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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   68,954,000 575,000 SH   SOLE   575,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   45,346,744 134,748 SH   SOLE   134,748 0 0
AIRBNB INC COM CL A 009066101   21,434,252 250,693 SH   SOLE   250,693 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   22,589,183 256,433 SH   SOLE   256,433 0 0
ALPHABET INC CAP STK CL A 02079K305   44,115,000 500,000 SH Put SOLE   500,000 0 0
AMAZON COM INC COM 023135106   42,000,000 500,000 SH Call SOLE   500,000 0 0
APTIV PLC SHS G6095L109   73,414,565 788,302 SH   SOLE   788,302 0 0
BALL CORP COM 058498106   34,008,100 665,000 SH   SOLE   665,000 0 0
BRINKER INTL INC COM 109641100   21,262,973 666,342 SH   SOLE   666,342 0 0
BROWN FORMAN CORP CL B 115637209   70,606,000 1,075,000 SH   SOLE   1,075,000 0 0
BUNGE LIMITED COM G16962105   114,735,500 1,150,000 SH   SOLE   1,150,000 0 0
BURLINGTON STORES INC COM 122017106   62,855,600 310,000 SH   SOLE   310,000 0 0
CAL MAINE FOODS INC COM NEW 128030202   7,623,000 140,000 SH   SOLE   140,000 0 0
CLARIVATE PLC ORD SHS G21810109   10,425,000 1,250,000 SH   SOLE   1,250,000 0 0
CLOROX CO DEL COM 189054109   54,728,700 390,000 SH   SOLE   390,000 0 0
COLGATE PALMOLIVE CO COM 194162103   81,941,600 1,040,000 SH   SOLE   1,040,000 0 0
COSTAR GROUP INC COM 22160N109   5,093,834 65,914 SH   SOLE   65,914 0 0
CROWN HLDGS INC COM 228368106   41,927,100 510,000 SH   SOLE   510,000 0 0
DARLING INGREDIENTS INC COM 237266101   35,050,400 560,000 SH   SOLE   560,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   21,584,236 609,036 SH   SOLE   609,036 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   4,875,340 148,367 SH   SOLE   148,367 0 0
DOCUSIGN INC COM 256163106   33,655,070 607,273 SH   SOLE   607,273 0 0
DOLLAR GEN CORP NEW COM 256677105   60,913,385 247,364 SH   SOLE   247,364 0 0
DOMINOS PIZZA INC COM 25754A201   73,245,241 211,447 SH   SOLE   211,447 0 0
FREYR BATTERY SHS L4135L100   30,380,000 3,500,000 SH   SOLE   3,500,000 0 0
FRONTDOOR INC COM 35905A109   11,440,000 550,000 SH   SOLE   550,000 0 0
GENTEX CORP COM 371901109   41,960,349 1,538,700 SH   SOLE   1,538,700 0 0
HARLEY DAVIDSON INC COM 412822108   30,160,000 725,000 SH   SOLE   725,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   43,083,074 340,955 SH   SOLE   340,955 0 0
INGREDION INC COM 457187102   41,620,250 425,000 SH   SOLE   425,000 0 0
ISHARES TR EXPANDED TECH 464287515   51,170,000 200,000 SH Call SOLE   200,000 0 0
JD.COM INC SPON ADR CL A 47215P106   19,645,500 350,000 SH   SOLE   350,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   15,100,000 500,000 SH   SOLE   500,000 0 0
LAMB WESTON HLDGS INC COM 513272104   67,466,800 755,000 SH   SOLE   755,000 0 0
LEAR CORP COM NEW 521865204   51,320,096 413,805 SH   SOLE   413,805 0 0
LENNOX INTL INC COM 526107107   32,296,050 135,000 SH   SOLE   135,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   26,079,750 75,000 SH Call SOLE   75,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   34,773,000 100,000 SH   SOLE   100,000 0 0
META PLATFORMS INC CL A 30303M102   81,957,076 681,046 SH   SOLE   681,046 0 0
NETFLIX INC COM 64110L106   10,326,698 35,020 SH   SOLE   35,020 0 0
NIKE INC CL B 654106103   54,235,890 463,515 SH   SOLE   463,515 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   9,806,785 11,619 SH   SOLE   11,619 0 0
PILGRIMS PRIDE CORP COM 72147K108   18,390,750 775,000 SH   SOLE   775,000 0 0
PINTEREST INC CL A 72352L106   54,811,226 2,257,464 SH   SOLE   2,257,464 0 0
POST HLDGS INC COM 737446104   40,617,000 450,000 SH   SOLE   450,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103   46,597,904 720,549 SH   SOLE   720,549 0 0
ROSS STORES INC COM 778296103   68,750,698 592,321 SH   SOLE   592,321 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   29,658,000 600,000 SH Call SOLE   600,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   47,397,587 958,883 SH   SOLE   958,883 0 0
S&P GLOBAL INC COM 78409V104   11,722,900 35,000 SH   SOLE   35,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   15,305,850 315,000 SH   SOLE   315,000 0 0
SEAWORLD ENTMT INC COM 81282V100   11,470,404 214,360 SH   SOLE   214,360 0 0
SHERWIN WILLIAMS CO COM 824348106   10,679,850 45,000 SH   SOLE   45,000 0 0
SHOPIFY INC CL A 82509L107   18,345,242 528,529 SH   SOLE   528,529 0 0
SILVER SPIKE ACQUISITN CORP *W EXP 02/26/202 G8201H113   11,175 375,000 SH   SOLE   375,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109   49,929,000 425,000 SH   SOLE   425,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   38,594,582 1,659,982 SH   SOLE   1,659,982 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   10,661,000 175,000 SH   SOLE   175,000 0 0
STANLEY BLACK & DECKER INC COM 854502101   26,511,275 352,919 SH   SOLE   352,919 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   58,772,013 564,410 SH   SOLE   564,410 0 0
TJX COS INC NEW COM 872540109   14,847,788 186,530 SH   SOLE   186,530 0 0
VAIL RESORTS INC COM 91879Q109   66,729,181 279,963 SH   SOLE   279,963 0 0
VISA INC COM CL A 92826C839   61,848,698 297,693 SH   SOLE   297,693 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   44,832,000 1,200,000 SH   SOLE   1,200,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   37,360,000 1,000,000 SH Call SOLE   1,000,000 0 0