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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOM88579Y10133,498225,000SH SOLE 225,00000
ACCENTURE PLC IRELANDSHS CLASS AG1151C1015,05815,000SH SOLE 15,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10227,200250,000SHCallSOLE 250,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10246,825430,376SH SOLE 430,37600
AMAZON COM INCCOM023135106131,66940,390SH SOLE 40,39000
AMAZON COM INCCOM02313510697,79930,000SHCallSOLE 30,00000
APOLLO STRATEGIC GROWTH CAPTSHS CL AG0411R1064,975500,000SH SOLE 500,00000
APPLE INCCOM03783310087,305500,000SHPutSOLE 500,00000
APTIV PLCSHSG6095L10932,322270,000SH SOLE 270,00000
BAIDU INCSPON ADR REP A05675210848,402365,849SH SOLE 365,84900
BAIDU INCSPON ADR REP A05675210813,230100,000SHCallSOLE 100,00000
BATH & BODY WORKS INCCOM07083010479,5591,664,423SH SOLE 1,664,42300
BOOKING HOLDINGS INCCOM09857L10846,96920,000SHCallSOLE 20,00000
BOOKING HOLDINGS INCCOM09857L10835,22715,000SH SOLE 15,00000
BUNGE LIMITEDCOMG1696210579,274715,405SH SOLE 715,40500
CARNIVAL CORPCOMMON STOCK14365830020,2201,000,000SHCallSOLE 1,000,00000
CARNIVAL CORPCOMMON STOCK14365830025,2751,250,000SH SOLE 1,250,00000
CARTERS INCCOM14622910936,796400,000SH SOLE 400,00000
CELSIUS HLDGS INCCOM NEW15118V20751,317930,000SH SOLE 930,00000
CHIPOTLE MEXICAN GRILL INCCOM16965610548,14830,434SH SOLE 30,43400
CLOROX CO DELCOM18905410997,321700,000SH SOLE 700,00000
COCA-COLA EUROPACIFIC PARTNESHSG2583910480,2071,650,000SH SOLE 1,650,00000
COCA-COLA EUROPACIFIC PARTNESHSG2583910424,305500,000SHCallSOLE 500,00000
COGNIZANT TECHNOLOGY SOLUTIOCL A19244610246,180515,000SH SOLE 515,00000
COTY INCCOM CL A22207020335,0613,900,000SH SOLE 3,900,00000
DAVE & BUSTERS ENTMT INCCOM23833710953,1321,082,120SH SOLE 1,082,12000
DOLLAR TREE INCCOM25674610879,729497,838SH SOLE 497,83800
FASTENAL COCOM31190010441,580700,000SH SOLE 700,00000
FORD MTR CO DELCOM34537086042,2752,500,000SHCallSOLE 2,500,00000
FREYR BATTERYSHSL4135L10045,3633,700,100SH SOLE 3,700,10000
G III APPAREL GROUP LTDCOM36237H10127,0501,000,000SH SOLE 1,000,00000
G SQUARED ASCEND I INCSHS CL AG4204R1094,925500,000SH SOLE 500,00000
G SQUARED ASCEND I INC*W EXP 02/01/202G4204R11740100,000SH SOLE 100,00000
GENERAL MTRS COCOM37045V10056,8621,300,000SH SOLE 1,300,00000
GENERAL MTRS COCOM37045V10065,6101,500,000SHCallSOLE 1,500,00000
GENUINE PARTS COCOM37246010525,204200,000SH SOLE 200,00000
GOODYEAR TIRE & RUBR COCOM38255010131,7952,225,000SH SOLE 2,225,00000
HERSHEY COCOM42786610843,326200,000SH SOLE 200,00000
HILTON WORLDWIDE HLDGS INCCOM43300A20360,745400,321SH SOLE 400,32100
HUMANCO ACQUISITION CORPCOM CL A44487N10914,7231,500,000SH SOLE 1,500,00000
HUMANCO ACQUISITION CORP*W EXP 99/99/99944487N117240749,999SH SOLE 749,99900
IAA INCCOM44925310337,294975,000SH SOLE 975,00000
JD.COM INCSPON ADR CL A47215P10623,148400,000SHCallSOLE 400,00000
JD.COM INCSPON ADR CL A47215P10638,553666,206SH SOLE 666,20600
