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

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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
BILL COM HLDGS INC COM 090043100 14,550 100,000 SH   SOLE   100,000 0 0
CARDLYTICS INC COM 14161W105 112,095 1,021,830 SH   SOLE   1,021,830 0 0
CARVANA CO CL A 146869102 354,240 1,350,000 SH   SOLE   1,350,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 84,832 1,600,000 SH   SOLE   1,600,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 59,730 3,000,000 SH   SOLE   3,000,000 0 0
SERVICENOW INC COM 81762P102 60,013 120,000 SH   SOLE   120,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 46,891 175,000 SH   SOLE   175,000 0 0