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
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
ADOBE INC COM 00724F101 995 4,400 SH Put SOLE   4,400 0 0
AMAZON COM INC COM 023135106 90,611 60,328 SH   SOLE   60,328 0 0
CBS CORP NEW CL B 124857202 82,395 1,884,611 SH   SOLE   1,884,611 0 0
COSTCO WHSL CORP NEW COM 22160K105 9,778 48,000 SH Put SOLE   48,000 0 0
ELLIE MAE INC COM 28849P100 32,393 515,558 SH   SOLE   515,558 0 0
FIVE9 INC COM 338307101 35,410 809,922 SH   SOLE   809,922 0 0
GRUBHUB INC COM 400110102 15,151 197,254 SH   SOLE   197,254 0 0
HILTON GRAND VACATIONS INC COM 43283X105 7,746 293,519 SH   SOLE   293,519 0 0
KINDER MORGAN INC DEL COM 49456B101 16,661 1,083,308 SH   SOLE   1,083,308 0 0
KROGER CO COM 501044101 1,059 38,491 SH   SOLE   38,491 0 0
LINE CORP SPONSORED ADR 53567X101 49,726 1,457,819 SH   SOLE   1,457,819 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 11,593 164,412 SH   SOLE   164,412 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 44,847 2,545,218 SH   SOLE   2,545,218 0 0
MICROSOFT CORP COM 594918104 2,011 19,800 SH Put SOLE   19,800 0 0
MONDELEZ INTL INC CL A 609207105 48,253 1,205,433 SH   SOLE   1,205,433 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 44,442 2,372,787 SH   SOLE   2,372,787 0 0
PALO ALTO NETWORKS INC COM 697435105 76,416 405,711 SH   SOLE   405,711 0 0
PAYPAL HLDGS INC COM 70450Y103 79,180 941,615 SH   SOLE   941,615 0 0
PROCTER AND GAMBLE CO COM 742718109 22,171 241,200 SH Call SOLE   241,200 0 0
PROCTER AND GAMBLE CO COM 742718109 8,512 92,599 SH   SOLE   92,599 0 0
PROGRESSIVE CORP OHIO COM 743315103 66,109 1,095,796 SH   SOLE   1,095,796 0 0
PROOFPOINT INC COM 743424103 62,519 745,965 SH   SOLE   745,965 0 0
Q2 HLDGS INC COM 74736L109 6,606 133,323 SH   SOLE   133,323 0 0
QURATE RETAIL INC COM SER A 74915M100 9,573 490,400 SH Call SOLE   490,400 0 0
REALOGY HLDGS CORP COM 75605Y106 89,480 6,095,376 SH   SOLE   6,095,376 0 0
REALOGY HLDGS CORP COM 75605Y106 52,742 3,592,800 SH Call SOLE   3,592,800 0 0
RED HAT INC COM 756577102 15,157 86,294 SH   SOLE   86,294 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 21,025 402,001 SH   SOLE   402,001 0 0
SALESFORCE COM INC COM 79466L302 1,123 8,200 SH Put SOLE   8,200 0 0
SERVICENOW INC COM 81762P102 43,945 246,814 SH   SOLE   246,814 0 0
SKECHERS U S A INC CL A 830566105 57,979 2,532,952 SH   SOLE   2,532,952 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,941 17,100 SH Call SOLE   17,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 74,544 656,777 SH   SOLE   656,777 0 0
TARGET CORP COM 87612E106 24,134 365,166 SH   SOLE   365,166 0 0
TESLA INC COM 88160R101 632 1,900 SH Put SOLE   1,900 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 4,096 267,016 SH   SOLE   267,016 0 0
TRANSDIGM GROUP INC COM 893641100 80,178 235,775 SH   SOLE   235,775 0 0
TWITTER INC COM 90184L102 86,160 2,997,900 SH   SOLE   2,997,900 0 0
ULTA BEAUTY INC COM 90384S303 518 2,114 SH   SOLE   2,114 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 47,510 1,325,615 SH   SOLE   1,325,615 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 52,927 1,166,565 SH   SOLE   1,166,565 0 0