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
3M CO COM 88579Y101   71,058,000 650,000 SH   SOLE   650,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   58,251,060 166,000 SH   SOLE   166,000 0 0
ACV AUCTIONS INC COM CL A 00091G104   53,025,000 3,500,000 SH   SOLE   3,500,000 0 0
ALASKA AIR GROUP INC COM 011659109   31,072,840 795,312 SH   SOLE   795,312 0 0
AMAZON COM INC COM 023135106   165,154,374 1,086,971 SH   SOLE   1,086,971 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   51,067,332 2,413,390 SH   SOLE   2,413,390 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   38,088,000 1,800,000 SH Call SOLE   1,800,000 0 0
ATLASSIAN CORPORATION CL A 049468101   59,787,538 251,356 SH   SOLE   251,356 0 0
AUTOZONE INC COM 053332102   19,392,075 7,500 SH   SOLE   7,500 0 0
BOSTON BEER INC CL A 100557107   43,198,750 125,000 SH   SOLE   125,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   24,425,877 259,188 SH   SOLE   259,188 0 0
BURLINGTON STORES INC COM 122017106   85,145,872 437,813 SH   SOLE   437,813 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   12,738,796 271,732 SH   SOLE   271,732 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   70,421,910 3,798,377 SH   SOLE   3,798,377 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   55,620,000 3,000,000 SH Call SOLE   3,000,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   23,388,740 10,227 SH   SOLE   10,227 0 0
CLOROX CO DEL COM 189054109   37,786,350 265,000 SH   SOLE   265,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   48,386,500 725,000 SH   SOLE   725,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   26,088,000 150,000 SH Put SOLE   150,000 0 0
COLGATE PALMOLIVE CO COM 194162103   15,942,000 200,000 SH   SOLE   200,000 0 0
CONAGRA BRANDS INC COM 205887102   57,320,000 2,000,000 SH   SOLE   2,000,000 0 0
D R HORTON INC COM 23331A109   52,329,146 344,316 SH   SOLE   344,316 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   86,026,183 1,597,515 SH   SOLE   1,597,515 0 0
DECKERS OUTDOOR CORP COM 243537107   26,737,200 40,000 SH Put SOLE   40,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   27,561,211 685,091 SH   SOLE   685,091 0 0
DOLLAR TREE INC COM 256746108   57,934,524 407,846 SH   SOLE   407,846 0 0
DOMINOS PIZZA INC COM 25754A201   89,063,528 216,053 SH   SOLE   216,053 0 0
ENPHASE ENERGY INC COM 29355A107   13,214,000 100,000 SH Put SOLE   100,000 0 0
FAIR ISAAC CORP COM 303250104   45,345,174 38,956 SH   SOLE   38,956 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   93,626,618 839,249 SH   SOLE   839,249 0 0
FRESHPET INC COM 358039105   27,164,556 313,100 SH   SOLE   313,100 0 0
GAP INC COM 364760108   32,114,122 1,535,826 SH   SOLE   1,535,826 0 0
GARTNER INC COM 366651107   37,043,349 82,116 SH   SOLE   82,116 0 0
GENERAL MTRS CO COM 37045V100   59,268,000 1,650,000 SH   SOLE   1,650,000 0 0
GENTEX CORP COM 371901109   6,987,280 213,940 SH   SOLE   213,940 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   49,954,206 274,338 SH   SOLE   274,338 0 0
HOME DEPOT INC COM 437076102   76,120,401 219,652 SH   SOLE   219,652 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   20,242,500 250,000 SH   SOLE   250,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   368,568,000 900,000 SH Put SOLE   900,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   120,426,000 600,000 SH Call SOLE   600,000 0 0
ISHARES TR EXPANDED TECH 464287515   121,692,000 300,000 SH Put SOLE   300,000 0 0
KOHLS CORP COM 500255104   14,042,158 489,615 SH   SOLE   489,615 0 0
KOHLS CORP COM 500255104   14,340,000 500,000 SH Put SOLE   500,000 0 0
LAMB WESTON HLDGS INC COM 513272104   51,342,750 475,000 SH   SOLE   475,000 0 0
LENNAR CORP CL A 526057104   48,071,213 322,539 SH   SOLE   322,539 0 0
MICROSOFT CORP COM 594918104   99,617,132 264,911 SH   SOLE   264,911 0 0
MONDELEZ INTL INC CL A 609207105   90,537,500 1,250,000 SH   SOLE   1,250,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   54,729,500 950,000 SH   SOLE   950,000 0 0
NETFLIX INC COM 64110L106   49,321,431 101,301 SH   SOLE   101,301 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   42,164,835 609,759 SH   SOLE   609,759 0 0
PILGRIMS PRIDE CORP COM 72147K108   16,596,000 600,000 SH   SOLE   600,000 0 0
PINTEREST INC CL A 72352L106   73,263,009 1,977,943 SH   SOLE   1,977,943 0 0
POOL CORP COM 73278L105   7,376,135 18,500 SH   SOLE   18,500 0 0
PULTE GROUP INC COM 745867101   33,529,056 324,831 SH   SOLE   324,831 0 0
ROBLOX CORP CL A 771049103   24,309,004 531,693 SH   SOLE   531,693 0 0
ROSS STORES INC COM 778296103   71,940,519 519,839 SH   SOLE   519,839 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   80,435,174 621,169 SH   SOLE   621,169 0 0
S&P GLOBAL INC COM 78409V104   5,286,240 12,000 SH   SOLE   12,000 0 0
SALESFORCE INC COM 79466L302   94,662,247 359,741 SH   SOLE   359,741 0 0
SEAWORLD ENTMT INC COM 81282V100   49,425,476 935,557 SH   SOLE   935,557 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   50,304,000 600,000 SH   SOLE   600,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100   49,385,615 460,429 SH   SOLE   460,429 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   427,779,000 900,000 SH Put SOLE   900,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   54,764,000 400,000 SH   SOLE   400,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   79,552,000 1,100,000 SH Put SOLE   1,100,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   114,792,000 1,200,000 SH Put SOLE   1,200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   55,755,716 296,715 SH   SOLE   296,715 0 0
STANLEY BLACK & DECKER INC COM 854502101   13,659,836 139,244 SH   SOLE   139,244 0 0
TEMPUR SEALY INTL INC COM 88023U101   98,244,930 1,927,505 SH   SOLE   1,927,505 0 0
THOR INDS INC COM 885160101   35,475,000 300,000 SH Call SOLE   300,000 0 0
THOR INDS INC COM 885160101   76,093,875 643,500 SH   SOLE   643,500 0 0
TRANSUNION COM 89400J107   84,608,120 1,231,380 SH   SOLE   1,231,380 0 0
UBER TECHNOLOGIES INC COM 90353T100   24,628,000 400,000 SH Put SOLE   400,000 0 0
WALMART INC COM 931142103   78,825,000 500,000 SH Call SOLE   500,000 0 0
WILLIAMS SONOMA INC COM 969904101   27,305,071 135,321 SH   SOLE   135,321 0 0