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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTUATE THERAPEUTICS INC COM 005083100   5,996,100 896,278 SH   SOLE   896,278 0 0
ALEXANDERS INC COM 014752109   5,930,252 25,290 SH   SOLE   25,290 0 0
ALPHABET INC CAP STK CL A 02079K305   6,077,500 25,000 SH Call SOLE   25,000 0 0
ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106   20,898,687 2,886,559 SH   SOLE   2,886,559 0 0
AMENTUM HOLDINGS INC COM 023939101   14,968,750 625,000 SH   SOLE   625,000 0 0
AMRIZE LTD SHS H2927K103   2,150,122 44,305 SH   SOLE   44,305 0 0
ARK ETF TR INNOVATION ETF 00214Q104   2,157,500 25,000 SH Put SOLE   25,000 0 0
ARKO CORP COM 041242108   4,374,619 957,247 SH   SOLE   957,247 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   22,000,500 90,000 SH   SOLE   90,000 0 0
AVANTOR INC COM 05352A100   56,472,000 4,525,000 SH   SOLE   4,525,000 0 0
BLUELINX HLDGS INC COM NEW 09624H208   4,384,800 60,000 SH   SOLE   60,000 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   125,540,750 6,775,000 SH   SOLE   6,775,000 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   42,619 2,300 SH Put SOLE   2,300 0 0
CENTURY CMNTYS INC COM 156504300   23,130,050 365,000 SH   SOLE   365,000 0 0
CNH INDL N V SHS N20944109   30,108,750 2,775,000 SH   SOLE   2,775,000 0 0
COGNITION THERAPEUTICS INC COM 19243B102   405,000 300,000 SH   SOLE   300,000 0 0
CRH PLC ORD G25508105   26,977,500 225,000 SH   SOLE   225,000 0 0
CROCS INC COM 227046109   55,560,750 665,000 SH   SOLE   665,000 0 0
CULLINAN THERAPEUTICS INC COM 230031106   1,313,335 221,473 SH   SOLE   221,473 0 0
EURONET WORLDWIDE INC COM 298736109   117,665,400 1,340,000 SH   SOLE   1,340,000 0 0
EVOLUS INC COM 30052C107   307,000 50,000 SH Call SOLE   50,000 0 0
FIVE9 INC COM 338307101   110,110,000 4,550,000 SH   SOLE   4,550,000 0 0
FLYWIRE CORPORATION COM VTG 302492103   130,252,065 9,619,798 SH   SOLE   9,619,798 0 0
FLYWIRE CORPORATION COM VTG 302492103   677,000 50,000 SH Call SOLE   50,000 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   101,516,000 8,200,000 SH   SOLE   8,200,000 0 0
GRIFFON CORP COM 398433102   116,890,250 1,535,000 SH   SOLE   1,535,000 0 0
HERSHEY CO COM 427866108   1,856,200 10,000 SH Put SOLE   10,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   4,910,675 17,500 SH Put SOLE   17,500 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   16,308,438 1,167,390 SH   SOLE   1,167,390 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   33,020,350 55,000 SH Put SOLE   55,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   1,410,500 650,000 SH   SOLE   650,000 0 0
KNIFE RIVER CORP COMMON STOCK 498894104   33,822,800 440,000 SH   SOLE   440,000 0 0
KURA ONCOLOGY INC COM 50127T109   2,705,082 305,659 SH   SOLE   305,659 0 0
LANTERN PHARMA INC COM 51654W101   217,500 50,000 SH   SOLE   50,000 0 0
LATHAM GROUP INC COM 51819L107   33,103,500 4,350,000 SH   SOLE   4,350,000 0 0
LEGACY HOUSING CORP COM 52472M101   29,360,020 1,067,249 SH   SOLE   1,067,249 0 0
LGI HOMES INC COM 50187T106   15,513,000 300,000 SH   SOLE   300,000 0 0
OPUS GENETICS INC COM 67577R102   927,922 562,377 SH   SOLE   562,377 0 0
PAR TECHNOLOGY CORP COM 698884103   117,750,500 2,975,000 SH   SOLE   2,975,000 0 0
PAR TECHNOLOGY CORP COM 698884103   368,094 9,300 SH Call SOLE   9,300 0 0
PHINIA INC COMMON STOCK 71880K101   96,566,400 1,680,000 SH   SOLE   1,680,000 0 0
POWELL INDS INC COM 739128106   89,918,950 295,000 SH   SOLE   295,000 0 0
POWERFLEET INC COM 73931J109   30,392,000 5,800,000 SH   SOLE   5,800,000 0 0
REGENXBIO INC COM 75901B107   4,825,000 500,000 SH   SOLE   500,000 0 0
REIN THERAPEUTICS INC COM NEW 00887A204   3,053,179 2,666,532 SH   SOLE   2,666,532 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   27,775,000 1,100,000 SH   SOLE   1,100,000 0 0
RIMINI STR INC DEL COM 76674Q107   1,170,000 250,000 SH   SOLE   250,000 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   978,000 300,000 SH   SOLE   300,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   323,580 1,000 SH Put SOLE   1,000 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100   7,038,750 75,000 SH   SOLE   75,000 0 0
SHARKNINJA INC COM SHS G8068L108   56,474,625 547,500 SH   SOLE   547,500 0 0
SOTERA HEALTH CO COM 83601L102   29,100,500 1,850,000 SH   SOLE   1,850,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   16,654,500 25,000 SH Put SOLE   25,000 0 0
TESLA INC COM 88160R101   223,694,160 503,000 SH Put SOLE   503,000 0 0
TITAN AMER SA COMMON SHARES B9151N105   25,622,100 1,715,000 SH   SOLE   1,715,000 0 0
UNIQURE NV SHS N90064101   7,296,250 125,000 SH   SOLE   125,000 0 0
UNITED PARKS & RESORTS INC COM 81282V100   105,985,000 2,050,000 SH   SOLE   2,050,000 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   25,181,175 3,232,500 SH   SOLE   3,232,500 0 0