The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 47,775 | 629,446 | SH | SOLE | 629,446 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 41,990 | 29,611 | SH | SOLE | 29,611 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 33,906 | 12,290 | SH | SOLE | 12,290 | 0 | 0 | ||
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 26,651 | 2,193,475 | SH | SOLE | 2,193,475 | 0 | 0 | ||
BOSTON BEER INC | CL A | 100557107 | 27,208 | 50,700 | SH | SOLE | 50,700 | 0 | 0 | ||
CHEWY INC | CL A | 16679L109 | 9,991 | 223,564 | SH | SOLE | 223,564 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 24,701 | 246,300 | SH | SOLE | 246,300 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 42,287 | 379,220 | SH | SOLE | 379,220 | 0 | 0 | ||
DYNATRACE INC | COM | 268150109 | 9,022 | 222,213 | SH | SOLE | 222,213 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 25,428 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 42,599 | 826,850 | SH | SOLE | 826,850 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 23,079 | 60,748 | SH | SOLE | 60,748 | 0 | 0 | ||
PAR TECHNOLOGY CORP | COM | 698884103 | 24,447 | 816,803 | SH | SOLE | 816,803 | 0 | 0 | ||
REDFIN CORP | COM | 75737F108 | 43,997 | 1,049,796 | SH | SOLE | 1,049,796 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 47,026 | 860,814 | SH | SOLE | 860,814 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 34,445 | 295,585 | SH | SOLE | 295,585 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 10,200 | 697,200 | SH | SOLE | 697,200 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 14,324 | 136,500 | SH | Put | SOLE | 136,500 | 0 | 0 | |
SQUARE INC | CL A | 852234103 | 46,764 | 445,622 | SH | SOLE | 445,622 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 32,626 | 233,760 | SH | SOLE | 233,760 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 18,901 | 157,600 | SH | SOLE | 157,600 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 19,844 | 18,377 | SH | SOLE | 18,377 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 10,452 | 47,635 | SH | SOLE | 47,635 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 21,257 | 104,500 | SH | SOLE | 104,500 | 0 | 0 | ||
VROOM INC | COM | 92918V109 | 3,337 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 25,965 | 263,900 | SH | SOLE | 263,900 | 0 | 0 |