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
ACV AUCTIONS INC COM CL A 00091G104 5,181 275,000 SH   SOLE   275,000 0 0
ALPHABET INC CAP STK CL A 02079K305 10,128 3,496 SH   SOLE   3,496 0 0
AMAZON COM INC COM 023135106 111,730 33,509 SH   SOLE   33,509 0 0
AMAZON COM INC COM 023135106 150,045 45,000 SH Call SOLE   45,000 0 0
APTIV PLC SHS G6095L109 11,023 66,824 SH   SOLE   66,824 0 0
ATLASSIAN CORP PLC CL A G06242104 72,899 191,190 SH   SOLE   191,190 0 0
BAIDU INC SPON ADR REP A 056752108 22,319 150,000 SH Call SOLE   150,000 0 0
BATH & BODY WORKS INC COM 070830104 186,914 2,678,237 SH   SOLE   2,678,237 0 0
BEST BUY INC COM 086516101 6,096 60,000 SH Put SOLE   60,000 0 0
BOOKING HOLDINGS INC COM 09857L108 130,425 54,361 SH   SOLE   54,361 0 0
BOOKING HOLDINGS INC COM 09857L108 119,962 50,000 SH Call SOLE   50,000 0 0
BOSTON BEER INC CL A 100557107 54,298 107,500 SH   SOLE   107,500 0 0
BUCKLE INC COM 118440106 7,471 176,588 SH   SOLE   176,588 0 0
BUNGE LIMITED COM G16962105 95,694 1,025,000 SH   SOLE   1,025,000 0 0
BURLINGTON STORES INC COM 122017106 61,191 209,911 SH   SOLE   209,911 0 0
CAL MAINE FOODS INC COM NEW 128030202 14,796 400,000 SH   SOLE   400,000 0 0
CARNIVAL CORP COMMON STOCK 143658300 111,808 5,557,058 SH   SOLE   5,557,058 0 0
CELSIUS HLDGS INC COM NEW 15118V207 11,186 150,000 SH   SOLE   150,000 0 0
CLOROX CO DEL COM 189054109 44,971 257,918 SH   SOLE   257,918 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 128,639 2,300,000 SH   SOLE   2,300,000 0 0
COTY INC COM CL A 222070203 63,000 6,000,000 SH   SOLE   6,000,000 0 0
CROWN HLDGS INC COM 228368106 90,155 815,000 SH   SOLE   815,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 62,321 1,622,942 SH   SOLE   1,622,942 0 0
DOORDASH INC CL A 25809K105 63,342 425,402 SH   SOLE   425,402 0 0
FEDEX CORP COM 31428X106 77,592 300,000 SH Call SOLE   300,000 0 0
FIVE BELOW INC COM 33829M101 20,689 100,000 SH   SOLE   100,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106 6,822 60,000 SH   SOLE   60,000 0 0
FORD MTR CO DEL COM 345370860 93,465 4,500,000 SH Call SOLE   4,500,000 0 0
FORD MTR CO DEL COM 345370860 41,540 2,000,000 SH   SOLE   2,000,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 7,652 71,582 SH   SOLE   71,582 0 0
FRESHPET INC COM 358039105 14,291 150,000 SH   SOLE   150,000 0 0
FREYR BATTERY SHS L4135L100 41,926 3,750,100 SH   SOLE   3,750,100 0 0
G III APPAREL GROUP LTD COM 36237H101 27,640 1,000,000 SH   SOLE   1,000,000 0 0
G SQUARED ASCEND I INC *W EXP 02/01/202 G4204R117 86 100,000 SH   SOLE   100,000 0 0
G SQUARED ASCEND I INC SHS CL A G4204R109 4,940 500,000 SH   SOLE   500,000 0 0
GENERAL MTRS CO COM 37045V100 41,041 700,000 SH   SOLE   700,000 0 0
GENERAL MTRS CO COM 37045V100 98,205 1,675,000 SH Call SOLE   1,675,000 0 0
GENUINE PARTS CO COM 372460105 81,694 582,696 SH   SOLE   582,696 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 10,660 500,000 SH Call SOLE   500,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 61,828 2,900,000 SH   SOLE   2,900,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 135,134 866,302 SH   SOLE   866,302 0 0
HOME DEPOT INC COM 437076102 41,501 100,000 SH Put SOLE   100,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 562 749,999 SH   SOLE   749,999 0 0
HUMANCO ACQUISITION CORP COM CL A 44487N109 14,670 1,500,000 SH   SOLE   1,500,000 0 0
IAA INC COM 449253103 58,213 1,150,000 SH   SOLE   1,150,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 94,910 630,000 SH   SOLE   630,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 318,280 800,000 SH Put SOLE   800,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 73,160 2,000,000 SH Call SOLE   2,000,000 0 0
ISHARES TR EXPANDED TECH 464287515 119,295 300,000 SH Put SOLE   300,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 122,348 550,000 SH Put SOLE   550,000 0 0
JD.COM INC SPON ADR CL A 47215P106 42,042 600,000 SH   SOLE   600,000 0 0
JD.COM INC SPON ADR CL A 47215P106 63,063 900,000 SH Call SOLE   900,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 41,468 510,000 SH   SOLE   510,000 0 0
LAMB WESTON HLDGS INC COM 513272104 50,070 790,000 SH   SOLE   790,000 0 0
