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
ADVANCE AUTO PARTS INC COM 00751Y106   277,076 4,540 SH   SOLE N/A 4,540 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   33,895,365 241,008 SH   SOLE N/A 241,008 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,741,137 50,000 SH Call SOLE N/A 50,000 0 0
AGNICO EAGLE MINES LTD COM 008474108   12,807,689 233,620 SH   SOLE N/A 233,620 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   260,177 19,348 SH   SOLE N/A 19,348 0 0
ALBEMARLE CORP COM 012653101   297,340 2,058 SH   SOLE N/A 2,058 0 0
ALPHABET INC CAP STK CL A 02079K305   17,522,295 125,437 SH   SOLE N/A 125,437 0 0
ALPHABET INC CAP STK CL A 02079K305   41,907,000 300,000 SH Call SOLE N/A 300,000 0 0
AMAZON COM INC COM 023135106   13,504,123 88,878 SH   SOLE N/A 88,878 0 0
AMERICAN TOWER CORP NEW COM 03027X100   267,907 1,241 SH   SOLE N/A 1,241 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   261,694 15,577 SH   SOLE N/A 15,577 0 0
ATLAS LITHIUM CORP COM NEW 105861306   17,449,442 661,158 SH   SOLE N/A 661,158 0 0
ATS CORPORATION COM 00217Y104   7,224,705 167,642 SH   SOLE N/A 167,642 0 0
AVANTOR INC COM 05352A100   2,789,826 122,200 SH Call SOLE N/A 122,200 0 0
AZEK CO INC CL A 05478C105   18,965,880 495,840 SH   SOLE N/A 495,840 0 0
BANK MONTREAL QUE COM 063671101   21,096,543 213,231 SH   SOLE N/A 213,231 0 0
BANK NOVA SCOTIA HALIFAX COM 064149107   277,921 5,710 SH   SOLE N/A 5,710 0 0
BARRICK GOLD CORP COM 067901108   474,761 26,280 SH   SOLE N/A 26,280 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   20,840,000 58,431 SH   SOLE N/A 58,431 0 0
BOSTON PROPERTIES INC COM 101121101   280,399 3,996 SH   SOLE N/A 3,996 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   10,775,643 64,548 SH   SOLE N/A 64,548 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   282,190 10,746 SH   SOLE N/A 10,746 0 0
CANADIAN IMPERIAL BK COMM TO COM 136069101   286,748 5,956 SH   SOLE N/A 5,956 0 0
CANADIAN NAT RES LTD COM 136385101   19,652,425 300,000 SH Call SOLE N/A 300,000 0 0
CANADIAN NAT RES LTD COM 136385101   111,201,476 1,697,523 SH   SOLE N/A 1,697,523 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,829,663 35,767 SH   SOLE N/A 35,767 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   7,647,974 133,124 SH   SOLE N/A 133,124 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106   8,429,640 211,800 SH Call SOLE N/A 211,800 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106   73,472,830 1,846,051 SH   SOLE N/A 1,846,051 0 0
CENOVUS ENERGY INC COM 15135U109   5,998,279 360,000 SH Call SOLE N/A 360,000 0 0
CENOVUS ENERGY INC COM 15135U109   80,027,395 4,803,021 SH   SOLE N/A 4,803,021 0 0
CHARLES RIV LABS INTL INC COM 159864107   5,063,688 21,420 SH   SOLE N/A 21,420 0 0
CHEMED CORP NEW COM 16359R103   1,900,438 3,250 SH   SOLE N/A 3,250 0 0
CHENIERE ENERGY INC COM NEW 16411R208   29,082,156 170,360 SH   SOLE N/A 170,360 0 0
CHEVRON CORP NEW COM 166764100   16,494,113 110,580 SH   SOLE N/A 110,580 0 0
CHEWY INC CL A 16679L109   304,331 12,879 SH   SOLE N/A 12,879 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   487,122 213 SH   SOLE N/A 213 0 0
