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 111,223 34,118 SH   SOLE   34,118 0 0
BLOOMIN BRANDS INC COM 094235108 74,555 3,398,150 SH   SOLE   3,398,150 0 0
BRINKER INTL INC COM 109641100 46,962 1,230,648 SH   SOLE   1,230,648 0 0
CARGURUS INC COM CL A 141788109 28,117 662,209 SH   SOLE   662,209 0 0
CARGURUS INC COM CL A 141788109 18,139 427,200 SH Call SOLE   427,200 0 0
CARLOTZ INC COM CL A 142552108 4,655 3,398,050 SH   SOLE   3,398,050 0 0
CARLOTZ INC COM CL A 142552108 3,064 2,236,800 SH Call SOLE   2,236,800 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 50,832 93,180 SH   SOLE   93,180 0 0
DISNEY WALT CO COM 254687106 99,451 725,073 SH   SOLE   725,073 0 0
DOORDASH INC CL A 25809K105 116,590 994,882 SH   SOLE   994,882 0 0
FARFETCH LTD ORD SH CL A 30744W107 101,730 6,728,162 SH   SOLE   6,728,162 0 0
FARFETCH LTD ORD SH CL A 30744W107 52,155 3,449,400 SH Call SOLE   3,449,400 0 0
FIVE BELOW INC COM 33829M101 104,646 660,772 SH   SOLE   660,772 0 0
FIVE9 INC COM 338307101 114,842 1,040,233 SH   SOLE   1,040,233 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 38,333 10,952,363 SH   SOLE   10,952,363 0 0
KEURIG DR PEPPER INC COM 49271V100 97,961 2,584,735 SH   SOLE   2,584,735 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 119,008 1,704,011 SH   SOLE   1,704,011 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 100,919 639,942 SH   SOLE   639,942 0 0
OLAPLEX HLDGS INC COM 679369108 24,023 1,536,959 SH   SOLE   1,536,959 0 0
OLAPLEX HLDGS INC COM 679369108 16,852 1,078,200 SH Call SOLE   1,078,200 0 0
PALO ALTO NETWORKS INC COM 697435105 33,113 53,192 SH   SOLE   53,192 0 0
PING IDENTITY HLDG CORP COM 72341T103 94,118 3,431,189 SH   SOLE   3,431,189 0 0
PROS HOLDINGS INC COM 74346Y103 33,190 996,402 SH   SOLE   996,402 0 0
Q2 HLDGS INC COM 74736L109 107,015 1,735,849 SH   SOLE   1,735,849 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 80,985 235,354 SH   SOLE   235,354 0 0
SHIFT4 PMTS INC CL A 82452J109 74,003 1,194,944 SH   SOLE   1,194,944 0 0
SKECHERS U S A INC CL A 830566105 126,597 3,105,907 SH   SOLE   3,105,907 0 0
SMARTSHEET INC COM CL A 83200N103 117,354 2,142,287 SH   SOLE   2,142,287 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 110,786 733,587 SH   SOLE   733,587 0 0
T-MOBILE US INC COM 872590104 147,228 1,147,086 SH   SOLE   1,147,086 0 0
UBER TECHNOLOGIES INC COM 90353T100 121,850 3,415,085 SH   SOLE   3,415,085 0 0
UBER TECHNOLOGIES INC COM 90353T100 25,736 721,300 SH Call SOLE   721,300 0 0
VARONIS SYS INC COM 922280102 111,930 2,354,445 SH   SOLE   2,354,445 0 0
WINGSTOP INC COM 974155103 30,609 260,831 SH   SOLE   260,831 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 76,673 905,335 SH   SOLE   905,335 0 0
YUM CHINA HLDGS INC COM 98850P109 14,976 360,511 SH   SOLE   360,511 0 0
YUM CHINA HLDGS INC COM 98850P109 22,643 545,100 SH Call SOLE   545,100 0 0
ZENDESK INC COM 98936J101 111,541 927,268 SH   SOLE   927,268 0 0
ZENDESK INC COM 98936J101 47,587 395,600 SH Call SOLE   395,600 0 0