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
ALPHABET INC CAP STK CL A 02079K305   34,416,180 263,000 SH   SOLE   263,000 0 0
BOSTON BEER INC CL A 100557107   9,738,250 25,000 SH   SOLE   25,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   18,673,500 150,000 SH   SOLE   150,000 0 0
CENOVUS ENERGY INC COM 15135U109   33,266,196 1,597,800 SH Call SOLE   1,597,800 0 0
CENOVUS ENERGY INC COM 15135U109   17,072,400 820,000 SH   SOLE   820,000 0 0
CENTURY CMNTYS INC COM 156504300   5,208,840 78,000 SH   SOLE   78,000 0 0
CROCS INC COM 227046109   16,354,489 185,362 SH   SOLE   185,362 0 0
D R HORTON INC COM 23331A109   8,597,600 80,000 SH   SOLE   80,000 0 0
DECKERS OUTDOOR CORP COM 243537107   32,387,670 63,000 SH   SOLE   63,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   8,586,000 180,000 SH   SOLE   180,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   10,222,080 66,000 SH   SOLE   66,000 0 0
EOG RES INC COM 26875P101   8,873,200 70,000 SH   SOLE   70,000 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   14,256,000 880,000 SH   SOLE   880,000 0 0
FUNKO INC COM CL A 361008105   8,415,000 1,100,000 SH   SOLE   1,100,000 0 0
GEN RESTAURENT GROUP CL A COM 36870C104   4,306,800 370,000 SH   SOLE   370,000 0 0
GREEN BRICK PARTNERS INC COM 392709101   8,302,000 200,000 SH   SOLE   200,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   6,717,750 25,000 SH   SOLE   25,000 0 0
HASBRO INC COM 418056107   10,582,400 160,000 SH   SOLE   160,000 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401   5,926,778 58,300 SH   SOLE   58,300 0 0
INVITATION HOMES INC COM 46187W107   23,450,600 740,000 SH   SOLE   740,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104   10,556,400 570,000 SH   SOLE   570,000 0 0
MERITAGE HOMES CORP COM 59001A102   5,262,770 43,000 SH   SOLE   43,000 0 0
MISTER CAR WASH INC COM 60646V105   8,243,715 1,496,137 SH   SOLE   1,496,137 0 0
NOV INC COM 62955J103   7,315,000 350,000 SH   SOLE   350,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   2,525,000 500,000 SH   SOLE   500,000 0 0
PIONEER NAT RES CO COM 723787107   9,182,000 40,000 SH   SOLE   40,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   36,541,045 375,898 SH   SOLE   375,898 0 0
SHARKNINJA INC COM SHS G8068L108   11,126,400 240,000 SH   SOLE   240,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   16,502,400 480,000 SH   SOLE   480,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   17,190,000 500,000 SH Call SOLE   500,000 0 0
TAPESTRY INC COM 876030107   6,325,000 220,000 SH   SOLE   220,000 0 0
THE REALREAL INC COM 88339P101   10,550,000 5,000,000 SH   SOLE   5,000,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   10,380,000 750,000 SH   SOLE   750,000 0 0
TRIUMPH FINANCIAL INC COM 89679E300   16,197,500 250,000 SH   SOLE   250,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   21,615,300 470,000 SH   SOLE   470,000 0 0
UNITED RENTALS INC COM 911363109   7,557,690 17,000 SH   SOLE   17,000 0 0
US FOODS HLDG CORP COM 912008109   7,146,000 180,000 SH   SOLE   180,000 0 0
VAIL RESORTS INC COM 91879Q109   12,492,407 56,300 SH   SOLE   56,300 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   11,302,200 420,000 SH   SOLE   420,000 0 0