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 |
| ARCO PLATFORM LTD | COM CL A | G04553106 | 8,981 | 219,901 | SH | SOLE | 219,901 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 25,884 | 1,966,900 | SH | SOLE | 1,966,900 | 0 | 0 | ||
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 5,140 | 61,700 | SH | SOLE | 61,700 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 27,964 | 16,347 | SH | SOLE | 16,347 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 17,147 | 417,607 | SH | SOLE | 417,607 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 15,947 | 549,315 | SH | SOLE | 549,315 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 31,105 | 144,513 | SH | SOLE | 144,513 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 38,554 | 316,974 | SH | SOLE | 316,974 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 39,521 | 150,900 | SH | SOLE | 150,900 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 26,194 | 201,988 | SH | SOLE | 201,988 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 15,905 | 479,495 | SH | SOLE | 479,495 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 11,430 | 544,037 | SH | SOLE | 544,037 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 18,763 | 1,975,000 | SH | SOLE | 1,975,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 31,569 | 160,223 | SH | SOLE | 160,223 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 12,866 | 129,646 | SH | SOLE | 129,646 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 53,788 | 739,862 | SH | SOLE | 739,862 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 27,682 | 560,134 | SH | SOLE | 560,134 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 29,438 | 156,477 | SH | SOLE | 156,477 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 43,734 | 826,886 | SH | SOLE | 826,886 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 21,232 | 960,290 | SH | SOLE | 960,290 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 25,900 | 104,822 | SH | SOLE | 104,822 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 6,546 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| VAPOTHERM INC | COM | 922107107 | 15,124 | 521,527 | SH | SOLE | 521,527 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 32,453 | 1,719,829 | SH | SOLE | 1,719,829 | 0 | 0 | ||
| XP INC | CL A | G98239109 | 10,079 | 241,762 | SH | SOLE | 241,762 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 42,870 | 657,015 | SH | SOLE | 657,015 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 69,492 | 684,048 | SH | SOLE | 684,048 | 0 | 0 | ||