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
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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
AIRBNB INC COM CL A 009066101 31,407 299,000 SH   SOLE N/A 299,000 0 0
ALASKA AIR GROUP INC COM 011659109 58,725 1,500,000 SH   SOLE N/A 1,500,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102 26,391 361,614 SH   SOLE N/A 361,614 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 35,342 2,935,421 SH   SOLE N/A 2,935,421 0 0
AMERICAN EXPRESS CO COM 025816109 47,219 350,000 SH   SOLE N/A 350,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 3,066 218,087 SH   SOLE N/A 218,087 0 0
ARK ETF TR FINTECH INNOVA 00214Q708 5,387 350,000 SH   SOLE N/A 350,000 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 16,840 2,000,000 SH   SOLE N/A 2,000,000 0 0
BK OF AMERICA CORP COM 060505104 6,040 200,000 SH   SOLE N/A 200,000 0 0
BOOKING HOLDINGS INC COM 09857L108 230,049 140,000 SH   SOLE N/A 140,000 0 0
CARGURUS INC COM CL A 141788109 89,200 6,295,000 SH   SOLE N/A 6,295,000 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 11,184 1,600,000 SH   SOLE N/A 1,600,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 84,180 3,000,000 SH   SOLE N/A 3,000,000 0 0
ETSY INC COM 29786A106 1,417 14,150 SH   SOLE N/A 14,150 0 0
EXPEDIA GROUP INC COM NEW 30212P303 370,544 3,955,000 SH   SOLE N/A 3,955,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 17,617 100,000 SH   SOLE N/A 100,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108 21,156 2,181,072 SH   SOLE N/A 2,181,072 0 0
GREEN DOT CORP CL A 39304D102 16,133 850,000 SH   SOLE N/A 850,000 0 0
HYATT HOTELS CORP COM CL A 448579102 7,823 96,634 SH   SOLE N/A 96,634 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,437 16,600 SH   SOLE N/A 16,600 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 180,086 1,732,600 SH   SOLE N/A 1,732,600 0 0
JETBLUE AWYS CORP COM 477143101 13,260 2,000,000 SH   SOLE N/A 2,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,904 70,000 SH   SOLE N/A 70,000 0 0
META PLATFORMS INC CL A 30303M102 68,790 507,000 SH   SOLE N/A 507,000 0 0
PAYPAL HLDGS INC COM 70450Y103 25,219 293,000 SH   SOLE N/A 293,000 0 0
SABRE CORP COM 78573M104 5,186 1,007,000 SH   SOLE N/A 1,007,000 0 0
SCHWAB CHARLES CORP COM 808513105 82,974 1,154,500 SH   SOLE N/A 1,154,500 0 0
SKYWEST INC COM 830879102 163 10,000 SH   SOLE N/A 10,000 0 0
SOFI TECHNOLOGIES INC COM 83406F102 3,938 807,000 SH   SOLE N/A 807,000 0 0
SOUTHWEST AIRLS CO COM 844741108 61,680 2,000,000 SH   SOLE N/A 2,000,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 561 6,500 SH   SOLE N/A 6,500 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105 26,756 1,965,881 SH   SOLE N/A 1,965,881 0 0
SYNCHRONY FINANCIAL COM 87165B103 229,749 8,150,000 SH   SOLE N/A 8,150,000 0 0
TRIPADVISOR INC COM 896945201 198,875 9,007,000 SH   SOLE N/A 9,007,000 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 25,620 22,085,827 SH   SOLE N/A 22,085,827 0 0
TRUECAR INC COM 89785L107 8,109 5,370,000 SH   SOLE N/A 5,370,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 265,080 10,003,000 SH   SOLE N/A 10,003,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 124,694 3,833,200 SH   SOLE N/A 3,833,200 0 0
VACASA INC CLASS A COM 91854V107 8,596 2,800,000 SH   SOLE N/A 2,800,000 0 0
WEBSTER FINL CORP COM 947890109 27,120 600,000 SH   SOLE N/A 600,000 0 0
WELLS FARGO CO NEW COM 949746101 467 11,600 SH   SOLE N/A 11,600 0 0
WEX INC COM 96208T104 234,839 1,850,000 SH   SOLE N/A 1,850,000 0 0