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
ACTIVISION BLIZZARD INC COM 00507V109   43,195,994 512,408 SH   SOLE   512,408 0 0
AERSALE CORPORATION COM 00810F106   1,470,000 100,000 SH   SOLE   100,000 0 0
AMAZON COM INC COM 023135106   54,488,916 417,988 SH   SOLE   417,988 0 0
ARCH CAP GROUP LTD ORD G0450A105   19,071,855 254,801 SH   SOLE   254,801 0 0
AVANTOR INC COM 05352A100   42,912,147 2,089,199 SH   SOLE   2,089,199 0 0
BOOT BARN HLDGS INC COM 099406100   17,040,983 201,216 SH   SOLE   201,216 0 0
BP PLC SPONSORED ADR 055622104   9,412,408 266,716 SH   SOLE   266,716 0 0
CATALENT INC COM 148806102   74,987,218 1,729,410 SH   SOLE   1,729,410 0 0
CHESAPEAKE ENERGY CORP COM 165167735   23,153,336 276,689 SH   SOLE   276,689 0 0
COUSINS PPTYS INC COM NEW 222795502   1,178,555 51,691 SH   SOLE   51,691 0 0
CUBESMART COM 229663109   1,004,046 22,482 SH   SOLE   22,482 0 0
EQT CORP COM 26884L109   25,191,837 612,493 SH   SOLE   612,493 0 0
EQUINIX INC COM 29444U700   61,900,686 78,961 SH   SOLE   78,961 0 0
EVEREST RE GROUP LTD COM G3223R108   32,367,647 94,681 SH   SOLE   94,681 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   22,604,912 1,041,701 SH   SOLE   1,041,701 0 0
HUMANA INC COM 444859102   50,354,439 112,617 SH   SOLE   112,617 0 0
INTEL CORP COM 458140100   23,478,692 702,114 SH   SOLE   702,114 0 0
ISHARES TR MSCI JPN ETF NEW 46434G822   247,600,000 4,000,000 SH Call SOLE   4,000,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   280,905,000 1,500,000 SH Put SOLE   1,500,000 0 0
LULULEMON ATHLETICA INC COM 550021109   24,916,277 65,829 SH   SOLE   65,829 0 0
META PLATFORMS INC CL A 30303M102   95,513,258 332,822 SH   SOLE   332,822 0 0
NETFLIX INC COM 64110L106   112,430,227 255,239 SH   SOLE   255,239 0 0
NVIDIA CORPORATION COM 67066G104   30,760,322 72,716 SH   SOLE   72,716 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   8,493,581 146,618 SH   SOLE   146,618 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   60,409,957 1,859,340 SH   SOLE   1,859,340 0 0
PNC FINL SVCS GROUP INC COM 693475105   30,637,841 243,254 SH   SOLE   243,254 0 0
PROGRESSIVE CORP COM 743315103   22,498,135 169,964 SH   SOLE   169,964 0 0
ROBLOX CORP CL A 771049103   25,522,474 633,312 SH   SOLE   633,312 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,032,276 8,939 SH   SOLE   8,939 0 0
SL GREEN RLTY CORP COM 78440X887   1,370,250 45,599 SH   SOLE   45,599 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,773,120,000 4,000,000 SH Put SOLE   1,500,000 0 0
TECK RESOURCES LTD CL B 878742204   116,081,614 2,757,283 SH   SOLE   2,757,283 0 0
VESTA REAL ESTATE CORPORATIO ADS 92540K109   1,288,800 40,000 SH   SOLE   40,000 0 0
VISA INC COM CL A 92826C839   35,380,483 148,983 SH   SOLE   148,983 0 0