Woodson Capital Management, LP Hedge Fund

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TSLA	TESLA INC	69,420	$31,220	4.3%	$443.29	0.0%	COM	88160R101
TSLA	TESLA INC	62,700	$28,197	3.9%	$443.29	0.0%	CALL	88160R101
GOOGL	ALPHABET INC	80,000	$25,040	3.5%	$285.60	0.0%	CAP STK CL A	02079K305
SIRI	SIRIUSXM HOLDINGS INC	1,200,000	$23,994	3.3%	—	—	PUT	829933100
SAM	BOSTON BEER INC	100,000	$19,513	2.7%	$206.20	0.0%	CL A	100557107
QXO	QXO INC	850,000	$16,397	2.3%	$19.16	0.0%	COM NEW	82846H405
TDUP	THREDUP INC	1,800,000	$11,502	1.6%	$8.09	0.0%	CL A	88556E102
AFRM	AFFIRM HLDGS INC	130,000	$9,676	1.3%	$71.97	0.0%	COM CL A	00827B106
LULU	LULULEMON ATHLETICA INC	43,500	$9,040	1.3%	$181.15	0.0%	COM	550021109
YOU	CLEAR SECURE INC	129,031	$4,526	0.6%	$33.96	0.0%	COM CL A	18467V109
FLUT	FLUTTER ENTMT PLC	20,000	$4,301	0.6%	$224.90	0.0%	SHS	G3643J108
REAX	THE REAL BROKERAGE INC	500,000	$1,825	0.3%	$3.87	0.0%	COM NEW	75585H206

Increased Positions (10)

AS AMER SPORTS INC 7.8%

Value ($000) $56,025 (+101.5%) Shares 1,500,000 (+87.5%) Est. Cost $23.96 Unrealized +43.2%

SG SWEETGREEN INC 5.6%

Value ($000) $40,560 (+171.1%) Shares 6,000,000 (+220.0%) Est. Cost $8.89 Unrealized -22.7%

RDDT REDDIT INC 6.3%

Value ($000) $45,514 (+64.9%) Shares 198,000 (+65.0%) Est. Cost $142.66 Unrealized +47.4%

XYZ BLOCK INC 6.2%

Value ($000) $44,912 (+38.1%) Shares 690,000 (+53.3%) Est. Cost $67.37 Unrealized +2.4%

AMZN AMAZON COM INC 5.6%

Value ($000) $40,394 (+41.5%) Shares 175,000 (+34.6%) Est. Cost $207.74 Unrealized +10.1%

TPR TAPESTRY INC 6.5%

Value ($000) $46,636 (+14.4%) Shares 365,000 (+1.4%) Est. Cost $46.55 Unrealized +144.9%

AER AERCAP HOLDINGS NV 3.1%

Value ($000) $22,283 (+29.6%) Shares 155,000 (+9.1%) Est. Cost $92.26 Unrealized +43.6%

BLDR BUILDERS FIRSTSOURCE INC 2.0%

Value ($000) $14,610 (-13.3%) Shares 142,000 (+2.2%) Est. Cost $108.33 Unrealized +3.7%

GPI GROUP 1 AUTOMOTIVE INC 3.4%

Value ($000) $24,188 (-7.9%) Shares 61,500 (+2.5%) Est. Cost $280.22 Unrealized +46.5%

LUXE LUXEXPERIENCE BV 4.2%

Value ($000) $30,060 (+4.5%) Shares 3,600,000 (+6.4%) Est. Cost $7.55 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AS	AMER SPORTS INC	1,500,000 (+87.5%)	$56,025 (+101.5%)	7.8%	$23.96	+43.2%	COM SHS	G0260P102
SG	SWEETGREEN INC	6,000,000 (+220.0%)	$40,560 (+171.1%)	5.6%	$8.89	-22.7%	COM CL A	87043Q108
RDDT	REDDIT INC	198,000 (+65.0%)	$45,514 (+64.9%)	6.3%	$142.66	+47.4%	CL A	75734B100
XYZ	BLOCK INC	690,000 (+53.3%)	$44,912 (+38.1%)	6.2%	$67.37	+2.4%	CL A	852234103
AMZN	AMAZON COM INC	175,000 (+34.6%)	$40,394 (+41.5%)	5.6%	$207.74	+10.1%	COM	023135106
TPR	TAPESTRY INC	365,000 (+1.4%)	$46,636 (+14.4%)	6.5%	$46.55	+144.9%	COM	876030107
AER	AERCAP HOLDINGS NV	155,000 (+9.1%)	$22,283 (+29.6%)	3.1%	$92.26	+43.6%	SHS	N00985106
BLDR	BUILDERS FIRSTSOURCE INC	142,000 (+2.2%)	$14,610 (-13.3%)	2.0%	$108.33	+3.7%	COM	12008R107
GPI	GROUP 1 AUTOMOTIVE INC	61,500 (+2.5%)	$24,188 (-7.9%)	3.4%	$280.22	+46.5%	COM	398905109
LUXE	LUXEXPERIENCE BV	3,600,000 (+6.4%)	$30,060 (+4.5%)	4.2%	$7.55	—	SPONSORED ADS	55406W103

Exited Positions (7)

