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 |
| ACCEL ENTERTAINMENT INC | COM CL A1 | 00436Q106 | 55,039,156 | 5,548,302 | SH | SOLE | 5,548,302 | 0 | 0 | ||
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | 97,467,151 | 2,125,783 | SH | SOLE | 2,125,783 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 42,637,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 119,990,000 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| FTI CONSULTING INC | COM | 302941109 | 59,104,897 | 360,220 | SH | SOLE | 360,220 | 0 | 0 | ||
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | 106,777,500 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 77,288,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 76,254,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 84,520,500 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| SHARKNINJA INC | COM SHS | G8068L108 | 89,248,700 | 1,070,000 | SH | SOLE | 1,070,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 9,034,149 | 16,150 | SH | SOLE | 16,150 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 88,779,680 | 15,150,116 | SH | SOLE | 15,150,116 | 0 | 0 | ||
| UDEMY INC | COM | 902685106 | 27,546,681 | 3,549,830 | SH | SOLE | 3,549,830 | 0 | 0 | ||
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | 33,900,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 59,526,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||