CHURCH & DWIGHT CO INC COM 171340102   220,798 2,335 SH   SOLE N/A 2,335 0 0
CHURCHILL DOWNS INC COM 171484108   2,667,701 19,771 SH   SOLE N/A 19,771 0 0
COLLIERS INTL GROUP INC SUB VTG SHS 194693107   8,450,193 66,814 SH   SOLE N/A 66,814 0 0
CORNING INC COM 219350105   265,006 8,703 SH   SOLE N/A 8,703 0 0
COSTCO WHSL CORP NEW COM 22160K105   28,251,424 42,800 SH Put SOLE N/A 42,800 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   270,474 3,509 SH   SOLE N/A 3,509 0 0
CRH PLC ORD G25508105   24,515,698 354,478 SH   SOLE N/A 354,478 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   2,129,369 8,340 SH   SOLE N/A 8,340 0 0
CSX CORP COM 126408103   1,760,820 50,788 SH   SOLE N/A 50,788 0 0
DANAHER CORPORATION COM 235851102   1,843,086 7,967 SH   SOLE N/A 7,967 0 0
DESCARTES SYS GROUP INC COM 249906108   998,978 11,891 SH   SOLE N/A 11,891 0 0
DEXCOM INC COM 252131107   13,231,469 106,628 SH   SOLE N/A 106,628 0 0
DIAMONDBACK ENERGY INC COM 25278X109   9,525,169 61,421 SH   SOLE N/A 61,421 0 0
DOLLAR GEN CORP NEW COM 256677105   276,930 2,037 SH   SOLE N/A 2,037 0 0
DOMINOS PIZZA INC COM 25754A201   11,490,499 27,874 SH   SOLE N/A 27,874 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100   2,420,143 38,803 SH   SOLE N/A 38,803 0 0
ELDORADO GOLD CORP NEW COM 284902509   268,699 20,702 SH   SOLE N/A 20,702 0 0
EMCOR GROUP INC COM 29084Q100   1,877,472 8,715 SH   SOLE N/A 8,715 0 0
ENERPLUS CORP COM 292766102   9,410,651 614,023 SH   SOLE N/A 614,023 0 0
EQT CORP COM 26884L109   33,564,999 868,210 SH   SOLE N/A 868,210 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,607,183 22,784 SH   SOLE N/A 22,784 0 0
FIRST SOLAR INC COM 336433107   2,458,608 14,271 SH   SOLE N/A 14,271 0 0
FIRSTSERVICE CORP NEW COM 33767E202   16,235,540 100,233 SH   SOLE N/A 100,233 0 0
FIVE BELOW INC COM 33829M101   10,809,557 50,711 SH   SOLE N/A 50,711 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   281,243 2,521 SH   SOLE N/A 2,521 0 0
FRANCO NEV CORP COM 351858105   17,530,818 158,285 SH   SOLE N/A 158,285 0 0
GENERAC HLDGS INC COM 368736104   269,982 2,089 SH   SOLE N/A 2,089 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   86,645,785 3,515,042 SH   SOLE N/A 3,515,042 0 0
HUMANA INC COM 444859102   4,032,390 8,808 SH   SOLE N/A 8,808 0 0
ICON PLC SHS G4705A100   2,960,912 10,460 SH   SOLE N/A 10,460 0 0
ILLUMINA INC COM 452327109   307,163 2,206 SH   SOLE N/A 2,206 0 0
IMPERIAL OIL LTD COM NEW 453038408   9,486,177 166,546 SH   SOLE N/A 166,546 0 0
INGERSOLL RAND INC COM 45687V106   5,945,977 76,881 SH   SOLE N/A 76,881 0 0
INSULET CORP COM 45784P101   293,140 1,351 SH   SOLE N/A 1,351 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   47,340,000 300,000 SH Call SOLE N/A 300,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,590,248,064 3,883,200 SH Put SOLE N/A 3,883,200 0 0
IRON MTN INC DEL COM 46284V101   1,466,501 20,956 SH   SOLE N/A 20,956 0 0
ISHARES TR 20 YR TR BD ETF 464287432   269,547 2,726 SH   SOLE N/A 2,726 0 0
