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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRBNB INC COM CL A 009066101   25,650,000 300,000 SH   SOLE N/A 300,000 0 0
ALASKA AIR GROUP INC COM 011659109   64,410,000 1,500,000 SH   SOLE N/A 1,500,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102   679,900 10,000 SH Call SOLE N/A 10,000 0 0
ALLEGIANT TRAVEL CO COM 01748X102   22,096,750 325,000 SH   SOLE N/A 325,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   37,338,555 2,935,421 SH   SOLE N/A 2,935,421 0 0
AMERICAN EXPRESS CO COM 025816109   51,712,500 350,000 SH   SOLE N/A 350,000 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   24,850,000 2,500,000 SH   SOLE N/A 2,500,000 0 0
AVIS BUDGET GROUP COM 053774105   69,571,892 424,400 SH   SOLE N/A 424,400 0 0
BANK AMERICA CORP COM 060505104   6,624,000 200,000 SH   SOLE N/A 200,000 0 0
BOOKING HOLDINGS INC COM 09857L108   280,778,886 139,325 SH   SOLE N/A 139,325 0 0
CARGURUS INC COM CL A 141788109   94,492,547 6,744,650 SH   SOLE N/A 6,744,650 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   13,376,000 1,600,000 SH   SOLE N/A 1,600,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   168,727,195 5,134,729 SH   SOLE N/A 5,134,729 0 0
ETSY INC COM 29786A106   808,515 6,750 SH   SOLE N/A 6,750 0 0
EXPEDIA GROUP INC COM NEW 30212P303   306,600,000 3,500,000 SH   SOLE N/A 3,500,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   18,368,000 100,000 SH   SOLE N/A 100,000 0 0
FRONTIER GROUP HLDGS INC COM 35909R108   34,186,766 3,328,799 SH   SOLE N/A 3,328,799 0 0
GREEN DOT CORP CL A 39304D102   11,074,000 700,000 SH   SOLE N/A 700,000 0 0
HYATT HOTELS CORP COM CL A 448579102   8,876,220 98,134 SH   SOLE N/A 98,134 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   4,420,248 16,600 SH   SOLE N/A 16,600 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   186,552,520 1,637,000 SH   SOLE N/A 1,637,000 0 0
JETBLUE AWYS CORP COM 477143101   12,960,000 2,000,000 SH   SOLE N/A 2,000,000 0 0
JPMORGAN CHASE & CO COM 46625H100   201,150 1,500 SH   SOLE N/A 1,500 0 0
PAYPAL HLDGS INC COM 70450Y103   23,573,820 331,000 SH   SOLE N/A 331,000 0 0
SABRE CORP COM 78573M104   4,109,700 665,000 SH   SOLE N/A 665,000 0 0
SCHWAB CHARLES CORP COM 808513105   96,539,970 1,159,500 SH   SOLE N/A 1,159,500 0 0
SKYWEST INC COM 830879102   165,100 10,000 SH   SOLE N/A 10,000 0 0
SOFI TECHNOLOGIES INC COM 83406F102   3,457,500 750,000 SH   SOLE N/A 750,000 0 0
SOUTHWEST AIRLS CO COM 844741108   67,340,000 2,000,000 SH   SOLE N/A 2,000,000 0 0
SUN CTRY AIRLS HLDGS INC COM 866683105   30,134,000 1,900,000 SH   SOLE N/A 1,900,000 0 0
SYNCHRONY FINANCIAL COM 87165B103   267,809,000 8,150,000 SH   SOLE N/A 8,150,000 0 0
TRIPADVISOR INC COM 896945201   152,830,000 8,500,000 SH   SOLE N/A 8,500,000 0 0
TRIVAGO N V SPON ADS A SHS 89686D105   29,815,866 22,085,827 SH   SOLE N/A 22,085,827 0 0
UBER TECHNOLOGIES INC COM 90353T100   242,977,196 9,825,200 SH   SOLE N/A 9,825,200 0 0
UNITED AIRLS HLDGS INC COM 910047109   86,710,000 2,300,000 SH   SOLE N/A 2,300,000 0 0
VACASA INC CLASS A COM 91854V107   3,528,000 2,800,000 SH   SOLE N/A 2,800,000 0 0
WEBSTER FINL CORP COM 947890109   21,681,720 458,000 SH   SOLE N/A 458,000 0 0
WELLS FARGO CO NEW COM 949746101   867,090 21,000 SH   SOLE N/A 21,000 0 0
WEX INC COM 96208T104   303,767,130 1,856,200 SH   SOLE N/A 1,856,200 0 0
WIX COM LTD SHS M98068105   384,150 5,000 SH   SOLE N/A 5,000 0 0