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
ADOBE SYSTEMS INCORPORATED COM 00724F101 50,150 85,633 SH   SOLE   85,633 0 0
ALPHABET INC CAP STK CL A 02079K305 151,274 61,952 SH   SOLE   61,952 0 0
ALUSSA ENERGY ACQUISITION CO SHS CL A G0232J101 17,590 1,775,000 SH   SOLE   1,775,000 0 0
AMAZON COM INC COM 023135106 51,602 15,000 SH   SOLE   15,000 0 0
AMAZON COM INC COM 023135106 68,803 20,000 SH Call SOLE   20,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 8,918 237,620 SH   SOLE   237,620 0 0
ATLASSIAN CORP PLC CL A G06242104 52,962 206,190 SH   SOLE   206,190 0 0
BILL COM HLDGS INC COM 090043100 51,018 278,513 SH   SOLE   278,513 0 0
BURLINGTON STORES INC COM 122017106 41,976 130,364 SH   SOLE   130,364 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,544 400,000 SH   SOLE   400,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 56,885 593,046 SH   SOLE   593,046 0 0
CHEESECAKE FACTORY INC COM 163072101 55,758 1,029,116 SH   SOLE   1,029,116 0 0
CHILDRENS PL INC NEW COM 168905107 9,306 100,000 SH   SOLE   100,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 40,865 26,359 SH   SOLE   26,359 0 0
CLEAR SECURE INC COM CL A 18467V109 1,600 40,000 SH   SOLE   40,000 0 0
CLOROX CO DEL COM 189054109 65,667 365,000 SH   SOLE   365,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 112,115 1,890,000 SH   SOLE   1,890,000 0 0
COPART INC COM 217204106 72,633 550,961 SH   SOLE   550,961 0 0
COTY INC COM CL A 222070203 26,152 2,800,000 SH   SOLE   2,800,000 0 0
CROWN HLDGS INC COM 228368106 52,127 510,000 SH   SOLE   510,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 14,072 346,612 SH   SOLE   346,612 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 8,484 600,000 SH   SOLE   600,000 0 0
DOORDASH INC CL A 25809K105 60,623 339,950 SH   SOLE   339,950 0 0
EXPEDIA GROUP INC COM NEW 30212P303 55,103 336,592 SH   SOLE   336,592 0 0
FACEBOOK INC CL A 30303M102 34,771 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 104,313 300,000 SH Call SOLE   300,000 0 0
FEDEX CORP COM 31428X106 74,583 250,000 SH   SOLE   250,000 0 0
FEDEX CORP COM 31428X106 44,750 150,000 SH Call SOLE   150,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 33,845 320,200 SH   SOLE   320,200 0 0
FORD MTR CO DEL COM 345370860 25,262 1,700,000 SH   SOLE   1,700,000 0 0
FORD MTR CO DEL COM 345370860 14,860 1,000,000 SH Call SOLE   1,000,000 0 0
G III APPAREL GROUP LTD COM 36237H101 20,538 625,000 SH   SOLE   625,000 0 0
G SQUARED ASCEND I INC SHS CL A G4204R109 4,935 500,000 SH   SOLE   500,000 0 0
G SQUARED ASCEND I INC *W EXP 02/01/202 G4204R117 121 100,000 SH   SOLE   100,000 0 0
GARTNER INC COM 366651107 108,990 450,000 SH   SOLE   450,000 0 0
GENERAL MTRS CO COM 37045V100 3,846 65,000 SH   SOLE   65,000 0 0
GENERAL MTRS CO COM 37045V100 29,585 500,000 SH Call SOLE   500,000 0 0
GENUINE PARTS CO COM 372460105 68,465 541,350 SH   SOLE   541,350 0 0
HAYWARD HLDGS INC COM 421298100 8,717 335,000 SH   SOLE   335,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 47,460 393,466 SH   SOLE   393,466 0 0
HORMEL FOODS CORP COM 440452100 21,488 450,000 SH   SOLE   450,000 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 14,625 1,500,000 SH   SOLE   1,500,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 900 749,999 SH   SOLE   749,999 0 0
IAA INC COM 449253103 69,539 1,275,000 SH   SOLE   1,275,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 79,929 535,000 SH   SOLE   535,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 82,725 1,500,000 SH Put SOLE   1,500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 68,811 300,000 SH Put SOLE   300,000 0 0
JETBLUE AWYS CORP COM 477143101 34,662 2,065,657 SH   SOLE   2,065,657 0 0
JETBLUE AWYS CORP COM 477143101 10,068 600,000 SH Call SOLE   600,000 0 0
KOHLS CORP COM 500255104 37,199 675,000 SH   SOLE   675,000 0 0
L BRANDS INC COM 501797104 115,296 1,600,000 SH Call SOLE   1,600,000 0 0
