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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   6,318,600 30,000 SH   SOLE 0 30,000 0 0
ABM INDS INC COM 000957100   4,747,866 93,887 SH   SOLE 0 93,887 0 0
ARCOSA INC COM 039653100   2,968,729 35,592 SH   SOLE 0 35,592 0 0
AECOM COM 00766T100   5,288,400 60,000 SH   SOLE 0 60,000 0 0
AGILYSYS INC COM 00847J105   5,430,693 52,148 SH   SOLE 0 52,148 0 0
ALAMO GROUP INC COM 011311107   8,501,220 49,140 SH   SOLE 0 49,140 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   2,878,800 60,000 SH   SOLE 0 60,000 0 0
APA CORPORATION COM 03743Q108   4,185,073 142,156 SH   SOLE 0 142,156 0 0
ARLO TECHNOLOGIES INC COM 04206A101   13,973,103 1,071,557 SH   SOLE 0 1,071,557 0 0
ASPEN AEROGELS INC COM 04523Y105   2,385,000 100,000 SH   SOLE 0 100,000 0 0
ASPEN AEROGELS INC COM 04523Y105   2,385,000 100,000 SH Put SOLE 0 100,000 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   4,892,920 468,222 SH   SOLE 0 468,222 0 0
ADTALEM GLOBAL ED INC COM 00737L103   4,304,938 63,113 SH   SOLE 0 63,113 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   13,463,198 467,797 SH   SOLE 0 467,797 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   33,554,116 2,782,265 SH   SOLE 0 2,782,265 0 0
AXALTA COATING SYS LTD COM G0750C108   1,025,100 30,000 SH   SOLE 0 30,000 0 0
AZZ INC COM 002474104   1,469,063 19,017 SH   SOLE 0 19,017 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   4,797,986 31,176 SH   SOLE 0 31,176 0 0
BANDWIDTH INC COM CL A 05988J103   4,051,200 240,000 SH   SOLE 0 240,000 0 0
BRINKS CO COM 109696104   11,270,963 110,068 SH   SOLE 0 110,068 0 0
BEACON ROOFING SUPPLY INC COM 073685109   14,854,308 164,136 SH   SOLE 0 164,136 0 0
BROOKDALE SR LIVING INC COM 112463104   7,007,327 1,025,963 SH   SOLE 0 1,025,963 0 0
BLUE BIRD CORP COM 095306106   22,284,584 413,827 SH   SOLE 0 413,827 0 0
BLACKROCK SCIENCE & TECHNOLO SHS BEN INT 09260K101   1,991,000 100,000 SH   SOLE 0 100,000 0 0
BIT DIGITAL INC SHS G1144A105   8,554,200 2,690,000 SH   SOLE 0 2,690,000 0 0
AVIS BUDGET GROUP COM 053774105   23,733,356 227,070 SH   SOLE 0 227,070 0 0
CARGURUS INC COM CL A 141788109   16,315,395 622,725 SH   SOLE 0 622,725 0 0
AVID BIOSERVICES INC COM 05368M106   714,000 100,000 SH   SOLE 0 100,000 0 0
CAREDX INC COM 14167L103   2,950,700 190,000 SH   SOLE 0 190,000 0 0
CELESTICA INC COM 15101Q207   11,039,121 192,554 SH   SOLE 0 192,554 0 0
CLEANSPARK INC COM NEW 18452B209   5,317,156 333,364 SH   SOLE 0 333,364 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,000,070 9,000 SH   SOLE 0 9,000 0 0
CORCEPT THERAPEUTICS INC COM 218352102   5,881,340 181,020 SH   SOLE 0 181,020 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   6,772,037 728,176 SH   SOLE 0 728,176 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   20,963,859 191,311 SH   SOLE 0 191,311 0 0
COSTAR GROUP INC COM 22160N109   4,651,692 62,742 SH   SOLE 0 62,742 0 0
CASTLE BIOSCIENCES INC COM 14843C105   5,538,527 254,411 SH   SOLE 0 254,411 0 0
CASTLE BIOSCIENCES INC COM 14843C105   2,830,100 130,000 SH Put SOLE 0 130,000 0 0
CSW INDUSTRIALS INC COM 126402106   2,653,100 10,000 SH   SOLE 0 10,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   18,350,168 1,027,445 SH   SOLE 0 1,027,445 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   7,658,368 428,800 SH Put SOLE 0 428,800 0 0
CRYOPORT INC COM PAR $0.001 229050307   1,772,208 256,470 SH   SOLE 0 256,470 0 0
DANA INC COM 235825205   15,181,985 1,252,639 SH   SOLE 0 1,252,639 0 0
DUFF & PHELPS UTLITY AND INF COM 26433C105   491,500 50,000 SH   SOLE 0 50,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   5,346,910 112,804 SH   SOLE 0 112,804 0 0
DEXCOM INC COM 252131107   2,788,128 24,591 SH   SOLE 0 24,591 0 0
