 551,400 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 70,807,386 | 133,400 | SH | SOLE | 133,400 | 0 | 0 | ||
TKO GROUP HOLDINGS INC | CL A | 87256C101 | 10,995,679 | 134,784 | SH | SOLE | 134,784 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 114,212,350 | 1,855,000 | SH | SOLE | 1,855,000 | 0 | 0 | ||
VISTRA CORP | COM | 92840M102 | 85,492,290 | 2,219,426 | SH | SOLE | 2,219,426 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 181,551,317 | 1,151,610 | SH | SOLE | 1,151,610 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 31,933,517 | 115,676 | SH | SOLE | 115,676 | 0 | 0 | ||
YUM BRANDS INC | COM | 988498101 | 160,319,820 | 1,227,000 | SH | SOLE | 1,227,000 | 0 | 0 |