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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVISORSHARES TR PURE US CANNABIS 00768Y453   22,084,562 3,159,451 SH   SOLE   3,159,451 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   2,796,000 400,000 SH Call SOLE   400,000 0 0
AMAZON COM INC COM 023135106   110,524,512 1,315,768 SH   SOLE   1,315,768 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   65,883,338 367,550 SH   SOLE   367,550 0 0
ASHLAND INC COM 044186104   439,150,154 4,083,978 SH   SOLE   4,083,978 0 0
AVANTOR INC COM 05352A100   92,409,336 4,381,666 SH   SOLE   4,381,666 0 0
BAUSCH PLUS LOMB CORP COMMON SHARES 071705107   65,254,990 4,207,285 SH   SOLE   4,207,285 0 0
BERRY GLOBAL GROUP INC COM 08579W103   143,118,242 2,368,331 SH   SOLE   2,368,331 0 0
BLACKSTONE INC COM 09260D107   17,793,210 239,833 SH   SOLE   239,833 0 0
CAREMAX INC COM CL A 14171W103   38,187,435 10,462,311 SH   SOLE   10,462,311 0 0
CATALENT INC COM 148806102   114,655,413 2,547,332 SH   SOLE   2,547,332 0 0
CENTENE CORP DEL COM 15135B101   82,003,767 999,924 SH   SOLE   999,924 0 0
CF INDS HLDGS INC COM 125269100   56,599,468 664,313 SH   SOLE   664,313 0 0
COPART INC COM 217204106   29,126,123 478,340 SH   SOLE   478,340 0 0
CORTEVA INC COM 22052L104   75,438,076 1,283,397 SH   SOLE   1,283,397 0 0
COUPA SOFTWARE INC COM 22266L106   30,825,790 389,362 SH   SOLE   389,362 0 0
CROWN HLDGS INC COM 228368106   105,665,088 1,285,307 SH   SOLE   1,285,307 0 0
DISCOVER FINL SVCS COM 254709108   101,642,337 1,038,969 SH   SOLE   1,038,969 0 0
DOMA HOLDINGS INC COMMON STOCK 25703A104   5,544,230 12,241,620 SH   SOLE   12,241,620 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   21,107,709 1,853,179 SH   SOLE   1,853,179 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   99,542,356 16,957,812 SH   SOLE   16,957,812 0 0
ELECTRONIC ARTS INC COM 285512109   74,082,010 606,335 SH   SOLE   606,335 0 0
ENOVIS CORPORATION COM 194014502   71,712,518 1,339,920 SH   SOLE   1,339,920 0 0
FERGUSON PLC NEW SHS G3421J106   175,792,504 1,384,520 SH   SOLE   1,384,520 0 0
GODADDY INC CL A 380237107   72,264,224 965,841 SH   SOLE   965,841 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   86,550,676 3,889,918 SH   SOLE   3,889,918 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   50,360,747 279,208 SH   SOLE   279,208 0 0
HALEON PLC SPON ADS 405552100   25,773,888 3,221,736 SH   SOLE   3,221,736 0 0
INTUIT COM 461202103   104,730,928 269,079 SH   SOLE   269,079 0 0
IQVIA HLDGS INC COM 46266C105   45,033,593 219,794 SH   SOLE   219,794 0 0
JFROG LTD ORD SHS M6191J100   52,598,351 2,465,933 SH   SOLE   2,465,933 0 0
LENNAR CORP CL A 526057104   83,861,101 926,642 SH   SOLE   926,642 0 0
LENNAR CORP CL B 526057302   9,509,847 127,171 SH   SOLE   127,171 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   128,329,606 2,146,698 SH   SOLE   2,146,698 0 0
LIVANOVA PLC SHS G5509L101   96,488,365 1,737,277 SH   SOLE   1,737,277 0 0
LPL FINL HLDGS INC COM 50212V100   94,591,452 437,579 SH   SOLE   437,579 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   16,663,872 714,268 SH   SOLE   714,268 0 0
MASTERCARD INCORPORATED CL A 57636Q104   23,096,227 66,420 SH   SOLE   66,420 0 0
MATCH GROUP INC NEW COM 57667L107   5,628,201 135,652 SH   SOLE   135,652 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   76,724,964 6,671,736 SH   SOLE   6,671,736 0 0
META PLATFORMS INC CL A 30303M102   88,231,122 733,182 SH   SOLE   733,182 0 0
MICROSTRATEGY INC CL A NEW 594972408   3,539,250 25,000 SH   SOLE   25,000 0 0
MORGAN STANLEY COM NEW 617446448   112,359,116 1,321,561 SH   SOLE   1,321,561 0 0
NATERA INC COM 632307104   45,404,272 1,130,303 SH   SOLE   1,130,303 0 0
NEW RELIC INC COM 64829B100   288,921,600 5,118,186 SH   SOLE   5,118,186 0 0
NICE LTD SPONSORED ADR 653656108   93,346,458 485,421 SH   SOLE   485,421 0 0
OAK STR HEALTH INC COM 67181A107   77,176,331 3,587,928 SH   SOLE   3,587,928 0 0
OKTA INC CL A 679295105   90,339,366 1,322,104 SH   SOLE   1,322,104 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   40,672,706 5,122,507 SH   SOLE   5,122,507 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   77,721,236 1,331,071 SH   SOLE   1,331,071 0 0
PINTEREST INC CL A 72352L106   106,463,357 4,384,817 SH   SOLE   4,384,817 0 0
RED ROCK RESORTS INC CL A 75700L108   64,061,051 1,601,126 SH   SOLE   1,601,126 0 0
RITCHIE BROS AUCTIONEERS COM 767744105   40,963,244 708,339 SH   SOLE   708,339 0 0
SALESFORCE INC COM 79466L302   147,703,536 1,113,987 SH   SOLE   1,113,987 0 0
SMARTSHEET INC COM CL A 83200N103   122,212,879 3,105,002 SH   SOLE   3,105,002 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   60,753,079 997,260 SH   SOLE   997,260 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   67,097,115 1,288,842 SH   SOLE   1,288,842 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   125,117,111 2,783,473 SH   SOLE   2,783,473 0 0
TEMPUR SEALY INTL INC COM 88023U101   133,607,622 3,891,862 SH   SOLE   3,891,862 0 0
UBER TECHNOLOGIES INC COM 90353T100   157,216,350 6,357,313 SH   SOLE   6,357,313 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   127,699,909 9,348,456 SH   SOLE   9,348,456 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   112,511,333 2,490,842 SH   SOLE   2,490,842 0 0
WIX COM LTD SHS M98068105   72,719,518 946,499 SH   SOLE   946,499 0 0
WORKDAY INC CL A 98138H101   19,071,102 113,973 SH   SOLE   113,973 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   101,902,552 3,163,693 SH   SOLE   3,163,693 0 0