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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABIVAX SA SPONSORED ADS 00370M103 7,329,300 55,000 SH SOLE 55,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 75,654,400 640,000 SH SOLE 640,000 0 0
ALKERMES PLC SHS G01767105 14,408,625 275,000 SH SOLE 275,000 0 0
ALPHABET INC CAP STK CL C 02079K107 3,533,300 10,000 SH SOLE 10,000 0 0
AMAZON COM INC COM 023135106 100,102,800 420,000 SH SOLE 420,000 0 0
AMER SPORTS INC COM SHS G0260P102 50,760,000 1,500,000 SH SOLE 1,500,000 0 0
APPLIED MATLS INC COM 038222105 46,995,000 65,000 SH SOLE 65,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 2,484,557 41,258 SH SOLE 41,258 0 0
ASTRONICS CORP COM 046433108 544,605 6,702 SH SOLE 6,702 0 0
ATI INC COM 01741R102 15,768,000 80,000 SH SOLE 80,000 0 0
AZUL S A SPONSORED ADS 05501U601 4,545,200 505,584 SH SOLE 505,584 0 0
BARCLAYS PLC ADR 06738E204 1,805,852 67,232 SH SOLE 67,232 0 0
BOEING CO COM 097023105 62,009,563 286,458 SH SOLE 286,458 0 0
BOEING CO CALL 097023105 77,929,200 360,000 SH SOLE 360,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 12,804,000 300,000 SH SOLE 300,000 0 0
BROADCOM INC COM 11135F101 61,246,874 162,136 SH SOLE 162,136 0 0
BROOKDALE SR LIVING INC COM 112463104 46,005,542 2,859,263 SH SOLE 2,859,263 0 0
CAPITAL ONE FINL CORP COM 14040H105 46,770,340 233,129 SH SOLE 233,129 0 0
CARVANA CO CL A 146869102 65,679,803 997,870 SH SOLE 997,870 0 0
CARVANA CO CALL 146869102 9,214,800 140,000 SH SOLE 140,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 25,743,333 2,741,569 SH SOLE 2,741,569 0 0
CONOCOPHILLIPS COM 20825C104 55,960,628 538,290 SH SOLE 538,290 0 0
CONSTELLIUM SE CL A SHS F21107101 34,530,794 1,083,489 SH SOLE 1,083,489 0 0
DANAHER CORP DEL COM 235851102 64,931,013 340,881 SH SOLE 340,881 0 0
DICKS SPORTING GOODS INC COM 253393102 45,362,000 200,000 SH SOLE 200,000 0 0
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 246,415,526 5,022,738 SH SOLE 5,022,738 0 0
ELEMENT SOLUTIONS INC COM 28618M106 34,618,750 725,000 SH SOLE 725,000 0 0
FLEX LTD ORD Y2573F102 67,005,897 413,438 SH SOLE 413,438 0 0
GALAXY DIGITAL INC. CL A 36317J209 2,638,064 96,491 SH SOLE 96,491 0 0
GOGORO INC *W EXP 04/04/202 G9491K139 5,379,750 1,350,000 SH SOLE 1,350,000 0 0
INVESCO QQQ TR PUT 46090E103 157,221,400 213,500 SH SOLE 213,500 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 3,649,670 75,500 SH SOLE 75,500 0 0
META PLATFORMS INC CL A 30303M102 51,582,718 91,574 SH SOLE 91,574 0 0
MKS INC. COM 55306N104 28,912,000 65,000 SH SOLE 65,000 0 0
NATERA INC COM 632307104 8,822,125 32,500 SH SOLE 32,500 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 43,086,000 3,225,000 SH SOLE 3,225,000 0 0
NVIDIA CORPORATION COM 67066G104 67,346,092 336,579 SH SOLE 336,579 0 0
OPTIMUM COMMUNICATIONS INC CL A 02156K103 11,600,000 8,000,000 SH SOLE 8,000,000 0 0
PERIMETER SOLUTIONS INC COMMON STOCK 71385M107 63,991,750 1,795,000 SH SOLE 1,795,000 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102 39,297,931 1,607,935 SH SOLE 1,607,935 0 0
RIOT PLATFORMS INC COM 767292105 1,327,957 48,501 SH SOLE 48,501 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 11,275,000 205,000 SH SOLE 205,000 0 0
SHARKNINJA INC COM SHS G8068L108 47,814,455 314,011 SH SOLE 314,011 0 0
SPDR GOLD TR GOLD SHS 78463V107 11,051,400 30,000 SH SOLE 30,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 4,854,005 6,500 SH SOLE 6,500 0 0
STATE STR SPDR S&P 500 ETF T PUT 78462F103 178,851,415 239,500 SH SOLE 239,500 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 100,603,941 210,658 SH SOLE 210,658 0 0
TARGET HOSPITALITY CORP COM 87615L107 28,490,664 1,399,345 SH SOLE 1,399,345 0 0
TECK RESOURCES LTD CL B 878742204 41,959,317 705,673 SH SOLE 705,673 0 0
TERAWULF INC COM 88080T104 3,435,054 139,071 SH SOLE 139,071 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 50,136,000 100,000 SH SOLE 100,000 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 25,465,000 250,000 SH SOLE 250,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 146,248,950 1,075,439 SH SOLE 1,075,439 0 0
UNITEDHEALTH GROUP INC COM 91324P102 77,588,561 186,677 SH SOLE 186,677 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 23,017,529 68,746 SH SOLE 68,746 0 0
VIASAT INC COM 92552V100 16,165,800 180,000 SH SOLE 180,000 0 0
VISA INC COM CL A 92826C839 108,343,705 315,788 SH SOLE 315,788 0 0
VISTRA CORP COM 92840M102 2,659,115 16,763 SH SOLE 16,763 0 0
WARBY PARKER INC CL A COM 93403J106 1,517,000 50,000 SH SOLE 50,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 534,826 20,061 SH SOLE 20,061 0 0
WOODWARD INC COM 980745103 95,124,555 223,591 SH SOLE 223,591 0 0