KRANESHARES TRCSI CHI INTERNET50076730657,0202,000,000SHCallSOLE 2,000,00000
LAMB WESTON HLDGS INCCOM51327210439,541660,000SH SOLE 660,00000
LIVE NATION ENTERTAINMENT INCOM53803410998,822840,036SH SOLE 840,03600
MACYS INCCOM55616P10429,2321,200,000SH SOLE 1,200,00000
MACYS INCCOM55616P1049,744400,000SHCallSOLE 400,00000
MARRIOTT INTL INC NEWCL A57190320241,039233,509SH SOLE 233,50900
MEDIFAST INCCOM58470H10113,15677,037SH SOLE 77,03700
MICROSOFT CORPCOM59491810466,050214,234SH SOLE 214,23400
MICROSOFT CORPCOM59491810446,247150,000SHCallSOLE 150,00000
MONSTER BEVERAGE CORP NEWCOM61174X109101,8731,275,000SH SOLE 1,275,00000
MONSTER BEVERAGE CORP NEWCOM61174X10923,970300,000SHCallSOLE 300,00000
NORFOLK SOUTHN CORPCOM65584410864,175225,000SH SOLE 225,00000
NUTRIEN LTDCOM67077M1086,23960,000SH SOLE 60,00000
OPENDOOR TECHNOLOGIES INCCOM68371210322,7772,633,172SH SOLE 2,633,17200
PEPSICO INCCOM71344810837,661225,000SH SOLE 225,00000
PILGRIMS PRIDE CORPCOM72147K10826,9831,075,000SH SOLE 1,075,00000
RALPH LAUREN CORPCL A75121210122,688200,000SH SOLE 200,00000
ROSS STORES INCCOM77829610345,074498,277SH SOLE 498,27700
ROYAL CARIBBEAN GROUPCOMV7780T10373,877881,796SH SOLE 881,79600
ROYAL CARIBBEAN GROUPCOMV7780T103100,5361,200,000SHCallSOLE 1,200,00000
S&P GLOBAL INCCOM78409V1046,15315,000SH SOLE 15,00000
SANDERSON FARMS INCCOM8000131049,37550,000SH SOLE 50,00000
SEAWORLD ENTMT INCCOM81282V10064,423865,441SH SOLE 865,44100
SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30815,178200,000SH SOLE 200,00000
SERVICENOW INCCOM81762P10290,360162,259SH SOLE 162,25900
SILVER SPIKE ACQUISITN CORPCLASS A ORD SHSG8201H10514,6851,500,000SH SOLE 1,500,00000
SILVER SPIKE ACQUISITN CORP*W EXP 02/26/202G8201H113116375,000SH SOLE 375,00000
SIMON PPTY GROUP INC NEWCOM82880610955,913425,000SH SOLE 425,00000
SIMON PROPERTY GRP ACQ HOLDI*W EXP 02/04/20282880R11149103,999SH SOLE 103,99900
SIMON PROPERTY GRP ACQ HOLDICOM CL A82880R1035,086520,000SH SOLE 520,00000
SIX FLAGS ENTMT CORP NEWCOM83001A10271,6671,647,514SH SOLE 1,647,51400
SNOWFLAKE INCCL A83344510951,554225,000SH SOLE 225,00000
TAKE-TWO INTERACTIVE SOFTWARCOM87405410927,267177,355SH SOLE 177,35500
TEXAS ROADHOUSE INCCOM88268110946,866559,725SH SOLE 559,72500
TJX COS INC NEWCOM87254010932,261532,531SH SOLE 532,53100
TRACTOR SUPPLY COCOM89235610659,727255,932SH SOLE 255,93200
UBER TECHNOLOGIES INCCOM90353T10054,6371,531,319SH SOLE 1,531,31900
ULTA BEAUTY INCCOM90384S30361,179153,632SH SOLE 153,63200
UNION PAC CORPCOM90781810835,517130,000SH SOLE 130,00000
V F CORPCOM9182041085,686100,000SH SOLE 100,00000
VAIL RESORTS INCCOM91879Q10942,945165,000SH SOLE 165,00000
VICTORIAS SECRET AND COCOMMON STOCK92640010283,2101,620,142SH SOLE 1,620,14200
WALGREENS BOOTS ALLIANCE INCCOM93142710880,5861,800,000SH SOLE 1,800,00000
WEWORK INCCL A96209A10442,6256,250,000SH SOLE 6,250,00000
YUM BRANDS INCCOM988498101112,597949,943SH SOLE 949,94300