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 42,064 13,359 SH   SOLE   13,359 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 102,449 164,091 SH   SOLE   164,091 0 0
CHEWY INC CL A 16679L109 1,043 19,016 SH   SOLE   19,016 0 0
DISNEY WALT CO COM DISNEY 254687106 120,852 973,983 SH   SOLE   973,983 0 0
BRINKER INTL INC COM 109641100 36,888 863,487 SH   SOLE   863,487 0 0
EDGEWELL PERS CARE CO COM 28035Q102 8,500 304,891 SH   SOLE   304,891 0 0
FIVE BELOW INC COM 33829M101 73,908 581,954 SH   SOLE   581,954 0 0
FARFETCH LTD ORD SH CL A 30744W107 132,874 5,281,150 SH   SOLE   5,281,150 0 0
FARFETCH LTD ORD SH CL A 30744W107 27,673 1,099,900 SH Call SOLE   1,099,900 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 122,879 3,387,907 SH   SOLE   3,387,907 0 0
KEURIG DR PEPPER INC COM 49271V100 79,379 2,876,045 SH   SOLE   2,876,045 0 0
MONDELEZ INTL INC CL A 609207105 87,697 1,526,485 SH   SOLE   1,526,485 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 80,906 4,859,199 SH   SOLE   4,859,199 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 22,118 1,328,400 SH Call SOLE   1,328,400 0 0
PALO ALTO NETWORKS INC COM 697435105 108,510 443,351 SH   SOLE   443,351 0 0
PROOFPOINT INC COM 743424103 45,047 426,787 SH   SOLE   426,787 0 0
PROCTER AND GAMBLE CO COM 742718109 1,194 8,593 SH   SOLE   8,593 0 0
PROS HOLDINGS INC COM 74346Y103 73,198 2,291,737 SH   SOLE   2,291,737 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 125,253 2,177,938 SH   SOLE   2,177,938 0 0
Q2 HLDGS INC COM 74736L109 93,288 1,022,222 SH   SOLE   1,022,222 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 31,700 489,720 SH   SOLE   489,720 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 9,120 140,900 SH Call SOLE   140,900 0 0
ROCKET COS INC COM CL A 77311W101 43,188 2,166,970 SH   SOLE   2,166,970 0 0
REALOGY HLDGS CORP COM 75605Y106 61,011 6,463,020 SH   SOLE   6,463,020 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 68,440 214,897 SH   SOLE   214,897 0 0
SKECHERS U S A INC CL A 830566105 132,786 4,393,975 SH   SOLE   4,393,975 0 0
SKECHERS U S A INC CL A 830566105 40,404 1,337,000 SH Call SOLE   1,337,000 0 0
SMARTSHEET INC COM CL A 83200N103 45,714 925,011 SH   SOLE   925,011 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 119,282 491,741 SH   SOLE   491,741 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 54,117 223,100 SH Call SOLE   223,100 0 0
TWITTER INC COM 90184L102 117,611 2,642,942 SH   SOLE   2,642,942 0 0
TWITTER INC COM 90184L102 89,320 2,007,200 SH Call SOLE   2,007,200 0 0
UNDER ARMOUR INC CL A 904311107 4,435 394,900 SH Put SOLE   394,900 0 0
UBER TECHNOLOGIES INC COM 90353T100 28,819 790,000 SH Call SOLE   790,000 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 72,834 802,047 SH   SOLE   802,047 0 0
VARONIS SYS INC COM 922280102 60,956 528,122 SH   SOLE   528,122 0 0
VERRA MOBILITY CORP COM 92511U102 54,988 5,692,365 SH   SOLE   5,692,365 0 0
WEX INC COM 96208T104 41,980 302,078 SH   SOLE   302,078 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 73,964 1,464,640 SH   SOLE   1,464,640 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 17,354 564,171 SH   SOLE   564,171 0 0
YUM CHINA HLDGS INC COM 98850P109 90,249 1,704,416 SH   SOLE   1,704,416 0 0