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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   60,054,000 600,000 SH   SOLE   600,000 0 0
3M CO COM 88579Y101   25,022,500 250,000 SH Call SOLE   250,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207   58,917,126 1,563,618 SH   SOLE   1,563,618 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   7,714,500 25,000 SH   SOLE   25,000 0 0
ACV AUCTIONS INC COM CL A 00091G104   65,626,000 3,800,000 SH   SOLE   3,800,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   14,967,495 30,609 SH   SOLE   30,609 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   33,340,000 400,000 SH Call SOLE   400,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   20,837,500 250,000 SH   SOLE   250,000 0 0
ALPHABET INC CAP STK CL A 02079K305   47,880,000 400,000 SH Put SOLE   400,000 0 0
AMAZON COM INC COM 023135106   78,216,000 600,000 SH Call SOLE   600,000 0 0
AMAZON COM INC COM 023135106   74,520,164 571,649 SH   SOLE   571,649 0 0
APPLOVIN CORP COM CL A 03831W108   9,325,015 362,418 SH   SOLE   362,418 0 0
BALL CORP COM 058498106   11,642,000 200,000 SH   SOLE   200,000 0 0
BATH & BODY WORKS INC COM 070830104   28,125,000 750,000 SH   SOLE   750,000 0 0
BILL HOLDINGS INC COM 090043100   26,291,250 225,000 SH   SOLE   225,000 0 0
BOSTON BEER INC CL A 100557107   23,133,000 75,000 SH   SOLE   75,000 0 0
BRINKER INTL INC COM 109641100   30,804,353 841,649 SH   SOLE   841,649 0 0
BROWN FORMAN CORP CL B 115637209   65,110,500 975,000 SH   SOLE   975,000 0 0
BUNGE LIMITED COM G16962105   43,401,000 460,000 SH   SOLE   460,000 0 0
BURLINGTON STORES INC COM 122017106   84,083,404 534,236 SH   SOLE   534,236 0 0
BURLINGTON STORES INC COM 122017106   39,347,500 250,000 SH Call SOLE   250,000 0 0
CARMAX INC COM 143130102   10,400,311 124,257 SH   SOLE   124,257 0 0
CARNIVAL CORP COMMON STOCK 143658300   103,752,490 5,509,957 SH   SOLE   5,509,957 0 0
CARNIVAL CORP COMMON STOCK 143658300   37,660,000 2,000,000 SH Call SOLE   2,000,000 0 0
CLOROX CO DEL COM 189054109   89,857,600 565,000 SH   SOLE   565,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   45,101,000 700,000 SH   SOLE   700,000 0 0
COLGATE PALMOLIVE CO COM 194162103   107,856,000 1,400,000 SH   SOLE   1,400,000 0 0
CROWN HLDGS INC COM 228368106   62,980,750 725,000 SH   SOLE   725,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   43,509,721 976,430 SH   SOLE   976,430 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   16,639,000 350,000 SH Put SOLE   350,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   28,524,000 600,000 SH   SOLE   600,000 0 0
DOCUSIGN INC COM 256163106   15,327,000 300,000 SH Put SOLE   300,000 0 0
FAIR ISAAC CORP COM 303250104   31,462,894 38,881 SH   SOLE   38,881 0 0
FEDEX CORP COM 31428X106   24,790,000 100,000 SH   SOLE   100,000 0 0
FREYR BATTERY SHS L4135L100   9,817,500 1,050,000 SH   SOLE   1,050,000 0 0
FRONTDOOR INC COM 35905A109   63,800,000 2,000,000 SH   SOLE   2,000,000 0 0
GARTNER INC COM 366651107   59,552,700 170,000 SH   SOLE   170,000 0 0
GENERAC HLDGS INC COM 368736104   79,109,140 530,471 SH   SOLE   530,471 0 0
