The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 31,122,000 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 17,522,991 | 134,420 | SH | SOLE | 134,420 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 1,264,830 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | |||
| BOSTON BEER INC | CL A | 100557107 | 8,019,440 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | |||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 23,120,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| CENOVUS ENERGY INC | COM | 15135U109 | 27,130,644 | 1,597,800 | SH | Call | SOLE | 1,597,800 | 0 | 0 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 14,755,620 | 869,000 | SH | SOLE | 869,000 | 0 | 0 | |||
| CENTURY CMNTYS INC | COM | 156504300 | 4,597,200 | 60,000 | SH | SOLE | 60,000 | 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 | 25,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| D R HORTON INC | COM | 23331A109 | 14,846,180 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 37,991,520 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | |||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 10,248,080 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | |||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 9,983,360 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | |||
| EOG RES INC | COM | 26875P101 | 9,727,400 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 13,026,096 | 699,200 | SH | SOLE | 699,200 | 0 | 0 | |||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 14,000,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| FUNKO INC | COM CL A | 361008105 | 17,095,600 | 1,580,000 | SH | SOLE | 1,580,000 | 0 | 0 | |||
| GEN RESTAURENT GROUP | CL A COM | 36870C104 | 6,314,503 | 371,660 | SH | SOLE | 371,660 | 0 | 0 | |||
| GREEN BRICK PARTNERS INC | COM | 392709101 | 18,460,000 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| HOVNANIAN ENTERPRISES INC | CL A NEW | 442487401 | 5,853,390 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | |||
| HUDBAY MINERALS INC | COM | 443628102 | 10,080,000 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | |||
| INVITATION HOMES INC | COM | 46187W107 | 31,992,000 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | |||
| LIBERTY ENERGY INC | COM CL A | 53115L104 | 8,022,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 19,745,250 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| MERITAGE HOMES CORP | COM | 59001A102 | 7,967,120 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | |||
| MISTER CAR WASH INC | COM | 60646V105 | 37,249,000 | 3,860,000 | SH | SOLE | 3,860,000 | 0 | 0 | |||
| NOV INC | COM | 62955J103 | 7,538,800 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | |||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 4,229,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| PIONEER NAT RES CO | COM | 723787107 | 9,530,280 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | |||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 39,816,000 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 33,718,000 | 1,150,000 | SH | Call | SOLE | 1,150,000 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 15,246,400 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | |||
| SWEETGREEN INC | COM CL A | 87043Q108 | 6,922,800 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | |||
| TECK RESOURCES LTD | CL B | 878742204 | 10,104,000 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| THE REALREAL INC | COM | 88339P101 | 10,878,000 | 4,900,000 | SH | SOLE | 4,900,000 | 0 | 0 | |||
| TOPGOLF CALLAWAY BRANDS CORP | COM | 131193104 | 32,157,000 | 1,620,000 | SH | SOLE | 1,620,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 19,426,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| UNITED RENTALS INC | COM | 911363109 | 10,524,093 | 23,630 | SH | SOLE | 23,630 | 0 | 0 | |||
| US FOODS HLDG CORP | COM | 912008109 | 8,800,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| VAIL RESORTS INC | COM | 91879Q109 | 17,623,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 15,055,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| WILLIAMS SONOMA INC | COM | 969904101 | 10,011,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||