The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMAZON COM INC | COM | 023135106 | 15,932 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 13,862 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 11,087 | 180,387 | SH | SOLE | 180,387 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | 7,912 | 395,616 | SH | SOLE | 395,616 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 12,768 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DPCM CAP INC | *W EXP 10/14/202 | 23344P119 | 121 | 345,701 | SH | SOLE | 345,701 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 20,920 | 224,849 | SH | SOLE | 224,849 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 23,708 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 7,160 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 11,144 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 7,817 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| KRANESHARES TR | CSI CHI INTERNET | 500767306 | 8,190 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 30,466 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 10,323 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 29,309 | 181,761 | SH | SOLE | 181,761 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 4,667 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 4,936 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 13,968 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| RINGCENTRAL INC | CL A | 76680R206 | 6,789 | 129,900 | SH | SOLE | 129,900 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 24,756 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 4,899 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 23,776 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 10,223 | 790,000 | SH | SOLE | 790,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 20,460 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 17,520 | 856,302 | SH | SOLE | 856,302 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 50,258 | 255,260 | SH | SOLE | 255,260 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 4,872 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 3,324 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||