INGREDION INC COM 457187102   47,147,750 445,000 SH   SOLE   445,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   295,536,000 800,000 SH Put SOLE   800,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   140,452,500 750,000 SH Call SOLE   750,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   28,090,500 150,000 SH   SOLE   150,000 0 0
KENVUE INC COM 49177J102   43,593,000 1,650,000 SH   SOLE   1,650,000 0 0
LAMB WESTON HLDGS INC COM 513272104   67,820,500 590,000 SH   SOLE   590,000 0 0
LENNAR CORP CL A 526057104   54,914,601 438,230 SH   SOLE   438,230 0 0
LULULEMON ATHLETICA INC COM 550021109   35,131,235 92,817 SH   SOLE   92,817 0 0
MCCORMICK & CO INC COM NON VTG 579780206   13,084,500 150,000 SH   SOLE   150,000 0 0
MCDONALDS CORP COM 580135101   30,415,439 101,925 SH   SOLE   101,925 0 0
META PLATFORMS INC CL A 30303M102   125,921,945 438,783 SH   SOLE   438,783 0 0
MURPHY USA INC COM 626755102   46,452,456 149,312 SH   SOLE   149,312 0 0
NIKE INC CL B 654106103   22,074,000 200,000 SH Call SOLE   200,000 0 0
ORACLE CORP COM 68389X105   60,934,066 511,664 SH   SOLE   511,664 0 0
PILGRIMS PRIDE CORP COM 72147K108   39,756,500 1,850,000 SH   SOLE   1,850,000 0 0
PINTEREST INC CL A 72352L106   56,137,659 2,053,316 SH   SOLE   2,053,316 0 0
POOL CORP COM 73278L105   63,688,800 170,000 SH   SOLE   170,000 0 0
PPG INDS INC COM 693506107   40,164,979 270,836 SH   SOLE   270,836 0 0
ROSS STORES INC COM 778296103   33,639,000 300,000 SH   SOLE   300,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   103,737,821 999,979 SH   SOLE   999,979 0 0
SHERWIN WILLIAMS CO COM 824348106   40,108,389 151,056 SH   SOLE   151,056 0 0
SHOPIFY INC CL A 82509L107   59,577,738 922,256 SH   SOLE   922,256 0 0
SKECHERS U S A INC CL A 830566105   9,215,500 175,000 SH   SOLE   175,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   354,624,000 800,000 SH Put SOLE   800,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   31,875,000 500,000 SH Call SOLE   500,000 0 0
STARBUCKS CORP COM 855244109   39,624,000 400,000 SH Put SOLE   400,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   59,919,873 407,175 SH   SOLE   407,175 0 0
TARGET CORP COM 87612E106   46,824,500 355,000 SH Call SOLE   355,000 0 0
TESLA INC COM 88160R101   39,265,500 150,000 SH Put SOLE   150,000 0 0
THOR INDS INC COM 885160101   92,632,500 895,000 SH   SOLE   895,000 0 0
TJX COS INC NEW COM 872540109   55,425,697 653,682 SH   SOLE   653,682 0 0
TOLL BROTHERS INC COM 889478103   38,612,332 488,331 SH   SOLE   488,331 0 0
TRANSUNION COM 89400J107   9,791,250 125,000 SH   SOLE   125,000 0 0
ULTA BEAUTY INC COM 90384S303   55,988,099 118,973 SH   SOLE   118,973 0 0
URBAN OUTFITTERS INC COM 917047102   10,571,154 319,081 SH   SOLE   319,081 0 0
VAIL RESORTS INC COM 91879Q109   22,799,134 90,559 SH   SOLE   90,559 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   35,612,500 1,250,000 SH Call SOLE   1,250,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   21,367,500 750,000 SH   SOLE   750,000 0 0
WALMART INC COM 931142103   59,931,477 381,292 SH   SOLE   381,292 0 0
WILLIAMS SONOMA INC COM 969904101   18,771,000 150,000 SH   SOLE   150,000 0 0
WYNN RESORTS LTD COM 983134107   26,402,500 250,000 SH Call SOLE   250,000 0 0
WYNN RESORTS LTD COM 983134107   58,874,935 557,475 SH   SOLE   557,475 0 0
YUM BRANDS INC COM 988498101   75,511,413 545,012 SH   SOLE   545,012 0 0