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
Estimated average burden
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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
ADVISORSHARES TRUST PURE US CANNABIS 00768Y453   29,868,699 5,391,462 SH   SOLE   5,391,462 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   94,490,228 1,133,656 SH   SOLE   1,133,656 0 0
AMAZON COM INC COM 023135106   179,314,091 1,375,530 SH   SOLE   1,375,530 0 0
AMERICAN EXPRESS CO COM 025816109   17,070,206 97,992 SH   SOLE   97,992 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   66,997,361 278,668 SH   SOLE   278,668 0 0
ASHLAND INC COM 044186104   314,220,845 3,615,474 SH   SOLE   3,615,474 0 0
AUTONATION INC COM 05329W102   29,140,085 177,025 SH   SOLE   177,025 0 0
BAUSCH AND LOMB CORP COMMON SHARES 071705107   107,743,286 5,368,375 SH   SOLE   5,368,375 0 0
BAXTER INTL INC COM 071813109   27,193,352 596,869 SH   SOLE   596,869 0 0
BERRY GLOBAL GROUP INC COM 08579W103   84,087,233 1,306,920 SH   SOLE   1,306,920 0 0
BIO RAD LABS INC CL A 090572207   85,636,005 225,881 SH   SOLE   225,881 0 0
CAREMAX INC COM CL A 14171W103   27,617,067 8,880,086 SH   SOLE   8,880,086 0 0
CF INDS HLDGS INC COM 125269100   109,790,160 1,581,535 SH   SOLE   1,581,535 0 0
CORTEVA INC COM 22052L104   84,551,651 1,475,596 SH   SOLE   1,475,596 0 0
CROWN HLDGS INC COM 228368106   130,332,712 1,500,319 SH   SOLE   1,500,319 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   37,548,707 842,655 SH   SOLE   842,655 0 0
DISCOVER FINL SVCS COM 254709108   110,395,907 944,766 SH   SOLE   944,766 0 0
DOMA HOLDINGS INC COM NEW 25703A203   2,418,940 489,664 SH   SOLE   489,664 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   94,532,273 16,880,763 SH   SOLE   16,880,763 0 0
ELEVANCE HEALTH INC COM 036752103   72,150,919 162,396 SH   SOLE   162,396 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   118,270,191 3,494,982 SH   SOLE   3,494,982 0 0
FERGUSON PLC SHS G3421J106   102,702,193 652,865 SH   SOLE   652,865 0 0
FOMENTO ECONOMICO MEXICANO SPON ADR UNITS 344419106   80,494,446 726,222 SH   SOLE   726,222 0 0
GODADDY INC CL A 380237107   58,050,021 772,661 SH   SOLE   772,661 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   142,151,700 5,915,593 SH   SOLE   5,915,593 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   65,746,329 254,732 SH   SOLE   254,732 0 0
HALEON PLC SPON ADS 405552100   25,431,465 3,034,781 SH   SOLE   3,034,781 0 0
INTUIT INC COM 461202103   84,952,092 185,408 SH   SOLE   185,408 0 0
JFROG LTD ORD SHS M6191J100   87,457,875 3,157,324 SH   SOLE   3,157,324 0 0
KEURIG DR PEPPER INC COM 49271V100   33,902,840 1,084,197 SH   SOLE   1,084,197 0 0
KKR & CO INC COM 48251W104   125,066,872 2,233,337 SH   SOLE   2,233,337 0 0
LENNAR CORP CL A 526057104   72,744,335 580,515 SH   SOLE   580,515 0 0
LENNAR CORP CL B 526057302   13,451,060 119,057 SH   SOLE   119,057 0 0
LIBERTY MEDIA CORP COM SER C FRMLA 531229854   135,785,773 1,803,743 SH   SOLE   1,803,743 0 0
LOUISIANA PAC CORP COM 546347105   143,018,876 1,907,427 SH   SOLE   1,907,427 0 0
LPL FINL HLDGS INC COM 50212V100   170,514,042 784,225 SH   SOLE   784,225 0 0
MANCHESTER UTD PLC ORD CL A G5784H106   96,646,562 3,964,174 SH   SOLE   3,964,174 0 0
MASTERCARD INCORPORATED CL A 57636Q104   24,442,022 62,146 SH   SOLE   62,146 0 0
MATCH GROUP INC COM 57667L107   10,539,211 251,833 SH   SOLE   251,833 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   106,437,500 8,717,240 SH   SOLE   8,717,240 0 0
MORGAN STANLEY COM NEW 617446448   86,643,936 1,014,566 SH   SOLE   1,014,566 0 0
NATERA INC COM 632307104   20,653,786 424,451 SH   SOLE   424,451 0 0
NEW RELIC INC COM 64829B100   249,137,671 3,807,116 SH   SOLE   3,807,116 0 0
OKTA INC CL A 679295105   103,033,919 1,485,709 SH   SOLE   1,485,709 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   59,037,883 7,677,228 SH   SOLE   7,677,228 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   124,096,689 2,060,038 SH   SOLE   2,060,038 0 0
PINTEREST INC CL A 72352L106   157,213,311 5,750,304 SH   SOLE   5,750,304 0 0
POWERSHARES QQQ TRUST SERIES 1 UNIT SER 1 46090E103   2,053,975,200 5,560,000 SH Put SOLE   5,560,000 0 0
PROGRESSIVE CORP COM 743315103   71,445,913 539,744 SH   SOLE   539,744 0 0
RED ROCK RESORTS INC CL A 75700L108   86,451,031 1,848,034 SH   SOLE   1,848,034 0 0
SALESFORCE INC COM 79466L302   121,189,722 573,652 SH   SOLE   573,652 0 0
SCHWAB CHARLES CORP COM 808513105   139,447,650 2,460,262 SH   SOLE   2,460,262 0 0
SHERWIN WILLIAMS CO COM 824348106   82,996,773 312,582 SH   SOLE   312,582 0 0
SMARTSHEET INC COM CL A 83200N103   80,459,479 2,102,966 SH   SOLE   2,102,966 0 0
SPECTRUM BRANDS HLDGS INC COM 84790A105   94,404,519 1,209,539 SH   SOLE   1,209,539 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   76,504,898 3,117,559 SH   SOLE   3,117,559 0 0
TEMPUR SEALY INTL INC COM 88023U101   123,291,223 3,076,896 SH   SOLE   3,076,896 0 0
UBER TECHNOLOGIES INC COM 90353T100   201,395,216 4,665,166 SH   SOLE   4,665,166 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   15,451,363 97,936 SH   SOLE   97,936 0 0
WILLSCOT MOBILE MINI HLDNG CO COM CL A 971378104   82,421,358 1,724,657 SH   SOLE   1,724,657 0 0
WIX COM LTD SHS M98068105   19,622,905 250,804 SH   SOLE   250,804 0 0
XPO INC COM 983793100   29,609,386 501,854 SH   SOLE   501,854 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   138,520,430 2,756,077 SH   SOLE   2,756,077 0 0