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 125,070 36,356 SH   SOLE   36,356 0 0
AMAZON COM INC COM 023135106 35,434 10,300 SH Put SOLE   10,300 0 0
BLOOMIN BRANDS INC COM 094235108 84,700 3,120,863 SH   SOLE   3,120,863 0 0
BRINKER INTL INC COM 109641100 157,402 2,544,894 SH   SOLE   2,544,894 0 0
CARLOTZ INC COM CL A 142552108 36,116 6,614,704 SH   SOLE   6,614,704 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 96,970 134,410 SH   SOLE   134,410 0 0
CHEWY INC CL A 16679L109 39,752 498,705 SH   SOLE   498,705 0 0
DICKS SPORTING GOODS INC COM 253393102 24,266 242,200 SH Call SOLE   242,200 0 0
DISNEY WALT CO COM 254687106 65,504 372,671 SH   SOLE   372,671 0 0
DOORDASH INC CL A 25809K105 157,741 884,544 SH   SOLE   884,544 0 0
EDGEWELL PERS CARE CO COM 28035Q102 22,328 508,600 SH Call SOLE   508,600 0 0
FARFETCH LTD ORD SH CL A 30744W107 172,783 3,430,960 SH   SOLE   3,430,960 0 0
FARFETCH LTD ORD SH CL A 30744W107 53,059 1,053,600 SH Call SOLE   1,053,600 0 0
FIVE BELOW INC COM 33829M101 86,084 445,409 SH   SOLE   445,409 0 0
KEURIG DR PEPPER INC COM 49271V100 57,003 1,617,554 SH   SOLE   1,617,554 0 0
KEURIG DR PEPPER INC COM 49271V100 22,085 626,700 SH Call SOLE   626,700 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 125,886 2,611,203 SH   SOLE   2,611,203 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 85,330 535,653 SH   SOLE   535,653 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 43,289 2,612,471 SH   SOLE   2,612,471 0 0
MONDELEZ INTL INC CL A 609207105 19,485 312,065 SH   SOLE   312,065 0 0
NORDSTROM INC COM 655664100 141,609 3,872,269 SH   SOLE   3,872,269 0 0
PALO ALTO NETWORKS INC COM 697435105 137,992 371,896 SH   SOLE   371,896 0 0
PING IDENTITY HLDG CORP COM 72341T103 76,937 3,359,686 SH   SOLE   3,359,686 0 0
PROOFPOINT INC COM 743424103 2,236 12,867 SH   SOLE   12,867 0 0
PROS HOLDINGS INC COM 74346Y103 79,637 1,747,566 SH   SOLE   1,747,566 0 0
Q2 HLDGS INC COM 74736L109 70,574 687,989 SH   SOLE   687,989 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 14,315 222,141 SH   SOLE   222,141 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 40,521 475,156 SH   SOLE   475,156 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 21,866 256,400 SH Call SOLE   256,400 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 124,234 389,815 SH   SOLE   389,815 0 0
SKECHERS U S A INC CL A 830566105 142,249 2,854,682 SH   SOLE   2,854,682 0 0
SKECHERS U S A INC CL A 830566105 25,329 508,300 SH Call SOLE   508,300 0 0
SMARTSHEET INC COM CL A 83200N103 68,392 945,684 SH   SOLE   945,684 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 167,846 609,044 SH   SOLE   609,044 0 0
T-MOBILE US INC COM 872590104 128,594 887,895 SH   SOLE   887,895 0 0
TWITTER INC COM 90184L102 129,351 1,879,824 SH   SOLE   1,879,824 0 0
TWITTER INC COM 90184L102 235,585 3,423,700 SH Call SOLE   3,423,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 98,071 1,956,720 SH   SOLE   1,956,720 0 0
UBER TECHNOLOGIES INC COM 90353T100 35,415 706,600 SH Call SOLE   706,600 0 0
VARONIS SYS INC COM 922280102 80,064 1,389,517 SH   SOLE   1,389,517 0 0
VERRA MOBILITY CORP COM 92511U102 60,325 3,924,872 SH   SOLE   3,924,872 0 0
WINGSTOP INC COM 974155103 50,460 320,118 SH   SOLE   320,118 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 59,737 826,355 SH   SOLE   826,355 0 0
YUM CHINA HLDGS INC COM 98850P109 103,398 1,560,717 SH   SOLE   1,560,717 0 0
ZENDESK INC COM 98936J101 80,341 556,610 SH   SOLE   556,610 0 0