The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| Carvana Co | CL A | 146869102 | 227,020,200 | 3,630,000 | SH | SOLE | 3,630,000 | 0 | 0 | ||
| Celsius Hldgs Inc | COM NEW | 15118V207 | 248,611,500 | 9,090,000 | SH | SOLE | 9,090,000 | 0 | 0 | ||
| Cipher Digital Inc | COM | 17253J106 | 185,042,700 | 11,690,000 | SH | SOLE | 11,690,000 | 0 | 0 | ||
| GDS Hldgs Ltd | Sponsored ADS | 36165L108 | 271,232,550 | 8,685,000 | SH | SOLE | 8,685,000 | 0 | 0 | ||
| Gildan Activewear Inc | COM | 375916103 | 211,018,500 | 4,950,000 | SH | SOLE | 4,950,000 | 0 | 0 | ||
| Hub Group Inc | CL A | 443320106 | 88,296,300 | 2,985,000 | SH | SOLE | 2,985,000 | 0 | 0 | ||
| Invesco Exchange Traded FD T | S&P500 EQL WGT | 46137V357 | 55,125,300 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Ionic Digital Inc | COM CL A | 462210105 | 357,468,500 | 4,450,000 | SH | SOLE | 4,450,000 | 0 | 0 | ||
| MKS INC. | COM | 55306N104 | 215,658,072 | 812,700 | SH | SOLE | 812,700 | 0 | 0 | ||
| Performance Food Group Co | COM | 71377A103 | 306,558,500 | 3,350,000 | SH | SOLE | 3,350,000 | 0 | 0 | ||
| Primo Brands Corporation | CLASS A COM SHS | 741623102 | 320,230,500 | 16,810,000 | SH | SOLE | 16,810,000 | 0 | 0 | ||
| Riot Platforms Inc | COM | 767292105 | 117,071,500 | 5,810,000 | SH | SOLE | 5,810,000 | 0 | 0 | ||
| Seagate Technology Hldngs PL | ORD SHS | G7997R103 | 512,821,040 | 556,000 | SH | SOLE | 556,000 | 0 | 0 | ||
| Six Flags Entertainment Corp | COM | 83001C108 | 53,871,300 | 5,030,000 | SH | SOLE | 5,030,000 | 0 | 0 | ||
| Skyworks Solutions Inc | COM | 83088M102 | 298,752,600 | 3,495,000 | SH | SOLE | 3,495,000 | 0 | 0 | ||
| STMicroelectronics N V | NY REGISTRY | 861012102 | 103,785,200 | 1,945,000 | SH | SOLE | 1,945,000 | 0 | 0 | ||
| Talen Energy Corp | COM | 87422Q109 | 361,938,675 | 1,157,500 | SH | SOLE | 1,157,500 | 0 | 0 | ||
| Twilio Inc | CL A | 90138F102 | 35,095,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||