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
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANTAGE SOLUTIONS INC COM CL A 00791N102 26,235 3,032,900 SH   SOLE   3,032,900 0 0
ADVANTAGE SOLUTIONS INC W EXP 1028202 00791N110 1,562 858,493 SH   SOLE   858,493 0 0
ALPHABET INC CAP STK CL A 02079K305 21,388 8,000 SH   SOLE   8,000 0 0
BLEND LABS INC CL A 09352U108 9,980 740,386 SH   SOLE   740,386 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 46,566 900,000 SH   SOLE   900,000 0 0
CALLAWAY GOLF CO COM 131193104 42,586 1,541,307 SH   SOLE   1,541,307 0 0
CHICOS FAS INC COM 168615102 5,734 1,277,156 SH   SOLE   1,277,156 0 0
CONTAINER STORE GROUP INC COM 210751103 42,459 4,460,000 SH   SOLE   4,460,000 0 0
CONYERS PARK III ACQSITN COR UNIT 07302026 21289P201 15,150 1,500,000 SH   SOLE   1,500,000 0 0
CRICUT INC COM CL A 22658D100 4,063 147,300 SH   SOLE   147,300 0 0
CROCS INC COM 227046109 28,696 200,000 SH   SOLE   200,000 0 0
DECKERS OUTDOOR CORP COM 243537107 68,330 189,700 SH   SOLE   189,700 0 0
DEVON ENERGY CORP NEW COM 25179M103 26,277 740,000 SH   SOLE   740,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 26,564 280,600 SH   SOLE   280,600 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 14,445 500,000 SH   SOLE   500,000 0 0
EOG RES INC COM 26875P101 23,599 294,000 SH   SOLE   294,000 0 0
FIGS INC CL A 30260D103 10,935 294,438 SH   SOLE   294,438 0 0
FUNKO INC COM CL A 361008105 77,662 4,264,779 SH   SOLE   4,264,779 0 0
INVITATION HOMES INC COM 46187W107 63,245 1,650,000 SH   SOLE   1,650,000 0 0
ISOS ACQUISITION CORPORATION SHARES CL A G4962C112 14,970 1,500,000 SH   SOLE   1,500,000 0 0
ISOS ACQUISITION CORPORATION W EXP 0301202 G4962C104 547 396,456 SH   SOLE   396,456 0 0
LESLIES INC COM 527064109 28,756 1,400,000 SH   SOLE   1,400,000 0 0
MISTER CAR WASH INC COM 60646V105 51,360 2,814,230 SH   SOLE   2,814,230 0 0
NOODLES CO COM CL A 65540B105 43,070 3,650,000 SH   SOLE   3,650,000 0 0
OLAPLEX HLDGS INC COM 679369108 4,900 200,000 SH   SOLE   200,000 0 0
OOMA INC COM 683416101 27,915 1,500,000 SH   SOLE   1,500,000 0 0
PARTY CITY HOLDCO INC COM 702149105 11,360 1,600,000 SH   SOLE   1,600,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 165,560 1,901,900 SH Call SOLE   1,901,900 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 168,402 1,934,540 SH   SOLE   1,934,540 0 0
PIONEER NAT RES CO COM 723787107 25,310 152,000 SH   SOLE   152,000 0 0
PURPLE INNOVATION INC COM 74640Y106 34,473 1,640,000 SH   SOLE   1,640,000 0 0
RH COM 74967X103 39,348 59,000 SH   SOLE   59,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 17,610 160,000 SH   SOLE   160,000 0 0
SEA LTD SPONSORD ADS 81141R100 47,172 148,000 SH   SOLE   148,000 0 0
SMARTRENT INC COM CL A 83193G107 19,530 1,500,000 SH   SOLE   1,500,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 98,532 600,000 SH Call SOLE   600,000 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 16,881 650,000 SH   SOLE   650,000 0 0
TRAEGER INC public STOCK 89269P103 943 45,042 SH   SOLE   45,042 0 0
U S SILICA HLDGS INC COM 90346E103 4,794 600,000 SH   SOLE   600,000 0 0
VAIL RESORTS INC COM 91879Q109 28,060 84,000 SH   SOLE   84,000 0 0
WHEELS UP EXPERIENCE INC COM CL A 96328L106 11,676 1,771,819 SH   SOLE   1,771,819 0 0
WHEELS UP EXPERIENCE INC W EXP 0713202 96328L114 630 495,918 SH   SOLE   495,918 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 31,735 360,051 SH   SOLE   360,051 0 0