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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,999 125,000 SH   SOLE   125,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 43,995 550,000 SH Call SOLE   550,000 0 0
ALPHABET INC CAP STK CL A 02079K305 28,695 300,000 SH Put SOLE   300,000 0 0
AMAZON COM INC COM 023135106 97,666 864,305 SH   SOLE   864,305 0 0
AMAZON COM INC COM 023135106 141,250 1,250,000 SH Call SOLE   1,250,000 0 0
APPLE INC COM 037833100 69,100 500,000 SH Put SOLE   500,000 0 0
APTIV PLC SHS G6095L109 40,278 515,000 SH   SOLE   515,000 0 0
ATLASSIAN CORP PLC CL A G06242104 26,324 125,000 SH   SOLE   125,000 0 0
BATH & BODY WORKS INC COM 070830104 19,560 600,000 SH Call SOLE   600,000 0 0
BATH & BODY WORKS INC COM 070830104 57,634 1,767,918 SH   SOLE   1,767,918 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 14,957 259,450 SH   SOLE   259,450 0 0
BROWN FORMAN CORP CL B 115637209 38,278 575,000 SH   SOLE   575,000 0 0
BUNGE LIMITED COM G16962105 94,956 1,150,000 SH   SOLE   1,150,000 0 0
BUNGE LIMITED COM G16962105 37,157 450,000 SH Call SOLE   450,000 0 0
BURLINGTON STORES INC COM 122017106 15,665 140,000 SH   SOLE   140,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 30,575 550,000 SH   SOLE   550,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 26,297 290,000 SH   SOLE   290,000 0 0
CLOROX CO DEL COM 189054109 69,331 540,000 SH   SOLE   540,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 12,786 300,000 SH   SOLE   300,000 0 0
COLGATE PALMOLIVE CO COM 194162103 98,350 1,400,000 SH   SOLE   1,400,000 0 0
COSTAR GROUP INC COM 22160N109 39,080 561,085 SH   SOLE   561,085 0 0
DARLING INGREDIENTS INC COM 237266101 40,548 612,964 SH   SOLE   612,964 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 22,923 738,748 SH   SOLE   738,748 0 0
DOMINOS PIZZA INC COM 25754A201 35,557 114,625 SH   SOLE   114,625 0 0
FARFETCH LTD ORD SH CL A 30744W107 5,215 700,000 SH Call SOLE   700,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 33,292 4,468,746 SH   SOLE   4,468,746 0 0
FEDEX CORP COM 31428X106 22,271 150,000 SH Call SOLE   150,000 0 0
FEDEX CORP COM 31428X106 29,694 200,000 SH   SOLE   200,000 0 0
FREYR BATTERY SHS L4135L100 34,176 2,400,000 SH   SOLE   2,400,000 0 0
FRONTDOOR INC COM 35905A109 5,011 245,769 SH   SOLE   245,769 0 0
G III APPAREL GROUP LTD COM 36237H101 10,465 700,000 SH   SOLE   700,000 0 0
G SQUARED ASCEND I INC *W EXP 02/01/202 G4204R117 8 100,000 SH   SOLE   100,000 0 0
GENERAL MTRS CO COM 37045V100 28,881 900,000 SH   SOLE   900,000 0 0
GENTEX CORP COM 371901109 24,436 1,025,000 SH   SOLE   1,025,000 0 0
HARLEY DAVIDSON INC COM 412822108 37,130 1,064,519 SH   SOLE   1,064,519 0 0
HERSHEY CO COM 427866108 67,243 305,000 SH   SOLE   305,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 43,920 364,117 SH   SOLE   364,117 0 0
HORMEL FOODS CORP COM 440452100 63,616 1,400,000 SH   SOLE   1,400,000 0 0
HUMANCO ACQUISITION CORP *W EXP 99/99/999 44487N117 63 749,999 SH   SOLE   749,999 0 0
IAA INC COM 449253103 47,775 1,500,000 SH   SOLE   1,500,000 0 0
