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 121,142 36,877 SH   SOLE   36,877 0 0
BLOOMIN BRANDS INC COM 094235108 72,922 2,916,881 SH   SOLE   2,916,881 0 0
BRINKER INTL INC COM 109641100 70,186 1,430,903 SH   SOLE   1,430,903 0 0
CARLOTZ INC COM CL A 142552108 26,288 6,899,773 SH   SOLE   6,899,773 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 84,429 116,044 SH   SOLE   116,044 0 0
CHEWY INC CL A 16679L109 32,357 475,072 SH   SOLE   475,072 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 22,748 100,000 SH Put SOLE   100,000 0 0
DISNEY WALT CO COM 254687106 41,115 243,037 SH   SOLE   243,037 0 0
DOORDASH INC CL A 25809K105 135,522 657,939 SH   SOLE   657,939 0 0
EDGEWELL PERS CARE CO COM 28035Q102 9,521 262,300 SH Call SOLE   262,300 0 0
FARFETCH LTD ORD SH CL A 30744W107 134,427 3,586,628 SH   SOLE   3,586,628 0 0
FIVE BELOW INC COM 33829M101 78,338 443,064 SH   SOLE   443,064 0 0
FIVE9 INC COM 338307101 65,649 410,977 SH   SOLE   410,977 0 0
KEURIG DR PEPPER INC COM 49271V100 72,511 2,122,691 SH   SOLE   2,122,691 0 0
KEURIG DR PEPPER INC COM 49271V100 44,961 1,316,200 SH Call SOLE   1,316,200 0 0
LESLIES INC COM 527064109 26,979 1,313,464 SH   SOLE   1,313,464 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 128,198 2,493,649 SH   SOLE   2,493,649 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 111,455 708,418 SH   SOLE   708,418 0 0
MONDELEZ INTL INC CL A 609207105 8,613 148,039 SH   SOLE   148,039 0 0
NORDSTROM INC COM 655664100 117,690 4,449,517 SH   SOLE   4,449,517 0 0
PALO ALTO NETWORKS INC COM 697435105 122,736 256,234 SH   SOLE   256,234 0 0
PING IDENTITY HLDG CORP COM 72341T103 80,044 3,257,801 SH   SOLE   3,257,801 0 0
PROS HOLDINGS INC COM 74346Y103 62,904 1,772,930 SH   SOLE   1,772,930 0 0
Q2 HLDGS INC COM 74736L109 61,554 768,082 SH   SOLE   768,082 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 12,964 211,858 SH   SOLE   211,858 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 2,010 22,600 SH Call SOLE   22,600 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 118,223 357,635 SH   SOLE   357,635 0 0
SKECHERS U S A INC CL A 830566105 114,952 2,729,153 SH   SOLE   2,729,153 0 0
SKECHERS U S A INC CL A 830566105 44,980 1,067,900 SH Call SOLE   1,067,900 0 0
SMARTSHEET INC COM CL A 83200N103 86,694 1,259,723 SH   SOLE   1,259,723 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 140,990 625,678 SH   SOLE   625,678 0 0
T-MOBILE US INC COM 872590104 148,605 1,163,154 SH   SOLE   1,163,154 0 0
TRAEGER INC COMMON STOCK 89269P103 13,692 654,194 SH   SOLE   654,194 0 0
TWITTER INC COM 90184L102 113,287 1,875,921 SH   SOLE   1,875,921 0 0
UBER TECHNOLOGIES INC COM 90353T100 118,618 2,647,731 SH   SOLE   2,647,731 0 0
UBER TECHNOLOGIES INC COM 90353T100 52,116 1,163,300 SH Call SOLE   1,163,300 0 0
VARONIS SYS INC COM 922280102 75,033 1,233,074 SH   SOLE   1,233,074 0 0
VERRA MOBILITY CORP COM 92511U102 15,559 1,032,471 SH   SOLE   1,032,471 0 0
WINGSTOP INC COM 974155103 51,750 315,686 SH   SOLE   315,686 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 87,197 1,129,636 SH   SOLE   1,129,636 0 0
YUM CHINA HLDGS INC COM 98850P109 50,926 876,375 SH   SOLE   876,375 0 0
ZENDESK INC COM 98936J101 83,827 720,224 SH   SOLE   720,224 0 0
ZENDESK INC COM 98936J101 94,381 810,900 SH Call SOLE   810,900 0 0