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
ADVANCE AUTO PARTS INC COM 00751Y106   13,286,000 204,800 SH Call SOLE   0 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   4,952,114 126,008 SH   SOLE   0 0 126,008
ALBEMARLE CORP COM 012653101   4,190,160 29,625 SH   SOLE   0 0 29,625
ALBEMARLE CORP COM 012653101   1,875,000 15,000 SH Call SOLE   0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,037,500 10,000 SH Call SOLE   0 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,843,244 12,575 SH   SOLE   0 0 12,575
BAIDU INC SPON ADR REP A 056752108   119,050,000 1,022,000 SH Call SOLE   0 0 0
BAIDU INC SPON ADR REP A 056752108   2,441,382 18,685 SH   SOLE   0 0 18,685
BAXTER INTL INC COM 071813109   16,169,750 671,100 SH Call SOLE   0 0 0
BAXTER INTL INC COM 071813109   6,585,994 344,636 SH   SOLE   0 0 344,636
BOEING CO COM 097023105   5,217,611 24,031 SH   SOLE   0 0 24,031
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   1,042,941 80,536 SH   SOLE   0 0 80,536
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106   10,000 1,000 SH Call SOLE   0 0 0
COMSTOCK RES INC COM 205768302   5,411,000 233,434 SH   SOLE   0 0 233,434
COOPER STD HLDGS INC COM 21676P103   14,198,680 432,491 SH   SOLE   0 0 432,491
CROWN CASTLE INC COM 22822V101   18,500,000 305,000 SH Call SOLE   0 0 0
CROWN CASTLE INC COM 22822V101   5,927,540 66,699 SH   SOLE   0 0 66,699
DENTSPLY SIRONA INC COM 24906P109   8,267,148 723,285 SH   SOLE   0 0 723,285
DIAGEO PLC SPON ADR NEW 25243Q205   5,992,314 69,460 SH   SOLE   0 0 69,460
DISNEY WALT CO COM 254687106   2,875,000 45,000 SH Call SOLE   0 0 0
DISNEY WALT CO COM 254687106   3,357,808 29,514 SH   SOLE   0 0 29,514
ETSY INC COM 29786A106   4,305,082 77,653 SH   SOLE   0 0 77,653
ETSY INC COM 29786A106   19,285,000 277,000 SH Call SOLE   0 0 0
GENERAC HLDGS INC COM 368736104   2,035,322 14,925 SH   SOLE   0 0 14,925
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   1,100,000 70,000 SH Call SOLE   0 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   5,323,325 101,127 SH   SOLE   0 0 101,127
HORMEL FOODS CORP COM 440452100   5,990,436 252,761 SH   SOLE   0 0 252,761
HORMEL FOODS CORP COM 440452100   19,520,100 665,100 SH Call SOLE   0 0 0
INTEL CORP COM 458140100   8,402,278 227,704 SH   SOLE   0 0 227,704
ISHARES TR RUSSELL 2000 ETF 464287655   497,500 11,500 SH Call SOLE   0 0 0
ISHARES TR 20 YR TR BD ETF 464287432   348,640 4,000 SH   SOLE   0 0 4,000
ISHARES TR TIPS BD ETF 464287176   340,721 3,100 SH   SOLE   0 0 3,100
LAUDER ESTEE COS INC CL A 518439104   1,761,495 16,821 SH   SOLE   0 0 16,821
LAUDER ESTEE COS INC CL A 518439104   209,000 3,300 SH Call SOLE   0 0 0
NOV INC COM 62955J103   4,599,550 294,277 SH   SOLE   0 0 294,277
NOV INC COM 62955J103   4,308,000 215,400 SH Call SOLE   0 0 0
PAPA JOHNS INTL INC COM 698813102   5,843,090 151,808 SH   SOLE   0 0 151,808
PAYPAL HLDGS INC COM 70450Y103   262,223,500 3,003,700 SH Call SOLE   0 0 0
PAYPAL HLDGS INC COM 70450Y103   9,940,655 170,275 SH   SOLE   0 0 170,275
PFIZER INC COM 717081103   12,062,000 638,300 SH Call SOLE   0 0 0
QXO INC COM NEW 82846H405   6,583,812 341,307 SH   SOLE   0 0 341,307
STANLEY BLACK & DECKER INC COM 854502101   8,036,947 108,198 SH   SOLE   0 0 108,198
STANLEY BLACK & DECKER INC COM 854502101   290,815,500 2,673,300 SH Call SOLE   0 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109   87,600 2,000,000 SH Call SOLE   0 0 0
V F CORP COM 918204108   76,083,500 3,406,200 SH Call SOLE   0 0 0
V F CORP COM 918204108   10,280,776 568,627 SH   SOLE   0 0 568,627
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   486,695 5,500 SH   SOLE   0 0 5,500
VANGUARD INDEX FDS TOTAL STK MKT 922908769   541,461 1,615 SH   SOLE   0 0 1,615
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   265,843 4,945 SH   SOLE   0 0 4,945
VANGUARD STAR FDS VG TL INTL STK F 921909768   536,001 7,105 SH   SOLE   0 0 7,105