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 41,250 20,000 SH Call SOLE   20,000 0 0
ALPHABET INC CAP STK CL A 02079K305 227,793 110,444 SH   SOLE   110,444 0 0
ALUSSA ENERGY ACQUISITION CO SHS CL A G0232J101 17,500 1,750,000 SH   SOLE   1,750,000 0 0
AMAZON COM INC COM 023135106 54,146 17,500 SH   SOLE   17,500 0 0
AMAZON COM INC COM 023135106 77,352 25,000 SH Call SOLE   25,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 68,954 2,358,218 SH   SOLE   2,358,218 0 0
APHRIA INC COM 03765K104 18,370 1,000,000 SH Call SOLE   1,000,000 0 0
APPLE INC COM 037833100 36,645 300,000 SH Put SOLE   300,000 0 0
ATLASSIAN CORP PLC CL A G06242104 10,475 49,703 SH   SOLE   49,703 0 0
BILL COM HLDGS INC COM 090043100 32,521 223,513 SH   SOLE   223,513 0 0
BOSTON BEER INC CL A 100557107 32,570 27,000 SH   SOLE   27,000 0 0
BRINKER INTL INC COM 109641100 25,809 363,196 SH   SOLE   363,196 0 0
CARMAX INC COM 143130102 31,106 234,479 SH   SOLE   234,479 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 46,179 1,739,972 SH   SOLE   1,739,972 0 0
CERIDIAN HCM HLDG INC COM 15677J108 5,899 70,000 SH   SOLE   70,000 0 0
CHEESECAKE FACTORY INC COM 163072101 51,263 876,136 SH   SOLE   876,136 0 0
CHILDRENS PL INC NEW COM 168905107 4,038 57,939 SH   SOLE   57,939 0 0
CINEMARK HLDGS INC COM 17243V102 24,292 1,190,179 SH   SOLE   1,190,179 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 143,440 2,750,000 SH   SOLE   2,750,000 0 0
COLGATE PALMOLIVE CO COM 194162103 29,561 375,000 SH   SOLE   375,000 0 0
COPART INC COM 217204106 139,641 1,285,713 SH   SOLE   1,285,713 0 0
DARDEN RESTAURANTS INC COM 237194105 45,845 322,852 SH   SOLE   322,852 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 44,722 933,657 SH   SOLE   933,657 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,583 136,349 SH   SOLE   136,349 0 0
DIVERSEY HLDGS LTD ORD SHS G28923103 5,590 380,000 SH   SOLE   380,000 0 0
DOLLAR TREE INC COM 256746108 45,784 400,000 SH Call SOLE   400,000 0 0
DOLLAR TREE INC COM 256746108 46,501 406,266 SH   SOLE   406,266 0 0
DOORDASH INC CL A 25809K105 7,440 56,739 SH   SOLE   56,739 0 0
EXPEDIA GROUP INC COM NEW 30212P303 66,105 384,061 SH   SOLE   384,061 0 0
FACEBOOK INC CL A 30303M102 14,727 50,000 SH   SOLE   50,000 0 0
FACEBOOK INC CL A 30303M102 73,633 250,000 SH Call SOLE   250,000 0 0
FEDEX CORP COM 31428X106 95,153 335,000 SH   SOLE   335,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 38,193 400,012 SH   SOLE   400,012 0 0
FORD MTR CO DEL COM 345370860 12,863 1,050,000 SH   SOLE   1,050,000 0 0
FORD MTR CO DEL COM 345370860 12,250 1,000,000 SH Call SOLE   1,000,000 0 0
G III APPAREL GROUP LTD COM 36237H101 20,345 675,000 SH   SOLE   675,000 0 0
G SQUARED ASCEND I INC UNIT 99/99/9999 G4204R125 5,000 500,000 SH   SOLE   500,000 0 0
GARTNER INC COM 366651107 66,631 365,000 SH   SOLE   365,000 0 0
GENERAL MTRS CO COM 37045V100 34,476 600,000 SH Call SOLE   600,000 0 0
GENERAL MTRS CO COM 37045V100 8,188 142,500 SH   SOLE   142,500 0 0
GENUINE PARTS CO COM 372460105 52,814 456,908 SH   SOLE   456,908 0 0
HERSHEY CO COM 427866108 29,260 185,000 SH   SOLE   185,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 45,522 376,463 SH   SOLE   376,463 0 0
HUMANCO ACQUISITION CORP UNIT 12/08/2023 44487N208 15,750 1,500,000 SH   SOLE   1,500,000 0 0
IAA INC COM 449253103 63,411 1,150,000 SH   SOLE   1,150,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 82,370 590,000 SH   SOLE   590,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 88,376 400,000 SH Put SOLE   400,000 0 0
JETBLUE AWYS CORP COM 477143101 66,211 3,255,226 SH   SOLE   3,255,226 0 0
KOHLS CORP COM 500255104 35,766 600,000 SH   SOLE   600,000 0 0
KROGER CO COM 501044101 23,753 660,000 SH Call SOLE   660,000 0 0