EURONET WORLDWIDE INC COM 298736109   3,954,528 38,208 SH   SOLE 0 38,208 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   4,011,540 278,000 SH   SOLE 0 278,000 0 0
E L F BEAUTY INC COM 26856L103   5,457,437 25,899 SH   SOLE 0 25,899 0 0
EVERQUOTE INC COM CL A 30041R108   3,129,000 150,000 SH   SOLE 0 150,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104   19,291,135 615,151 SH   SOLE 0 615,151 0 0
FEDEX CORP COM 31428X106   8,102,876 27,024 SH   SOLE 0 27,024 0 0
FIRST FNDTN INC COM 32026V104   2,620,000 400,000 SH   SOLE 0 400,000 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   3,262,000 200,000 SH   SOLE 0 200,000 0 0
FIVE9 INC COM 338307101   4,410,000 100,000 SH   SOLE 0 100,000 0 0
FLEX LTD ORD Y2573F102   3,538,800 120,000 SH   SOLE 0 120,000 0 0
FLOWSERVE CORP COM 34354P105   481,000 10,000 SH   SOLE 0 10,000 0 0
GREENBRIER COS INC COM 393657101   15,060,673 303,949 SH   SOLE 0 303,949 0 0
SPDR GOLD TR GOLD SHS 78463V107   10,750,500 50,000 SH   SOLE 0 50,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   6,193,600 280,000 SH   SOLE 0 280,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   6,682,260 22,478 SH   SOLE 0 22,478 0 0
GREEN BRICK PARTNERS INC COM 392709101   3,172,813 55,430 SH   SOLE 0 55,430 0 0
CHART INDS INC COM 16115Q308   25,742,173 178,344 SH   SOLE 0 178,344 0 0
CHART INDS INC COM 16115Q308   21,607,698 149,700 SH Put SOLE 0 149,700 0 0
HAEMONETICS CORP MASS COM 405024100   9,100,300 110,000 SH   SOLE 0 110,000 0 0
HEICO CORP NEW COM 422806109   8,493,379 37,983 SH   SOLE 0 37,983 0 0
HERBALIFE LTD COM SHS G4412G101   8,653,114 832,831 SH   SOLE 0 832,831 0 0
ROBINHOOD MKTS INC COM CL A 770700102   2,717,933 119,680 SH   SOLE 0 119,680 0 0
HIGHPEAK ENERGY INC COM 43114Q105   1,873,650 133,261 SH   SOLE 0 133,261 0 0
HEALTHEQUITY INC COM 42226A107   5,172,000 60,000 SH   SOLE 0 60,000 0 0
MARINEMAX INC COM 567908108   2,844,611 87,878 SH   SOLE 0 87,878 0 0
INSTALLED BLDG PRODS INC COM 45780R101   22,178,063 107,828 SH   SOLE 0 107,828 0 0
ISHARES TR U.S. UTILITS ETF 464287697   1,757,600 20,000 SH   SOLE 0 20,000 0 0
INTERNATIONAL FLAVORS & FRAGRA COM 459506101   28,365,344 297,924 SH   SOLE 0 297,924 0 0
INSPIRE MED SYS INC COM 457730109   4,307,319 32,185 SH   SOLE 0 32,185 0 0
INSPIRE MED SYS INC COM 457730109   2,676,600 20,000 SH Call SOLE 0 20,000 0 0
INNOSPEC INC COM 45768S105   4,943,600 40,000 SH   SOLE 0 40,000 0 0
INTER PARFUMS INC COM 458334109   14,760,640 127,214 SH   SOLE 0 127,214 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   9,144,900 810,000 SH   SOLE 0 810,000 0 0
KELLY SVCS INC CL A 488152208   4,849,429 226,503 SH   SOLE 0 226,503 0 0
KIRBY CORP COM 497266106   7,207,746 60,200 SH   SOLE 0 60,200 0 0
ORTHOPEDIATRICS CORP COM 68752L100   8,778,645 305,238 SH   SOLE 0 305,238 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   8,737,059 124,566 SH   SOLE 0 124,566 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209   2,142,531 51,702 SH   SOLE 0 51,702 0 0
LITHIA MTRS INC COM 536797103   3,513,599 13,918 SH   SOLE 0 13,918 0 0
LITTELFUSE INC COM 537008104   17,184,338 67,234 SH   SOLE 0 67,234 0 0
LIGHT & WONDER INC COM 80874P109   4,195,200 40,000 SH   SOLE 0 40,000 0 0
LOUISIANA PAC CORP COM 546347105   8,659,058 105,175 SH   SOLE 0 105,175 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   8,427,000 300,000 SH Call SOLE 0 300,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,745,000 30,000 SH   SOLE 0 30,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   733,000 100,000 SH   SOLE 0 100,000 0 0
MASTEC INC COM 576323109   12,164,549 113,698 SH   SOLE 0 113,698 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   35,130,592 1,869,643 SH   SOLE 0 1,869,643 0 0
