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
ACTIVISION BLIZZARD INC COM 00507V109 47,775 629,446 SH   SOLE   629,446 0 0
ALPHABET INC CAP STK CL A 02079K305 41,990 29,611 SH   SOLE   29,611 0 0
AMAZON COM INC COM 023135106 33,906 12,290 SH   SOLE   12,290 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 26,651 2,193,475 SH   SOLE   2,193,475 0 0
BOSTON BEER INC CL A 100557107 27,208 50,700 SH   SOLE   50,700 0 0
CHEWY INC CL A 16679L109 9,991 223,564 SH   SOLE   223,564 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 24,701 246,300 SH   SOLE   246,300 0 0
DISNEY WALT CO COM DISNEY 254687106 42,287 379,220 SH   SOLE   379,220 0 0
DYNATRACE INC COM 268150109 9,022 222,213 SH   SOLE   222,213 0 0
INTEL CORP COM 458140100 25,428 425,000 SH   SOLE   425,000 0 0
MICRON TECHNOLOGY INC COM 595112103 42,599 826,850 SH   SOLE   826,850 0 0
NVIDIA CORPORATION COM 67066G104 23,079 60,748 SH   SOLE   60,748 0 0
PAR TECHNOLOGY CORP COM 698884103 24,447 816,803 SH   SOLE   816,803 0 0
REDFIN CORP COM 75737F108 43,997 1,049,796 SH   SOLE   1,049,796 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 47,026 860,814 SH   SOLE   860,814 0 0
ROKU INC COM CL A 77543R102 34,445 295,585 SH   SOLE   295,585 0 0
SONOS INC COM 83570H108 10,200 697,200 SH   SOLE   697,200 0 0
SQUARE INC CL A 852234103 14,324 136,500 SH Put SOLE   136,500 0 0
SQUARE INC CL A 852234103 46,764 445,622 SH   SOLE   445,622 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 32,626 233,760 SH   SOLE   233,760 0 0
TARGET CORP COM 87612E106 18,901 157,600 SH   SOLE   157,600 0 0
TESLA INC COM 88160R101 19,844 18,377 SH   SOLE   18,377 0 0
TWILIO INC CL A 90138F102 10,452 47,635 SH   SOLE   47,635 0 0
ULTA BEAUTY INC COM 90384S303 21,257 104,500 SH   SOLE   104,500 0 0
VROOM INC COM 92918V109 3,337 64,000 SH   SOLE   64,000 0 0
XILINX INC COM 983919101 25,965 263,900 SH   SOLE   263,900 0 0