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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   104,880,151 711,486 SH   SOLE   711,486 0 0
ADVISORSHARES TRUST PURE US CANNABIS 00768Y453   45,537,507 6,496,078 SH   SOLE   6,496,078 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   117,782,026 1,519,572 SH   SOLE   1,519,572 0 0
AMAZON COM INC COM 023135106   118,960,056 782,941 SH   SOLE   782,941 0 0
AMAZON COM INC COM 023135106   9,617,802 63,300 SH Call SOLE   63,300 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   73,811,082 328,093 SH   SOLE   328,093 0 0
ASHLAND INC COM 044186104   296,422,831 3,515,868 SH   SOLE   3,515,868 0 0
AUTONATION INC COM 05329W102   39,338,149 261,940 SH   SOLE   261,940 0 0
BERRY GLOBAL GROUP INC COM 08579W103   37,883,558 562,154 SH   SOLE   562,154 0 0
CAMDEN PROPERTY TRUST SH BEN INT 133131102   18,736,817 188,708 SH   SOLE   188,708 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   37,450,515 1,426,143 SH   SOLE   1,426,143 0 0
CAREMAX INC COM CL A 14171W103   5,193,564 10,424,657 SH   SOLE   10,424,657 0 0
CBRE GROUP INC CL A 12504L109   90,581,038 973,048 SH   SOLE   973,048 0 0
CF INDS HLDGS INC COM 125269100   152,048,520 1,912,560 SH   SOLE   1,912,560 0 0
CF INDS HLDGS INC COM 125269100   277,717,350 3,493,300 SH Call SOLE   3,493,300 0 0
CORTEVA INC COM 22052L104   181,923,632 3,796,403 SH   SOLE   3,796,403 0 0
CROWN HLDGS INC COM 228368106   92,694,018 1,006,559 SH   SOLE   1,006,559 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   171,865,452 3,191,559 SH   SOLE   3,191,559 0 0
DISCOVER FINL SVCS COM 254709108   110,326,782 981,555 SH   SOLE   981,555 0 0
DOMA HOLDINGS INC COM NEW 25703A203   2,267,144 489,664 SH   SOLE   489,664 0 0
ELEVANCE HEALTH INC COM 036752103   78,232,276 165,901 SH   SOLE   165,901 0 0
FERGUSON PLC SHS G3421J106   86,873,005 449,956 SH   SOLE   449,956 0 0
GODADDY INC CL A 380237107   23,497,030 221,336 SH   SOLE   221,336 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   196,271,311 7,962,325 SH   SOLE   7,962,325 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   50,184,888 164,681 SH   SOLE   164,681 0 0
HALEON PLC SPONSORED ADS 405552100   27,661,869 3,361,102 SH   SOLE   3,361,102 0 0
INTUIT INC COM 461202103   78,310,009 125,290 SH   SOLE   125,290 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103   700,279,200 1,710,000 SH Put SOLE   1,710,000 0 0
ISHARES TRUST RUSSELL 2000 ETF 464287655   344,619,070 1,717,000 SH Put SOLE   1,717,000 0 0
JFROG LTD ORD SHS M6191J100   14,886,799 430,130 SH   SOLE   430,130 0 0
KKR & CO INC COM 48251W104   73,895,241 891,916 SH   SOLE   891,916 0 0
LENNAR CORP CL A 526057104   91,256,894 612,298 SH   SOLE   612,298 0 0
LIBERTY MEDIA CORP COM LBTY ONE S C 531229755   160,917,549 2,548,987 SH   SOLE   2,548,987 0 0
LOUISIANA PACIFIC CORP COM 546347105   145,696,673 2,056,991 SH   SOLE   2,056,991 0 0
LPL FINL HLDGS INC COM 50212V100   182,040,688 799,757 SH   SOLE   799,757 0 0
MANCHESTER UTD PLC ORD CL A G5784H106   99,269,839 4,870,944 SH   SOLE   4,870,944 0 0
MASTERCARD INCORPORATED CL A 57636Q104   25,774,426 60,431 SH   SOLE   60,431 0 0
MATCH GROUP INC NEW COM 57667L107   8,938,777 244,898 SH   SOLE   244,898 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   102,528,694 11,559,041 SH   SOLE   11,559,041 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   3,013,139 339,700 SH Call SOLE   339,700 0 0
OKTA INC CL A 679295105   172,968,519 1,910,621 SH   SOLE   1,910,621 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   137,935,580 1,994,730 SH   SOLE   1,994,730 0 0
PINTEREST INC CL A 72352L106   153,220,479 4,136,622 SH   SOLE   4,136,622 0 0
PROGRESSIVE CORP COM 743315103   70,058,989 439,848 SH   SOLE   439,848 0 0
RED ROCK RESORTS INC CL A 75700L108   126,581,741 2,373,556 SH   SOLE   2,373,556 0 0
SALESFORCE INC COM 79466L302   128,780,716 489,400 SH   SOLE   489,400 0 0
SCHWAB CHARLES CORP COM 808513105   115,985,792 1,685,840 SH   SOLE   1,685,840 0 0
SEA LTD SPONSORED ADS 81141R100   60,714,036 1,499,112 SH   SOLE   1,499,112 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS G8060N102   46,793,886 1,245,512 SH   SOLE   1,245,512 0 0
SENTINELONE INC CL A 81730H109   149,129,650 5,434,754 SH   SOLE   5,434,754 0 0
SHERWIN WILLIAMS CO COM 824348106   49,042,220 157,237 SH   SOLE   157,237 0 0
SIGNET JEWELERS LIMITED SHS G81276100   81,457,427 759,439 SH   SOLE   759,439 0 0
SIX FLAGS ENTMT CORP COM 83001A102   11,392,414 454,243 SH   SOLE   454,243 0 0
SMARTSHEET INC COM CL A 83200N103   151,750,506 3,173,369 SH   SOLE   3,173,369 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   152,941,941 5,170,451 SH   SOLE   5,170,451 0 0
TEMPUR SEALY INTL INC COM 88023U101   88,651,611 1,739,290 SH   SOLE   1,739,290 0 0
UBER TECHNOLOGIES INC COM 90353T100   146,857,072 2,385,205 SH   SOLE   2,385,205 0 0
WIX COM LTD SHS M98068105   30,003,717 243,893 SH   SOLE   243,893 0 0
WYNN RESORTS LTD COM 983134107   15,089,183 165,615 SH   SOLE   165,615 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   90,070,199 1,556,692 SH   SOLE   1,556,692 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   199,090,474 3,440,900 SH Call SOLE   3,440,900 0 0