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
ALPHABET INC CAP STK CL A 02079K305 39,217 410,000 SH   SOLE   410,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,923 20,000 SH   SOLE   20,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 15,093 460,000 SH   SOLE   460,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 1,389 143,610 SH   SOLE   143,610 0 0
BLOCK INC CL A 852234103 5,349 97,280 SH   SOLE   97,280 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 31,228 530,000 SH   SOLE   530,000 0 0
CENOVUS ENERGY INC COM 15135U109 8,023 522,000 SH   SOLE   522,000 0 0
CENTURY CMNTYS INC COM 156504300 6,417 150,000 SH   SOLE   150,000 0 0
CONTAINER STORE GROUP INC COM 210751103 8,123 1,657,734 SH   SOLE   1,657,734 0 0
CONYERS PARK III ACQSITN COR *W EXP 08/12/202 21289P110 100 500,000 SH   SOLE   500,000 0 0
CONYERS PARK III ACQSITN COR CLASS A COM 21289P102 9,720 1,000,000 SH   SOLE   1,000,000 0 0
CROCS INC COM 227046109 11,322 164,893 SH   SOLE   164,893 0 0
D R HORTON INC COM 23331A109 28,287 420,000 SH   SOLE   420,000 0 0
DECKERS OUTDOOR CORP COM 243537107 51,581 165,000 SH   SOLE   165,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 6,013 100,000 SH   SOLE   100,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 5,541 46,000 SH   SOLE   46,000 0 0
EOG RES INC COM 26875P101 5,587 50,000 SH   SOLE   50,000 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 1,845 100,000 SH   SOLE   100,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,155 173,000 SH   SOLE   173,000 0 0
FUNKO INC COM CL A 361008105 64,157 3,172,947 SH   SOLE   3,172,947 0 0
GREEN BRICK PARTNERS INC COM 392709101 9,407 440,000 SH   SOLE   440,000 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401 5,813 162,830 SH   SOLE   162,830 0 0
INVITATION HOMES INC COM 46187W107 28,705 850,000 SH   SOLE   850,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 9,100 520,000 SH   SOLE   520,000 0 0
MERITAGE HOMES CORP COM 59001A102 7,027 100,000 SH   SOLE   100,000 0 0
MISTER CAR WASH INC COM 60646V105 32,347 3,770,000 SH   SOLE   3,770,000 0 0
NOODLES & CO COM CL A 65540B105 12,643 2,690,000 SH   SOLE   2,690,000 0 0
OOMA INC COM 683416101 15,990 1,300,000 SH   SOLE   1,300,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 12,199 1,760,300 SH Call SOLE   1,760,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 15,583 2,248,685 SH   SOLE   2,248,685 0 0
PIONEER NAT RES CO COM 723787107 5,846 27,000 SH   SOLE   27,000 0 0
RH COM 74967X103 7,874 32,000 SH   SOLE   32,000 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 28,137 481,627 SH   SOLE   481,627 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 12,168 230,148 SH   SOLE   230,148 0 0
SPDR GOLD TR GOLD SHS 78463V107 19,334 125,000 SH   SOLE   125,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 8,304 295,000 SH   SOLE   295,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 28,150 1,000,000 SH Call SOLE   1,000,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104 13,097 680,000 SH   SOLE   680,000 0 0
VAIL RESORTS INC COM 91879Q109 25,446 118,000 SH   SOLE   118,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 14,305 500,000 SH   SOLE   500,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,139 39,800 SH Call SOLE   39,800 0 0