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
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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
3M CO COM 88579Y101   63,642,000 600,000 SH   SOLE   600,000 0 0
ACV AUCTIONS INC COM CL A 00091G104   66,633,500 3,550,000 SH   SOLE   3,550,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   31,065,763 365,093 SH   SOLE   365,093 0 0
AIRBNB INC COM CL A 009066101   67,217,241 407,476 SH   SOLE   407,476 0 0
ALPHABET INC CAP STK CL A 02079K305   45,279,000 300,000 SH Put SOLE   300,000 0 0
AMAZON COM INC COM 023135106   131,318,985 728,013 SH   SOLE   728,013 0 0
AMER SPORTS INC COM SHS G0260P102   59,081,420 3,624,627 SH   SOLE   3,624,627 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   12,895,000 500,000 SH Put SOLE   500,000 0 0
APPLE INC COM 037833100   68,592,000 400,000 SH Put SOLE   400,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   6,243,500 25,000 SH   SOLE   25,000 0 0
BATH & BODY WORKS INC COM 070830104   46,629,544 932,218 SH   SOLE   932,218 0 0
BELLRING BRANDS INC COMMON STOCK 07831C103   23,612,000 400,000 SH   SOLE   400,000 0 0
BOOKING HOLDINGS INC COM 09857L108   5,122,567 1,412 SH   SOLE   1,412 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   40,150,752 354,188 SH   SOLE   354,188 0 0
BURLINGTON STORES INC COM 122017106   97,501,921 419,923 SH   SOLE   419,923 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   14,899,750 535,000 SH   SOLE   535,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   55,929,287 3,422,845 SH   SOLE   3,422,845 0 0
CINEMARK HLDGS INC COM 17243V102   44,160,556 2,457,460 SH   SOLE   2,457,460 0 0
CINTAS CORP COM 172908105   34,351,500 50,000 SH Put SOLE   50,000 0 0
CLOROX CO DEL COM 189054109   49,760,750 325,000 SH   SOLE   325,000 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   48,965,000 700,000 SH   SOLE   700,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   26,512,000 100,000 SH Put SOLE   100,000 0 0
CONAGRA BRANDS INC COM 205887102   81,510,000 2,750,000 SH   SOLE   2,750,000 0 0
CORE & MAIN INC CL A 21874C102   4,866,250 85,000 SH   SOLE   85,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   43,957,800 60,000 SH Put SOLE   60,000 0 0
D R HORTON INC COM 23331A109   13,162,848 79,993 SH   SOLE   79,993 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   33,495,632 535,074 SH   SOLE   535,074 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   66,016,560 1,379,080 SH   SOLE   1,379,080 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   71,805,000 1,500,000 SH Call SOLE   1,500,000 0 0
DOLLAR TREE INC COM 256746108   60,468,208 454,136 SH   SOLE   454,136 0 0
DOMINOS PIZZA INC COM 25754A201   67,934,427 136,722 SH   SOLE   136,722 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   22,705,000 500,000 SH   SOLE   500,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100   33,032,000 400,000 SH Put SOLE   400,000 0 0
ENPHASE ENERGY INC COM 29355A107   18,147,000 150,000 SH Put SOLE   150,000 0 0
ENPHASE ENERGY INC COM 29355A107   3,024,500 25,000 SH   SOLE   25,000 0 0
FEDEX CORP COM 31428X106   5,215,320 18,000 SH   SOLE   18,000 0 0
FEDEX CORP COM 31428X106   28,974,000 100,000 SH Call SOLE   100,000 0 0
FIRST SOLAR INC COM 336433107   4,220,000 25,000 SH   SOLE   25,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   9,898,820 76,368 SH   SOLE   76,368 0 0
FRESHPET INC COM 358039105   28,965,000 250,000 SH   SOLE   250,000 0 0
GARTNER INC COM 366651107   11,916,750 25,000 SH   SOLE   25,000 0 0
GENERAL MTRS CO COM 37045V100   22,675,000 500,000 SH Call SOLE   500,000 0 0
GENERAL MTRS CO COM 37045V100   25,169,250 555,000 SH   SOLE   555,000 0 0
GENUINE PARTS CO COM 372460105   57,698,101 372,414 SH   SOLE   372,414 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   15,950,895 74,778 SH   SOLE   74,778 0 0
HOME DEPOT INC COM 437076102   95,900,000 250,000 SH Put SOLE   250,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   222,005,000 500,000 SH Put SOLE   500,000 0 0
