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 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 14,686,750 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| BBB FOODS INC | CL A COM | G0896C103 | 61,072,067 | 2,289,058 | SH | SOLE | 2,289,058 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 18,593,850 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| FIRST WATCH RESTAURANT GROUP | COM | 33748L101 | 24,820,172 | 1,490,701 | SH | SOLE | 1,490,701 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 123,217,177 | 4,864,476 | SH | SOLE | 4,864,476 | 0 | 0 | ||
| KURA SUSHI USA INC | CL A COM | 501270102 | 28,488,448 | 556,415 | SH | SOLE | 556,415 | 0 | 0 | ||
| MARAVAI LIFESCIENCES HLDGS I | COM CL A | 56600D107 | 27,672,150 | 12,521,335 | SH | SOLE | 12,521,335 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 8,267,440 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 14,080,000 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
| OSCAR HEALTH INC | CL A | 687793109 | 2,449,669 | 186,855 | SH | SOLE | 186,855 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 30,694,487 | 241,233 | SH | SOLE | 241,233 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 68,957,070 | 1,183,000 | SH | SOLE | 1,183,000 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 142,711,521 | 1,618,595 | SH | SOLE | 1,618,595 | 0 | 0 | ||
| SHARKNINJA INC | COM SHS | G8068L108 | 6,255,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 58,473,403 | 1,762,840 | SH | SOLE | 1,762,840 | 0 | 0 | ||
| WARBY PARKER INC | CL A COM | 93403J106 | 21,420,250 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
| WINGSTOP INC | COM | 974155103 | 25,716,120 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||