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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   14,691,250 805,000 SH   SOLE   805,000 0 0
AUTOLIV INC COM 052800109   42,796,000 400,000 SH   SOLE   400,000 0 0
AMEDISYS INC COM 023436108   19,554,318 213,010 SH   SOLE   213,010 0 0
AMAZON COM INC COM 023135106   51,133,950 264,600 SH   SOLE   264,600 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   20,146,000 700,000 SH   SOLE   700,000 0 0
CINEMARK HLDGS INC CALL 17243V102   21,620,000 1,000,000 SH Call SOLE   1,000,000 0 0
CINEMARK HLDGS INC COM 17243V102   19,458,000 900,000 SH   SOLE   900,000 0 0
CRH PLC ORD G25508105   49,111,900 655,000 SH   SOLE   655,000 0 0
COMPLETE SOLARIA INC *W EXP 07/31/202 20460L112   29,165 600,105 SH   SOLE   600,105 0 0
CAESARS ENTERTAINMENT INC NE CALL 12769G100   19,870,000 500,000 SH Call SOLE   500,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   52,351,608 1,317,353 SH   SOLE   1,317,353 0 0
ENPHASE ENERGY INC COM 29355A107   18,944,900 190,000 SH   SOLE   190,000 0 0
ENOVIX CORPORATION COM 293594107   11,981,500 775,000 SH   SOLE   775,000 0 0
FERGUSON PLC NEW SHS G3421J106   9,779,325 50,500 SH   SOLE   50,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   72,650,808 964,050 SH   SOLE   964,050 0 0
FLEX LTD CALL Y2573F102   27,661,620 938,000 SH Call SOLE   938,000 0 0
FLEX LTD ORD Y2573F102   35,069,508 1,189,200 SH   SOLE   1,189,200 0 0
FULGENT GENETICS INC COM 359664109   16,350,700 833,369 SH   SOLE   833,369 0 0
FIRST SOLAR INC COM 336433107   100,684,800 446,575 SH   SOLE   446,575 0 0
GEN DIGITAL INC COM 668771108   75,439,550 3,019,998 SH   SOLE   3,019,998 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   59,010,080 198,500 SH   SOLE   198,500 0 0
KIRBY CORP COM 497266106   59,850,992 499,883 SH   SOLE   499,883 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   15,003,218 116,295 SH   SOLE   116,295 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   22,410,000 1,500,000 SH   SOLE   1,500,000 0 0
LENSAR INC COM 52634L108   4,380,354 973,412 SH   SOLE   973,412 0 0
META PLATFORMS INC CALL 30303M102   15,126,600 30,000 SH Call SOLE   30,000 0 0
META PLATFORMS INC CL A 30303M102   49,665,670 98,500 SH   SOLE   98,500 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   21,972,712 1,028,685 SH   SOLE   1,028,685 0 0
ONEMAIN HLDGS INC COM 68268W103   44,684,990 921,530 SH   SOLE   921,530 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   83,100,000 3,000,000 SH   SOLE   3,000,000 0 0
OSCAR HEALTH INC CL A 687793109   10,719,869 677,615 SH   SOLE   677,615 0 0
SUNRUN INC COM 86771W105   33,801,000 2,850,000 SH   SOLE   2,850,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106   14,416,000 1,700,000 SH   SOLE   1,700,000 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   27,023,349 670,721 SH   SOLE   670,721 0 0
TOAST INC CL A 888787108   23,571,278 914,679 SH   SOLE   914,679 0 0
LENDINGTREE INC NEW COM 52603B107   4,159,000 100,000 SH   SOLE   100,000 0 0
UBER TECHNOLOGIES INC CALL 90353T100   2,180,400 30,000 SH Call SOLE   30,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   33,796,200 465,000 SH   SOLE   465,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   52,708,410 103,500 SH   SOLE   103,500 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   37,152,498 2,361,888 SH   SOLE   2,361,888 0 0
WAYSTAR HLDG CORP COM 946784105   9,916,553 461,235 SH   SOLE   461,235 0 0
WESCO INTL INC COM 95082P105   23,619,480 149,000 SH   SOLE   149,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   38,039,800 820,000 SH   SOLE   820,000 0 0