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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 59,308 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 47,341 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 37,853 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 14,798 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,073 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 12,220 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 12,428 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 36,785 | 740,000 | SH | Call | SOLE | 740,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 77,200 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FOX CORP | CL A COM | 35137L105 | 24,732 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 20,663 | 454,028 | SH | SOLE | 454,028 | 0 | 0 | ||
| GCI LIBERTY INC | COM CLASS A | 36164V305 | 12,292 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 56,022 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| IQVIA HLDGS INC | COM | 46266C105 | 28,158 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 48,515 | 1,601,700 | SH | SOLE | 1,601,700 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 37,410 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 6,999 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 91,830 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 36,732 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| PLANET FITNESS INC | CL A | 72703H101 | 10,866 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 45,519 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 32,148 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 51,491 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 41,186 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 10,478 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 31,475 | 215,256 | SH | SOLE | 215,256 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 3,468 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| VIACOM INC NEW | CL B | 92553P201 | 44,805 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| WAITR HLDGS INC | COM | 930752100 | 7,548 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 14,600 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||