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
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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
3M CO COM 88579Y101 23,941 185,000 SH   SOLE   185,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 54,609 480,376 SH   SOLE   480,376 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 102,312 900,000 SH Call SOLE   900,000 0 0
ALPHABET INC CAP STK CL A 02079K305 32,689 15,000 SH   SOLE   15,000 0 0
AMAZON COM INC COM 023135106 42,484 400,000 SH Call SOLE   400,000 0 0
AMAZON COM INC COM 023135106 122,970 1,157,800 SH   SOLE   1,157,800 0 0
APTIV PLC SHS G6095L109 52,551 590,000 SH   SOLE   590,000 0 0
ATLASSIAN CORP PLC CL A G06242104 42,165 225,000 SH   SOLE   225,000 0 0
BAIDU INC SPON ADR REP A 056752108 74,365 500,000 SH Call SOLE   500,000 0 0
BAIDU INC SPON ADR REP A 056752108 48,355 325,120 SH   SOLE   325,120 0 0
BATH & BODY WORKS INC COM 070830104 45,357 1,684,889 SH   SOLE   1,684,889 0 0
BATH & BODY WORKS INC COM 070830104 24,228 900,000 SH Call SOLE   900,000 0 0
BOEING CO COM 097023105 34,180 250,000 SH Call SOLE   250,000 0 0
BOEING CO COM 097023105 10,254 75,000 SH   SOLE   75,000 0 0
BOOKING HOLDINGS INC COM 09857L108 34,980 20,000 SH Call SOLE   20,000 0 0
BOOKING HOLDINGS INC COM 09857L108 35,183 20,116 SH   SOLE   20,116 0 0
BOSTON BEER INC CL A 100557107 36,356 120,000 SH   SOLE   120,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 38,034 450,000 SH   SOLE   450,000 0 0
BUNGE LIMITED COM G16962105 97,492 1,075,000 SH   SOLE   1,075,000 0 0
BURLINGTON STORES INC COM 122017106 51,600 378,768 SH   SOLE   378,768 0 0
CARNIVAL CORP COMMON STOCK 143658300 30,275 3,500,000 SH Call SOLE   3,500,000 0 0
CARTERS INC COM 146229109 29,954 425,000 SH   SOLE   425,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 43,398 665,000 SH   SOLE   665,000 0 0
CLOROX CO DEL COM 189054109 74,015 525,000 SH   SOLE   525,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 25,805 500,000 SH Call SOLE   500,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 7,742 150,000 SH   SOLE   150,000 0 0
COLGATE PALMOLIVE CO COM 194162103 54,095 675,000 SH   SOLE   675,000 0 0
COPART INC COM 217204106 27,165 250,000 SH   SOLE   250,000 0 0
DARLING INGREDIENTS INC COM 237266101 46,943 785,000 SH   SOLE   785,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 37,255 1,136,523 SH   SOLE   1,136,523 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 34,170 1,000,000 SH Call SOLE   1,000,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,485 500,000 SH Call SOLE   500,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,691 300,000 SH   SOLE   300,000 0 0
DOMINOS PIZZA INC COM 25754A201 64,273 164,925 SH   SOLE   164,925 0 0
E L F BEAUTY INC COM 26856L103 3,835 125,000 SH   SOLE   125,000 0 0
FERGUSON PLC NEW SHS G3421J106 8,303 75,000 SH   SOLE   75,000 0 0
FREYR BATTERY SHS L4135L100 26,204 3,830,962 SH   SOLE   3,830,962 0 0
G III APPAREL GROUP LTD COM 36237H101 20,230 1,000,000 SH   SOLE   1,000,000 0 0
G SQUARED ASCEND I INC *W EXP 02/01/202 G4204R117 14 100,000 SH   SOLE   100,000 0 0
GENERAL MTRS CO COM 37045V100 46,052 1,450,000 SH   SOLE   1,450,000 0 0
HARLEY DAVIDSON INC COM 412822108 49,865 1,575,000 SH   SOLE   1,575,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 6,331 177,196 SH   SOLE   177,196 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 39,004 350,000 SH   SOLE   350,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 86 749,999 SH   SOLE   749,999 0 0
IAA INC COM 449253103 42,273 1,289,991 SH   SOLE   1,289,991 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 84,775 2,500,000 SH Call SOLE   2,500,000 0 0
