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 143,466 77,640 SH   SOLE   77,640 0 0
EDGEWELL PERS CARE CO COM 28035Q102 34,217 1,105,214 SH   SOLE   1,105,214 0 0
FIVE BELOW INC COM 33829M101 6,084 47,583 SH   SOLE   47,583 0 0
FIVE9 INC COM 338307101 77,714 1,185,029 SH   SOLE   1,185,029 0 0
FARFETCH LTD ORD SH CL A 30744W107 119,546 11,550,374 SH   SOLE   11,550,374 0 0
MONDELEZ INTL INC CL A 609207105 57,396 1,042,052 SH   SOLE   1,042,052 0 0
MONDELEZ INTL INC CL A 609207105 58,319 1,058,800 SH Call SOLE   1,058,800 0 0
MICHAELS COS INC COM 59408Q106 795 98,234 SH   SOLE   98,234 0 0
MICHAELS COS INC COM 59408Q106 7,056 872,200 SH Call SOLE   872,200 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 46,963 1,943,032 SH   SOLE   1,943,032 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 60,650 2,509,300 SH Call SOLE   2,509,300 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 16,173 276,885 SH   SOLE   276,885 0 0
PALO ALTO NETWORKS INC COM 697435105 103,002 445,414 SH   SOLE   445,414 0 0
PROOFPOINT INC COM 743424103 57,469 500,690 SH   SOLE   500,690 0 0
PROCTER & GAMBLE CO COM 742718109 29,249 234,180 SH   SOLE   234,180 0 0
PROS HOLDINGS INC COM 74346Y103 54,769 914,041 SH   SOLE   914,041 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 98,439 1,543,656 SH   SOLE   1,543,656 0 0
Q2 HLDGS INC COM 74736L109 86,232 1,063,545 SH   SOLE   1,063,545 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 61,342 459,459 SH   SOLE   459,459 0 0
REALOGY HLDGS CORP COM 75605Y106 93,234 9,631,624 SH   SOLE   9,631,624 0 0
REALOGY HLDGS CORP COM 75605Y106 2,662 275,000 SH Call SOLE   275,000 0 0
SKECHERS U S A INC CL A 830566105 98,266 2,275,205 SH   SOLE   2,275,205 0 0
SMARTSHEET INC COM CL A 83200N103 65,658 1,461,662 SH   SOLE   1,461,662 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 160,869 1,075,689 SH   SOLE   1,075,689 0 0
TWITTER INC COM 90184L102 82,094 2,561,428 SH   SOLE   2,561,428 0 0
VIACOMCBS INC CL B 92556H206 154,854 3,689,643 SH   SOLE   3,689,643 0 0
VIACOMCBS INC CL B 92556H206 73,986 1,762,829 SH Call SOLE   1,762,829 0 0
VARONIS SYS INC COM 922280102 44,605 573,994 SH   SOLE   573,994 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 88,340 1,406,467 SH   SOLE   1,406,467 0 0
YUM CHINA HLDGS INC COM 98850P109 19,964 415,821 SH   SOLE   415,821 0 0
LINE CORP SPONSORED ADR 53567X101 5,520 112,626 SH   SOLE   112,626 0 0