L BRANDS INC COM 501797104 261,705 3,631,772 SH   SOLE   3,631,772 0 0
LAMB WESTON HLDGS INC COM 513272104 102,527 1,271,098 SH   SOLE   1,271,098 0 0
LANCASTER COLONY CORP COM 513847103 24,189 125,000 SH   SOLE   125,000 0 0
LAS VEGAS SANDS CORP COM 517834107 26,345 500,000 SH Call SOLE   500,000 0 0
LEAR CORP COM NEW 521865204 28,045 160,000 SH   SOLE   160,000 0 0
LYFT INC CL A COM 55087P104 15,120 250,000 SH   SOLE   250,000 0 0
MACYS INC COM 55616P104 18,960 1,000,000 SH   SOLE   1,000,000 0 0
MACYS INC COM 55616P104 18,960 1,000,000 SH Call SOLE   1,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 42,042 115,154 SH   SOLE   115,154 0 0
MASTERCARD INCORPORATED CL A 57636Q104 73,018 200,000 SH Call SOLE   200,000 0 0
MISTER CAR WASH INC COM 60646V105 20,771 964,731 SH   SOLE   964,731 0 0
NETFLIX INC COM 64110L106 39,616 75,000 SH Call SOLE   75,000 0 0
NETFLIX INC COM 64110L106 21,128 40,000 SH   SOLE   40,000 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 30,575 1,250,000 SH   SOLE   1,250,000 0 0
OMNICOM GROUP INC COM 681919106 45,689 571,183 SH   SOLE   571,183 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 64,760 3,652,545 SH   SOLE   3,652,545 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 9,752 550,000 SH Call SOLE   550,000 0 0
PAYPAL HLDGS INC COM 70450Y103 34,228 117,427 SH   SOLE   117,427 0 0
PEPSICO INC COM 713448108 37,043 250,000 SH   SOLE   250,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 39,357 811,661 SH   SOLE   811,661 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 20,617 920,000 SH   SOLE   920,000 0 0
PPG INDS INC COM 693506107 41,417 243,962 SH   SOLE   243,962 0 0
PVH CORPORATION COM 693656100 40,346 375,000 SH   SOLE   375,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 47,816 560,700 SH   SOLE   560,700 0 0
SALESFORCE COM INC COM 79466L302 6,061 24,812 SH   SOLE   24,812 0 0
SANDERSON FARMS INC COM 800013104 41,353 220,000 SH   SOLE   220,000 0 0
SEAWORLD ENTMT INC COM 81282V100 56,994 1,141,257 SH   SOLE   1,141,257 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 89,275 500,000 SH Put SOLE   500,000 0 0
SENTINELONE INC CL A 81730H109 5,355 126,000 SH   SOLE   126,000 0 0
SHOPIFY INC CL A 82509L107 65,744 45,000 SH Call SOLE   45,000 0 0
SILVER SPIKE ACQUISITN CORP CLASS A ORD SHS G8201H105 14,625 1,500,000 SH   SOLE   1,500,000 0 0
SILVER SPIKE ACQUISITN CORP *W EXP 02/26/202 G8201H113 506 375,000 SH   SOLE   375,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 45,668 350,000 SH   SOLE   350,000 0 0
SIMON PROPERTY GRP ACQ HOLDI COM CL A 82880R103 5,070 520,000 SH   SOLE   520,000 0 0
SIMON PROPERTY GRP ACQ HOLDI *W EXP 02/04/202 82880R111 152 103,999 SH   SOLE   103,999 0 0
SNOWFLAKE INC CL A 833445109 5,900 24,399 SH   SOLE   24,399 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 25,597 92,617 SH   SOLE   92,617 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 128,418 300,000 SH Put SOLE   300,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 68,061 700,000 SH Put SOLE   700,000 0 0
STERICYCLE INC COM 858912108 7,871 110,000 SH   SOLE   110,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 35,351 199,702 SH   SOLE   199,702 0 0
TEMPUR SEALY INTL INC COM 88023U101 11,757 300,000 SH   SOLE   300,000 0 0
TESLA INC COM 88160R101 40,782 60,000 SH Put SOLE   60,000 0 0
TYSON FOODS INC CL A 902494103 20,284 275,000 SH   SOLE   275,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 27,786 554,380 SH   SOLE   554,380 0 0
UBER TECHNOLOGIES INC COM 90353T100 60,144 1,200,000 SH Call SOLE   1,200,000 0 0
ULTA BEAUTY INC COM 90384S303 99,387 287,438 SH   SOLE   287,438 0 0
URBAN OUTFITTERS INC COM 917047102 10,577 256,592 SH   SOLE   256,592 0 0
V F CORP COM 918204108 61,530 750,000 SH   SOLE   750,000 0 0
WALMART INC COM 931142103 28,204 200,000 SH Put SOLE   200,000 0 0
WINNEBAGO INDS INC COM 974637100 43,155 635,000 SH   SOLE   635,000 0 0
WW INTL INC COM 98262P101 57,555 1,592,558 SH   SOLE   1,592,558 0 0