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 | 41,472 | 697,246 | SH | SOLE | 697,246 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 31,420 | 27,041 | SH | SOLE | 27,041 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 21,252 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 11,516 | 2,193,475 | SH | SOLE | 2,193,475 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 9,955 | 180,700 | SH | SOLE | 180,700 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 8,381 | 223,564 | SH | SOLE | 223,564 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 23,626 | 687,200 | SH | SOLE | 687,200 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 6,002 | 107,800 | SH | SOLE | 107,800 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 34,681 | 359,020 | SH | SOLE | 359,020 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 12,249 | 513,800 | SH | SOLE | 513,800 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 19,522 | 349,800 | SH | SOLE | 349,800 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 15,510 | 93,800 | SH | SOLE | 93,800 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 17,678 | 420,300 | SH | SOLE | 420,300 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 6,652 | 80,400 | SH | SOLE | 80,400 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 18,570 | 70,448 | SH | SOLE | 70,448 | 0 | 0 | ||
| PAR TECHNOLOGY CORP | COM | 698884103 | 8,990 | 699,100 | SH | SOLE | 699,100 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 16,468 | 1,067,973 | SH | SOLE | 1,067,973 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 23,939 | 598,014 | SH | SOLE | 598,014 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 10,383 | 118,685 | SH | SOLE | 118,685 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 34,436 | 657,422 | SH | SOLE | 657,422 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,716 | 174,660 | SH | SOLE | 174,660 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 23,266 | 44,401 | SH | SOLE | 44,401 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 19,897 | 222,335 | SH | SOLE | 222,335 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 15,637 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||