ADVANCE AUTO PARTS INC COM 00751Y106 13286000 204800 SH Call SOLE 0 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 4952114 126008 SH SOLE 0 0 126008 ALBEMARLE CORP COM 012653101 4190160 29625 SH SOLE 0 0 29625 ALBEMARLE CORP COM 012653101 1875000 15000 SH Call SOLE 0 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3037500 10000 SH Call SOLE 0 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1843244 12575 SH SOLE 0 0 12575 BAIDU INC SPON ADR REP A 056752108 119050000 1022000 SH Call SOLE 0 0 0 BAIDU INC SPON ADR REP A 056752108 2441382 18685 SH SOLE 0 0 18685 BAXTER INTL INC COM 071813109 16169750 671100 SH Call SOLE 0 0 0 BAXTER INTL INC COM 071813109 6585994 344636 SH SOLE 0 0 344636 BOEING CO COM 097023105 5217611 24031 SH SOLE 0 0 24031 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 1042941 80536 SH SOLE 0 0 80536 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 10000 1000 SH Call SOLE 0 0 0 COMSTOCK RES INC COM 205768302 5411000 233434 SH SOLE 0 0 233434 COOPER STD HLDGS INC COM 21676P103 14198680 432491 SH SOLE 0 0 432491 CROWN CASTLE INC COM 22822V101 18500000 305000 SH Call SOLE 0 0 0 CROWN CASTLE INC COM 22822V101 5927540 66699 SH SOLE 0 0 66699 DENTSPLY SIRONA INC COM 24906P109 8267148 723285 SH SOLE 0 0 723285 DIAGEO PLC SPON ADR NEW 25243Q205 5992314 69460 SH SOLE 0 0 69460 DISNEY WALT CO COM 254687106 2875000 45000 SH Call SOLE 0 0 0 DISNEY WALT CO COM 254687106 3357808 29514 SH SOLE 0 0 29514 ETSY INC COM 29786A106 4305082 77653 SH SOLE 0 0 77653 ETSY INC COM 29786A106 19285000 277000 SH Call SOLE 0 0 0 GENERAC HLDGS INC COM 368736104 2035322 14925 SH SOLE 0 0 14925 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 1100000 70000 SH Call SOLE 0 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 5323325 101127 SH SOLE 0 0 101127 HORMEL FOODS CORP COM 440452100 5990436 252761 SH SOLE 0 0 252761 HORMEL FOODS CORP COM 440452100 19520100 665100 SH Call SOLE 0 0 0 INTEL CORP COM 458140100 8402278 227704 SH SOLE 0 0 227704 ISHARES TR RUSSELL 2000 ETF 464287655 497500 11500 SH Call SOLE 0 0 0 ISHARES TR 20 YR TR BD ETF 464287432 348640 4000 SH SOLE 0 0 4000 ISHARES TR TIPS BD ETF 464287176 340721 3100 SH SOLE 0 0 3100 LAUDER ESTEE COS INC CL A 518439104 1761495 16821 SH SOLE 0 0 16821 LAUDER ESTEE COS INC CL A 518439104 209000 3300 SH Call SOLE 0 0 0 NOV INC COM 62955J103 4599550 294277 SH SOLE 0 0 294277 NOV INC COM 62955J103 4308000 215400 SH Call SOLE 0 0 0 PAPA JOHNS INTL INC COM 698813102 5843090 151808 SH SOLE 0 0 151808 PAYPAL HLDGS INC COM 70450Y103 262223500 3003700 SH Call SOLE 0 0 0 PAYPAL HLDGS INC COM 70450Y103 9940655 170275 SH SOLE 0 0 170275 PFIZER INC COM 717081103 12062000 638300 SH Call SOLE 0 0 0 QXO INC COM NEW 82846H405 6583812 341307 SH SOLE 0 0 341307 STANLEY BLACK & DECKER INC COM 854502101 8036947 108198 SH SOLE 0 0 108198 STANLEY BLACK & DECKER INC COM 854502101 290815500 2673300 SH Call SOLE 0 0 0 UWM HOLDINGS CORPORATION COM CL A 91823B109 87600 2000000 SH Call SOLE 0 0 0 V F CORP COM 918204108 76083500 3406200 SH Call SOLE 0 0 0 V F CORP COM 918204108 10280776 568627 SH SOLE 0 0 568627 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 486695 5500 SH SOLE 0 0 5500 VANGUARD INDEX FDS TOTAL STK MKT 922908769 541461 1615 SH SOLE 0 0 1615 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 265843 4945 SH SOLE 0 0 4945 VANGUARD STAR FDS VG TL INTL STK F 921909768 536001 7105 SH SOLE 0 0 7105