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

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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
AMAZON COM INC COM 023135106 114,881 58,922 SH   SOLE   58,922 0 0
BOOKING HLDGS INC COM 09857L108 32,791 24,374 SH   SOLE   24,374 0 0
CERIDIAN HCM HLDG INC COM 15677J108 14,953 298,644 SH   SOLE   298,644 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 39,252 89,964 SH   SOLE   89,964 0 0
CHEWY INC CL A 16679L109 7,045 187,906 SH   SOLE   187,906 0 0
CYRUSONE INC COM 23283R100 61,378 993,969 SH   SOLE   993,969 0 0
DISNEY WALT CO COM DISNEY 254687106 34,489 357,025 SH   SOLE   357,025 0 0
DUNKIN BRANDS GROUP INC COM 265504100 3,852 72,545 SH   SOLE   72,545 0 0
EDGEWELL PERS CARE CO COM 28035Q102 33,869 1,406,537 SH   SOLE   1,406,537 0 0
EDGEWELL PERS CARE CO COM 28035Q102 4,383 182,000 SH Call SOLE   182,000 0 0
FIVE BELOW INC COM 33829M101 13,049 185,410 SH   SOLE   185,410 0 0
FIVE BELOW INC COM 33829M101 1,499 21,300 SH Put SOLE   21,300 0 0
FOX CORP CL A COM 35137L105 48,427 2,049,379 SH   SOLE   2,049,379 0 0
FARFETCH LTD ORD SH CL A 30744W107 105,494 13,353,667 SH   SOLE   13,353,667 0 0
FARFETCH LTD ORD SH CL A 30744W107 12,640 1,600,000 SH Call SOLE   1,600,000 0 0
HARLEY DAVIDSON INC COM 412822108 619 32,700 SH Put SOLE   32,700 0 0
KEURIG DR PEPPER INC COM 49271V100 9,848 405,767 SH   SOLE   405,767 0 0
MONDELEZ INTL INC CL A 609207105 69,260 1,382,992 SH   SOLE   1,382,992 0 0
MONDELEZ INTL INC CL A 609207105 6,986 139,500 SH Put SOLE   139,500 0 0
MICHAELS COS INC COM 59408Q106 143 88,000 SH   SOLE   88,000 0 0
MICHAELS COS INC COM 59408Q106 1,782 1,100,000 SH Call SOLE   1,100,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 53,852 4,342,891 SH   SOLE   4,342,891 0 0
PALO ALTO NETWORKS INC COM 697435105 102,885 627,501 SH   SOLE   627,501 0 0
PALO ALTO NETWORKS INC COM 697435105 38,383 234,100 SH Call SOLE   234,100 0 0
PROOFPOINT INC COM 743424103 37,387 364,434 SH   SOLE   364,434 0 0
PROCTER & GAMBLE CO COM 742718109 40,425 367,501 SH   SOLE   367,501 0 0
PROS HOLDINGS INC COM 74346Y103 66,789 2,152,404 SH   SOLE   2,152,404 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 71,722 1,791,694 SH   SOLE   1,791,694 0 0
Q2 HLDGS INC COM 74736L109 64,142 1,086,050 SH   SOLE   1,086,050 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,458 107,500 SH Call SOLE   107,500 0 0
REALOGY HLDGS CORP COM 75605Y106 8,870 2,946,773 SH   SOLE   2,946,773 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 39,449 146,123 SH   SOLE   146,123 0 0
STARBUCKS CORP COM 855244109 5,075 77,200 SH   SOLE   77,200 0 0
SKECHERS U S A INC CL A 830566105 95,536 4,024,261 SH   SOLE   4,024,261 0 0
SKECHERS U S A INC CL A 830566105 11,870 500,000 SH Call SOLE   500,000 0 0
SMARTSHEET INC COM CL A 83200N103 44,312 1,067,507 SH   SOLE   1,067,507 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 78,759 648,540 SH   SOLE   648,540 0 0
TWITTER INC COM 90184L102 75,595 3,077,969 SH   SOLE   3,077,969 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,144 76,800 SH Put SOLE   76,800 0 0
VARONIS SYS INC COM 922280102 46,232 726,119 SH   SOLE   726,119 0 0
WAYFAIR INC CL A 94419L101 859 16,068 SH   SOLE   16,068 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 31,331 994,327 SH   SOLE   994,327 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 3,457 109,700 SH Call SOLE   109,700 0 0
WINGSTOP INC COM 974155103 14,125 177,224 SH   SOLE   177,224 0 0
YUM CHINA HLDGS INC COM 98850P109 35,886 841,796 SH   SOLE   841,796 0 0