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 117,484 42,240 SH   SOLE   42,240 0 0
ALTERYX INC COM CL A 02156B103 5,455 76,260 SH   SOLE   76,260 0 0
BOEING CO COM 097023105 143,625 750,000 SH Put SOLE   750,000 0 0
BOOKING HOLDINGS INC COM 09857L108 34,029 14,490 SH   SOLE   14,490 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 126,497 1,959,981 SH   SOLE   1,959,981 0 0
CANADIAN PAC RY LTD COM 13645T100 83,683 1,013,851 SH   SOLE   1,013,851 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 12,340 54,340 SH   SOLE   54,340 0 0
D R HORTON INC COM 23331A109 37,895 508,595 SH   SOLE   508,595 0 0
DATADOG INC CL A COM 23804L103 81,816 540,149 SH   SOLE   540,149 0 0
DIGITAL TURBINE INC COM NEW 25400W102 19,864 453,420 SH   SOLE   453,420 0 0
EXPEDIA GROUP INC COM NEW 30212P303 212,444 1,085,724 SH   SOLE   1,085,724 0 0
GLOBAL PMTS INC COM 37940X102 32,111 234,660 SH   SOLE   234,660 0 0
GODADDY INC CL A 380237107 11,791 140,870 SH   SOLE   140,870 0 0
HESS CORP COM 42809H107 55,875 522,003 SH   SOLE   522,003 0 0
LAMB WESTON HLDGS INC COM 513272104 163,268 2,725,218 SH   SOLE   2,725,218 0 0
LYFT INC CL A COM 55087P104 55,669 1,449,711 SH   SOLE   1,449,711 0 0
MICROSOFT CORP COM 594918104 162,816 528,092 SH   SOLE   528,092 0 0
OCCIDENTAL PETE CORP COM 674599105 90,685 1,598,258 SH   SOLE   1,598,258 0 0
OUTFRONT MEDIA INC COM 69007J106 105,184 3,699,757 SH   SOLE   3,699,757 0 0
OVINTIV INC COM 69047Q102 204,097 3,774,690 SH   SOLE   3,774,690 0 0
PALO ALTO NETWORKS INC COM 697435105 196,750 316,059 SH   SOLE   316,059 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 27,925 571,170 SH   SOLE   571,170 0 0
TECK RESOURCES LTD CL B 878742204 27,152 672,239 SH   SOLE   672,239 0 0
TELLURIAN INC NEW COM 87968A104 8,654 1,632,740 SH   SOLE   1,632,740 0 0
UNITED STATES STL CORP NEW COM 912909108 24,030 636,720 SH   SOLE   636,720 0 0
VALARIS LIMITED CL A G9460G101 8,280 159,314 SH   SOLE   159,314 0 0
WEX INC COM 96208T104 54,163 303,521 SH   SOLE   303,521 0 0
XPO LOGISTICS INC COM 983793100 157,062 2,157,448 SH   SOLE   2,157,448 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 31,980 535,313 SH   SOLE   535,313 0 0