ISHARES TR 20 YR TR BD ETF 464287432   108,194,496 1,094,200 SH Call SOLE N/A 1,094,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   234,850,771 1,170,100 SH Put SOLE N/A 1,170,100 0 0
JPMORGAN CHASE & CO COM 46625H100   9,744,008 57,284 SH   SOLE N/A 57,284 0 0
KINROSS GOLD CORP COM 496902404   266,391 44,017 SH   SOLE N/A 44,017 0 0
LAUDER ESTEE COS INC CL A 518439104   278,460 1,904 SH   SOLE N/A 1,904 0 0
LIVENT CORP COM 53814L108   306,883 17,068 SH   SOLE N/A 17,068 0 0
LPL FINL HLDGS INC COM 50212V100   34,206,051 150,277 SH   SOLE N/A 150,277 0 0
MARTIN MARIETTA MATLS INC COM 573284106   37,882,236 75,930 SH   SOLE N/A 75,930 0 0
MASTEC INC COM 576323109   1,592,467 21,031 SH   SOLE N/A 21,031 0 0
MATADOR RES CO COM 576485205   1,904,526 33,495 SH   SOLE N/A 33,495 0 0
MCCORMICK & CO INC COM NON VTG 579780206   258,491 3,778 SH   SOLE N/A 3,778 0 0
MCDONALDS CORP COM 580135101   9,614,930 32,427 SH   SOLE N/A 32,427 0 0
MICROSOFT CORP COM 594918104   33,843,600 90,000 SH Call SOLE N/A 90,000 0 0
MICROSOFT CORP COM 594918104   58,356,519 155,187 SH   SOLE N/A 155,187 0 0
MISTER CAR WASH INC COM 60646V105   799,753 92,564 SH   SOLE N/A 92,564 0 0
NEXGEN ENERGY LTD COM 65340P106   33,473,956 4,785,223 SH   SOLE N/A 4,785,223 0 0
NVIDIA CORPORATION COM 67066G104   334,422,066 675,300 SH Put SOLE N/A 675,300 0 0
NVR INC COM 62944T105   2,478,159 354 SH   SOLE N/A 354 0 0
PAPA JOHNS INTL INC COM 698813102   275,419 3,613 SH   SOLE N/A 3,613 0 0
PARKER-HANNIFIN CORP COM 701094104   1,591,258 3,454 SH   SOLE N/A 3,454 0 0
PAYCOM SOFTWARE INC COM 70432V102   248,064 1,200 SH Call SOLE N/A 1,200 0 0
PAYCOM SOFTWARE INC COM 70432V102   277,418 1,342 SH   SOLE N/A 1,342 0 0
PAYPAL HLDGS INC COM 70450Y103   264,063 4,300 SH   SOLE N/A 4,300 0 0
PENTAIR PLC SHS G7S00T104   4,774,284 65,662 SH   SOLE N/A 65,662 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   11,387,307 837,302 SH   SOLE N/A 837,302 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105   247,539 78,335 SH   SOLE N/A 78,335 0 0
PFIZER INC COM 717081103   258,304 8,972 SH   SOLE N/A 8,972 0 0
PG&E CORP COM 69331C108   10,606,057 588,245 SH   SOLE N/A 588,245 0 0
POLARIS INC COM 731068102   275,117 2,903 SH   SOLE N/A 2,903 0 0
POOL CORP COM 73278L105   1,696,112 4,254 SH   SOLE N/A 4,254 0 0
PROLOGIS INC. COM 74340W103   17,445,371 130,873 SH   SOLE N/A 130,873 0 0
QUANTA SVCS INC COM 74762E102   3,410,719 15,805 SH   SOLE N/A 15,805 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   26,115,968 334,263 SH   SOLE N/A 334,263 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   23,264,363 497,009 SH   SOLE N/A 497,009 0 0
ROPER TECHNOLOGIES INC COM 776696106   46,724,885 85,707 SH   SOLE N/A 85,707 0 0
ROYAL BK CDA COM 780087102   28,860,185 285,410 SH   SOLE N/A 285,410 0 0
S&P GLOBAL INC COM 78409V104   2,140,927 4,860 SH   SOLE N/A 4,860 0 0
SEAWORLD ENTMT INC COM 81282V100   74,188,588 1,404,289 SH   SOLE N/A 1,404,289 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   263,213 1,930 SH   SOLE N/A 1,930 0 0
SHAKE SHACK INC CL A 819047101   1,964,032 26,498 SH   SOLE N/A 26,498 0 0