L BRANDS INC COM 501797104 227,179 3,672,469 SH   SOLE   3,672,469 0 0
LAMB WESTON HLDGS INC COM 513272104 92,976 1,200,000 SH   SOLE   1,200,000 0 0
LANCASTER COLONY CORP COM 513847103 8,768 50,000 SH   SOLE   50,000 0 0
LAS VEGAS SANDS CORP COM 517834107 68,921 1,134,316 SH   SOLE   1,134,316 0 0
LESLIES INC COM 527064109 22,041 900,000 SH   SOLE   900,000 0 0
LOWES COS INC COM 548661107 38,036 200,000 SH Put SOLE   200,000 0 0
LYFT INC CL A COM 55087P104 36,461 577,098 SH   SOLE   577,098 0 0
MACYS INC COM 55616P104 32,380 2,000,000 SH   SOLE   2,000,000 0 0
MACYS INC COM 55616P104 16,190 1,000,000 SH Call SOLE   1,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 134,507 377,775 SH   SOLE   377,775 0 0
MCDONALDS CORP COM 580135101 109,084 486,676 SH   SOLE   486,676 0 0
MOHAWK INDS INC COM 608190104 19,231 100,000 SH   SOLE   100,000 0 0
NETFLIX INC COM 64110L106 13,042 25,000 SH   SOLE   25,000 0 0
NETFLIX INC COM 64110L106 52,166 100,000 SH Call SOLE   100,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 40,686 1,920,045 SH   SOLE   1,920,045 0 0
PEPSICO INC COM 713448108 67,189 475,000 SH   SOLE   475,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 17,728 800,000 SH   SOLE   800,000 0 0
POST HLDGS INC COM 737446104 35,945 340,000 SH   SOLE   340,000 0 0
PRIMO WATER CORPORATION COM 74167P108 23,984 1,475,000 SH   SOLE   1,475,000 0 0
PVH CORPORATION COM 693656100 24,840 235,000 SH   SOLE   235,000 0 0
PVH CORPORATION COM 693656100 15,855 150,000 SH Call SOLE   150,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 13,425 300,000 SH Call SOLE   300,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 76,843 897,590 SH   SOLE   897,590 0 0
SEAWORLD ENTMT INC COM 81282V100 79,227 1,595,070 SH   SOLE   1,595,070 0 0
SILVER SPIKE ACQUISITN CORP UNIT 02/26/2026 G8201H121 14,910 1,500,000 SH   SOLE   1,500,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 56,885 500,000 SH   SOLE   500,000 0 0
SIMON PROPERTY GRP ACQ HOLDI UNIT 99/99/9999 82880R202 5,226 520,000 SH   SOLE   520,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 158,532 400,000 SH Put SOLE   400,000 0 0
SPIRIT AIRLS INC COM 848577102 11,562 313,322 SH   SOLE   313,322 0 0
SQUARE INC CL A 852234103 47,879 210,876 SH   SOLE   210,876 0 0
SQUARE INC CL A 852234103 17,029 75,000 SH Call SOLE   75,000 0 0
SYSCO CORP COM 871829107 83,517 1,060,671 SH   SOLE   1,060,671 0 0
TAPESTRY INC COM 876030107 5,482 133,017 SH   SOLE   133,017 0 0
TARGET CORP COM 87612E106 29,711 150,000 SH Put SOLE   150,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 22,765 622,680 SH   SOLE   622,680 0 0
TESLA INC COM 88160R101 56,774 85,000 SH Put SOLE   85,000 0 0
THE REALREAL INC COM 88339P101 3,703 163,649 SH   SOLE   163,649 0 0
TRIPADVISOR INC COM 896945201 37,285 693,164 SH   SOLE   693,164 0 0
TWITTER INC COM 90184L102 19,855 312,044 SH   SOLE   312,044 0 0
TWITTER INC COM 90184L102 31,815 500,000 SH Call SOLE   500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 30,165 553,377 SH   SOLE   553,377 0 0
UBER TECHNOLOGIES INC COM 90353T100 27,255 500,000 SH Call SOLE   500,000 0 0
ULTA BEAUTY INC COM 90384S303 67,679 218,904 SH   SOLE   218,904 0 0
UNDER ARMOUR INC CL A 904311107 57,784 2,607,559 SH   SOLE   2,607,559 0 0
UPWORK INC COM 91688F104 31,339 700,000 SH   SOLE   700,000 0 0
V F CORP COM 918204108 73,926 925,000 SH   SOLE   925,000 0 0
VISA INC COM CL A 92826C839 30,473 143,925 SH   SOLE   143,925 0 0
WINNEBAGO INDS INC COM 974637100 43,720 569,936 SH   SOLE   569,936 0 0
YATSEN HLDG LTD ADS 985194109 16,055 1,300,000 SH   SOLE   1,300,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 15,768 32,500 SH   SOLE   32,500 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 24,998 511,216 SH   SOLE   511,216 0 0