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
ABERCROMBIE & FITCH CO CL A 002896207 15,333 446,900 SH Put SOLE   446,900 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 42,819 155,000 SH Put SOLE   155,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 27,524 150,000 SH Put SOLE   150,000 0 0
AGCO CORP COM 001084102 56,979 396,649 SH Put SOLE   396,649 0 0
AIRBNB INC COM CL A 009066101 9,397 50,000 SH Put SOLE   50,000 0 0
ALPHABET INC CAP STK CL A 02079K305 13,406 6,500 SH Put SOLE   6,500 0 0
AMAZON COM INC COM 023135106 34,035 11,000 SH Put SOLE   11,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 30,535 1,044,300 SH Put SOLE   1,044,300 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 11,928 400,000 SH Put SOLE   400,000 0 0
AT HOME GROUP INC COM 04650Y100 2,870 100,000 SH Put SOLE   100,000 0 0
AUTOZONE INC COM 053332102 14,043 10,000 SH Put SOLE   10,000 0 0
AVAYA HLDGS CORP COM 05351X101 14,518 517,953 SH Put SOLE   517,953 0 0
BOOKING HOLDINGS INC COM 09857L108 6,990 3,000 SH Put SOLE   3,000 0 0
BOOT BARN HLDGS INC COM 099406100 4,619 74,133 SH Put SOLE   74,133 0 0
BOYD GAMING CORP COM 103304101 9,434 160,000 SH Put SOLE   160,000 0 0
BRINKER INTL INC COM 109641100 6,395 90,000 SH Put SOLE   90,000 0 0
BRUNSWICK CORP COM 117043109 17,957 188,292 SH Put SOLE   188,292 0 0
BURLINGTON STORES INC COM 122017106 29,673 99,306 SH Put SOLE   99,306 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 55,094 630,000 SH Put SOLE   630,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 14,280 280,000 SH Put SOLE   280,000 0 0
CEL-SCI CORP COM PAR NEW 150837607 1,099 72,248 SH Put SOLE   72,248 0 0
CHEESECAKE FACTORY INC COM 163072101 11,117 190,000 SH Put SOLE   190,000 0 0
CHEWY INC CL A 16679L109 847 10,000 SH Put SOLE   10,000 0 0
CHILDRENS PL INC NEW COM 168905107 14,567 209,000 SH Put SOLE   209,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 22,733 16,000 SH Put SOLE   16,000 0 0
CHURCHILL DOWNS INC COM 171484108 18,194 80,000 SH Put SOLE   80,000 0 0
CITI TRENDS INC COM 17306X102 10,324 123,230 SH Put SOLE   123,230 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 14,062 180,000 SH Put SOLE   180,000 0 0
COPA HOLDINGS SA CL A P31076105 18,632 230,623 SH Put SOLE   230,623 0 0
CROCS INC COM 227046109 25,744 320,000 SH Put SOLE   320,000 0 0
CSX CORP COM 126408103 2,893 30,000 SH Put SOLE   30,000 0 0
CUMMINS INC COM 231021106 33,684 130,000 SH Put SOLE   130,000 0 0
D R HORTON INC COM 23331A109 8,466 95,000 SH Put SOLE   95,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 16,451 217,896 SH Put SOLE   217,896 0 0
DECKERS OUTDOOR CORP COM 243537107 14,142 42,800 SH Put SOLE   42,800 0 0
DEERE & CO COM 244199105 18,707 50,000 SH Put SOLE   50,000 0 0
DISNEY WALT CO COM 254687106 22,142 120,000 SH Put SOLE   120,000 0 0
DOLLAR TREE INC COM 256746108 10,874 95,000 SH Put SOLE   95,000 0 0
DYCOM INDS INC COM 267475101 6,031 64,949 SH Put SOLE   64,949 0 0
E L F BEAUTY INC COM 26856L103 1,342 50,000 SH Put SOLE   50,000 0 0
EAGLE MATLS INC COM 26969P108 9,409 70,000 SH Put SOLE   70,000 0 0
ENERSYS COM 29275Y102 42,771 471,051 SH Put SOLE   471,051 0 0
FACEBOOK INC CL A 30303M102 17,672 60,000 SH Put SOLE   60,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 3,446 65,000 SH Put SOLE   65,000 0 0
FEDEX CORP COM 31428X106 11,362 40,000 SH Put SOLE   40,000 0 0
FIVE BELOW INC COM 33829M101 7,632 40,000 SH Put SOLE   40,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,336 129,200 SH Put SOLE   129,200 0 0
FOREST ROAD ACQUISITION CORP COM 34619R102 1,012 100,000 SH Put SOLE   100,000 0 0
FOSSIL GROUP INC COM 34988V106 620 50,000 SH Put SOLE   50,000 0 0
GAP INC COM 364760108 4,467 150,000 SH Put SOLE   150,000 0 0
GENERAC HLDGS INC COM 368736104 8,186 25,000 SH Put SOLE   25,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 22,890 70,000 SH Put SOLE   70,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 6,343 40,200 SH Put SOLE   40,200 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 12,092 100,000 SH Put SOLE   100,000 0 0
IMAX CORP COM 45245E109 3,518 175,000 SH Put SOLE   175,000 0 0
JABIL INC COM 466313103 38,826 744,356 SH Put SOLE   744,356 0 0
JACK IN THE BOX INC COM 466367109 3,955 36,023 SH Put SOLE   36,023 0 0