GRMN GARMIN LTD 3.4%

Value ($000) $24,622 Shares 100,000 Est. Cost $210.27 Unrealized +3.1%

SBUX STARBUCKS CORP 2.1%

Value ($000) $15,228 Shares 180,000 Est. Cost $84.41 Unrealized -0.4%

URBN URBAN OUTFITTERS INC 2.0%

Value ($000) $14,286 Shares 200,000 Est. Cost $41.04 Unrealized +72.4%

FOXF FOX FACTORY HLDG CORP 1.4%

Value ($000) $10,202 Shares 420,000 Est. Cost $23.43 Unrealized -18.6%

SG SWEETGREEN INC 0.6%

Value ($000) $3,990 Shares 500,000 Est. Cost $8.89 Unrealized -22.7%

DMRC DIGIMARC CORP NEW 0.3%

Value ($000) $2,443 Shares 250,000 Est. Cost $28.65 Unrealized -70.4%

SOUN SOUNDHOUND AI INC 0.3%

Value ($000) $1,900 Shares 118,166 Est. Cost $10.44 Unrealized +37.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GRMN	GARMIN LTD	100,000	$24,622	3.4%	$210.27	+3.1%	—	H2906T109
SBUX	STARBUCKS CORP	180,000	$15,228	2.1%	$84.41	-0.4%	—	855244109
URBN	URBAN OUTFITTERS INC	200,000	$14,286	2.0%	$41.04	+72.4%	—	917047102
FOXF	FOX FACTORY HLDG CORP	420,000	$10,202	1.4%	$23.43	-18.6%	—	35138V102
SG	SWEETGREEN INC	500,000	$3,990	0.6%	$8.89	-22.7%	CALL	87043Q108
DMRC	DIGIMARC CORP NEW	250,000	$2,443	0.3%	$28.65	-70.4%	—	25381B101
SOUN	SOUNDHOUND AI INC	118,166	$1,900	0.3%	$10.44	+37.8%	—	836100107

Decreased Positions (10)

GPGI COMPOSECURE INC 2.0%

Value ($000) $14,267 (-54.3%) Shares 740,000 (-50.7%) Est. Cost $10.90 Unrealized +83.1%

WWW WOLVERINE WORLD WIDE INC 1.5%

Value ($000) $10,890 (-51.6%) Shares 600,000 (-26.8%) Est. Cost $15.01 Unrealized +33.9%

COCO VITA COCO CO INC 4.1%

Value ($000) $29,686 (-20.6%) Shares 560,000 (-36.4%) Est. Cost $28.70 Unrealized +63.4%

ESTA ESTABLISHMENT LABS HLDGS INC 3.8%

Value ($000) $27,330 (+38.9%) Shares 375,000 (-21.9%) Est. Cost $38.05 Unrealized +58.7%

U UNITY SOFTWARE INC 2.2%

Value ($000) $15,901 (-30.9%) Shares 360,000 (-37.4%) Est. Cost $22.49 Unrealized +81.2%

FOR FORESTAR GROUP INC 1.5%

Value ($000) $10,591 (-36.3%) Shares 430,000 (-31.2%) Est. Cost $30.02 Unrealized -15.0%

COCO VITA COCO CO INC 0.4%

Value ($000) $2,651 (-66.9%) Shares 50,000 (-73.5%) Est. Cost $28.70 Unrealized +63.4%

TPR TAPESTRY INC 2.7%

Value ($000) $19,166 (-21.3%) Shares 150,000 (-30.2%) Est. Cost $46.55 Unrealized +144.9%

REAL THE REALREAL INC 5.5%

Value ($000) $39,450 (+6.0%) Shares 2,500,000 (-28.6%) Est. Cost $4.09 Unrealized +219.2%

RHLD RESOLUTE HLDGS MGMT INC 0.2%

Value ($000) $1,218 (-48.8%) Shares 5,900 (-82.1%) Est. Cost $36.06 Unrealized +310.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GPGI	COMPOSECURE INC	740,000 (-50.7%)	$14,267 (-54.3%)	2.0%	$10.90	+83.1%	COM CL A	20459V105
WWW	WOLVERINE WORLD WIDE INC	600,000 (-26.8%)	$10,890 (-51.6%)	1.5%	$15.01	+33.9%	COM	978097103
COCO	VITA COCO CO INC	560,000 (-36.4%)	$29,686 (-20.6%)	4.1%	$28.70	+63.4%	COM	92846Q107
ESTA	ESTABLISHMENT LABS HLDGS INC	375,000 (-21.9%)	$27,330 (+38.9%)	3.8%	$38.05	+58.7%	COM	G31249108
U	UNITY SOFTWARE INC	360,000 (-37.4%)	$15,901 (-30.9%)	2.2%	$22.49	+81.2%	COM	91332U101
FOR	FORESTAR GROUP INC	430,000 (-31.2%)	$10,591 (-36.3%)	1.5%	$30.02	-15.0%	COM	346232101
COCO	VITA COCO CO INC	50,000 (-73.5%)	$2,651 (-66.9%)	0.4%	$28.70	+63.4%	CALL	92846Q107
TPR	TAPESTRY INC	150,000 (-30.2%)	$19,166 (-21.3%)	2.7%	$46.55	+144.9%	CALL	876030107
REAL	THE REALREAL INC	2,500,000 (-28.6%)	$39,450 (+6.0%)	5.5%	$4.09	+219.2%	COM	88339P101
RHLD	RESOLUTE HLDGS MGMT INC	5,900 (-82.1%)	$1,218 (-48.8%)	0.2%	$36.06	+310.3%	COM	76134H101