ADOBE INC COM 00724F101 47988000 200000 SH SOLE 0 200000 0 0 AMDOCS LTD SHS G02602103 11436000 200000 SH SOLE 0 200000 0 0 BLOCK H & R INC COM 093671105 43945327 1075773 SH SOLE 0 1075773 0 0 BOOKING HOLDINGS INC COM 09857L108 32582000 200000 SH SOLE 0 200000 0 0 COMCAST CORP NEW CL A 20030N101 35904000 1650000 SH SOLE 0 1650000 0 0 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 7256936 645061 SH SOLE 0 645061 0 0 CONSTELLATION BRANDS INC CL A 21036P108 55399400 490000 SH SOLE 0 490000 0 0 DECKERS OUTDOOR CORP COM 243537107 33990900 435000 SH SOLE 0 435000 0 0 DENTSPLY SIRONA INC COM 24906P109 24808000 2800000 SH SOLE 0 2800000 0 0 EXPEDIA GROUP INC COM NEW 30212P303 14484800 55000 SH SOLE 0 55000 0 0 GODADDY INC CL A 380237107 62081500 650000 SH SOLE 0 650000 0 0 GRAVITY CO LTD SPONSORED ADS NE 38911N206 7578261 113464 SH SOLE 0 113464 0 0 INTUIT COM 461202103 49627800 180000 SH SOLE 0 180000 0 0 KASPI KZ JSC SPONSORED ADS 48581R205 18812000 200000 SH SOLE 0 200000 0 0 LENNAR CORP CL A 526057104 31399912 384850 SH SOLE 0 384850 0 0 MATCH GROUP INC NEW COM 57667L107 28105281 700007 SH SOLE 0 700007 0 0 MAXIMUS INC COM 577933104 15489354 291208 SH SOLE 0 291208 0 0 META PLATFORMS INC CL A 30303M102 47136700 65000 SH SOLE 0 65000 0 0 ON HLDG AG NAMEN AKT A H5919C104 32274900 1090000 SH SOLE 0 1090000 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 28058400 360000 SH SOLE 0 360000 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 51739420 3151000 SH SOLE 0 3151000 0 0 SNAP INC CL A 83304A106 25920000 4800000 SH SOLE 0 4800000 0 0 THE CIGNA GROUP COM 125523100 63336390 233000 SH SOLE 0 233000 0 0 TIM S A SPONSORED ADR 88706T108 19214329 1076433 SH SOLE 0 1076433 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 60119700 345000 SH SOLE 0 345000 0 0 VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 51916500 4150000 SH SOLE 0 4150000 0 0