UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 17,991,600 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 20,444,400 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 30,714,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| AMER SPORTS INC | COM SHS | G0260P102 | 29,358,000 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| BLINK CHARGING CO | COM | 09354A100 | 972,861 | 699,900 | SH | Call | SOLE | 699,900 | 0 | 0 | |
| BLOCK INC | CL A | 852234103 | 25,497,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 12,863,700 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 8,226,480 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| COMPOSECURE INC | COM CL A | 20459V105 | 19,162,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 3,046,350 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 7,260,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 30,112,178 | 1,564,269 | SH | SOLE | 1,564,269 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 9,817,500 | 510,000 | SH | Call | SOLE | 510,000 | 0 | 0 | |
| DIGIMARC CORP NEW | COM | 25381B101 | 19,519,352 | 521,211 | SH | SOLE | 521,211 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346232101 | 12,960,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 28,660,640 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| HOVNANIAN ENTERPRISES INC | CL A NEW | 442487401 | 4,750,610 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
| MERITAGE HOMES CORP | COM | 59001A102 | 5,891,306 | 38,300 | SH | SOLE | 38,300 | 0 | 0 | ||
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 11,905,834 | 1,676,878 | SH | SOLE | 1,676,878 | 0 | 0 | ||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 20,221,000 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | 34,322,400 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| RUMBLE INC | COM CL A | 78137L105 | 26,020,000 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | |
| SHARKNINJA INC | COM SHS | G8068L108 | 8,762,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SOUNDHOUND AI INC | CLASS A COM | 836100107 | 26,784,000 | 1,350,000 | SH | Put | SOLE | 1,350,000 | 0 | 0 | |
| SOUNDHOUND AI INC | CLASS A COM | 836100107 | 2,065,404 | 104,103 | SH | SOLE | 104,103 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 8,212,500 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SYMBOTIC INC | CLASS A COM | 87151X101 | 3,653,711 | 154,100 | SH | Put | SOLE | 154,100 | 0 | 0 | |
| TAPESTRY INC | COM | 876030107 | 50,957,400 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 26,132,000 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| THE REALREAL INC | COM | 88339P101 | 36,615,500 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| TRIUMPH FINANCIAL INC | COM | 89679E300 | 12,723,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 32,202,980 | 586,789 | SH | SOLE | 586,789 | 0 | 0 | ||
| VITA COCO CO INC | COM | 92846Q107 | 26,191,890 | 709,615 | SH | SOLE | 709,615 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 7,318,350 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||