ISHARES BITCOIN TR SHS 46438F101   10,117,500 250,000 SH   SOLE   250,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   84,120,000 400,000 SH Put SOLE   400,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   105,150,000 500,000 SH Call SOLE   500,000 0 0
KELLANOVA COM 487836108   68,748,000 1,200,000 SH   SOLE   1,200,000 0 0
KOHLS CORP COM 500255104   11,660,000 400,000 SH Put SOLE   400,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   65,625,000 2,500,000 SH Call SOLE   2,500,000 0 0
LAMB WESTON HLDGS INC COM 513272104   37,285,500 350,000 SH   SOLE   350,000 0 0
LAUDER ESTEE COS INC CL A 518439104   38,537,500 250,000 SH   SOLE   250,000 0 0
LENNAR CORP CL A 526057104   74,462,181 432,970 SH   SOLE   432,970 0 0
LOWES COS INC COM 548661107   76,419,000 300,000 SH Put SOLE   300,000 0 0
LULULEMON ATHLETICA INC COM 550021109   29,298,750 75,000 SH Put SOLE   75,000 0 0
MACYS INC COM 55616P104   29,985,000 1,500,000 SH   SOLE   1,500,000 0 0
MACYS INC COM 55616P104   9,995,000 500,000 SH Call SOLE   500,000 0 0
MADDEN STEVEN LTD COM 556269108   7,399,000 175,000 SH   SOLE   175,000 0 0
MAPLEBEAR INC COM 565394103   6,803,635 182,452 SH   SOLE   182,452 0 0
MICROSOFT CORP COM 594918104   65,614,650 155,958 SH   SOLE   155,958 0 0
MONDELEZ INTL INC CL A 609207105   35,000,000 500,000 SH   SOLE   500,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   82,992,000 1,400,000 SH   SOLE   1,400,000 0 0
MURPHY USA INC COM 626755102   10,751,222 25,647 SH   SOLE   25,647 0 0
NETFLIX INC COM 64110L106   65,493,860 107,839 SH   SOLE   107,839 0 0
PAYPAL HLDGS INC COM 70450Y103   88,971,429 1,328,130 SH   SOLE   1,328,130 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   51,110,412 684,759 SH   SOLE   684,759 0 0
RALPH LAUREN CORP CL A 751212101   63,764,047 339,604 SH   SOLE   339,604 0 0
RH COM 74967X103   11,726,262 33,671 SH   SOLE   33,671 0 0
ROSS STORES INC COM 778296103   13,551,231 92,336 SH   SOLE   92,336 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   20,851,500 150,000 SH Call SOLE   150,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   75,091,534 540,188 SH   SOLE   540,188 0 0
SALESFORCE INC COM 79466L302   95,175,892 316,010 SH   SOLE   316,010 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   94,410,000 1,000,000 SH Call SOLE   1,000,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   9,441,000 100,000 SH   SOLE   100,000 0 0
SHERWIN WILLIAMS CO COM 824348106   73,572,135 211,822 SH   SOLE   211,822 0 0
SOLVENTUM CORP COM SHS 83444M101   22,256,000 320,000 SH   SOLE   320,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   261,535,000 500,000 SH Put SOLE   500,000 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   46,479,000 300,000 SH   SOLE   300,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   39,495,000 500,000 SH Put SOLE   500,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   28,147,838 106,661 SH   SOLE   106,661 0 0
STARBUCKS CORP COM 855244109   45,695,000 500,000 SH Call SOLE   500,000 0 0
STARBUCKS CORP COM 855244109   39,679,253 434,175 SH   SOLE   434,175 0 0
TAPESTRY INC COM 876030107   34,160,626 719,474 SH   SOLE   719,474 0 0
TEMPUR SEALY INTL INC COM 88023U101   79,567,887 1,400,350 SH   SOLE   1,400,350 0 0
THOR INDS INC COM 885160101   81,325,303 693,074 SH   SOLE   693,074 0 0
TRANSUNION COM 89400J107   70,862,400 888,000 SH   SOLE   888,000 0 0
ULTA BEAUTY INC COM 90384S303   52,288,000 100,000 SH Put SOLE   100,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   100,548,000 2,100,000 SH Call SOLE   2,100,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   82,051,669 1,713,694 SH   SOLE   1,713,694 0 0
UNITED PARKS & RESORTS INC COM 81282V100   61,357,375 1,091,574 SH   SOLE   1,091,574 0 0
UNITED STS OIL FD LP UNITS 91232N207   78,730,000 1,000,000 SH Call SOLE   1,000,000 0 0
URBAN OUTFITTERS INC COM 917047102   45,270,300 1,042,614 SH   SOLE   1,042,614 0 0
YUM BRANDS INC COM 988498101   32,179,001 232,088 SH   SOLE   232,088 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   31,007,927 102,866 SH   SOLE   102,866 0 0