The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 273,943 | 1,142,000 | SH | SOLE | 1,142,000 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 271,512 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 321,792 | 3,200,000 | SH | Call | SOLE | 3,200,000 | 0 | 0 | |
| ALIGN TECHNOLOGY INC | COM | 016255101 | 197,154 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| ALIGN TECHNOLOGY INC | COM | 016255101 | 410,738 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 166,717 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMPLITUDE INC | COM CL A | 03213A104 | 92,645 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 258,746 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 228,774 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| ATLASSIAN CORP PLC | CL A | G06242104 | 571,935 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 76,769 | 1,100,000 | SH | Call | SOLE | 1,100,000 | 0 | 0 | |
| BATH & BODY WORKS INC | COM | 070830104 | 711,858 | 10,200,000 | SH | SOLE | 10,200,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 224,235 | 900,000 | SH | Call | SOLE | 900,000 | 0 | 0 | |
| BILL COM HLDGS INC | COM | 090043100 | 747,450 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 212,802 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | ||
| CELSIUS HLDGS INC | COM NEW | 15118V207 | 31,319 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 249,431 | 662,006 | SH | SOLE | 662,006 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 11,064 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 70,350 | 6,700,000 | SH | Call | SOLE | 6,700,000 | 0 | 0 | |
| COTY INC | COM CL A | 222070203 | 441,000 | 42,000,000 | SH | SOLE | 42,000,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 178,110 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 583,310 | 3,275,000 | SH | SOLE | 3,275,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 56,433 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| DOMINOS PIZZA INC | COM | 25754A201 | 225,732 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 59,560 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| DOORDASH INC | CL A | 25809K105 | 268,020 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 259,505 | 4,300,000 | SH | Call | SOLE | 4,300,000 | 0 | 0 | |
| DYNATRACE INC | COM NEW | 268150109 | 301,750 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 58,558 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| EQUIFAX INC | COM | 294429105 | 440,649 | 1,505,000 | SH | SOLE | 1,505,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 189,756 | 1,050,000 | SH | Call | SOLE | 1,050,000 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 673,182 | 3,725,000 | SH | SOLE | 3,725,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 385,642 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 157,442 | 1,211,000 | SH | SOLE | 1,211,000 | 0 | 0 | ||
| GARTNER INC | COM | 366651107 | 302,560 | 905,000 | SH | SOLE | 905,000 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 105,576 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 12,495 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 79,968 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 389,975 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 698,367 | 4,477,000 | SH | SOLE | 4,477,000 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 474,705 | 4,950,000 | SH | SOLE | 4,950,000 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 182,232 | 3,600,000 | SH | Call | SOLE | 3,600,000 | 0 | 0 | |
| IAA INC | COM | 449253103 | 480,890 | 9,500,000 | SH | SOLE | 9,500,000 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 62,842 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 620,879 | 1,976,000 | SH | SOLE | 1,976,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | COMMON STOCK | 518613203 | 7,379 | 602,864 | SH | SOLE | 602,864 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 478,760 | 4,000,000 | SH | Call | SOLE | 4,000,000 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 1,172,962 | 9,800,000 | SH | SOLE | 9,800,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 180,936 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 132,192 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 404,012 | 2,445,000 | SH | SOLE | 2,445,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 262,470 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 23,414 | 2,300,000 | SH | Call | SOLE | 2,300,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 285,898 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 336,320 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 124,852 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| OLAPLEX HLDGS INC | COM | 679369108 | 235,953 | 8,100,000 | SH | SOLE | 8,100,000 | 0 | 0 | ||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 14,610 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 256,956 | 9,800,000 | SH | SOLE | 9,800,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 262,200 | 10,000,000 | SH | Call | SOLE | 10,000,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 25,944 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 319,111 | 4,920,000 | SH | SOLE | 4,920,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 64,911 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 379,729 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 58,745 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 164,605 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 164,605 | 3,500,000 | SH | Call | SOLE | 3,500,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 203,250 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 482,719 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 26,658 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 187,488 | 2,100,000 | SH | Call | SOLE | 2,100,000 | 0 | 0 | |
| TEXAS ROADHOUSE INC | COM | 882681109 | 428,544 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 335,440 | 8,000,000 | SH | Call | SOLE | 8,000,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 327,054 | 7,800,000 | SH | SOLE | 7,800,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 323,202 | 7,485,000 | SH | SOLE | 7,485,000 | 0 | 0 | ||