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
3M CO COM 88579Y101 33,498 225,000 SH   SOLE   225,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,058 15,000 SH   SOLE   15,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,200 250,000 SH Call SOLE   250,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 46,825 430,376 SH   SOLE   430,376 0 0
AMAZON COM INC COM 023135106 131,669 40,390 SH   SOLE   40,390 0 0
AMAZON COM INC COM 023135106 97,799 30,000 SH Call SOLE   30,000 0 0
APOLLO STRATEGIC GROWTH CAPT SHS CL A G0411R106 4,975 500,000 SH   SOLE   500,000 0 0
APPLE INC COM 037833100 87,305 500,000 SH Put SOLE   500,000 0 0
APTIV PLC SHS G6095L109 32,322 270,000 SH   SOLE   270,000 0 0
BAIDU INC SPON ADR REP A 056752108 48,402 365,849 SH   SOLE   365,849 0 0
BAIDU INC SPON ADR REP A 056752108 13,230 100,000 SH Call SOLE   100,000 0 0
BATH & BODY WORKS INC COM 070830104 79,559 1,664,423 SH   SOLE   1,664,423 0 0
BOOKING HOLDINGS INC COM 09857L108 46,969 20,000 SH Call SOLE   20,000 0 0
BOOKING HOLDINGS INC COM 09857L108 35,227 15,000 SH   SOLE   15,000 0 0
BUNGE LIMITED COM G16962105 79,274 715,405 SH   SOLE   715,405 0 0
CARNIVAL CORP COMMON STOCK 143658300 20,220 1,000,000 SH Call SOLE   1,000,000 0 0
CARNIVAL CORP COMMON STOCK 143658300 25,275 1,250,000 SH   SOLE   1,250,000 0 0
CARTERS INC COM 146229109 36,796 400,000 SH   SOLE   400,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 51,317 930,000 SH   SOLE   930,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 48,148 30,434 SH   SOLE   30,434 0 0
CLOROX CO DEL COM 189054109 97,321 700,000 SH   SOLE   700,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 80,207 1,650,000 SH   SOLE   1,650,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 24,305 500,000 SH Call SOLE   500,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 46,180 515,000 SH   SOLE   515,000 0 0
COTY INC COM CL A 222070203 35,061 3,900,000 SH   SOLE   3,900,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 53,132 1,082,120 SH   SOLE   1,082,120 0 0
DOLLAR TREE INC COM 256746108 79,729 497,838 SH   SOLE   497,838 0 0
FASTENAL CO COM 311900104 41,580 700,000 SH   SOLE   700,000 0 0
FORD MTR CO DEL COM 345370860 42,275 2,500,000 SH Call SOLE   2,500,000 0 0
FREYR BATTERY SHS L4135L100 45,363 3,700,100 SH   SOLE   3,700,100 0 0
G III APPAREL GROUP LTD COM 36237H101 27,050 1,000,000 SH   SOLE   1,000,000 0 0
G SQUARED ASCEND I INC SHS CL A G4204R109 4,925 500,000 SH   SOLE   500,000 0 0
G SQUARED ASCEND I INC *W EXP 02/01/202 G4204R117 40 100,000 SH   SOLE   100,000 0 0
GENERAL MTRS CO COM 37045V100 56,862 1,300,000 SH   SOLE   1,300,000 0 0
GENERAL MTRS CO COM 37045V100 65,610 1,500,000 SH Call SOLE   1,500,000 0 0
GENUINE PARTS CO COM 372460105 25,204 200,000 SH   SOLE   200,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 31,795 2,225,000 SH   SOLE   2,225,000 0 0
HERSHEY CO COM 427866108 43,326 200,000 SH   SOLE   200,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 60,745 400,321 SH   SOLE   400,321 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 14,723 1,500,000 SH   SOLE   1,500,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 240 749,999 SH   SOLE   749,999 0 0
IAA INC COM 449253103 37,294 975,000 SH   SOLE   975,000 0 0
JD.COM INC SPON ADR CL A 47215P106 23,148 400,000 SH Call SOLE   400,000 0 0
JD.COM INC SPON ADR CL A 47215P106 38,553 666,206 SH   SOLE   666,206 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 57,020 2,000,000 SH Call SOLE   2,000,000 0 0
