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
ADVANCED MICRO DEVICES INC COM 007903107   109,320,433 666,263 SH   SOLE   666,263 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   32,403,833 4,519,363 SH   SOLE   4,519,363 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   195,655,885 1,843,723 SH   SOLE   1,843,723 0 0
AMAZON COM INC COM 023135106   198,828,085 1,067,075 SH   SOLE   1,067,075 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   162,350,474 680,458 SH   SOLE   680,458 0 0
ASHLAND INC COM 044186104   230,257,858 2,647,555 SH   SOLE   2,647,555 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   96,264,337 2,564,997 SH   SOLE   2,564,997 0 0
BERRY GLOBAL GROUP INC COM 08579W103   203,031,719 2,986,639 SH   SOLE   2,986,639 0 0
CAMDEN PPTY TR SH BEN INT 133131102   94,696,616 766,588 SH   SOLE   766,588 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   93,132,439 3,845,270 SH   SOLE   3,845,270 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   25,892,445 302,694 SH   SOLE   302,694 0 0
CAPITAL ONE FINL CORP COM 14040H105   169,975,592 1,135,214 SH   SOLE   1,135,214 0 0
CAREMAX INC CL A NEW 14171W202   570,697 335,704 SH   SOLE   335,704 0 0
CBRE GROUP INC CL A 12504L109   102,922,305 826,818 SH   SOLE   826,818 0 0
CF INDS HLDGS INC COM 125269100   210,907,811 2,458,133 SH   SOLE   2,458,133 0 0
CHARLES RIV LABS INTL INC COM 159864107   197,653,880 1,003,472 SH   SOLE   1,003,472 0 0
CORTEVA INC COM 22052L104   186,054,947 3,164,738 SH   SOLE   3,164,738 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   126,337,724 3,710,359 SH   SOLE   3,710,359 0 0
DYNATRACE INC COM NEW 268150109   168,950,335 3,159,722 SH   SOLE   3,159,722 0 0
ELEVANCE HEALTH INC COM 036752103   120,137,680 231,034 SH   SOLE   231,034 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   58,756,664 295,899 SH   SOLE   295,899 0 0
GITLAB INC CLASS A COM 37637K108   150,220,546 2,914,640 SH   SOLE   2,914,640 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   159,988,958 5,406,859 SH   SOLE   5,406,859 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   51,605,447 134,726 SH   SOLE   134,726 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   93,541,620 1,796,459 SH   SOLE   1,796,459 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   58,600,703 936,712 SH   SOLE   936,712 0 0
LENNAR CORP CL A 526057104   89,593,317 477,882 SH   SOLE   477,882 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   225,236,359 2,908,903 SH   SOLE   2,908,903 0 0
LOUISIANA PAC CORP COM 546347105   144,233,779 1,342,209 SH   SOLE   1,342,209 0 0
LPL FINL HLDGS INC COM 50212V100   250,800,497 1,078,109 SH   SOLE   1,078,109 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   49,336,407 6,333,300 SH   SOLE   6,333,300 0 0
MONDAY COM LTD SHS M7S64H106   83,954,594 302,245 SH   SOLE   302,245 0 0
OKTA INC CL A 679295105   193,533,262 2,603,353 SH   SOLE   2,603,353 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103   195,907,523 2,499,777 SH   SOLE   2,499,777 0 0
PINTEREST INC CL A 72352L106   171,876,057 5,309,733 SH   SOLE   5,309,733 0 0
PRIMO WATER CORPORATION COM 74167P108   101,495,506 4,019,624 SH   SOLE   4,019,624 0 0
PROGRESSIVE CORP COM 743315103   27,608,327 108,797 SH   SOLE   108,797 0 0
RED ROCK RESORTS INC CL A 75700L108   82,233,852 1,510,541 SH   SOLE   1,510,541 0 0
SALESFORCE INC COM 79466L302   96,580,216 352,856 SH   SOLE   352,856 0 0
SEA LTD SPONSORD ADS 81141R100   402,168,688 4,265,684 SH   SOLE   4,265,684 0 0
SENSATA TECHNOLOGIES HLDG PLC SHS G8060N102   123,656,002 3,448,299 SH   SOLE   3,448,299 0 0
SENTINELONE INC CL A 81730H109   146,890,519 6,140,908 SH   SOLE   6,140,908 0 0
SIGNET JEWELERS LIMITED SHS G81276100   87,733,463 850,625 SH   SOLE   850,625 0 0
SIX FLAGS ENTERTAINMENT CORP COM 83001C108   35,978,691 892,550 SH   SOLE   892,550 0 0
SMARTSHEET INC COM CL A 83200N103   234,178,004 4,230,094 SH   SOLE   4,230,094 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   510,646,400 890,000 SH Put SOLE   890,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   96,486,827 1,767,158 SH   SOLE   1,767,158 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   30,539,669 246,865 SH   SOLE   246,865 0 0
UBER TECHNOLOGIES INC COM 90353T100   169,782,457 2,258,947 SH   SOLE   2,258,947 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   248,360,091 3,889,743 SH   SOLE   3,889,743 0 0