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   44,700,800 320,000 SH   SOLE   320,000 0 0
BLOCK INC CL A 852234103   3,596,775 46,500 SH   SOLE   46,500 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   21,034,440 126,000 SH   SOLE   126,000 0 0
CENOVUS ENERGY INC COM 15135U109   10,989,000 660,000 SH   SOLE   660,000 0 0
CENOVUS ENERGY INC COM 15135U109   8,325,000 500,000 SH Call SOLE   500,000 0 0
CENTURY CMNTYS INC COM 156504300   6,562,080 72,000 SH   SOLE   72,000 0 0
D R HORTON INC COM 23331A109   7,750,980 51,000 SH   SOLE   51,000 0 0
DECKERS OUTDOOR CORP COM 243537107   13,970,187 20,900 SH   SOLE   20,900 0 0
DEVON ENERGY CORP NEW COM 25179M103   6,115,500 135,000 SH   SOLE   135,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   6,978,600 45,000 SH   SOLE   45,000 0 0
EOG RES INC COM 26875P101   6,652,250 55,000 SH   SOLE   55,000 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   9,416,552 692,903 SH   SOLE   692,903 0 0
GEN RESTAURENT GROUP CL A COM 36870C104   2,349,000 300,000 SH   SOLE   300,000 0 0
GREEN BRICK PARTNERS INC COM 392709101   4,882,360 94,000 SH   SOLE   94,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   20,234,127 66,398 SH   SOLE   66,398 0 0
HASBRO INC COM 418056107   8,169,600 160,000 SH   SOLE   160,000 0 0
HOULIHAN LOKEY INC CL A 441593100   7,914,060 66,000 SH   SOLE   66,000 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401   7,002,900 45,000 SH   SOLE   45,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   15,999,700 193,000 SH   SOLE   193,000 0 0
INVITATION HOMES INC COM 46187W107   21,148,200 620,000 SH   SOLE   620,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104   5,986,200 330,000 SH   SOLE   330,000 0 0
MERITAGE HOMES CORP COM 59001A102   5,922,800 34,000 SH   SOLE   34,000 0 0
MISTER CAR WASH INC COM 60646V105   23,328,000 2,700,000 SH   SOLE   2,700,000 0 0
NOV INC COM 62955J103   6,591,000 325,000 SH   SOLE   325,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   304,500 50,000 SH   SOLE   50,000 0 0
PJT PARTNERS INC COM CL A 69343T107   8,149,600 80,000 SH   SOLE   80,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   46,676,000 350,000 SH   SOLE   350,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   11,854,800 370,000 SH   SOLE   370,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   48,060,000 1,500,000 SH Call SOLE   1,500,000 0 0
TAPESTRY INC COM 876030107   8,098,200 220,000 SH   SOLE   220,000 0 0
THE REALREAL INC COM 88339P101   10,050,002 5,000,001 SH   SOLE   5,000,001 0 0
TRIUMPH FINANCIAL INC COM 89679E300   15,570,956 194,200 SH   SOLE   194,200 0 0
UNITED RENTALS INC COM 911363109   11,468,400 20,000 SH   SOLE   20,000 0 0
US FOODS HLDG CORP COM 912008109   6,811,500 150,000 SH   SOLE   150,000 0 0
VAIL RESORTS INC COM 91879Q109   10,033,090 47,000 SH   SOLE   47,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   6,202,000 200,000 SH   SOLE   200,000 0 0
VERISIGN INC COM 92343E102   12,357,600 60,000 SH   SOLE   60,000 0 0
WALMART INC COM 931142103   15,449,700 98,000 SH   SOLE   98,000 0 0