SHERWIN WILLIAMS CO COM 824348106   12,939,795 41,487 SH   SOLE N/A 41,487 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   576,798 37,117 SH   SOLE N/A 37,117 0 0
SPDR GOLD TR GOLD SHS 78463V107   97,435,536 507,900 SH Call SOLE N/A 507,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   523,696,558 1,101,800 SH Put SOLE N/A 1,101,800 0 0
SPROTT INC COM NEW 852066208   37,792,768 1,115,914 SH   SOLE N/A 1,115,914 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   269,617 4,412 SH   SOLE N/A 4,412 0 0
STANTEC INC COM 85472N109   38,155,932 475,310 SH   SOLE N/A 475,310 0 0
STERIS PLC SHS USD G8473T100   7,064,440 32,133 SH   SOLE N/A 32,133 0 0
SUN CMNTYS INC COM 866674104   19,806,930 148,200 SH Call SOLE N/A 148,200 0 0
SUN CMNTYS INC COM 866674104   122,076,712 913,406 SH   SOLE N/A 913,406 0 0
SUN LIFE FINANCIAL INC. COM 866796105   6,212,741 119,805 SH   SOLE N/A 119,805 0 0
SUNCOR ENERGY INC NEW COM 867224107   268,119 8,370 SH   SOLE N/A 8,370 0 0
SUNRUN INC COM 86771W105   2,420,654 123,314 SH   SOLE N/A 123,314 0 0
TARGET CORP COM 87612E106   267,322 1,877 SH   SOLE N/A 1,877 0 0
TECK RESOURCES LTD CL B 878742204   1,690,638 40,000 SH Call SOLE N/A 40,000 0 0
TECK RESOURCES LTD CL B 878742204   25,529,821 604,028 SH   SOLE N/A 604,028 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   1,707,059 3,825 SH   SOLE N/A 3,825 0 0
TETRA TECH INC NEW COM 88162G103   2,907,253 17,416 SH   SOLE N/A 17,416 0 0
TFI INTL INC COM 87241L109   16,321,405 120,000 SH Call SOLE N/A 120,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   12,312,736 23,197 SH   SOLE N/A 23,197 0 0
T-MOBILE US INC COM 872590104   26,305,343 164,070 SH   SOLE N/A 164,070 0 0
TOPBUILD CORP COM 89055F103   1,851,090 4,946 SH   SOLE N/A 4,946 0 0
TORONTO DOMINION BK ONT COM NEW 891160509   274,981 4,256 SH   SOLE N/A 4,256 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   2,605,096 10,681 SH   SOLE N/A 10,681 0 0
TREX CO INC COM 89531P105   1,850,108 22,347 SH   SOLE N/A 22,347 0 0
TRUPANION INC COM 898202106   270,014 8,850 SH   SOLE N/A 8,850 0 0
UNION PAC CORP COM 907818108   23,093,192 94,020 SH   SOLE N/A 94,020 0 0
UNITED STS OIL FD LP UNITS 91232N207   52,320,250 785,000 SH Put SOLE N/A 785,000 0 0
VAIL RESORTS INC COM 91879Q109   241,648 1,132 SH   SOLE N/A 1,132 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   269,880 8,703 SH   SOLE N/A 8,703 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   107,911,699 3,479,900 SH Call SOLE N/A 3,479,900 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,941,918 82,072 SH   SOLE N/A 82,072 0 0
VESTIS CORPORATION COM SHS 29430C102   7,385,153 349,345 SH   SOLE N/A 349,345 0 0
VISA INC COM CL A 92826C839   25,867,335 99,356 SH   SOLE N/A 99,356 0 0
WARRIOR MET COAL INC COM 93627C101   70,843,055 1,161,933 SH   SOLE N/A 1,161,933 0 0
WASTE CONNECTIONS INC COM 94106B101   33,349,140 223,358 SH   SOLE N/A 223,358 0 0
XPO INC COM 983793100   9,667,133 110,368 SH   SOLE N/A 110,368 0 0
XYLEM INC COM 98419M100   36,526,698 319,401 SH   SOLE N/A 319,401 0 0