LAMB WESTON HLDGS INC COM 513272104 39,541 660,000 SH   SOLE   660,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 98,822 840,036 SH   SOLE   840,036 0 0
MACYS INC COM 55616P104 29,232 1,200,000 SH   SOLE   1,200,000 0 0
MACYS INC COM 55616P104 9,744 400,000 SH Call SOLE   400,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 41,039 233,509 SH   SOLE   233,509 0 0
MEDIFAST INC COM 58470H101 13,156 77,037 SH   SOLE   77,037 0 0
MICROSOFT CORP COM 594918104 66,050 214,234 SH   SOLE   214,234 0 0
MICROSOFT CORP COM 594918104 46,247 150,000 SH Call SOLE   150,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 101,873 1,275,000 SH   SOLE   1,275,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 23,970 300,000 SH Call SOLE   300,000 0 0
NORFOLK SOUTHN CORP COM 655844108 64,175 225,000 SH   SOLE   225,000 0 0
NUTRIEN LTD COM 67077M108 6,239 60,000 SH   SOLE   60,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 22,777 2,633,172 SH   SOLE   2,633,172 0 0
PEPSICO INC COM 713448108 37,661 225,000 SH   SOLE   225,000 0 0
PILGRIMS PRIDE CORP COM 72147K108 26,983 1,075,000 SH   SOLE   1,075,000 0 0
RALPH LAUREN CORP CL A 751212101 22,688 200,000 SH   SOLE   200,000 0 0
ROSS STORES INC COM 778296103 45,074 498,277 SH   SOLE   498,277 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 73,877 881,796 SH   SOLE   881,796 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 100,536 1,200,000 SH Call SOLE   1,200,000 0 0
S&P GLOBAL INC COM 78409V104 6,153 15,000 SH   SOLE   15,000 0 0
SANDERSON FARMS INC COM 800013104 9,375 50,000 SH   SOLE   50,000 0 0
SEAWORLD ENTMT INC COM 81282V100 64,423 865,441 SH   SOLE   865,441 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 15,178 200,000 SH   SOLE   200,000 0 0
SERVICENOW INC COM 81762P102 90,360 162,259 SH   SOLE   162,259 0 0
SILVER SPIKE ACQUISITN CORP CLASS A ORD SHS G8201H105 14,685 1,500,000 SH   SOLE   1,500,000 0 0
SILVER SPIKE ACQUISITN CORP *W EXP 02/26/202 G8201H113 116 375,000 SH   SOLE   375,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 55,913 425,000 SH   SOLE   425,000 0 0
SIMON PROPERTY GRP ACQ HOLDI *W EXP 02/04/202 82880R111 49 103,999 SH   SOLE   103,999 0 0
SIMON PROPERTY GRP ACQ HOLDI COM CL A 82880R103 5,086 520,000 SH   SOLE   520,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 71,667 1,647,514 SH   SOLE   1,647,514 0 0
SNOWFLAKE INC CL A 833445109 51,554 225,000 SH   SOLE   225,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 27,267 177,355 SH   SOLE   177,355 0 0
TEXAS ROADHOUSE INC COM 882681109 46,866 559,725 SH   SOLE   559,725 0 0
TJX COS INC NEW COM 872540109 32,261 532,531 SH   SOLE   532,531 0 0
TRACTOR SUPPLY CO COM 892356106 59,727 255,932 SH   SOLE   255,932 0 0
UBER TECHNOLOGIES INC COM 90353T100 54,637 1,531,319 SH   SOLE   1,531,319 0 0
ULTA BEAUTY INC COM 90384S303 61,179 153,632 SH   SOLE   153,632 0 0
UNION PAC CORP COM 907818108 35,517 130,000 SH   SOLE   130,000 0 0
V F CORP COM 918204108 5,686 100,000 SH   SOLE   100,000 0 0
VAIL RESORTS INC COM 91879Q109 42,945 165,000 SH   SOLE   165,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 83,210 1,620,142 SH   SOLE   1,620,142 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 80,586 1,800,000 SH   SOLE   1,800,000 0 0
WEWORK INC CL A 96209A104 42,625 6,250,000 SH   SOLE   6,250,000 0 0
YUM BRANDS INC COM 988498101 112,597 949,943 SH   SOLE   949,943 0 0