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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   40,762,260 462,000 SH   SOLE   462,000 0 0
BLOCK INC CL A 852234103   5,341,400 85,000 SH   SOLE   85,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   29,844,800 460,000 SH   SOLE   460,000 0 0
CENOVUS ENERGY INC COM 15135U109   17,329,248 892,800 SH Call SOLE   892,800 0 0
CENOVUS ENERGY INC COM 15135U109   10,452,285 538,500 SH   SOLE   538,500 0 0
CONYERS PARK III ACQSITN COR CLASS A COM 21289P102   9,896,100 1,000,000 SH   SOLE   1,000,000 0 0
CONYERS PARK III ACQSITN COR *W EXP 08/12/202 21289P110   74,500 500,000 SH   SOLE   500,000 0 0
D R HORTON INC COM 23331A109   35,656,000 400,000 SH   SOLE   400,000 0 0
DECKERS OUTDOOR CORP COM 243537107   62,268,960 156,000 SH   SOLE   156,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   7,202,821 117,100 SH   SOLE   117,100 0 0
DIAMONDBACK ENERGY INC COM 25278X109   7,622,749 55,730 SH   SOLE   55,730 0 0
EOG RES INC COM 26875P101   8,146,808 62,900 SH   SOLE   62,900 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106   1,814,276 145,725 SH   SOLE   145,725 0 0
FUNKO INC COM CL A 361008105   28,714,542 2,631,947 SH   SOLE   2,631,947 0 0
GREEN BRICK PARTNERS INC COM 392709101   14,538,000 600,000 SH   SOLE   600,000 0 0
HOVNANIAN ENTERPRISES INC CL A NEW 442487401   2,777,280 66,000 SH   SOLE   66,000 0 0
INVITATION HOMES INC COM 46187W107   22,230,000 750,000 SH   SOLE   750,000 0 0
MERITAGE HOMES CORP COM 59001A102   8,298,000 90,000 SH   SOLE   90,000 0 0
MISTER CAR WASH INC COM 60646V105   35,997,000 3,900,000 SH   SOLE   3,900,000 0 0
NOODLES & CO COM CL A 65540B105   13,329,720 2,428,000 SH   SOLE   2,428,000 0 0
OOMA INC COM 683416101   13,620,000 1,000,000 SH   SOLE   1,000,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   8,999,196 1,133,400 SH Call SOLE   1,133,400 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   15,583,838 1,962,700 SH   SOLE   1,962,700 0 0
PIONEER NAT RES CO COM 723787107   7,456,934 32,650 SH   SOLE   32,650 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   38,351,880 513,000 SH   SOLE   513,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   36,489,500 1,150,000 SH Call SOLE   1,150,000 0 0
SUNCOR ENERGY INC NEW COM 867224107   11,851,155 373,500 SH   SOLE   373,500 0 0
TESLA INC COM 88160R101   35,722,200 290,000 SH Put SOLE   290,000 0 0
THE REALREAL INC COM 88339P101   3,125,000 2,500,000 SH   SOLE   2,500,000 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   21,725,000 1,100,000 SH   SOLE   1,100,000 0 0
VAIL RESORTS INC COM 91879Q109   26,552,190 111,400 SH   SOLE   111,400 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   15,046,500 525,000 SH   SOLE   525,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,310,947 40,700 SH Call SOLE   40,700 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   10,838,400 160,000 SH   SOLE   160,000 0 0