JOANN INC COM 47768J101 5,932 584,400 SH Put SOLE   584,400 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 13,196 50,000 SH Put SOLE   50,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 13,465 280,000 SH Put SOLE   280,000 0 0
KOHLS CORP COM 500255104 4,739 79,500 SH Put SOLE   79,500 0 0
L BRANDS INC COM 501797104 30,930 500,000 SH Put SOLE   500,000 0 0
LAS VEGAS SANDS CORP COM 517834107 9,114 150,000 SH Put SOLE   150,000 0 0
LENNAR CORP CL A 526057104 14,172 140,000 SH Put SOLE   140,000 0 0
LESLIES INC COM 527064109 3,343 136,500 SH Put SOLE   136,500 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 3,983 166,600 SH Put SOLE   166,600 0 0
LITHIA MTRS INC CL A 536797103 14,667 37,600 SH Put SOLE   37,600 0 0
LIVEPERSON INC COM 538146101 19,638 372,350 SH Put SOLE   372,350 0 0
LOWES COS INC COM 548661107 9,509 50,000 SH Put SOLE   50,000 0 0
MALIBU BOATS INC COM CL A 56117J100 3,187 40,000 SH Put SOLE   40,000 0 0
MCDONALDS CORP COM 580135101 21,293 95,000 SH Put SOLE   95,000 0 0
MERITAGE HOMES CORP COM 59001A102 15,167 165,000 SH Put SOLE   165,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,699 150,000 SH Put SOLE   150,000 0 0
MOSAIC CO NEW COM 61945C103 13,639 431,491 SH Put SOLE   431,491 0 0
NETFLIX INC COM 64110L106 31,300 60,000 SH Put SOLE   60,000 0 0
NORDSTROM INC COM 655664100 4,544 120,000 SH Put SOLE   120,000 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,139 150,000 SH Put SOLE   150,000 0 0
NVIDIA CORPORATION COM 67066G104 10,679 20,000 SH Put SOLE   20,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 19,233 80,000 SH Put SOLE   80,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 870 10,000 SH Put SOLE   10,000 0 0
OWENS CORNING NEW COM 690742101 28,658 311,198 SH Put SOLE   311,198 0 0
PARKER-HANNIFIN CORP COM 701094104 37,189 117,900 SH Put SOLE   117,900 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,811 25,000 SH Put SOLE   25,000 0 0
PENN NATL GAMING INC COM 707569109 10,484 100,000 SH Put SOLE   100,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 10,082 175,000 SH Put SOLE   175,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 4,986 225,000 SH Put SOLE   225,000 0 0
PLANET FITNESS INC CL A 72703H101 6,887 89,100 SH Put SOLE   89,100 0 0
POSHMARK INC COM CL A 73739W104 203 5,000 SH Put SOLE   5,000 0 0
PVH CORPORATION COM 693656100 4,228 40,000 SH Put SOLE   40,000 0 0
RED ROCK RESORTS INC CL A 75700L108 13,330 409,015 SH Put SOLE   409,015 0 0
RH COM 74967X103 13,245 22,200 SH Put SOLE   22,200 0 0
ROCKWELL AUTOMATION INC COM 773903109 26,663 100,450 SH Put SOLE   100,450 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 18,195 212,536 SH Put SOLE   212,536 0 0
SNAP INC CL A 83304A106 7,844 150,000 SH Put SOLE   150,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 26,795 100,000 SH Put SOLE   100,000 0 0
SYNNEX CORP COM 87162W100 5,443 47,400 SH Put SOLE   47,400 0 0
TAPESTRY INC COM 876030107 52,337 1,270,000 SH Put SOLE   1,270,000 0 0
TARGET CORP COM 87612E106 14,855 75,000 SH Put SOLE   75,000 0 0
TELOS CORP MD COM 87969B101 20,880 550,637 SH Put SOLE   550,637 0 0
TEMPUR SEALY INTL INC COM 88023U101 41,496 1,135,000 SH Put SOLE   1,135,000 0 0
THE REALREAL INC COM 88339P101 8,907 393,600 SH Put SOLE   393,600 0 0
THE TRADE DESK INC COM CL A 88339J105 25,154 38,600 SH Put SOLE   38,600 0 0
THOR INDS INC COM 885160101 1,671 12,400 SH Put SOLE   12,400 0 0
TJX COS INC NEW COM 872540109 4,961 75,000 SH Put SOLE   75,000 0 0
TRACTOR SUPPLY CO COM 892356106 8,854 50,000 SH Put SOLE   50,000 0 0
TWITTER INC COM 90184L102 20,680 325,000 SH Put SOLE   325,000 0 0
UNION PAC CORP COM 907818108 11,021 50,000 SH Put SOLE   50,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 6,800 40,000 SH Put SOLE   40,000 0 0
V F CORP COM 918204108 6,394 80,000 SH Put SOLE   80,000 0 0
WERNER ENTERPRISES INC COM 950755108 15,330 325,000 SH Put SOLE   325,000 0 0
WINNEBAGO INDS INC COM 974637100 15,342 200,000 SH Put SOLE   200,000 0 0
WYNN RESORTS LTD COM 983134107 18,179 145,000 SH Put SOLE   145,000 0 0
YETI HLDGS INC COM 98585X104 6,096 84,424 SH Put SOLE   84,424 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 18,150 140,000 SH Put SOLE   140,000 0 0