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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC COM 00751Y106 30,683,882 786,968 SH SOLE 786,968 0 0
ADVANCED MICRO DEVICES ORD COM 007903107 29,124,200 177,500 SH SOLE 177,500 0 0
CROCS INC COM 227046109 20,553,463 141,934 SH SOLE 141,934 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109 38,220,855 2,743,780 SH SOLE 2,743,780 0 0
DOLLAR GEN CORP NEW COM 256677105 29,204,896 345,334 SH SOLE 345,334 0 0
DOLLAR TREE INC COM 256746108 29,423,013 418,416 SH SOLE 418,416 0 0
GLOBAL PMTS INC COM 37940X102 38,812,981 378,959 SH SOLE 378,959 0 0
GRUPO ARPRTUR DL ADR REP 8 SRS B ORD SPON ADR 400501102 2,130,023 31,407 SH SOLE 31,407 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 29,140,065 261,557 SH SOLE 261,557 0 0
MARVELL TECHNOLOGY ORD COM 573874104 10,096,800 140,000 SH SOLE 140,000 0 0
NVIDIA ORD COM 67066G104 30,015,110 247,160 SH SOLE 247,160 0 0
PINTEREST INC CL A 72352L106 11,404,890 352,329 SH SOLE 352,329 0 0
SNOWFLAKE CL A ORD CL A 833445109 28,462,193 247,799 SH SOLE 247,799 0 0
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD SPONSORED ADS 874039100 29,853,873 171,900 SH SOLE 171,900 0 0
TRANSDIGM GROUP ORD COM 893641100 3,853,251 2,700 SH SOLE 2,700 0 0
UBER TECHNOLOGIES ORD COM 90353T100 11,811,619 157,153 SH SOLE 157,153 0 0