JD.COM INC SPON ADR CL A 47215P106 74,666 1,162,666 SH   SOLE   1,162,666 0 0
JD.COM INC SPON ADR CL A 47215P106 32,110 500,000 SH Call SOLE   500,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 262,080 8,000,000 SH Call SOLE   8,000,000 0 0
LAMB WESTON HLDGS INC COM 513272104 71,460 1,000,000 SH   SOLE   1,000,000 0 0
LAS VEGAS SANDS CORP COM 517834107 26,872 800,000 SH Call SOLE   800,000 0 0
LAS VEGAS SANDS CORP COM 517834107 29,407 875,456 SH   SOLE   875,456 0 0
LAUDER ESTEE COS INC CL A 518439104 80,221 315,000 SH   SOLE   315,000 0 0
LAUDER ESTEE COS INC CL A 518439104 38,201 150,000 SH Call SOLE   150,000 0 0
LEAR CORP COM NEW 521865204 37,767 300,000 SH   SOLE   300,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 92,080 1,115,036 SH   SOLE   1,115,036 0 0
MACYS INC COM 55616P104 13,740 750,000 SH   SOLE   750,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 32,575 239,507 SH   SOLE   239,507 0 0
MASTERCARD INCORPORATED CL A 57636Q104 28,393 90,000 SH   SOLE   90,000 0 0
MICROSOFT CORP COM 594918104 51,366 200,000 SH Call SOLE   200,000 0 0
MICROSOFT CORP COM 594918104 4,857 18,913 SH   SOLE   18,913 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 30,128 325,000 SH   SOLE   325,000 0 0
NIKE INC CL B 654106103 6,863 67,152 SH   SOLE   67,152 0 0
NIKE INC CL B 654106103 33,215 325,000 SH Call SOLE   325,000 0 0
NUTRIEN LTD COM 67077M108 5,180 65,000 SH   SOLE   65,000 0 0
PEPSICO INC COM 713448108 99,996 600,000 SH   SOLE   600,000 0 0
PHILIP MORRIS INTL INC COM 718172109 69,118 700,000 SH   SOLE   700,000 0 0
ROSS STORES INC COM 778296103 25,629 364,930 SH   SOLE   364,930 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 22,428 642,454 SH   SOLE   642,454 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 52,365 1,500,000 SH Call SOLE   1,500,000 0 0
S&P GLOBAL INC COM 78409V104 57,300 170,000 SH   SOLE   170,000 0 0
SALESFORCE INC COM 79466L302 41,260 250,000 SH Call SOLE   250,000 0 0
SANDERSON FARMS INC COM 800013104 37,718 175,000 SH   SOLE   175,000 0 0
SEAWORLD ENTMT INC COM 81282V100 13,336 301,859 SH   SOLE   301,859 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 73,738 575,000 SH   SOLE   575,000 0 0
SERVICENOW INC COM 81762P102 81,378 171,135 SH   SOLE   171,135 0 0
SHOPIFY INC CL A 82509L107 35,145 1,125,000 SH   SOLE   1,125,000 0 0
SILVER SPIKE ACQUISITN CORP *W EXP 02/26/202 G8201H113 23 375,000 SH   SOLE   375,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 68,817 725,000 SH   SOLE   725,000 0 0
SIMON PROPERTY GRP ACQ HOLDI *W EXP 02/04/202 82880R111 19 103,999 SH   SOLE   103,999 0 0
SKECHERS U S A INC CL A 830566105 14,232 400,000 SH Call SOLE   400,000 0 0
STARBUCKS CORP COM 855244109 37,277 487,988 SH   SOLE   487,988 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,380 150,000 SH Call SOLE   150,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 60,721 495,559 SH   SOLE   495,559 0 0
TARGET CORP COM 87612E106 35,308 250,000 SH   SOLE   250,000 0 0
TEXAS ROADHOUSE INC COM 882681109 38,587 527,151 SH   SOLE   527,151 0 0
VAIL RESORTS INC COM 91879Q109 37,007 169,718 SH   SOLE   169,718 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 8,391 300,000 SH Call SOLE   300,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 24,375 871,484 SH   SOLE   871,484 0 0
VISA INC COM CL A 92826C839 65,053 330,401 SH   SOLE   330,401 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 32,215 850,000 SH   SOLE   850,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 47,375 1,250,000 SH Call SOLE   1,250,000 0 0
WEWORK INC CL A 96209A104 23,092 4,600,000 SH   SOLE   4,600,000 0 0
WINGSTOP INC COM 974155103 7,180 96,031 SH   SOLE   96,031 0 0
WYNN RESORTS LTD COM 983134107 22,792 400,000 SH Call SOLE   400,000 0 0