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

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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
ADOBE SYSTEMS INCORPORATED COM 00724F101 7,347 14,691 SH   OTR   0 14,691 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,852 38,037 SH   OTR   0 38,037 0
AMAZON COM INC COM 023135106 30,325 9,311 SH   OTR   0 9,311 0
COREPOINT LODGING INC COM 21872L104 6,103 887,107 SH   OTR   0 887,107 0
DISH NETWORK CORPORATION CL A 25470M109 9,702 300,000 SH Call OTR   0 300,000 0
DISH NETWORK CORPORATION CL A 25470M109 8,359 258,478 SH   OTR   0 258,478 0
DATADOG INC CL A COM 23804L103 4,937 50,150 SH   OTR   0 50,150 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 38,951 2,630,030 SH   OTR   0 2,630,030 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 37,025 2,500,000 SH Call OTR   0 2,500,000 0
INVESCO QQQ TR UNIT SER 1 46090E103 62,748 200,000 SH Put OTR   0 200,000 0
JPMORGAN CHASE & CO COM 46625H100 5,083 40,000 SH   OTR   0 40,000 0
MERCADOLIBRE INC COM 58733R102 62,821 37,500 SH Put OTR   0 37,500 0
MERCADOLIBRE INC COM 58733R102 52,016 31,050 SH   OTR   0 31,050 0
MICROSOFT CORP COM 594918104 22,602 101,620 SH   OTR   0 101,620 0
NETSTREIT CORP COM 64119V303 936 48,000 SH   OTR   0 48,000 0
SEA LTD SPONSORD ADS 81141R100 12,167 61,127 SH   OTR   0 61,127 0
T-MOBILE US INC COM 872590104 38,385 284,647 SH   OTR   0 284,647 0
T-MOBILE US INC COM 872590104 50,569 375,000 SH Put OTR   0 375,000 0
WARNER MUSIC GROUP CORP COM CL A 934550203 21,008 553,000 SH   OTR   0 553,000 0
BLUEBIRD BIO INC COM 09609G100 3,494 80,744 SH   OTR   0 80,744 0