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
YUM CHINA HLDGS INC COM 98850P109 16,560 364,520 SH   SOLE   364,520 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 86,012 1,662,394 SH   SOLE   1,662,394 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 73,836 1,604,434 SH   SOLE   1,604,434 0 0
WAYFAIR INC CL A 94419L101 5,606 50,000 SH Call SOLE   50,000 0 0
VIACOM INC NEW CL B 92553P201 57,238 2,381,926 SH   SOLE   2,381,926 0 0
VARONIS SYS INC COM 922280102 32,622 545,693 SH   SOLE   545,693 0 0
TWITTER INC COM 90184L102 98,176 2,382,912 SH   SOLE   2,382,912 0 0
TRANSDIGM GROUP INC COM 893641100 12,118 23,273 SH   SOLE   23,273 0 0
TARGET CORP COM 87612E106 13,844 129,490 SH   SOLE   129,490 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 115,027 1,009,007 SH   SOLE   1,009,007 0 0
SMARTSHEET INC COM CL A 83200N103 20,898 580,027 SH   SOLE   580,027 0 0
SKECHERS U S A INC CL A 830566105 98,258 2,630,744 SH   SOLE   2,630,744 0 0
SERVICENOW INC COM 81762P102 63,676 250,842 SH   SOLE   250,842 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 37,940 350,229 SH   SOLE   350,229 0 0
REALOGY HLDGS CORP COM 75605Y106 2,185 327,100 SH Call SOLE   327,100 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 76,128 1,070,118 SH   SOLE   1,070,118 0 0
REALOGY HLDGS CORP COM 75605Y106 63,085 9,443,805 SH   SOLE   9,443,805 0 0
Q2 HLDGS INC COM 74736L109 45,432 576,033 SH   SOLE   576,033 0 0
PROS HOLDINGS INC COM 74346Y103 14,827 248,780 SH   SOLE   248,780 0 0
PROOFPOINT INC COM 743424103 66,058 511,876 SH   SOLE   511,876 0 0
PROCTER & GAMBLE CO COM 742718109 26,735 214,945 SH   SOLE   214,945 0 0
PALO ALTO NETWORKS INC COM 697435105 84,839 416,223 SH   SOLE   416,223 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 32,010 618,315 SH   SOLE   618,315 0 0
MONDELEZ INTL INC CL A 609207105 59,775 1,080,528 SH   SOLE   1,080,528 0 0
MICHAELS COS INC COM 59408Q106 20,495 2,093,500 SH Call SOLE   2,093,500 0 0
MICHAELS COS INC COM 59408Q106 943 96,274 SH   SOLE   96,274 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 56,838 2,928,295 SH   SOLE   2,928,295 0 0
MONDELEZ INTL INC CL A 609207105 11,684 211,200 SH Call SOLE   211,200 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 17,463 168,550 SH   SOLE   168,550 0 0
HILTON GRAND VACATIONS INC COM 43283X105 12,678 396,203 SH   SOLE   396,203 0 0
GRUBHUB INC COM 400110102 44,095 784,463 SH   SOLE   784,463 0 0
FIVE9 INC COM 338307101 53,919 1,003,332 SH   SOLE   1,003,332 0 0
EDGEWELL PERS CARE CO COM 28035Q102 15,482 476,514 SH   SOLE   476,514 0 0
CDK GLOBAL INC COM 12508E101 37,551 780,844 SH   SOLE   780,844 0 0
CBS CORP NEW CL B 124857202 16,955 420,000 SH Call SOLE   420,000 0 0
CBS CORP NEW CL B 124857202 79,108 1,959,570 SH   SOLE   1,959,570 0 0
AMAZON COM INC COM 023135106 117,302 67,574 SH   SOLE   67,574 0 0
LINE CORP SPONSORED ADR 53567X101 52,203 1,452,494 SH   SOLE   1,452,494 0 0