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
ALLEGIANT TRAVEL CO COM 01748X102 7,201 60,109 SH   SOLE   60,109 0 0
AMAZON COM INC COM 023135106 44,082 14,000 SH   SOLE   14,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 33,060 1,000,000 SH Put SOLE   1,000,000 0 0
CONYERS PK II ACQUISITION CO COM CL A 212896104 27,432 2,699,996 SH   SOLE   2,699,996 0 0
CONYERS PK II ACQUISITION CO *W EXP 07/18/202 212896112 1,330 782,177 SH   SOLE   782,177 0 0
CROCS INC COM 227046109 89,779 2,101,072 SH   SOLE   2,101,072 0 0
DECKERS OUTDOOR CORP COM 243537107 97,037 441,058 SH   SOLE   441,058 0 0
DICKS SPORTING GOODS INC COM 253393102 36,686 633,822 SH   SOLE   633,822 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 19,221 290,000 SH   SOLE   290,000 0 0
EQUINIX INC COM 29444U700 23,389 30,770 SH   SOLE   30,770 0 0
FUNKO INC COM CL A 361008105 13,380 2,310,855 SH   SOLE   2,310,855 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 21,612 253,300 SH Put SOLE   253,300 0 0
IMAX CORP COM 45245E109 7,774 650,010 SH   SOLE   650,010 0 0
INVITATION HOMES INC COM 46187W107 76,973 2,750,000 SH   SOLE   2,750,000 0 0
L BRANDS INC COM 501797104 849 26,700 SH Put SOLE   26,700 0 0
NOODLES & CO COM CL A 65540B105 26,278 3,825,000 SH   SOLE   3,825,000 0 0
OOMA INC COM 683416101 24,142 1,850,000 SH   SOLE   1,850,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 285,666 2,878,540 SH   SOLE   2,878,540 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 277,803 2,799,300 SH Call SOLE   2,799,300 0 0
PURPLE INNOVATION INC COM 74640Y106 106,898 4,300,000 SH   SOLE   4,300,000 0 0
RH COM 74967X103 83,488 218,200 SH   SOLE   218,200 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 40,062 490,000 SH   SOLE   490,000 0 0
SEA LTD SPONSORD ADS 81141R100 52,410 340,238 SH   SOLE   340,238 0 0
SIMON PPTY GROUP INC NEW COM 828806109 129,140 1,996,600 SH Put SOLE   1,996,600 0 0
SONOS INC COM 83570H108 28,414 1,871,834 SH   SOLE   1,871,834 0 0
SPDR GOLD TR GOLD SHS 78463V107 38,966 220,000 SH   SOLE   220,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 52,339 295,500 SH Call SOLE   295,500 0 0
THE REALREAL INC COM 88339P101 81,032 5,600,000 SH   SOLE   5,600,000 0 0
TWITTER INC COM 90184L102 24,475 550,000 SH   SOLE   550,000 0 0