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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 40,330 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | 18,014 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| BOWLERO CORP | CL A COM | 10258P102 | 10,224 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| BRINKER INTL INC | COM | 109641100 | 13,242 | 347,000 | SH | SOLE | 347,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 38,724 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 18,736 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CONTAINER STORE GROUP INC | COM | 210751103 | 23,121 | 2,830,000 | SH | SOLE | 2,830,000 | 0 | 0 | ||
| CONYERS PARK III ACQSITN COR | CLASS A COM | 21289P102 | 9,750 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CONYERS PARK III ACQSITN COR | *W EXP 08/12/202 | 21289P110 | 282 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 9,910 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 14,730 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 52,159 | 190,520 | SH | SOLE | 190,520 | 0 | 0 | ||
| DESIGNER BRANDS INC | CL A | 250565108 | 9,727 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| DEVON ENERGY CORP NEW | COM | 25179M103 | 11,826 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DIAMONDBACK ENERGY INC | COM | 25278X109 | 13,708 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 14,308 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 13,302 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| FUNKO INC | COM CL A | 361008105 | 69,000 | 3,999,999 | SH | SOLE | 3,999,999 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 45,403 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
| ISHARES SILVER TR | ISHARES | 46428Q109 | 15,101 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||
| LESLIES INC | COM | 527064109 | 16,456 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 42,891 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| NOODLES & CO | COM CL A | 65540B105 | 18,507 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
| OLAPLEX HLDGS INC | COM | 679369108 | 10,411 | 666,090 | SH | SOLE | 666,090 | 0 | 0 | ||
| OOMA INC | COM | 683416101 | 21,206 | 1,414,708 | SH | SOLE | 1,414,708 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 48,507 | 1,836,000 | SH | Call | SOLE | 1,836,000 | 0 | 0 | |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 52,477 | 1,986,245 | SH | SOLE | 1,986,245 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 12,001 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 6,098 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 18,065 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 10,755 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 81,475 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
| VAIL RESORTS INC | COM | 91879Q109 | 14,835 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 24,645 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 16,266 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||