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
ANAPLAN INC COM 03272L108 18,974 264,072 SH   SOLE   264,072 0 0
CELSIUS HLDGS INC COM NEW 15118V207 28,762 571,700 SH Put SOLE   571,700 0 0
CELSIUS HLDGS INC COM NEW 15118V207 23,145 460,040 SH   SOLE   460,040 0 0
CITI TRENDS INC COM 17306X102 26,379 530,972 SH   SOLE   530,972 0 0
FRONTDOOR INC COM 35905A109 13,492 268,706 SH   SOLE   268,706 0 0
IQVIA HLDGS INC COM 46266C105 22,061 123,131 SH   SOLE   123,131 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 25,491 598,383 SH   SOLE   598,383 0 0
NCR CORP NEW COM 62886E108 21,369 568,765 SH   SOLE   568,765 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 10,664 70,289 SH   SOLE   70,289 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G74847123 7,616 669,255 SH   SOLE   669,255 0 0
REINVENT TECHNOLOGY PARTNERS UNIT 99/99/9999 G7483N111 6,283 512,863 SH   SOLE   512,863 0 0
SQUARE INC CL A 852234103 18,960 87,115 SH   SOLE   87,115 0 0
XPEL INC COM 98379L100 4,331 84,000 SH   SOLE   84,000 0 0