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 75,854 27,495 SH   SOLE   27,495 0 0
CERIDIAN HCM HLDG INC COM 15677J108 14,803 186,743 SH   SOLE   186,743 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 69,725 136,705 SH   SOLE   136,705 0 0
CHEWY INC CL A 16679L109 1,019 22,806 SH   SOLE   22,806 0 0
CYRUSONE INC COM 23283R100 70,946 975,208 SH   SOLE   975,208 0 0
EDGEWELL PERS CARE CO COM 28035Q102 41,350 1,327,034 SH   SOLE   1,327,034 0 0
FIVE BELOW INC COM 33829M101 46,453 434,508 SH   SOLE   434,508 0 0
FIVE BELOW INC COM 33829M101 12,252 114,600 SH Call SOLE   114,600 0 0
FOX CORP CL A COM 35137L105 98,032 3,655,193 SH   SOLE   3,655,193 0 0
FARFETCH LTD ORD SH CL A 30744W107 141,083 8,169,230 SH   SOLE   8,169,230 0 0
FARFETCH LTD ORD SH CL A 30744W107 10,153 587,900 SH Call SOLE   587,900 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 102,193 3,222,745 SH   SOLE   3,222,745 0 0
KEURIG DR PEPPER INC COM 49271V100 44,253 1,558,187 SH   SOLE   1,558,187 0 0
MONDELEZ INTL INC CL A 609207105 45,708 893,965 SH   SOLE   893,965 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 65,624 4,228,358 SH   SOLE   4,228,358 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 9,312 600,000 SH Call SOLE   600,000 0 0
PALO ALTO NETWORKS INC COM 697435105 105,286 458,424 SH   SOLE   458,424 0 0
PALO ALTO NETWORKS INC COM 697435105 58,084 252,900 SH Call SOLE   252,900 0 0
PROCTER AND GAMBLE CO COM 742718109 49,516 414,114 SH   SOLE   414,114 0 0
PROS HOLDINGS INC COM 74346Y103 104,650 2,355,383 SH   SOLE   2,355,383 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 136,291 2,494,800 SH   SOLE   2,494,800 0 0
Q2 HLDGS INC COM 74736L109 112,430 1,310,528 SH   SOLE   1,310,528 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 20,788 413,281 SH   SOLE   413,281 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,087 140,900 SH Call SOLE   140,900 0 0
REALOGY HLDGS CORP COM 75605Y106 48,023 6,480,834 SH   SOLE   6,480,834 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 73,107 245,392 SH   SOLE   245,392 0 0
STARBUCKS CORP COM 855244109 565 7,675 SH   SOLE   7,675 0 0
SKECHERS U S A INC CL A 830566105 136,051 4,335,594 SH   SOLE   4,335,594 0 0
SKECHERS U S A INC CL A 830566105 49,882 1,589,600 SH Call SOLE   1,589,600 0 0
SMARTSHEET INC COM CL A 83200N103 36,928 725,222 SH   SOLE   725,222 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 138,903 537,989 SH   SOLE   537,989 0 0
TWITTER INC COM 90184L102 106,449 3,573,298 SH   SOLE   3,573,298 0 0
UNDER ARMOUR INC CL A 904311107 3,846 394,900 SH Put SOLE   394,900 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 56,243 684,137 SH   SOLE   684,137 0 0
VARONIS SYS INC COM 922280102 59,353 670,805 SH   SOLE   670,805 0 0
VERRA MOBILITY CORP COM 92511U102 58,370 5,678,047 SH   SOLE   5,678,047 0 0
WEX INC COM 96208T104 23,591 142,967 SH   SOLE   142,967 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 65,232 1,530,556 SH   SOLE   1,530,556 0 0
WINGSTOP INC COM 974155103 1,311 9,435 SH   SOLE   9,435 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 18,281 648,736 SH   SOLE   648,736 0 0
YUM CHINA HLDGS INC COM 98850P109 57,647 1,199,223 SH   SOLE   1,199,223 0 0