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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 50,558 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 122,247 | 62,700 | SH | SOLE | 62,700 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 75,269 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 52,896 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 51,429 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 80,122 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 82,212 | 2,600,000 | SH | SOLE | 0 | 0 | 2,600,000 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 27,276 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 68,582 | 797,000 | SH | SOLE | 797,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 47,881 | 98,000 | SH | SOLE | 98,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 114,419 | 725,500 | SH | SOLE | 725,500 | 0 | 0 | ||
| PAPA JOHNS INTL INC | COM | 698813102 | 48,033 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 53,423 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 29,184 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 103,666 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 80,555 | 6,775,000 | SH | SOLE | 0 | 0 | 6,775,000 | ||
| TALEND S A | ADS | 874224207 | 16,823 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 38,033 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 93,652 | 2,600,000 | SH | SOLE | 0 | 0 | 2,600,000 | ||