LEAR CORP COM NEW 521865204 83,242 455,000 SH   SOLE   455,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 34,508 1,075,000 SH   SOLE   1,075,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 74,431 621,864 SH   SOLE   621,864 0 0
LOWES COS INC COM 548661107 45,234 175,000 SH   SOLE   175,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 37,790 228,699 SH   SOLE   228,699 0 0
MASTERCARD INCORPORATED CL A 57636Q104 62,881 175,000 SH   SOLE   175,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 81,745 227,500 SH Call SOLE   227,500 0 0
MCDONALDS CORP COM 580135101 26,631 99,345 SH   SOLE   99,345 0 0
META PLATFORMS INC CL A 30303M102 82,396 244,972 SH   SOLE   244,972 0 0
MGM RESORTS INTERNATIONAL COM 552953101 72,938 1,625,171 SH   SOLE   1,625,171 0 0
MICROSOFT CORP COM 594918104 89,587 266,373 SH   SOLE   266,373 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 28,812 300,000 SH Call SOLE   300,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 93,639 975,000 SH   SOLE   975,000 0 0
NETFLIX INC COM 64110L106 81,329 135,000 SH Call SOLE   135,000 0 0
NORFOLK SOUTHN CORP COM 655844108 59,542 200,000 SH   SOLE   200,000 0 0
OLAPLEX HLDGS INC COM 679369108 20,391 700,000 SH   SOLE   700,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 82,862 5,671,564 SH   SOLE   5,671,564 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 29,220 2,000,000 SH Call SOLE   2,000,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 28,421 487,500 SH Call SOLE   487,500 0 0
PVH CORPORATION COM 693656100 53,325 500,000 SH   SOLE   500,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 77,768 750,000 SH   SOLE   750,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 107,547 1,398,535 SH   SOLE   1,398,535 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 153,800 2,000,000 SH Call SOLE   2,000,000 0 0
SEAWORLD ENTMT INC COM 81282V100 72,601 1,119,347 SH   SOLE   1,119,347 0 0
SERVICENOW INC COM 81762P102 87,049 134,105 SH   SOLE   134,105 0 0
SHERWIN WILLIAMS CO COM 824348106 26,412 75,000 SH   SOLE   75,000 0 0
SILVER SPIKE ACQUISITN CORP *W EXP 02/26/202 G8201H113 330 375,000 SH   SOLE   375,000 0 0
SILVER SPIKE ACQUISITN CORP CLASS A ORD SHS G8201H105 14,580 1,500,000 SH   SOLE   1,500,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 103,851 650,000 SH   SOLE   650,000 0 0
SIMON PROPERTY GRP ACQ HOLDI *W EXP 02/04/202 82880R111 89 103,999 SH   SOLE   103,999 0 0
SIMON PROPERTY GRP ACQ HOLDI COM CL A 82880R103 5,065 520,000 SH   SOLE   520,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 81,453 1,912,947 SH   SOLE   1,912,947 0 0
SKECHERS U S A INC CL A 830566105 39,060 900,000 SH   SOLE   900,000 0 0
SNAP INC CL A 83304A106 28,218 600,000 SH   SOLE   600,000 0 0
SNAP INC CL A 83304A106 30,570 650,000 SH Call SOLE   650,000 0 0
SNOWFLAKE INC CL A 833445109 77,151 227,752 SH   SOLE   227,752 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 284,976 600,000 SH Put SOLE   600,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714 67,718 750,000 SH Put SOLE   750,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 51,871 275,000 SH   SOLE   275,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 67,209 378,176 SH   SOLE   378,176 0 0
TARGET CORP COM 87612E106 57,860 250,000 SH Put SOLE   250,000 0 0
TESLA INC COM 88160R101 42,271 40,000 SH Put SOLE   40,000 0 0
TYSON FOODS INC CL A 902494103 101,106 1,160,000 SH   SOLE   1,160,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 29,351 700,000 SH   SOLE   700,000 0 0
ULTA BEAUTY INC COM 90384S303 9,093 22,051 SH   SOLE   22,051 0 0
UNDER ARMOUR INC CL A 904311107 54,609 2,577,122 SH   SOLE   2,577,122 0 0
UNION PAC CORP COM 907818108 50,386 200,000 SH   SOLE   200,000 0 0
VAIL RESORTS INC COM 91879Q109 93,192 284,209 SH   SOLE   284,209 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 138,473 2,493,220 SH   SOLE   2,493,220 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 62,592 1,200,000 SH   SOLE   1,200,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 52,160 1,000,000 SH Call SOLE   1,000,000 0 0
WALMART INC COM 931142103 43,407 300,000 SH Put SOLE   300,000 0 0
WEWORK INC CL A 96209A104 34,400 4,000,000 SH   SOLE   4,000,000 0 0
WEWORK INC CL A 96209A104 6,450 750,000 SH Call SOLE   750,000 0 0
WW INTL INC COM 98262P101 9,678 600,000 SH   SOLE   600,000 0 0