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
ACTIVISION BLIZZARD INC COM 00507V109 54,758 676,446 SH   SOLE   676,446 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 101,706 6,867,400 SH   SOLE   6,867,400 0 0
BOOKING HOLDINGS INC COM 09857L108 20,126 11,765 SH   SOLE   11,765 0 0
BOSTON BEER INC CL A 100557107 40,988 46,400 SH   SOLE   46,400 0 0
CLOUDFLARE INC CL A COM 18915M107 8,651 210,700 SH   SOLE   210,700 0 0
DECKERS OUTDOOR CORP COM 243537107 29,415 133,700 SH   SOLE   133,700 0 0
DISH NETWORK CORPORATION CL A 25470M109 15,708 541,100 SH   SOLE   541,100 0 0
DISNEY WALT CO COM DISNEY 254687106 62,040 500,000 SH Call SOLE   500,000 0 0
DISNEY WALT CO COM DISNEY 254687106 66,236 533,820 SH   SOLE   533,820 0 0
FISERV INC COM 337738108 72,475 703,300 SH   SOLE   703,300 0 0
INTEL CORP COM 458140100 27,314 527,500 SH   SOLE   527,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 9,495 143,500 SH   SOLE   143,500 0 0
MICRON TECHNOLOGY INC COM 595112103 15,262 325,000 SH Call SOLE   325,000 0 0
MICRON TECHNOLOGY INC COM 595112103 44,671 951,250 SH   SOLE   951,250 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 13,442 785,600 SH   SOLE   785,600 0 0
NVIDIA CORPORATION COM 67066G104 16,128 29,800 SH Call SOLE   29,800 0 0
NVIDIA CORPORATION COM 67066G104 16,154 29,848 SH   SOLE   29,848 0 0
PAR TECHNOLOGY CORP COM 698884103 25,797 636,803 SH   SOLE   636,803 0 0
REDFIN CORP COM 75737F108 11,394 228,196 SH   SOLE   228,196 0 0
ROKU INC COM CL A 77543R102 16,838 89,185 SH   SOLE   89,185 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 11,114 171,700 SH   SOLE   171,700 0 0
SNAP INC CL A 83304A106 48,127 1,843,227 SH   SOLE   1,843,227 0 0
SONOS INC COM 83570H108 11,437 753,400 SH   SOLE   753,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 104,486 312,000 SH Put SOLE   312,000 0 0
SQUARE INC CL A 852234103 45,888 282,302 SH   SOLE   282,302 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,189 37,460 SH   SOLE   37,460 0 0
TARGET CORP COM 87612E106 32,035 203,500 SH   SOLE   203,500 0 0
TELADOC HEALTH INC COM 87918A105 7,060 32,200 SH   SOLE   32,200 0 0
TESLA INC COM 88160R101 19,429 45,288 SH   SOLE   45,288 0 0
TWILIO INC CL A 90138F102 8,929 36,135 SH   SOLE   36,135 0 0
UBER TECHNOLOGIES INC COM 90353T100 53,371 1,463,029 SH   SOLE   1,463,029 0 0
ZENDESK INC COM 98936J101 30,320 294,600 SH   SOLE   294,600 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 10,616 104,500 SH   SOLE   104,500 0 0