INGREDION INC COM 457187102 27,582 342,547 SH   SOLE   342,547 0 0
JD.COM INC SPON ADR CL A 47215P106 24,753 492,114 SH   SOLE   492,114 0 0
LAMB WESTON HLDGS INC COM 513272104 88,987 1,150,000 SH   SOLE   1,150,000 0 0
LEAR CORP COM NEW 521865204 38,301 320,000 SH   SOLE   320,000 0 0
LENNOX INTL INC COM 526107107 38,897 174,683 SH   SOLE   174,683 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 15,208 200,000 SH   SOLE   200,000 0 0
LULULEMON ATHLETICA INC COM 550021109 27,901 99,802 SH   SOLE   99,802 0 0
MICROSOFT CORP COM 594918104 41,922 180,000 SH   SOLE   180,000 0 0
MICROSOFT CORP COM 594918104 46,580 200,000 SH Call SOLE   200,000 0 0
NORFOLK SOUTHN CORP COM 655844108 12,579 60,000 SH   SOLE   60,000 0 0
NUTRIEN LTD COM 67077M108 25,576 306,742 SH   SOLE   306,742 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 10,680 15,185 SH   SOLE   15,185 0 0
PINTEREST INC CL A 72352L106 42,592 1,828,004 SH   SOLE   1,828,004 0 0
POST HLDGS INC COM 737446104 33,993 415,000 SH   SOLE   415,000 0 0
ROBLOX CORP CL A 771049103 14,336 400,000 SH Call SOLE   400,000 0 0
ROBLOX CORP CL A 771049103 24,301 678,040 SH   SOLE   678,040 0 0
ROSS STORES INC COM 778296103 58,342 692,321 SH   SOLE   692,321 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 37,900 1,000,000 SH Call SOLE   1,000,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 30,114 794,576 SH   SOLE   794,576 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106 21,375 500,000 SH   SOLE   500,000 0 0
SEAWORLD ENTMT INC COM 81282V100 15,889 349,129 SH   SOLE   349,129 0 0
SHERWIN WILLIAMS CO COM 824348106 26,618 130,000 SH   SOLE   130,000 0 0
SHOPIFY INC CL A 82509L107 10,776 400,000 SH Call SOLE   400,000 0 0
SILVER SPIKE ACQUISITN CORP *W EXP 02/26/202 G8201H113 11 375,000 SH   SOLE   375,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 47,119 525,000 SH   SOLE   525,000 0 0
SIMON PPTY GROUP INC NEW COM 828806109 22,438 250,000 SH Call SOLE   250,000 0 0
SIMON PROPERTY GRP ACQ HOLDI *W EXP 02/04/202 82880R111 7 103,999 SH   SOLE   103,999 0 0
STARBUCKS CORP COM 855244109 38,259 454,053 SH   SOLE   454,053 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 73,783 676,911 SH   SOLE   676,911 0 0
TARGET CORP COM 87612E106 34,791 234,459 SH   SOLE   234,459 0 0
TEMPUR SEALY INTL INC COM 88023U101 9,233 382,494 SH   SOLE   382,494 0 0
TESLA INC COM 88160R101 39,788 150,000 SH Put SOLE   150,000 0 0
TEXAS ROADHOUSE INC COM 882681109 30,229 346,423 SH   SOLE   346,423 0 0
TJX COS INC NEW COM 872540109 11,587 186,530 SH   SOLE   186,530 0 0
UNION PAC CORP COM 907818108 19,482 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108 29,223 150,000 SH Call SOLE   150,000 0 0
VAIL RESORTS INC COM 91879Q109 43,333 200,950 SH   SOLE   200,950 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 39,250 1,250,000 SH Call SOLE   1,250,000 0 0
WALMART INC COM 931142103 25,940 200,000 SH   SOLE   200,000 0 0
WEWORK INC CL A 96209A104 6,095 2,300,000 SH   SOLE   2,300,000 0 0
WINGSTOP INC COM 974155103 7,525 60,000 SH   SOLE   60,000 0 0