NEXTRACKER INC CLASS A COM 65290E101   4,275,456 91,200 SH   SOLE 0 91,200 0 0
OWENS CORNING NEW COM 690742101   17,792,402 102,420 SH   SOLE 0 102,420 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   3,532,000 20,000 SH   SOLE 0 20,000 0 0
OPKO HEALTH INC COM 68375N103   1,375,000 1,100,000 SH   SOLE 0 1,100,000 0 0
OPKO HEALTH INC COM 68375N103   1,250,000 1,000,000 SH Call SOLE 0 1,000,000 0 0
OPKO HEALTH INC COM 68375N103   375,000 300,000 SH Call SOLE 0 300,000 0 0
OSI SYSTEMS INC COM 671044105   21,906,386 159,296 SH   SOLE 0 159,296 0 0
PAGAYA TECHNOLOGIES LTD CL A NEW M7S64L123   3,955,600 310,000 SH   SOLE 0 310,000 0 0
PHINIA INC COMMON STOCK 71880K101   5,042,488 128,112 SH   SOLE 0 128,112 0 0
PHREESIA INC COM 71944F106   4,496,266 212,088 SH   SOLE 0 212,088 0 0
PENNANT GROUP INC COM 70805E109   1,633,527 70,441 SH   SOLE 0 70,441 0 0
PRIMORIS SVCS CORP COM 74164F103   11,812,755 236,776 SH   SOLE 0 236,776 0 0
PARSONS CORP DEL COM 70202L102   15,530,156 189,832 SH   SOLE 0 189,832 0 0
QUINSTREET INC COM 74874Q100   3,734,708 225,118 SH   SOLE 0 225,118 0 0
LIVERAMP HLDGS INC COM 53815P108   17,934,495 579,654 SH   SOLE 0 579,654 0 0
LIVERAMP HLDGS INC COM 53815P108   9,282,000 300,000 SH Put SOLE 0 300,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   21,359,315 133,973 SH   SOLE 0 133,973 0 0
GIBRALTAR INDS INC COM 374689107   16,328,884 238,204 SH   SOLE 0 238,204 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101   1,077,287 142,310 SH   SOLE 0 142,310 0 0
RUSH STREET INTERACTIVE INC COM 782011100   10,649,676 1,110,498 SH   SOLE 0 1,110,498 0 0
RXO INC COMMON STOCK 74982T103   8,289,236 316,988 SH   SOLE 0 316,988 0 0
SHOE CARNIVAL INC COM 824889109   2,582,300 70,000 SH   SOLE 0 70,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   5,063,296 74,735 SH   SOLE 0 74,735 0 0
SILGAN HLDGS INC COM 827048109   5,502,900 130,000 SH   SOLE 0 130,000 0 0
SHARKNINJA INC COM SHS G8068L108   1,705,905 22,700 SH   SOLE 0 22,700 0 0
SCHNEIDER NATIONAL INC CL B 80689H102   5,556,800 230,000 SH   SOLE 0 230,000 0 0
SUNOPTA INC COM 8676EP108   4,007,254 742,084 SH   SOLE 0 742,084 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   12,644,202 170,430 SH   SOLE 0 170,430 0 0
TRANSDIGM GROUP INC COM 893641100   5,813,126 4,550 SH   SOLE 0 4,550 0 0
TERADYNE INC COM 880770102   7,414,500 50,000 SH   SOLE 0 50,000 0 0
ABRDN HEALTHCARE OPPORTUNITI SHS 879105104   2,038,000 100,000 SH   SOLE 0 100,000 0 0
TREEHOUSE FOODS INC COM 89469A104   4,763,200 130,000 SH   SOLE 0 130,000 0 0
TRI POINTE HOMES INC COM 87265H109   5,634,025 151,249 SH   SOLE 0 151,249 0 0
TEMPUR SEALY INTL INC COM 88023U101   9,468,000 200,000 SH Put SOLE 0 200,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   4,734,000 100,000 SH Put SOLE 0 100,000 0 0
TWILIO INC CL A 90138F102   20,668,273 363,814 SH   SOLE 0 363,814 0 0
TWIST BIOSCIENCE CORP COM 90184D100   9,718,460 197,209 SH   SOLE 0 197,209 0 0
TEXAS ROADHOUSE INC COM 882681109   3,485,713 20,300 SH   SOLE 0 20,300 0 0
VERICEL CORP COM 92346J108   8,457,703 184,344 SH   SOLE 0 184,344 0 0
VITAL FARMS INC COM 92847W103   427,197 9,134 SH   SOLE 0 9,134 0 0
VULCAN MATLS CO COM 929160109   7,169,444 28,830 SH   SOLE 0 28,830 0 0
WINGSTOP INC COM 974155103   7,123,934 16,855 SH   SOLE 0 16,855 0 0
WNS HLDGS LTD COM SHS G98196101   1,916,250 36,500 SH   SOLE 0 36,500 0 0
EXPRO GROUP HOLDINGS NV COM N3144W105   4,609,212 201,100 SH   SOLE 0 201,100 0 0
XEROX HOLDINGS CORP COM NEW 98421M106   11,539,903 993,107 SH   SOLE 0 993,107 0 0
YETI HLDGS INC COM 98585X104   2,828,212 74,134 SH   SOLE 0 74,134 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   13,038,849 738,745 SH   SOLE 0 738,745 0 0