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
AAON INC COM PAR $0.004 000360206   24,124,400 205,000 SH   SOLE   205,000 0 0
ACV AUCTIONS INC COM CL A 00091G104   29,201,429 1,351,918 SH   SOLE   1,351,918 0 0
AUTOLIV INC COM 052800109   58,618,750 625,000 SH   SOLE   625,000 0 0
AMAZON COM INC COM 023135106   40,843,836 186,170 SH   SOLE   186,170 0 0
AZENTA INC COM 114340102   15,000,000 300,000 SH   SOLE   300,000 0 0
CINEMARK HLDGS INC CALL 17243V102   15,490,000 500,000 SH Call SOLE   500,000 0 0
CINEMARK HLDGS INC COM 17243V102   19,189,756 619,424 SH   SOLE   619,424 0 0
CORPAY INC COM SHS 219948106   48,258,692 142,600 SH   SOLE   142,600 0 0
CRH PLC ORD G25508105   52,551,360 568,000 SH   SOLE   568,000 0 0
COMPLETE SOLARIA INC *W EXP 07/31/202 20460L112   52,209 600,105 SH   SOLE   600,105 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   36,175,546 1,082,452 SH   SOLE   1,082,452 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   21,120,750 675,000 SH   SOLE   675,000 0 0
FLEX LTD ORD Y2573F102   17,770,194 462,886 SH   SOLE   462,886 0 0
FULGENT GENETICS INC COM 359664109   11,851,867 641,682 SH   SOLE   641,682 0 0
FIRST SOLAR INC COM 336433107   17,624,000 100,000 SH   SOLE   100,000 0 0
GEN DIGITAL INC COM 668771108   20,205,865 737,979 SH   SOLE   737,979 0 0
LAZYDAYS HLDGS INC COM 52110H100   10,382,276 10,871,493 SH   SOLE   10,871,493 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   36,749,684 87,192 SH   SOLE   87,192 0 0
HCI GROUP INC COM 40416E103   7,498,589 64,349 SH   SOLE   64,349 0 0
KIRBY CORP COM 497266106   48,485,918 458,279 SH   SOLE   458,279 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   37,626,957 397,286 SH   SOLE   397,286 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   23,505,211 1,285,140 SH   SOLE   1,285,140 0 0
LENSAR INC COM 52634L108   7,247,443 810,676 SH   SOLE   810,676 0 0
LIGHT & WONDER INC COM 80874P109   46,240,510 535,315 SH   SOLE   535,315 0 0
META PLATFORMS INC CL A 30303M102   64,406,100 110,000 SH   SOLE   110,000 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   48,963,587 2,371,118 SH   SOLE   2,371,118 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   4,819,800 174,000 SH   SOLE   174,000 0 0
ONEMAIN HLDGS INC COM 68268W103   36,739,087 704,759 SH   SOLE   704,759 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   45,151,631 1,946,191 SH   SOLE   1,946,191 0 0
OSCAR HEALTH INC CL A 687793109   12,432,000 925,000 SH   SOLE   925,000 0 0
PHREESIA INC COM 71944F106   10,657,021 423,570 SH   SOLE   423,570 0 0
SUNRUN INC COM 86771W105   13,622,716 1,472,726 SH   SOLE   1,472,726 0 0
THERAVANCE BIOPHARMA INC COM G8807B106   16,872,017 1,792,988 SH   SOLE   1,792,988 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110   6,164,890 246,497 SH   SOLE   246,497 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   57,632,000 1,600,000 SH   SOLE   1,600,000 0 0
TRINET GROUP INC COM 896288107   19,878,630 219,000 SH   SOLE   219,000 0 0
TOAST INC CL A 888787108   10,646,134 292,075 SH   SOLE   292,075 0 0
UNITED AIRLS HLDGS INC COM 910047109   17,478,000 180,000 SH   SOLE   180,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   37,990,086 75,100 SH   SOLE   75,100 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   35,016,660 1,361,986 SH   SOLE   1,361,986 0 0
VITAL FARMS INC CALL 92847W103   9,422,500 250,000 SH Call SOLE   250,000 0 0
VITAL FARMS INC COM 92847W103   18,279,650 485,000 SH   SOLE   485,000 0 0
WESTERN DIGITAL CORP COM 958102105   55,455,900 930,000 SH   SOLE   930,000 0 0
ZILLOW GROUP INC CALL 98954M200   18,512,500 250,000 SH Call SOLE   250,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   59,070,722 797,714 SH   SOLE   797,714 0 0