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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,620 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 77,989 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 23,486 | 1,240,000 | SH | SOLE | 1,240,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 22,036 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CONYERS PK II ACQUISITION CO | UNIT 99/99/9999 | 212896203 | 31,800 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 12,384 | 2,399,960 | SH | SOLE | 2,399,960 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 40,776 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| CROCS INC | COM | 227046109 | 3,398 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| DECKERS OUTDOOR CORP | COM | 243537107 | 53,600 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 11,484 | 85,700 | SH | Call | SOLE | 85,700 | 0 | 0 | |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 27,105 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 31,229 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| FUNKO INC | COM CL A | 361008105 | 7,182 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 28,555 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| INVITATION HOMES INC | COM | 46187W107 | 21,370 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 309 | 26,700 | SH | Put | SOLE | 26,700 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 12,411 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NOODLES & CO | COM CL A | 65540B105 | 16,485 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| OOMA INC | COM | 683416101 | 21,561 | 1,807,300 | SH | SOLE | 1,807,300 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 92,925 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 4,460 | 168,000 | SH | Call | SOLE | 168,000 | 0 | 0 | |
| PENNSYLVANIA RL ESTATE INVT | SH BEN INT | 709102107 | 23 | 25,600 | SH | Put | SOLE | 25,600 | 0 | 0 | |
| PURPLE INNOVATION INC | COM | 74640Y106 | 13,266 | 2,335,600 | SH | SOLE | 2,335,600 | 0 | 0 | ||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 31,058 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 24,371 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 5,180 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 14,721 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 44,208 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 16,987 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| VERA BRADLEY INC | COM | 92335C106 | 2,060 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||