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 |
| AMAZON COM INC | COM | 023135106 | 25,221 | 9,142 | SH | SOLE | 9,142 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 10,948 | 251,801 | SH | SOLE | 251,801 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 26,045 | 2,329,565 | SH | SOLE | 2,329,565 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 19,979 | 12,547 | SH | SOLE | 12,547 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 32,974 | 917,207 | SH | SOLE | 917,207 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 27,709 | 802,927 | SH | SOLE | 802,927 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 31,241 | 181,413 | SH | SOLE | 181,413 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 23,388 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 21,751 | 630,095 | SH | SOLE | 630,095 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 20,351 | 1,030,937 | SH | SOLE | 1,030,937 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 6,031 | 175,061 | SH | SOLE | 175,061 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 4,086 | 288,331 | SH | SOLE | 288,331 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 36,675 | 210,495 | SH | SOLE | 210,495 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 13,735 | 237,746 | SH | SOLE | 237,746 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 39,517 | 1,293,950 | SH | SOLE | 1,293,950 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 35,911 | 705,234 | SH | SOLE | 705,234 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 27,443 | 138,114 | SH | SOLE | 138,114 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 24,219 | 624,856 | SH | SOLE | 624,856 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 29,889 | 1,269,690 | SH | SOLE | 1,269,690 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 25,611 | 116,722 | SH | SOLE | 116,722 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 29,601 | 993,668 | SH | SOLE | 993,668 | 0 | 0 | ||
| VAPOTHERM INC | COM | 922107107 | 18,130 | 442,295 | SH | SOLE | 442,295 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 38,939 | 1,534,236 | SH | SOLE | 1,534,236 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 7,614 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| XP INC | CL A | G98239109 | 13,059 | 310,862 | SH | SOLE | 310,862 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 43,455 | 754,291 | SH | SOLE | 754,291 | 0 | 0 | ||