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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,930 | 2,500 | SH | Call | SOLE | 2,500 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,357 | 4,350 | SH | SOLE | 4,350 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,685 | 4,650 | SH | SOLE | 4,650 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,749 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 2,685 | 11 | SH | SOLE | 11 | 0 | 0 | ||
| BOJANGLES INC | COM | 097488100 | 3,842 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 4,643 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| CARBONITE INC | COM | 141337105 | 1,148 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 3,110 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| CASEYS GEN STORES INC | COM | 147528103 | 2,972 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 5,208 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 4,560 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 1,112 | 22,600 | SH | Call | SOLE | 22,600 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 2,779 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 2,501 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 3,898 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 4,959 | 421,000 | SH | SOLE | 421,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 5,659 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 1,399 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 3,430 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| OOMA INC | COM | 683416101 | 7,753 | 861,400 | SH | SOLE | 861,400 | 0 | 0 | ||
| REALOGY HLDGS CORP | COM | 75605Y106 | 4,631 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 1,873 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 2,288 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 4,245 | 26,318 | SH | SOLE | 26,318 | 0 | 0 | ||