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
ACV AUCTIONS INC COM CL A 00091G104   3,374,829 222,761 SH   SOLE   222,761 0 0
AMAZON COM INC COM 023135106   4,008,177 26,380 SH   SOLE   26,380 0 0
AVANTOR INC COM 05352A100   7,990,500 350,000 SH Call SOLE   350,000 0 0
AVANTOR INC COM 05352A100   16,564,375 725,553 SH   SOLE   725,553 0 0
BIO RAD LABS INC CL A 090572207   5,871,432 18,184 SH   SOLE   18,184 0 0
BIO RAD LABS INC CL A 090572207   6,457,800 20,000 SH Call SOLE   20,000 0 0
BURLINGTON STORES INC COM 122017106   9,088,245 46,731 SH   SOLE   46,731 0 0
CHARLES RIV LABS INTL INC COM 159864107   4,742,420 20,061 SH   SOLE   20,061 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   5,089,773 211,545 SH   SOLE   211,545 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   14,952,144 248,912 SH   SOLE   248,912 0 0
FREEPORT-MCMORAN INC CL B 35671D857   4,991,290 117,249 SH   SOLE   117,249 0 0
GILDAN ACTIVEWEAR INC COM 375916103   5,785,500 175,000 SH Call SOLE   175,000 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   11,315,016 867,051 SH   SOLE   867,051 0 0
JD.COM INC SPON ADR CL A 47215P106   9,745,001 337,314 SH   SOLE   337,314 0 0
JD.COM INC SPON ADR CL A 47215P106   11,758,230 407,000 SH Call SOLE   407,000 0 0
LAMB WESTON HLDGS INC COM 513272104   3,242,700 30,000 SH Call SOLE   30,000 0 0
LAMB WESTON HLDGS INC COM 513272104   16,745,735 154,924 SH   SOLE   154,924 0 0
META PLATFORMS INC CL A 30303M102   6,848,064 19,347 SH   SOLE   19,347 0 0
MICROSOFT CORP COM 594918104   5,161,525 13,726 SH   SOLE   13,726 0 0
NUTANIX INC CL A 67059N108   16,005,813 335,622 SH   SOLE   335,622 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   3,004,750 175,000 SH Put SOLE   175,000 0 0
SCHWAB CHARLES CORP COM 808513105   3,114,507 45,269 SH   SOLE   45,269 0 0
TECK RESOURCES LTD CL B 878742204   11,384,325 269,324 SH   SOLE   269,324 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,476,144 6,549 SH   SOLE   6,549 0 0
TRANSOCEAN LTD REG SHS H8817H100   5,866,606 923,875 SH   SOLE   923,875 0 0
TRANSUNION COM 89400J107   12,669,712 184,394 SH   SOLE   184,394 0 0
VISA INC COM CL A 92826C839   2,714,930 10,428 SH   SOLE   10,428 0 0
XPO INC COM 983793100   13,107,493 149,646 SH   SOLE   149,646 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109   1,480,500 150,000 SH Call SOLE   150,000 0 0