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
AERCAP HOLDINGS NV SHS N00985106   76,698,240 1,032,000 SH   SOLE   1,032,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   53,118,300 570,000 SH   SOLE   570,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   132,049,540 791,000 SH   SOLE   791,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   50,208,480 1,071,000 SH   SOLE   1,071,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   57,776,001 2,434,724 SH   SOLE   2,434,724 0 0
EXP WORLD HLDGS INC COM 30212W100   16,238,576 1,046,300 SH Put SOLE   1,046,300 0 0
GLOBAL BUSINESS TRAVEL GROUP COM CL A 37890B100   19,285,500 2,990,000 SH   SOLE   2,990,000 0 0
HUMANA INC COM 444859102   22,890,500 50,000 SH Call SOLE   50,000 0 0
HUMANA INC COM 444859102   54,250,485 118,500 SH   SOLE   118,500 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   24,532,500 150,000 SH Put SOLE   150,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   23,910,645 131,500 SH   SOLE   131,500 0 0
NEWS CORP NEW CL A 65249B109   30,810,250 1,255,000 SH   SOLE   1,255,000 0 0
UNITED HOMES GROUP INC CL A 91060H108   1,118,067 139,610 SH   SOLE   139,610 0 0
US FOODS HLDG CORP COM 912008109   53,129,700 1,170,000 SH   SOLE   1,170,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   88,332,500 1,985,000 SH   SOLE   1,985,000 0 0
WIX COM LTD SHS M98068105   17,837,900 145,000 SH   SOLE   145,000 0 0