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
ADAMS RES & ENERGY INC COM NEW 006351308   2,491,655 95,174 SH   SOLE   95,174 0 0
ARBOR REALTY TRUST INC PUT 038923958   1,518,000 100,000 SH Put SOLE   100,000 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   2,176,866 126,415 SH   SOLE   126,415 0 0
AURORA INNOVATION INC PUT 051774957   1,092,500 250,000 SH Put SOLE   250,000 0 0
AUTOZONE INC COM 053332102   7,368,989 2,850 SH   SOLE   2,850 0 0
CALAVO GROWERS INC CALL 128246905   2,930,000 100,000 SH Call SOLE   100,000 0 0
CARNIVAL CORP PUT 143658950   3,708,000 200,000 SH Put SOLE   200,000 0 0
CAVCO INDS INC DEL COM 149568107   6,932,400 20,000 SH   SOLE   20,000 0 0
CENTURY CMNTYS INC COM 156504300   1,822,800 20,000 SH   SOLE   20,000 0 0
CRH PLC ORD G25508105   13,832,000 200,000 SH   SOLE   200,000 0 0
D R HORTON INC COM 23331A109   2,735,640 18,000 SH   SOLE   18,000 0 0
DIGITAL RLTY TR INC PUT 253868953   3,364,500 25,000 SH Put SOLE   25,000 0 0
EVENTBRITE INC COM CL A 29975E109   8,388,692 1,003,432 SH   SOLE   1,003,432 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   25,742,625 237,500 SH   SOLE   237,500 0 0
FIRSTCASH HOLDINGS INC CALL 33768G907   26,197,863 241,700 SH Call SOLE   241,700 0 0
FIVE9 INC COM 338307101   10,469,705 133,050 SH   SOLE   133,050 0 0
GIGACLOUD TECHNOLOGY INC PUT G38644953   1,555,500 85,000 SH Put SOLE   85,000 0 0
GREEN BRICK PARTNERS INC COM 392709101   2,597,000 50,000 SH   SOLE   50,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   7,645,000 125,000 SH   SOLE   125,000 0 0
HANNON ARMSTRONG SUST INFR C PUT 41068X950   7,032,900 255,000 SH Put SOLE   255,000 0 0
INARI MED INC PUT 45332Y959   16,944,120 261,000 SH Put SOLE   261,000 0 0
IRON MTN INC DEL PUT 46284V951   9,797,200 140,000 SH Put SOLE   140,000 0 0
KOSMOS ENERGY LTD COM 500688106   4,616,480 688,000 SH   SOLE   688,000 0 0
MERITAGE HOMES CORP COM 59001A102   4,790,500 27,500 SH   SOLE   27,500 0 0
MICROSOFT CORP COM 594918104   13,161,400 35,000 SH   SOLE   35,000 0 0
NVR INC COM 62944T105   3,010,194 430 SH   SOLE   430 0 0
OMNIAB INC COM 68218J103   10,224,757 1,657,173 SH   SOLE   1,657,173 0 0
OWENS & MINOR INC NEW PUT 690732952   481,750 25,000 SH Put SOLE   25,000 0 0
PARAMOUNT GROUP INC COM 69924R108   1,169,061 226,124 SH   SOLE   226,124 0 0
PROCEPT BIOROBOTICS CORP PUT 74276L955   2,514,600 60,000 SH Put SOLE   60,000 0 0
PROFRAC HLDG CORP PUT 74319N950   2,730,560 322,000 SH Put SOLE   322,000 0 0
QUIDELORTHO CORP COM 219798105   10,427,813 141,490 SH   SOLE   141,490 0 0
STERLING INFRASTRUCTURE INC COM 859241101   12,134,340 138,000 SH   SOLE   138,000 0 0
TOPBUILD CORP COM 89055F103   11,040,670 29,500 SH   SOLE   29,500 0 0
TREX CO INC PUT 89531P955   2,483,700 30,000 SH Put SOLE   30,000 0 0
TRIUMPH FICIAL INC COM 89679E300   13,229,700 165,000 SH   SOLE   165,000 0 0
UPWORK INC COM 91688F104   11,152,500 750,000 SH   SOLE   750,000 0 0
VAALCO ENERGY INC COM NEW 91851C201   7,633,000 1,700,000 SH   SOLE   1,700,000 0 0
WALKER & DUNLOP INC COM 93148P102   10,656,960 96,000 SH   SOLE   96,000 0 0
WESTROCK COFFEE CO PUT 96145W953   1,233,368 120,800 SH Put SOLE   120,800 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   14,525,379 326,413 SH   SOLE   326,413 0 0