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
AMAZON COM INC COM 023135106 79,699 44,756 SH   SOLE   44,756 0 0
AVALARA INC COM 05338G106 42,796 767,084 SH   SOLE   767,084 0 0
BLACKLINE INC COM 09239B109 14,731 318,021 SH   SOLE   318,021 0 0
CBS CORP NEW CL B 124857202 93,160 1,960,027 SH   SOLE   1,960,027 0 0
CBS CORP NEW CL B 124857202 6,388 134,400 SH Call SOLE   134,400 0 0
FACEBOOK INC CL A 30303M102 62,269 373,561 SH   SOLE   373,561 0 0
FACEBOOK INC CL A 30303M102 68,860 413,100 SH Call SOLE   413,100 0 0
FIVE9 INC COM 338307101 39,285 743,615 SH   SOLE   743,615 0 0
GRUBHUB INC COM 400110102 23,023 331,416 SH   SOLE   331,416 0 0
HILTON GRAND VACATIONS INC COM 43283X105 8,482 274,948 SH   SOLE   274,948 0 0
KINDER MORGAN INC DEL COM 49456B101 20,529 1,025,959 SH   SOLE   1,025,959 0 0
LINE CORP SPONSORED ADR 53567X101 46,238 1,313,198 SH   SOLE   1,313,198 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 14,429 154,317 SH   SOLE   154,317 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 44,462 1,968,209 SH   SOLE   1,968,209 0 0
MICHAELS COS INC COM 59408Q106 7,378 646,045 SH   SOLE   646,045 0 0
MICHAELS COS INC COM 59408Q106 7,066 618,700 SH Call SOLE   618,700 0 0
MONDELEZ INTL INC CL A 609207105 61,622 1,234,420 SH   SOLE   1,234,420 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 5,825 105,981 SH   SOLE   105,981 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 60,154 2,015,195 SH   SOLE   2,015,195 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 7,895 264,500 SH Call SOLE   264,500 0 0
PALO ALTO NETWORKS INC COM 697435105 79,094 325,652 SH   SOLE   325,652 0 0
PAYPAL HLDGS INC COM 70450Y103 47,975 462,005 SH   SOLE   462,005 0 0
PROCTER AND GAMBLE CO COM 742718109 2,123 20,404 SH   SOLE   20,404 0 0
PROCTER AND GAMBLE CO COM 742718109 25,045 240,700 SH Call SOLE   240,700 0 0
PROGRESSIVE CORP OHIO COM 743315103 71,444 991,045 SH   SOLE   991,045 0 0
PROGRESSIVE CORP OHIO COM 743315103 26,464 367,100 SH Call SOLE   367,100 0 0
PROOFPOINT INC COM 743424103 45,966 378,542 SH   SOLE   378,542 0 0
Q2 HLDGS INC COM 74736L109 22,788 329,019 SH   SOLE   329,019 0 0
REALOGY HLDGS CORP COM 75605Y106 79,327 6,958,531 SH   SOLE   6,958,531 0 0
REALOGY HLDGS CORP COM 75605Y106 4,162 365,100 SH Call SOLE   365,100 0 0
RED HAT INC COM 756577102 10,577 57,893 SH   SOLE   57,893 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 40,934 628,683 SH   SOLE   628,683 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,304 55,000 SH   SOLE   55,000 0 0
SKECHERS U S A INC CL A 830566105 65,740 1,955,972 SH   SOLE   1,955,972 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 103,318 744,365 SH   SOLE   744,365 0 0
TARGET CORP COM 87612E106 36,941 460,263 SH   SOLE   460,263 0 0
TRANSDIGM GROUP INC COM 893641100 85,390 188,088 SH   SOLE   188,088 0 0
TWITTER INC COM 90184L102 106,909 3,251,493 SH   SOLE   3,251,493 0 0
VARONIS SYS INC COM 922280102 16,925 283,839 SH   SOLE   283,839 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 56,920 1,405,789 SH   SOLE   1,405,789 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 71,896 1,438,217 SH   SOLE   1,438,217 0 0
YUM CHINA HLDGS INC COM 98850P109 7,367 164,030 SH   SOLE   164,030 0 0