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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 36,665 | 617,046 | SH | SOLE | 617,046 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 12,474 | 272,000 | SH | Put | SOLE | 272,000 | 0 | 0 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 24,988 | 544,885 | SH | SOLE | 544,885 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 26,843 | 20,041 | SH | SOLE | 20,041 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 15,957 | 1,883,975 | SH | SOLE | 1,883,975 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 6,311 | 217,605 | SH | SOLE | 217,605 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 23,230 | 160,620 | SH | SOLE | 160,620 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 11,182 | 173,900 | SH | SOLE | 173,900 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,468 | 133,827 | SH | SOLE | 133,827 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 16,277 | 378,356 | SH | SOLE | 378,356 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,981 | 129,800 | SH | SOLE | 129,800 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 13,353 | 131,800 | SH | SOLE | 131,800 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 10,000 | 42,500 | SH | Put | SOLE | 42,500 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 33,306 | 141,548 | SH | SOLE | 141,548 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 22,862 | 1,081,473 | SH | SOLE | 1,081,473 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 9,400 | 147,400 | SH | SOLE | 147,400 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 1,123 | 8,388 | SH | SOLE | 8,388 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 16,348 | 1,001,100 | SH | SOLE | 1,001,100 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 15,102 | 241,400 | SH | SOLE | 241,400 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,514 | 167,560 | SH | SOLE | 167,560 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 28,288 | 67,621 | SH | SOLE | 67,621 | 0 | 0 | ||
| TRACTOR SUPPLY CO | COM | 892356106 | 3,962 | 42,400 | SH | SOLE | 42,400 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 13,655 | 138,935 | SH | SOLE | 138,935 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 7,341 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 16,684 | 184,619 | SH | SOLE | 184,619 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 4,527 | 32,601 | SH | SOLE | 32,601 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 11,055 | 144,268 | SH | SOLE | 144,268 | 0 | 0 | ||