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
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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
ALASKA AIR GROUP INC COM 011659109 11,720 200,000 SH Call SOLE   200,000 0 0
ALASKA AIR GROUP INC COM 011659109 37,110 633,279 SH   SOLE   633,279 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 6,266 201,285 SH   SOLE   201,285 0 0
ALPHABET INC CAP STK CL A 02079K305 171,290 64,069 SH   SOLE   64,069 0 0
APPLE INC COM 037833100 70,750 500,000 SH Put SOLE   500,000 0 0
APTIV PLC SHS G6095L109 61,823 415,000 SH   SOLE   415,000 0 0
ARK ETF TR INNOVATION ETF 00214Q104 44,212 400,000 SH Put SOLE   400,000 0 0
ATLASSIAN CORP PLC CL A G06242104 67,007 171,190 SH   SOLE   171,190 0 0
BATH & BODY WORKS INC COM 070830104 267,351 4,241,644 SH   SOLE   4,241,644 0 0
BILL COM HLDGS INC COM 090043100 44,985 168,513 SH   SOLE   168,513 0 0
BOOKING HOLDINGS INC COM 09857L108 71,261 30,019 SH   SOLE   30,019 0 0
BOOKING HOLDINGS INC COM 09857L108 94,955 40,000 SH Call SOLE   40,000 0 0
BUCKLE INC COM 118440106 21,775 550,000 SH   SOLE   550,000 0 0
BUNGE LIMITED COM G16962105 94,331 1,160,000 SH   SOLE   1,160,000 0 0
BUNGE LIMITED COM G16962105 16,264 200,000 SH Call SOLE   200,000 0 0
BURLINGTON STORES INC COM 122017106 64,381 227,039 SH   SOLE   227,039 0 0
CAL MAINE FOODS INC COM NEW 128030202 3,616 100,000 SH   SOLE   100,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 47,519 1,900,000 SH   SOLE   1,900,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 62,525 2,500,000 SH Call SOLE   2,500,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 46,174 410,000 SH   SOLE   410,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,780 5,381 SH   SOLE   5,381 0 0
COCA COLA CO COM 191216100 10,494 200,000 SH   SOLE   200,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 127,443 2,305,000 SH   SOLE   2,305,000 0 0
COLGATE PALMOLIVE CO COM 194162103 7,180 95,000 SH   SOLE   95,000 0 0
COPART INC COM 217204106 9,710 70,000 SH   SOLE   70,000 0 0
COTY INC COM CL A 222070203 38,420 4,887,989 SH   SOLE   4,887,989 0 0
CROWN HLDGS INC COM 228368106 48,878 485,000 SH   SOLE   485,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 46,216 1,205,744 SH   SOLE   1,205,744 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,794 182,913 SH   SOLE   182,913 0 0
DOLLAR TREE INC COM 256746108 4,975 51,975 SH   SOLE   51,975 0 0
EXPEDIA GROUP INC COM NEW 30212P303 20,488 125,000 SH   SOLE   125,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 32,780 200,000 SH Call SOLE   200,000 0 0
FACEBOOK INC CL A 30303M102 25,454 75,000 SH   SOLE   75,000 0 0
FACTSET RESH SYS INC COM 303075105 25,661 65,000 SH   SOLE   65,000 0 0
FEDEX CORP COM 31428X106 65,787 300,000 SH Call SOLE   300,000 0 0
FIVE BELOW INC COM 33829M101 49,507 280,000 SH   SOLE   280,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106 23,127 126,600 SH   SOLE   126,600 0 0
FORD MTR CO DEL COM 345370860 90,270 6,375,000 SH   SOLE   6,375,000 0 0
FORD MTR CO DEL COM 345370860 49,560 3,500,000 SH Call SOLE   3,500,000 0 0
FREYR BATTERY SHS L4135L100 34,545 3,500,000 SH   SOLE   3,500,000 0 0
G III APPAREL GROUP LTD COM 36237H101 32,545 1,150,000 SH   SOLE   1,150,000 0 0
G SQUARED ASCEND I INC SHS CL A G4204R109 4,933 500,000 SH   SOLE   500,000 0 0
G SQUARED ASCEND I INC *W EXP 02/01/202 G4204R117 105 100,000 SH   SOLE   100,000 0 0
GENERAL MTRS CO COM 37045V100 46,648 885,000 SH   SOLE   885,000 0 0
GENERAL MTRS CO COM 37045V100 92,243 1,750,000 SH Call SOLE   1,750,000 0 0
GENUINE PARTS CO COM 372460105 64,579 532,696 SH   SOLE   532,696 0 0
HANESBRANDS INC COM 410345102 29,172 1,700,000 SH   SOLE   1,700,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 116,123 878,986 SH   SOLE   878,986 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 14,835 1,500,000 SH   SOLE   1,500,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 795 749,999 SH   SOLE   749,999 0 0
IAA INC COM 449253103 61,937 1,135,000 SH   SOLE   1,135,000 0 0
INGREDION INC COM 457187102 5,786 65,000 SH   SOLE   65,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 26,744 200,000 SH   SOLE   200,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 250,572 700,000 SH Put SOLE   700,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 87,500 400,000 SH Put SOLE   400,000 0 0
JD.COM INC SPON ADR CL A 47215P106 36,120 500,000 SH Call SOLE   500,000 0 0
JETBLUE AWYS CORP COM 477143101 9,174 600,000 SH Call SOLE   600,000 0 0
