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
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 50,337 4,700,000 SH   SOLE   4,700,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 43,454 536,800 SH   SOLE   536,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 77,229 262,700 SH   SOLE   262,700 0 0
AMAZON COM INC COM 023135106 58,252 18,500 SH   SOLE   18,500 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 54,577 147,798 SH   SOLE   147,798 0 0
BROADCOM INC COM 11135F101 59,049 162,080 SH   SOLE   162,080 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 85,122 1,518,400 SH   SOLE   1,518,400 0 0
CHEWY INC CL A 16679L109 38,463 701,500 SH   SOLE   701,500 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 325 20,000 SH   SOLE   20,000 0 0
CREE INC COM 225447101 54,481 854,733 SH   SOLE   854,733 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 64,578 470,273 SH   SOLE   470,273 0 0
DATADOG INC CL A COM 23804L103 55,134 539,679 SH   SOLE   539,679 0 0
DOCUSIGN INC COM 256163106 44,490 206,700 SH   SOLE   206,700 0 0
DYNATRACE INC COM NEW 268150109 55,488 1,352,707 SH   SOLE   1,352,707 0 0
ETSY INC COM 29786A106 82,879 681,400 SH   SOLE   681,400 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 32,110 392,404 SH   SOLE   392,404 0 0
GOODRX HLDGS INC COM CL A 38246G108 98,857 1,778,000 SH   SOLE   1,778,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 416,760 1,500,000 SH Put SOLE   1,500,000 0 0
INVITAE CORP COM 46185L103 76,777 1,771,101 SH   SOLE   1,771,101 0 0
JD.COM INC SPON ADR CL A 47215P106 83,271 1,072,946 SH   SOLE   1,072,946 0 0
JFROG LTD ORD SHS M6191J100 16,930 200,000 SH   SOLE   200,000 0 0
LI AUTO INC SPONSORED ADS 50202M102 40,944 2,354,433 SH   SOLE   2,354,433 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 14,009 260,000 SH   SOLE   260,000 0 0
LYFT INC CL A COM 55087P104 8,298 301,214 SH   SOLE   301,214 0 0
MATCH GROUP INC NEW COM 57667L107 71,332 644,661 SH   SOLE   644,661 0 0
MICROSOFT CORP COM 594918104 7,362 35,000 SH   SOLE   35,000 0 0
NCR CORP NEW COM 62886E108 61,571 2,781,000 SH   SOLE   2,781,000 0 0
NETFLIX INC COM 64110L106 62,866 125,725 SH   SOLE   125,725 0 0
OKTA INC CL A 679295105 11,762 55,000 SH   SOLE   55,000 0 0
PAYPAL HLDGS INC COM 70450Y103 61,818 313,750 SH   SOLE   313,750 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 96,928 976,700 SH   SOLE   976,700 0 0
PINTEREST INC CL A 72352L106 3,401 81,940 SH   SOLE   81,940 0 0
PURPLE INNOVATION INC COM 74640Y106 63,456 2,552,536 SH   SOLE   2,552,536 0 0
SEA LTD SPONSORD ADS 81141R100 177,599 1,152,943 SH   SOLE   1,152,943 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 6,325 235,495 SH   SOLE   235,495 0 0
SHOPIFY INC CL A 82509L107 36,049 35,240 SH   SOLE   35,240 0 0
STONECO LTD COM CL A G85158106 90,733 1,715,500 SH   SOLE   1,715,500 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 40,507 532,700 SH   SOLE   532,700 0 0
TALEND S A ADS 874224207 77,712 1,990,579 SH   SOLE   1,990,579 0 0
TESLA INC COM 88160R101 65,789 153,350 SH   SOLE   153,350 0 0
TWC TECH HLDGS II CORP UNIT 09/10/2025 90117G204 50,650 5,000,000 SH   SOLE   5,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,102 139,846 SH   SOLE   139,846 0 0
UNITY SOFTWARE INC COM 91332U101 453,799 5,199,344 SH   SOLE   5,199,344 0 0
WAYFAIR INC CL A 94419L101 37,991 130,550 SH   SOLE   130,550 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 83,492 177,600 SH   SOLE   177,600 0 0