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 96,246 29,551 SH   SOLE   29,551 0 0
BILL COM HLDGS INC COM 090043100 7,385 54,100 SH Put SOLE   54,100 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 134,469 203,263 SH   SOLE   203,263 0 0
CHEWY INC CL A 16679L109 1,709 19,016 SH   SOLE   19,016 0 0
DISNEY WALT CO COM 254687106 148,479 819,510 SH   SOLE   819,510 0 0
BRINKER INTL INC COM 109641100 136,718 2,416,788 SH   SOLE   2,416,788 0 0
EDGEWELL PERS CARE CO COM 28035Q102 43,510 1,258,234 SH   SOLE   1,258,234 0 0
FIVE BELOW INC COM 33829M101 39,124 223,590 SH   SOLE   223,590 0 0
FARFETCH LTD ORD SH CL A 30744W107 174,672 2,737,380 SH   SOLE   2,737,380 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 145,967 3,426,465 SH   SOLE   3,426,465 0 0
ISHARES TR EXPANDED TECH 464287515 47,626 134,500 SH Put SOLE   134,500 0 0
RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 3,295 51,100 SH Put SOLE   51,100 0 0
KEURIG DR PEPPER INC COM 49271V100 136,227 4,257,109 SH   SOLE   4,257,109 0 0
LESLIES INC COM 527064109 45,295 1,632,268 SH   SOLE   1,632,268 0 0
MONDELEZ INTL INC CL A 609207105 118,215 2,021,810 SH   SOLE   2,021,810 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 80,633 4,346,794 SH   SOLE   4,346,794 0 0
PALO ALTO NETWORKS INC COM 697435105 131,517 370,063 SH   SOLE   370,063 0 0
PROOFPOINT INC COM 743424103 102,050 748,109 SH   SOLE   748,109 0 0
PROCTER AND GAMBLE CO COM 742718109 1,352 9,719 SH   SOLE   9,719 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,050 129,500 SH Put SOLE   129,500 0 0
PROS HOLDINGS INC COM 74346Y103 112,679 2,219,411 SH   SOLE   2,219,411 0 0
PAYPAL HLDGS INC COM 70450Y103 175,673 750,100 SH Call SOLE   750,100 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 108,027 1,767,747 SH   SOLE   1,767,747 0 0
Q2 HLDGS INC COM 74736L109 101,171 799,578 SH   SOLE   799,578 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 21,342 285,742 SH   SOLE   285,742 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 37,651 504,100 SH Call SOLE   504,100 0 0
ROCKET COS INC COM CL A 77311W101 51,846 2,564,099 SH   SOLE   2,564,099 0 0
REALOGY HLDGS CORP COM 75605Y106 75,446 5,750,494 SH   SOLE   5,750,494 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 81,894 290,272 SH   SOLE   290,272 0 0
SKECHERS U S A INC CL A 830566105 143,211 3,984,728 SH   SOLE   3,984,728 0 0
SKECHERS U S A INC CL A 830566105 11,530 320,800 SH Call SOLE   320,800 0 0
SMARTSHEET INC COM CL A 83200N103 60,079 867,069 SH   SOLE   867,069 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 156,768 498,214 SH   SOLE   498,214 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 61,296 194,800 SH Call SOLE   194,800 0 0
TWITTER INC COM 90184L102 130,201 2,404,454 SH   SOLE   2,404,454 0 0
TWITTER INC COM 90184L102 45,096 832,800 SH Call SOLE   832,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,900 900,000 SH Call SOLE   900,000 0 0
UNITED NAT FOODS INC COM 911163103 17,120 1,072,000 SH Call SOLE   1,072,000 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 78,566 572,552 SH   SOLE   572,552 0 0
VARONIS SYS INC COM 922280102 60,797 371,600 SH   SOLE   371,600 0 0
VERRA MOBILITY CORP COM 92511U102 74,386 5,542,956 SH   SOLE   5,542,956 0 0
WORKDAY INC CL A 98138H101 12,100 50,500 SH Put SOLE   50,500 0 0
WEX INC COM 96208T104 81,787 401,841 SH   SOLE   401,841 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 65,927 1,109,130 SH   SOLE   1,109,130 0 0
WINGSTOP INC COM 974155103 34,399 259,514 SH   SOLE   259,514 0 0
YUM CHINA HLDGS INC COM 98850P109 104,761 1,835,007 SH   SOLE   1,835,007 0 0