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   3,176,280 36,000 SH   SOLE   36,000 0 0
AMAZON COM INC COM 023135106   7,240,800 86,200 SH   SOLE   86,200 0 0
AMAZON COM INC COM 023135106   6,300,000 75,000 SH Call SOLE   75,000 0 0
APPLE INC COM 037833100   20,788,800 160,000 SH Put SOLE   160,000 0 0
ARK ETF TR INNOVATION ETF 00214Q104   781,000 25,000 SH   SOLE   25,000 0 0
AUTONATION INC COM 05329W102   5,365,000 50,000 SH Put SOLE   50,000 0 0
BIG LOTS INC COM 089302103   588,000 40,000 SH Put SOLE   40,000 0 0
BJS RESTAURANTS INC COM 09180C106   1,055,200 40,000 SH Put SOLE   40,000 0 0
BJS RESTAURANTS INC COM 09180C106   1,319,000 50,000 SH Call SOLE   50,000 0 0
BOOKING HOLDINGS INC COM 09857L108   14,711,544 7,300 SH   SOLE   7,300 0 0
BURLINGTON STORES INC COM 122017106   1,216,560 6,000 SH   SOLE   6,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   9,107,689 158,892 SH   SOLE   158,892 0 0
CHEFS WHSE INC COM 163086101   15,412,534 463,117 SH   SOLE   463,117 0 0
CHEFS WHSE INC COM 163086101   5,990,400 180,000 SH Call SOLE   180,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   3,185,100 90,000 SH Put SOLE   90,000 0 0
COLGATE PALMOLIVE CO COM 194162103   4,754,425 60,343 SH   SOLE   60,343 0 0
CROCS INC COM 227046109   3,036,040 28,000 SH   SOLE   28,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   4,607,200 130,000 SH   SOLE   130,000 0 0
DICKS SPORTING GOODS INC COM 253393102   842,030 7,000 SH   SOLE   7,000 0 0
DOLLAR GEN CORP NEW COM 256677105   4,186,250 17,000 SH   SOLE   17,000 0 0
DOLLAR TREE INC COM 256746108   2,828,800 20,000 SH   SOLE   20,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   350,400 4,000 SH   SOLE   4,000 0 0
FIVE BELOW INC COM 33829M101   1,238,090 7,000 SH   SOLE   7,000 0 0
HASBRO INC COM 418056107   4,880,800 80,000 SH Call SOLE   80,000 0 0
HASBRO INC COM 418056107   12,531,637 205,403 SH   SOLE   205,403 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   1,945,350 495,000 SH Call SOLE   495,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108   11,461,515 2,916,416 SH   SOLE   2,916,416 0 0
INTUIT COM 461202103   10,898,160 28,000 SH   SOLE   28,000 0 0
ISHARES TR EXPANDED TECH 464287515   11,513,250 45,000 SH Call SOLE   45,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   8,718,000 50,000 SH Put SOLE   50,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,057,000 35,000 SH   SOLE   35,000 0 0
LAS VEGAS SANDS CORP COM 517834107   11,056,100 230,000 SH Call SOLE   230,000 0 0
LAS VEGAS SANDS CORP COM 517834107   2,225,641 46,300 SH   SOLE   46,300 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   620,800 40,000 SH   SOLE   40,000 0 0
LIVEPERSON INC COM 538146101   2,800,557 276,189 SH   SOLE   276,189 0 0
LULULEMON ATHLETICA INC COM 550021109   11,854,060 37,000 SH Call SOLE   37,000 0 0
LULULEMON ATHLETICA INC COM 550021109   7,689,120 24,000 SH   SOLE   24,000 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105   1,237,500 250,000 SH Call SOLE   250,000 0 0
MACYS INC COM 55616P104   10,820,187 523,980 SH   SOLE   523,980 0 0
MACYS INC COM 55616P104   6,711,250 325,000 SH Call SOLE   325,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   2,703,760 8,000 SH   SOLE   8,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   878,600 76,400 SH Put SOLE   76,400 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   2,415,000 210,000 SH Call SOLE   210,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   4,358,501 379,000 SH   SOLE   379,000 0 0
META PLATFORMS INC CL A 30303M102   1,299,672 10,800 SH   SOLE   10,800 0 0
MICROSOFT CORP COM 594918104   8,393,700 35,000 SH Put SOLE   35,000 0 0
MOMENTIVE GLOBAL INC COM 60878Y108   700,000 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106   1,887,232 6,400 SH   SOLE   6,400 0 0
NIKE INC CL B 654106103   11,232,960 96,000 SH   SOLE   96,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,384,920 36,000 SH   SOLE   36,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   702,600 15,000 SH Put SOLE   15,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,607,669 93,687 SH   SOLE   93,687 0 0
PALO ALTO NETWORKS INC COM 697435105   837,240 6,000 SH   SOLE   6,000 0 0
PAPA JOHNS INTL INC COM 698813102   4,115,500 50,000 SH Call SOLE   50,000 0 0
PAPA JOHNS INTL INC COM 698813102   1,728,510 21,000 SH   SOLE   21,000 0 0
PVH CORPORATION COM 693656100   3,953,040 56,000 SH   SOLE   56,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102   6,512,000 800,000 SH Put SOLE   800,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102   203,500 25,000 SH   SOLE   25,000 0 0
ROSS STORES INC COM 778296103   3,319,718 28,601 SH   SOLE   28,601 0 0
S&P GLOBAL INC COM 78409V104   7,368,680 22,000 SH   SOLE   22,000 0 0
SHAKE SHACK INC CL A 819047101   4,810,752 115,838 SH   SOLE   115,838 0 0
SHERWIN WILLIAMS CO COM 824348106   9,730,530 41,000 SH   SOLE   41,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   38,243,000 100,000 SH Put SOLE   100,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109   3,895,740 69,000 SH   SOLE   69,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   686,600 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109   2,069,600 26,000 SH   SOLE   26,000 0 0
VULCAN MATLS CO COM 929160109   15,279,924 87,259 SH   SOLE   87,259 0 0
VULCAN MATLS CO COM 929160109   17,511,000 100,000 SH Call SOLE   100,000 0 0
WYNN RESORTS LTD COM 983134107   3,876,090 47,000 SH   SOLE   47,000 0 0