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
ADVANCE AUTO PARTS INC COM 00751Y106 133,191 935,000 SH   SOLE   935,000 0 0
AGORA INC ADS 00851L103 22,085 500,000 SH   SOLE   500,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 694,554 3,220,000 SH   SOLE   3,220,000 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 21,410 500,000 SH   SOLE   500,000 0 0
ALPHABET INC CAP STK CL A 02079K305 153,215 108,046 SH   SOLE   108,046 0 0
AMAZON COM INC COM 023135106 412,168 149,400 SH   SOLE   149,400 0 0
ANAPLAN INC COM 03272L108 214,193 4,727,277 SH   SOLE   4,727,277 0 0
AUTOZONE INC COM 053332102 112,248 99,500 SH   SOLE   99,500 0 0
AVALONBAY CMNTYS INC COM 053484101 542,972 3,511,200 SH   SOLE   3,511,200 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 68,339 583,100 SH   SOLE   583,100 0 0
CARVANA CO CL A 146869102 124,407 1,035,000 SH   SOLE   1,035,000 0 0
CLARIVATE PLC ORD SHS G21810109 203,667 9,120,792 SH   SOLE   9,120,792 0 0
DADA NEXUS LTD ADS 23344D108 16,725 750,000 SH   SOLE   750,000 0 0
DANAHER CORPORATION COM 235851102 566,485 3,203,556 SH   SOLE   3,203,556 0 0
DISNEY WALT CO COM DISNEY 254687106 522,938 4,689,608 SH   SOLE   4,689,608 0 0
DOUGLAS EMMETT INC COM 25960P109 155,180 5,061,332 SH   SOLE   5,061,332 0 0
ELASTIC N V ORD SHS N14506104 64,363 698,000 SH   SOLE   698,000 0 0
ESSEX PPTY TR INC COM 297178105 129,003 562,916 SH   SOLE   562,916 0 0
EXPEDIA GROUP INC COM NEW 30212P303 486,624 5,920,000 SH   SOLE   5,920,000 0 0
FACEBOOK INC CL A 30303M102 403,350 1,776,325 SH   SOLE   1,776,325 0 0
FERRARI N V COM N3167Y103 197,135 1,152,771 SH   SOLE   1,152,771 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 496,165 3,700,241 SH   SOLE   3,700,241 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 77,572 308,400 SH   SOLE   308,400 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 829,004 11,286,642 SH   SOLE   11,286,642 0 0
HOST HOTELS & RESORTS INC COM 44107P104 10,089 935,000 SH   SOLE   935,000 0 0
HUDSON PAC PPTYS INC COM 444097109 298,229 11,853,318 SH   SOLE   11,853,318 0 0
JD.COM INC SPON ADR CL A 47215P106 1,216,604 20,216,088 SH   SOLE   20,216,088 0 0
JPMORGAN CHASE & CO COM 46625H100 580,350 6,170,000 SH   SOLE   6,170,000 0 0
KILROY RLTY CORP COM 49427F108 241,844 4,120,000 SH   SOLE   4,120,000 0 0
LAS VEGAS SANDS CORP COM 517834107 721,430 15,841,673 SH   SOLE   15,841,673 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 250,904 5,659,904 SH   SOLE   5,659,904 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 71,878 489,333 SH   SOLE   489,333 0 0
MICRON TECHNOLOGY INC COM 595112103 176,657 3,428,896 SH   SOLE   3,428,896 0 0
MICROSOFT CORP COM 594918104 561,840 2,760,751 SH   SOLE   2,760,751 0 0
NETFLIX INC COM 64110L106 488,947 1,074,514 SH   SOLE   1,074,514 0 0
NEW YORK TIMES CO CL A 650111107 26,899 640,000 SH   SOLE   640,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 756,903 1,795,012 SH   SOLE   1,795,012 0 0
PARK HOTELS RESORTS INC COM 700517105 8,002 809,144 SH   SOLE   809,144 0 0
PNC FINL SVCS GROUP INC COM 693475105 101,002 960,000 SH   SOLE   960,000 0 0
PPD INC COM 69355F102 77,030 2,874,257 SH   SOLE   2,874,257 0 0
REPLAY ACQUISITION CORP UNIT 03/01/2024 G75130123 26,578 2,500,000 SH   SOLE   2,500,000 0 0
RH COM 74967X103 49,780 200,000 SH   SOLE   200,000 0 0
SMARTSHEET INC COM CL A 83200N103 117,286 2,303,338 SH   SOLE   2,303,338 0 0
STARBUCKS CORP COM 855244109 30,540 415,000 SH   SOLE   415,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 35,481 625,000 SH   SOLE   625,000 0 0
TARGET CORP COM 87612E106 261,600 2,181,275 SH   SOLE   2,181,275 0 0
US BANCORP DEL COM NEW 902973304 651,333 17,689,643 SH   SOLE   17,689,643 0 0