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
AIR PRODS & CHEMS INC COM 009158106 13,783 59,223 SH   SOLE   59,223 0 0
AMAZON COM INC COM 023135106 68,939 610,083 SH   SOLE   610,083 0 0
AMAZON COM INC COM 023135106 26,148 231,400 SH Call SOLE   231,400 0 0
BLOOMIN BRANDS INC COM 094235108 49,390 2,694,492 SH   SOLE   2,694,492 0 0
CARGURUS INC COM CL A 141788109 15,084 1,064,472 SH   SOLE   1,064,472 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 52,237 172,200 SH   SOLE   172,200 0 0
CHEESECAKE FACTORY INC COM 163072101 1,042 35,600 SH Call SOLE   35,600 0 0
DOORDASH INC CL A 25809K105 56,850 1,149,641 SH   SOLE   1,149,641 0 0
FARFETCH LTD ORD SH CL A 30744W107 59,243 7,952,022 SH   SOLE   7,952,022 0 0
FIVE BELOW INC COM 33829M101 70,911 515,079 SH   SOLE   515,079 0 0
FIVE9 INC COM 338307101 59,421 792,486 SH   SOLE   792,486 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 71,517 27,192,608 SH   SOLE   27,192,608 0 0
KEURIG DR PEPPER INC COM 49271V100 66,395 1,853,567 SH   SOLE   1,853,567 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 72,504 1,239,390 SH   SOLE   1,239,390 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 56,319 462,162 SH   SOLE   462,162 0 0
OLAPLEX HLDGS INC COM 679369108 18,181 1,903,740 SH   SOLE   1,903,740 0 0
PALO ALTO NETWORKS INC COM 697435105 77,964 476,001 SH   SOLE   476,001 0 0
PING IDENTITY HLDG CORP COM 72341T103 42,871 1,527,295 SH   SOLE   1,527,295 0 0
PING IDENTITY HLDG CORP COM 72341T103 22,664 807,400 SH Call SOLE   807,400 0 0
PROCTER AND GAMBLE CO COM 742718109 426 3,378 SH   SOLE   3,378 0 0
PROGRESSIVE CORP COM 743315103 210 1,808 SH   SOLE   1,808 0 0
PROS HOLDINGS INC COM 74346Y103 18,685 756,461 SH   SOLE   756,461 0 0
Q2 HLDGS INC COM 74736L109 53,600 1,664,590 SH   SOLE   1,664,590 0 0
ROYAL BK CDA COM 780087102 203 2,254 SH   SOLE   2,254 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 43,798 153,866 SH   SOLE   153,866 0 0
SHIFT4 PMTS INC CL A 82452J109 63,426 1,421,792 SH   SOLE   1,421,792 0 0
SKECHERS U S A INC CL A 830566105 48,905 1,541,778 SH   SOLE   1,541,778 0 0
SMARTSHEET INC COM CL A 83200N103 60,820 1,770,086 SH   SOLE   1,770,086 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 68,187 790,113 SH   SOLE   790,113 0 0
T-MOBILE US INC COM 872590104 116,183 865,939 SH   SOLE   865,939 0 0
UBER TECHNOLOGIES INC COM 90353T100 76,410 2,883,410 SH   SOLE   2,883,410 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,298 690,500 SH Call SOLE   690,500 0 0
VARONIS SYS INC COM 922280102 84,485 3,185,723 SH   SOLE   3,185,723 0 0
WINGSTOP INC COM 974155103 49,865 397,584 SH   SOLE   397,584 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 42,673 695,562 SH   SOLE   695,562 0 0