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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   70,857,125 392,582 SH   SOLE   392,582 0 0
ADVISORSHARES TRUST PURE US CANNABIS 00768Y453   60,100,781 6,004,074 SH   SOLE   6,004,074 0 0
AIR PRODS & CHEMS INC COM 009158106   47,827,974 197,416 SH   SOLE   197,416 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   121,557,492 1,679,899 SH   SOLE   1,679,899 0 0
AMAZON COM INC COM 023135106   162,067,642 898,479 SH   SOLE   898,479 0 0
AMAZON COM INC COM 023135106   229,623,740 1,273,000 SH Call SOLE   1,273,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   20,617,650 263,754 SH   SOLE   263,754 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   83,064,351 352,296 SH   SOLE   352,296 0 0
ASHLAND INC COM 044186104   319,895,893 3,285,364 SH   SOLE   3,285,364 0 0
AUTONATION INC COM 05329W102   40,536,964 244,818 SH   SOLE   244,818 0 0
AVALONBAY CMNTYS INC COM 053484101   24,381,100 131,392 SH   SOLE   131,392 0 0
BEACON ROOFING SUPPLY INC COM 073685109   6,377,083 65,059 SH   SOLE   65,059 0 0
BERRY GLOBAL GROUP INC COM 08579W103   134,371,198 2,221,746 SH   SOLE   2,221,746 0 0
CAMDEN PROPERTY TRUST SH BEN INT 133131102   90,433,438 919,039 SH   SOLE   919,039 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   67,294,679 2,416,326 SH   SOLE   2,416,326 0 0
CAREMAX INC CL A NEW 14171W202   1,704,612 353,654 SH   SOLE   353,654 0 0
CBRE GROUP INC CL A 12504L109   103,540,860 1,064,797 SH   SOLE   1,064,797 0 0
CF INDS HLDGS INC COM 125269100   148,725,310 1,787,349 SH   SOLE   1,787,349 0 0
CF INDS HLDGS INC COM 125269100   276,323,768 3,320,800 SH Call SOLE   3,320,800 0 0
CORTEVA INC COM 22052L104   255,472,679 4,429,906 SH   SOLE   4,429,906 0 0
CROWN HLDGS INC COM 228368106   74,543,871 940,498 SH   SOLE   940,498 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   139,367,757 2,226,322 SH   SOLE   2,226,322 0 0
DISCOVER FINL SVCS COM 254709108   120,215,822 917,048 SH   SOLE   917,048 0 0
DOMA HOLDINGS INC COM NEW 25703A203   2,223,075 489,664 SH   SOLE   489,664 0 0
ELEVANCE HEALTH INC COM 036752103   123,787,943 238,724 SH   SOLE   238,724 0 0
FERGUSON PLC SHS G3421J106   91,830,375 420,411 SH   SOLE   420,411 0 0
GODADDY INC CL A 380237107   24,546,584 206,830 SH   SOLE   206,830 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   247,071,933 8,467,167 SH   SOLE   8,467,167 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   44,995,238 153,972 SH   SOLE   153,972 0 0
HALEON PLC SPONSORED ADS 405552100   2,781,519 327,623 SH   SOLE   327,623 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103   690,435,550 1,555,000 SH Put SOLE   1,555,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   50,232,354 326,757 SH   SOLE   326,757 0 0
KKR & CO INC COM 48251W104   37,217,014 370,024 SH   SOLE   370,024 0 0
KNIGHT-SWIFT TRANSPORTATION HLDGS INC CL A 499049104   6,467,711 117,552 SH   SOLE   117,552 0 0
LENNAR CORP CL A 526057104   98,381,503 572,052 SH   SOLE   572,052 0 0
LIBERTY MEDIA CORP COM LBTY ONE S C 531229755   176,612,978 2,692,271 SH   SOLE   2,692,271 0 0
LOUISIANA PACIFIC CORP COM 546347105   177,034,744 2,109,817 SH   SOLE   2,109,817 0 0
LPL FINL HLDGS INC COM 50212V100   194,415,797 735,866 SH   SOLE   735,866 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   110,655,425 15,347,493 SH   SOLE   15,347,493 0 0
MONDAY COM LTD SHS M7S64H106   104,886,800 464,368 SH   SOLE   464,368 0 0
OKTA INC CL A 679295105   176,179,452 1,683,994 SH   SOLE   1,683,994 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   166,756,359 2,234,142 SH   SOLE   2,234,142 0 0
PERRIGO CO PLC SHS G97822103   5,792,784 179,956 SH   SOLE   179,956 0 0
PINTEREST INC CL A 72352L106   152,835,033 4,408,279 SH   SOLE   4,408,279 0 0
PROGRESSIVE CORP COM 743315103   85,005,295 411,011 SH   SOLE   411,011 0 0
RED ROCK RESORTS INC CL A 75700L108   94,433,407 1,578,626 SH   SOLE   1,578,626 0 0
SALESFORCE INC COM 79466L302   156,822,920 520,695 SH   SOLE   520,695 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   40,651,550 545,000 SH Put SOLE   545,000 0 0
SEA LTD SPONSORED ADS 81141R100   167,259,761 3,114,127 SH   SOLE   3,114,127 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS G8060N102   95,412,457 2,596,964 SH   SOLE   2,596,964 0 0
SENTINELONE INC CL A 81730H109   128,603,391 5,517,091 SH   SOLE   5,517,091 0 0
SHERWIN WILLIAMS CO COM 824348106   30,920,706 89,024 SH   SOLE   89,024 0 0
SIGNET JEWELERS LIMITED SHS G81276100   49,318,499 492,840 SH   SOLE   492,840 0 0
SMARTSHEET INC COM CL A 83200N103   149,855,090 3,892,340 SH   SOLE   3,892,340 0 0
TEMPUR SEALY INTL INC COM 88023U101   79,078,894 1,391,744 SH   SOLE   1,391,744 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   32,858,871 380,267 SH   SOLE   380,267 0 0
UBER TECHNOLOGIES INC COM 90353T100   90,054,895 1,169,696 SH   SOLE   1,169,696 0 0
US FOODS HLDG CORP COM 912008109   14,134,689 261,899 SH   SOLE   261,899 0 0
WIX COM LTD SHS M98068105   31,331,005 227,895 SH   SOLE   227,895 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   159,449,235 3,268,742 SH   SOLE   3,268,742 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   366,508,530 7,513,500 SH Call SOLE   7,513,500 0 0