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
ALPHABET INC CAP STK CL A 02079K305   22,509,410 217,000 SH   SOLE   217,000 0 0
BLOCK INC CL A 852234103   6,109,850 89,000 SH   SOLE   89,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   32,848,600 370,000 SH   SOLE   370,000 0 0
CENOVUS ENERGY INC COM 15135U109   27,897,588 1,597,800 SH Call SOLE   1,597,800 0 0
CENOVUS ENERGY INC COM 15135U109   15,172,740 869,000 SH   SOLE   869,000 0 0
CONYERS PARK III ACQSITN COR CLASS A COM 21289P102   10,210,000 1,000,000 SH   SOLE   1,000,000 0 0
CONYERS PARK III ACQSITN COR *W EXP 08/12/202 21289P110   95,000 500,000 SH   SOLE   500,000 0 0
D R HORTON INC COM 23331A109   21,296,420 218,000 SH   SOLE   218,000 0 0
DECKERS OUTDOOR CORP COM 243537107   50,799,150 113,000 SH   SOLE   113,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   8,568,273 169,300 SH   SOLE   169,300 0 0
DIAMONDBACK ENERGY INC COM 25278X109   10,137,750 75,000 SH   SOLE   75,000 0 0
EOG RES INC COM 26875P101   9,831,815 85,770 SH   SOLE   85,770 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   3,790,880 199,520 SH   SOLE   199,520 0 0
FREEPORT-MCMORAN INC CL B 35671D857   12,273,000 300,000 SH   SOLE   300,000 0 0
FUNKO INC COM CL A 361008105   23,575,000 2,500,000 SH   SOLE   2,500,000 0 0
GREEN BRICK PARTNERS INC COM 392709101   19,283,000 550,000 SH   SOLE   550,000 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401   3,979,020 58,653 SH   SOLE   58,653 0 0
HUDBAY MINERALS INC COM 443628102   9,812,250 1,869,000 SH   SOLE   1,869,000 0 0
INVITATION HOMES INC COM 46187W107   39,037,500 1,250,000 SH   SOLE   1,250,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104   6,725,250 525,000 SH   SOLE   525,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103   15,003,450 77,000 SH   SOLE   77,000 0 0
MERITAGE HOMES CORP COM 59001A102   7,939,680 68,000 SH   SOLE   68,000 0 0
MISTER CAR WASH INC COM 60646V105   27,066,800 3,140,000 SH   SOLE   3,140,000 0 0
NOODLES & CO COM CL A 65540B105   7,032,500 1,450,000 SH   SOLE   1,450,000 0 0
NOV INC COM 62955J103   8,051,850 435,000 SH   SOLE   435,000 0 0
OOMA INC COM 683416101   7,506,000 600,000 SH   SOLE   600,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   12,852,756 1,133,400 SH Call SOLE   1,133,400 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   13,608,000 1,200,000 SH   SOLE   1,200,000 0 0
PIONEER NAT RES CO COM 723787107   9,190,800 45,000 SH   SOLE   45,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   4,876,200 315,000 SH   SOLE   315,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   30,950,693 328,250 SH   SOLE   328,250 0 0
SUNCOR ENERGY INC NEW COM 867224107   35,707,500 1,150,000 SH Call SOLE   1,150,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   16,146,000 520,000 SH   SOLE   520,000 0 0
SWEETGREEN INC COM CL A 87043Q108   5,488,000 700,000 SH   SOLE   700,000 0 0
TECK RESOURCES LTD CL B 878742204   10,950,000 300,000 SH   SOLE   300,000 0 0
THE REALREAL INC COM 88339P101   4,788,000 3,800,000 SH   SOLE   3,800,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   31,565,200 1,460,000 SH   SOLE   1,460,000 0 0
VAIL RESORTS INC COM 91879Q109   21,264,880 91,000 SH   SOLE   91,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   21,836,250 675,000 SH   SOLE   675,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,809,929 40,700 SH Call SOLE   40,700 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   18,460,000 250,000 SH   SOLE   250,000 0 0