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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 57,504 505,843 SH   SOLE   505,843 0 0
AMAZON COM INC COM 023135106 12,320 116,000 SH Call SOLE   116,000 0 0
ANGEL POND HOLDINGS CORP UNIT 99/99/9999 G0447J110 24,296 2,476,610 SH   SOLE   2,476,610 0 0
BATH & BODY WORKS INC COM 070830104 165,778 6,158,172 SH   SOLE   6,158,172 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 409 1 SH   SOLE   1 0 0
BEYOND MEAT INC COM 08862E109 8,251 344,667 SH   SOLE   344,667 0 0
BURLINGTON STORES INC COM 122017106 92,959 682,368 SH   SOLE   682,368 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 139,002 296,676 SH   SOLE   296,676 0 0
CHENIERE ENERGY INC COM NEW 16411R208 337,255 2,535,181 SH   SOLE   2,535,181 0 0
CITIGROUP INC COM NEW 172967424 14,717 320,000 SH Put SOLE   320,000 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124 9,796 1,000,000 SH   SOLE   1,000,000 0 0
DECKERS OUTDOOR CORP COM 243537107 323,841 1,268,223 SH   SOLE   1,268,223 0 0
DOMINOS PIZZA INC COM 25754A201 144,557 370,936 SH   SOLE   370,936 0 0
ELEVANCE HEALTH INC COM 036752103 281,814 583,973 SH   SOLE   583,973 0 0
EMPOWERMENT & INCLUSION CAPI UNIT 99/99/9999 29248N209 7,880 800,000 SH   SOLE   800,000 0 0
EQT CORP COM 26884L109 39,109 1,136,884 SH   SOLE   1,136,884 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 3,300 200,000 SH Call SOLE   200,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 413,380 4,509,435 SH   SOLE   4,509,435 0 0
FISERV INC COM 337738108 85,684 963,071 SH   SOLE   963,071 0 0
GAMESTOP CORP NEW CL A 36467W109 11,575 94,642 SH   SOLE   94,642 0 0
GLOBAL PMTS INC COM 37940X102 232,588 2,102,207 SH   SOLE   2,102,207 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 24,013 595,260 SH   SOLE   595,260 0 0
GUARDANT HEALTH INC COM 40131M109 18,792 465,839 SH   SOLE   465,839 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 58,693 1,067,916 SH   SOLE   1,067,916 0 0
ICON PLC SHS G4705A100 228,262 1,053,357 SH   SOLE   1,053,357 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 75,676 270,000 SH Call SOLE   270,000 0 0
JD.COM INC SPON ADR CL A 47215P106 94,800 1,476,169 SH   SOLE   1,476,169 0 0
LAS VEGAS SANDS CORP COM 517834107 93,044 2,769,982 SH   SOLE   2,769,982 0 0
MARATHON PETE CORP COM 56585A102 29,764 362,046 SH   SOLE   362,046 0 0
MASTERCARD INCORPORATED CL A 57636Q104 22,884 72,538 SH   SOLE   72,538 0 0
MICROSOFT CORP COM 594918104 390,992 1,522,377 SH   SOLE   1,522,377 0 0
NEWMONT CORP COM 651639106 20,928 350,732 SH   SOLE   350,732 0 0
OKTA INC CL A 679295105 117,484 1,299,598 SH   SOLE   1,299,598 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 19,252 440,443 SH   SOLE   440,443 0 0
ROSS STORES INC COM 778296103 63,362 902,204 SH   SOLE   902,204 0 0
SOUTHWESTERN ENERGY CO COM 845467109 30,332 4,853,141 SH   SOLE   4,853,141 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,188 12,990 SH   SOLE   12,990 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 40,554 107,500 SH Put SOLE   107,500 0 0
T-MOBILE US INC COM 872590104 291,535 2,166,905 SH   SOLE   2,166,905 0 0
UNITEDHEALTH GROUP INC COM 91324P102 261,804 509,714 SH   SOLE   509,714 0 0
UPSTART HLDGS INC COM 91680M107 11,951 377,952 SH   SOLE   377,952 0 0
VISA INC COM CL A 92826C839 23,890 121,338 SH   SOLE   121,338 0 0
WORKDAY INC CL A 98138H101 221,220 1,584,896 SH   SOLE   1,584,896 0 0