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
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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 30,510 14,000 SH   SOLE   14,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 18,074 510,000 SH   SOLE   510,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 3,259 270,000 SH   SOLE   270,000 0 0
BLOCK INC CL A 852234103 5,777 94,000 SH   SOLE   94,000 0 0
BOWLERO CORP CL A COM 10258P102 5,295 500,000 SH   SOLE   500,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 38,342 714,000 SH   SOLE   714,000 0 0
CALLAWAY GOLF CO COM 131193104 12,240 600,000 SH   SOLE   600,000 0 0
CENOVUS ENERGY INC COM 15135U109 6,977 367,000 SH   SOLE   367,000 0 0
CENTURY CMNTYS INC COM 156504300 7,645 170,000 SH   SOLE   170,000 0 0
CONTAINER STORE GROUP INC COM 210751103 15,862 2,546,009 SH   SOLE   2,546,009 0 0
CONYERS PARK III ACQSITN COR CLASS A COM 21289P102 9,705 1,000,000 SH   SOLE   1,000,000 0 0
CONYERS PARK III ACQSITN COR *W EXP 08/12/202 21289P110 145 500,000 SH   SOLE   500,000 0 0
CROCS INC COM 227046109 11,822 242,904 SH   SOLE   242,904 0 0
D R HORTON INC COM 23331A109 35,743 540,000 SH   SOLE   540,000 0 0
DECKERS OUTDOOR CORP COM 243537107 66,263 259,500 SH   SOLE   259,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,981 310,000 SH   SOLE   310,000 0 0
DESIGNER BRANDS INC CL A 250565108 6,922 530,000 SH   SOLE   530,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,511 100,000 SH   SOLE   100,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,573 46,000 SH   SOLE   46,000 0 0
EOG RES INC COM 26875P101 5,522 50,000 SH   SOLE   50,000 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 1,762 100,000 SH   SOLE   100,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 8,185 130,000 SH   SOLE   130,000 0 0
FUNKO INC COM CL A 361008105 86,436 3,872,600 SH   SOLE   3,872,600 0 0
GREEN BRICK PARTNERS INC COM 392709101 9,785 500,000 SH   SOLE   500,000 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 6,993 163,430 SH   SOLE   163,430 0 0
INVITATION HOMES INC COM 46187W107 32,022 900,000 SH   SOLE   900,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 13,234 710,000 SH   SOLE   710,000 0 0
LESLIES INC COM 527064109 6,072 400,000 SH   SOLE   400,000 0 0
MERITAGE HOMES CORP COM 59001A102 7,250 100,000 SH   SOLE   100,000 0 0
MISTER CAR WASH INC COM 60646V105 38,923 3,577,500 SH   SOLE   3,577,500 0 0
NOODLES & CO COM CL A 65540B105 14,100 3,000,000 SH   SOLE   3,000,000 0 0
OOMA INC COM 683416101 16,576 1,400,000 SH   SOLE   1,400,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 14,714 1,602,800 SH Call SOLE   1,602,800 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 20,269 2,207,927 SH   SOLE   2,207,927 0 0
PIONEER NAT RES CO COM 723787107 6,023 27,000 SH   SOLE   27,000 0 0
ROSS STORES INC COM 778296103 12,712 181,000 SH   SOLE   181,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 17,393 258,627 SH   SOLE   258,627 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 8,299 175,000 SH   SOLE   175,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 21,058 125,000 SH   SOLE   125,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 6,313 180,000 SH   SOLE   180,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 35,070 1,000,000 SH Call SOLE   1,000,000 0 0
VAIL RESORTS INC COM 91879Q109 16,963 77,792 SH   SOLE   77,792 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 20,638 650,000 SH   SOLE   650,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,264 39,800 SH Call SOLE   39,800 0 0