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
3M CO COM 88579Y101   23,405,000 250,000 SH Call SOLE   250,000 0 0
3M CO COM 88579Y101   46,810,000 500,000 SH   SOLE   500,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207   10,535,271 186,895 SH   SOLE   186,895 0 0
ACV AUCTIONS INC COM CL A 00091G104   58,443,000 3,850,000 SH   SOLE   3,850,000 0 0
ADOBE INC COM 00724F101   55,612,753 109,066 SH   SOLE   109,066 0 0
ALTRIA GROUP INC COM 02209S103   63,075,000 1,500,000 SH Put SOLE   1,500,000 0 0
AMAZON COM INC COM 023135106   50,848,000 400,000 SH Call SOLE   400,000 0 0
AMAZON COM INC COM 023135106   95,979,795 755,033 SH   SOLE   755,033 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   80,031,963 4,818,300 SH   SOLE   4,818,300 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   16,610,000 1,000,000 SH Call SOLE   1,000,000 0 0
APPLE INC COM 037833100   51,363,000 300,000 SH Put SOLE   300,000 0 0
ATLASSIAN CORPORATION CL A 049468101   80,221,534 398,102 SH   SOLE   398,102 0 0
BROWN FORMAN CORP CL B 115637209   49,036,500 850,000 SH   SOLE   850,000 0 0
BUNGE LIMITED COM G16962105   16,237,500 150,000 SH   SOLE   150,000 0 0
BURLINGTON STORES INC COM 122017106   10,147,500 75,000 SH   SOLE   75,000 0 0
CARMAX INC COM 143130102   36,032,196 509,433 SH   SOLE   509,433 0 0
CARNIVAL CORP COMMON STOCK 143658300   86,902,027 6,333,967 SH   SOLE   6,333,967 0 0
CARNIVAL CORP COMMON STOCK 143658300   61,740,000 4,500,000 SH Call SOLE   4,500,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   46,552,296 25,413 SH   SOLE   25,413 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   28,116,000 450,000 SH   SOLE   450,000 0 0
COLGATE PALMOLIVE CO COM 194162103   71,110,000 1,000,000 SH   SOLE   1,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108   43,982,750 175,000 SH   SOLE   175,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   28,092,943 757,835 SH   SOLE   757,835 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   37,000,000 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   9,250,000 250,000 SH   SOLE   250,000 0 0
DOMINOS PIZZA INC COM 25754A201   85,815,253 226,551 SH   SOLE   226,551 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   31,716,540 350,459 SH   SOLE   350,459 0 0
FRONTDOOR INC COM 35905A109   16,461,427 538,131 SH   SOLE   538,131 0 0
GARTNER INC COM 366651107   72,158,100 210,000 SH   SOLE   210,000 0 0
GENERAC HLDGS INC COM 368736104   33,642,599 308,761 SH   SOLE   308,761 0 0
HASBRO INC COM 418056107   22,045,520 333,316 SH   SOLE   333,316 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   15,238,314 101,467 SH   SOLE   101,467 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108   12,128,000 400,000 SH   SOLE   400,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   179,135,000 500,000 SH Put SOLE   500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   88,370,000 500,000 SH Put SOLE   500,000 0 0
KEURIG DR PEPPER INC COM 49271V100   58,404,500 1,850,000 SH   SOLE   1,850,000 0 0
KOHLS CORP COM 500255104   14,050,117 670,330 SH   SOLE   670,330 0 0
KRAFT HEINZ CO COM 500754106   53,824,000 1,600,000 SH   SOLE   1,600,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   13,685,000 500,000 SH Put SOLE   500,000 0 0
LAMB WESTON HLDGS INC COM 513272104   60,099,000 650,000 SH   SOLE   650,000 0 0
LAUDER ESTEE COS INC CL A 518439104   14,455,000 100,000 SH   SOLE   100,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   2,588,660 190,623 SH   SOLE   190,623 0 0
LOWES COS INC COM 548661107   51,960,000 250,000 SH Put SOLE   250,000 0 0
LULULEMON ATHLETICA INC COM 550021109   22,287,101 57,797 SH   SOLE   57,797 0 0
MCCORMICK & CO INC COM NON VTG 579780206   18,910,000 250,000 SH   SOLE   250,000 0 0
META PLATFORMS INC CL A 30303M102   138,949,196 462,840 SH   SOLE   462,840 0 0
MGM RESORTS INTERNATIONAL COM 552953101   9,556,571 259,972 SH   SOLE   259,972 0 0
MURPHY USA INC COM 626755102   43,233,629 126,514 SH   SOLE   126,514 0 0
NIKE INC CL B 654106103   38,248,000 400,000 SH Put SOLE   400,000 0 0
PAYCHEX INC COM 704326107   40,365,500 350,000 SH   SOLE   350,000 0 0
PILGRIMS PRIDE CORP COM 72147K108   13,698,000 600,000 SH   SOLE   600,000 0 0
PINTEREST INC CL A 72352L106   46,105,395 1,705,712 SH   SOLE   1,705,712 0 0
PPG INDS INC COM 693506107   13,372,645 103,025 SH   SOLE   103,025 0 0
PULTE GROUP INC COM 745867101   32,259,364 435,643 SH   SOLE   435,643 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   41,463,000 450,000 SH Call SOLE   450,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   113,716,240 1,234,168 SH   SOLE   1,234,168 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   54,234,000 600,000 SH   SOLE   600,000 0 0
SHOPIFY INC CL A 82509L107   37,231,092 682,263 SH   SOLE   682,263 0 0
SHOPIFY INC CL A 82509L107   16,371,000 300,000 SH Call SOLE   300,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100   33,887,498 471,905 SH   SOLE   471,905 0 0
SKECHERS U S A INC CL A 830566105   46,434,362 948,608 SH   SOLE   948,608 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   213,740,000 500,000 SH Put SOLE   500,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   48,688,000 800,000 SH Put SOLE   800,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   62,861,750 425,000 SH   SOLE   425,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   30,628,000 400,000 SH Put SOLE   400,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   36,338,969 258,843 SH   SOLE   258,843 0 0
TARGET CORP COM 87612E106   64,537,940 583,684 SH   SOLE   583,684 0 0
TESLA INC COM 88160R101   25,022,000 100,000 SH Put SOLE   100,000 0 0
THOR INDS INC COM 885160101   90,373,500 950,000 SH   SOLE   950,000 0 0
TJX COS INC NEW COM 872540109   41,127,709 462,733 SH   SOLE   462,733 0 0
TRANSUNION COM 89400J107   35,895,000 500,000 SH   SOLE   500,000 0 0
TREEHOUSE FOODS INC COM 89469A104   13,074,000 300,000 SH   SOLE   300,000 0 0
ULTA BEAUTY INC COM 90384S303   74,810,194 187,283 SH   SOLE   187,283 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   27,800,000 1,250,000 SH Call SOLE   1,250,000 0 0
WHIRLPOOL CORP COM 963320106   37,443,086 280,053 SH   SOLE   280,053 0 0
WILLIAMS SONOMA INC COM 969904101   47,591,250 306,250 SH   SOLE   306,250 0 0