JETBLUE AWYS CORP COM 477143101 23,131 1,512,832 SH   SOLE   1,512,832 0 0
KAR AUCTION SVCS INC COM 48238T109 15,161 925,000 SH   SOLE   925,000 0 0
KOHLS CORP COM 500255104 29,431 625,000 SH   SOLE   625,000 0 0
LAMB WESTON HLDGS INC COM 513272104 39,891 650,000 SH   SOLE   650,000 0 0
LEAR CORP COM NEW 521865204 64,157 410,000 SH   SOLE   410,000 0 0
LYFT INC CL A COM 55087P104 18,757 350,000 SH   SOLE   350,000 0 0
LYFT INC CL A COM 55087P104 26,795 500,000 SH Call SOLE   500,000 0 0
MACYS INC COM 55616P104 36,160 1,600,000 SH   SOLE   1,600,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 34,984 236,236 SH   SOLE   236,236 0 0
MEDIFAST INC COM 58470H101 21,040 109,220 SH   SOLE   109,220 0 0
MGM RESORTS INTERNATIONAL COM 552953101 32,363 750,000 SH   SOLE   750,000 0 0
MICROSOFT CORP COM 594918104 73,635 261,190 SH   SOLE   261,190 0 0
MISTER CAR WASH INC COM 60646V105 5,475 300,000 SH   SOLE   300,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 24,872 280,000 SH   SOLE   280,000 0 0
NETFLIX INC COM 64110L106 25,694 42,098 SH   SOLE   42,098 0 0
NETFLIX INC COM 64110L106 102,232 167,500 SH Call SOLE   167,500 0 0
NORFOLK SOUTHN CORP COM 655844108 28,710 120,000 SH   SOLE   120,000 0 0
OLAPLEX HLDGS INC COM 679369108 12,782 521,704 SH   SOLE   521,704 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 104,755 5,102,545 SH   SOLE   5,102,545 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 7,989 13,074 SH   SOLE   13,074 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 48,077 1,034,794 SH   SOLE   1,034,794 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 19,412 920,000 SH   SOLE   920,000 0 0
PPG INDS INC COM 693506107 1,411 9,866 SH   SOLE   9,866 0 0
PROCTER AND GAMBLE CO COM 742718109 36,348 260,000 SH   SOLE   260,000 0 0
PVH CORPORATION COM 693656100 41,116 400,000 SH   SOLE   400,000 0 0
ROSS STORES INC COM 778296103 54,425 500,000 SH   SOLE   500,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 61,493 691,320 SH   SOLE   691,320 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 88,950 1,000,000 SH Call SOLE   1,000,000 0 0
SALESFORCE COM INC COM 79466L302 55,113 203,204 SH   SOLE   203,204 0 0
SEAWORLD ENTMT INC COM 81282V100 54,650 987,883 SH   SOLE   987,883 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 74,660 500,000 SH Put SOLE   500,000 0 0
SERVICENOW INC COM 81762P102 36,815 59,163 SH   SOLE   59,163 0 0
SHERWIN WILLIAMS CO COM 824348106 21,754 77,767 SH   SOLE   77,767 0 0
SILVER SPIKE ACQUISITN CORP CLASS A ORD SHS G8201H105 14,700 1,500,000 SH   SOLE   1,500,000 0 0
SILVER SPIKE ACQUISITN CORP *W EXP 02/26/202 G8201H113 407 375,000 SH   SOLE   375,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 97,478 750,000 SH   SOLE   750,000 0 0
SIMON PROPERTY GRP ACQ HOLDI COM CL A 82880R103 5,070 520,000 SH   SOLE   520,000 0 0
SIMON PROPERTY GRP ACQ HOLDI *W EXP 02/04/202 82880R111 102 103,999 SH   SOLE   103,999 0 0
SKECHERS U S A INC CL A 830566105 18,954 450,000 SH   SOLE   450,000 0 0
SNAP INC CL A 83304A106 48,884 661,761 SH   SOLE   661,761 0 0
SNOWFLAKE INC CL A 833445109 17,389 57,499 SH   SOLE   57,499 0 0
SOVOS BRANDS INC COM 84612U107 14,290 1,024,345 SH   SOLE   1,024,345 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 214,570 500,000 SH Put SOLE   500,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 28,513 185,066 SH   SOLE   185,066 0 0
TEMPUR SEALY INTL INC COM 88023U101 5,801 125,000 SH   SOLE   125,000 0 0
TYSON FOODS INC CL A 902494103 3,158 40,000 SH   SOLE   40,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 29,120 650,000 SH Call SOLE   650,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 41,382 923,697 SH   SOLE   923,697 0 0
ULTA BEAUTY INC COM 90384S303 52,929 146,649 SH   SOLE   146,649 0 0
UNDER ARMOUR INC CL A 904311107 26,781 1,327,122 SH   SOLE   1,327,122 0 0
UNION PAC CORP COM 907818108 35,282 180,000 SH   SOLE   180,000 0 0
UPWORK INC COM 91688F104 1,576 35,000 SH   SOLE   35,000 0 0
VAIL RESORTS INC COM 91879Q109 54,305 162,564 SH   SOLE   162,564 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 222,779 4,031,472 SH   SOLE   4,031,472 0 0
VISA INC COM CL A 92826C839 66,825 300,000 SH Call SOLE   300,000 0 0
WENDYS CO COM 95058W100 7,940 366,216 SH   SOLE   366,216 0 0
WINNEBAGO INDS INC COM 974637100 3,182 43,917 SH   SOLE   43,917 0 0
WW INTL INC COM 98262P101 18,250 1,000,000 SH   SOLE   1,000,000 0 0
WW INTL INC COM 98262P101 9,125 500,000 SH Call SOLE   500,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 29,259 478,173 SH   SOLE   478,173 0 0