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   2,760,046 95,174 SH   SOLE   95,174 0 0
AEROVIRONMENT INC PUT 008073958   1,134,272 7,400 SH Put SOLE   7,400 0 0
ALLSTATE CORP COM 020002101   2,595,150 15,000 SH   SOLE   15,000 0 0
ARBOR REALTY TRUST INC PUT 038923958   993,750 75,000 SH Put SOLE   75,000 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108   15,693,077 693,770 SH   SOLE   693,770 0 0
ATLAS ENERGY SOLUTIONS INC CALL 642045908   7,803,900 345,000 SH Call SOLE   345,000 0 0
AUTOZONE INC COM 053332102   9,454,950 3,000 SH   SOLE   3,000 0 0
CAVCO INDS INC DEL COM 149568107   7,981,200 20,000 SH   SOLE   20,000 0 0
CENTURY CMNTYS INC COM 156504300   1,930,000 20,000 SH   SOLE   20,000 0 0
CERENCE INC PUT 156727959   781,200 49,600 SH Put SOLE   49,600 0 0
CRH PLC ORD G25508105   15,526,800 180,000 SH   SOLE   180,000 0 0
D R HORTON INC COM 23331A109   2,961,900 18,000 SH   SOLE   18,000 0 0
ENPHASE ENERGY INC PUT 29355A957   6,532,920 54,000 SH Put SOLE   54,000 0 0
FIRSTCASH HOLDINGS INC COM 33768G107   14,412,020 113,000 SH   SOLE   113,000 0 0
FIRSTCASH HOLDINGS INC CALL 33768G907   32,650,240 256,000 SH Call SOLE   256,000 0 0
FIVE9 INC COM 338307101   12,422,000 200,000 SH   SOLE   200,000 0 0
GIGACLOUD TECHNOLOGY INC PUT G38644953   2,271,200 85,000 SH Put SOLE   85,000 0 0
GRAND CANYON ED INC CALL 38526M906   2,724,200 20,000 SH Call SOLE   20,000 0 0
GREEN BRICK PARTNERS INC COM 392709101   3,613,800 60,000 SH   SOLE   60,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   8,736,000 162,500 SH   SOLE   162,500 0 0
HERC HLDGS INC COM 42704L104   8,667,450 51,500 SH   SOLE   51,500 0 0
IES HLDGS INC COM 44951W106   1,824,600 15,000 SH   SOLE   15,000 0 0
INARI MED INC PUT 45332Y959   926,014 19,300 SH Put SOLE   19,300 0 0
INSPIRE MED SYS INC PUT 457730959   6,873,280 32,000 SH Put SOLE   32,000 0 0
IRON MTN INC DEL PUT 46284V951   27,271,400 340,000 SH Put SOLE   340,000 0 0
KIRBY CORP COM 497266106   6,864,851 72,019 SH   SOLE   72,019 0 0
MERITAGE HOMES CORP COM 59001A102   4,825,150 27,500 SH   SOLE   27,500 0 0
MICROSOFT CORP COM 594918104   14,725,200 35,000 SH   SOLE   35,000 0 0
NEW FORTRESS ENERGY INC PUT 644393950   14,530,250 475,000 SH Put SOLE   475,000 0 0
NVR INC COM 62944T105   3,482,983 430 SH   SOLE   430 0 0
OMNIAB INC COM 68218J103   8,566,966 1,580,621 SH   SOLE   1,580,621 0 0
PALANTIR TECHNOLOGIES INC PUT 69608A958   805,350 35,000 SH Put SOLE   35,000 0 0
POWELL INDS INC PUT 739128956   569,200 4,000 SH Put SOLE   4,000 0 0
PROCEPT BIOROBOTICS CORP PUT 74276L955   12,602,100 255,000 SH Put SOLE   255,000 0 0
ROOT INC PUT 77664L957   525,288 8,600 SH Put SOLE   8,600 0 0
SHOCKWAVE MED INC PUT 82489T954   17,095,575 52,500 SH Put SOLE   52,500 0 0
SITEONE LANDSCAPE SUPPLY INC PUT 82982L953   5,672,875 32,500 SH Put SOLE   32,500 0 0
SOUNDHOUND AI INC PUT 836100957   2,364,835 401,500 SH Put SOLE   401,500 0 0
STERLING INFRASTRUCTURE INC COM 859241101   8,648,304 78,400 SH   SOLE   78,400 0 0
TOPBUILD CORP COM 89055F103   13,001,535 29,500 SH   SOLE   29,500 0 0
TRIUMPH FINANCIAL INC COM 89679E300   13,087,800 165,000 SH   SOLE   165,000 0 0
VAALCO ENERGY INC COM NEW 91851C201   12,476,300 1,790,000 SH   SOLE   1,790,000 0 0
VIVID SEATS INC COM CL A 92854T100   5,690,500 950,000 SH   SOLE   950,000 0 0
WALKER & DUNLOP INC COM 93148P102   9,499,640 94,000 SH   SOLE   94,000 0 0
WESTROCK COFFEE CO PUT 96145W953   5,165,000 500,000 SH Put SOLE   500,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   15,178,205 326,413 SH   SOLE   326,413 0 0