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
AMAZON COM INC COM 023135106 38,930 12,582 SH   SOLE   12,582 0 0
AMAZON COM INC COM 023135106 254,952 82,400 SH Call SOLE   82,400 0 0
BLOOMIN BRANDS INC COM 094235108 68,690 2,539,358 SH   SOLE   2,539,358 0 0
BRINKER INTL INC COM 109641100 164,822 2,319,483 SH   SOLE   2,319,483 0 0
BRINKER INTL INC COM 109641100 14,688 206,700 SH Call SOLE   206,700 0 0
CARLOTZ INC COM CL A 142552108 38,925 5,459,384 SH   SOLE   5,459,384 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 101,591 164,648 SH   SOLE   164,648 0 0
CHEESECAKE FACTORY INC COM 163072101 20,600 352,084 SH   SOLE   352,084 0 0
CHEWY INC CL A 16679L109 1,027 12,127 SH   SOLE   12,127 0 0
DINE BRANDS GLOBAL INC COM 254423106 19,645 218,205 SH   SOLE   218,205 0 0
DISNEY WALT CO COM 254687106 127,916 693,236 SH   SOLE   693,236 0 0
DOORDASH INC CL A 25809K105 101,504 774,069 SH   SOLE   774,069 0 0
EDGEWELL PERS CARE CO COM 28035Q102 11,893 300,320 SH   SOLE   300,320 0 0
FARFETCH LTD ORD SH CL A 30744W107 183,441 3,459,847 SH   SOLE   3,459,847 0 0
FARFETCH LTD ORD SH CL A 30744W107 25,688 484,500 SH Call SOLE   484,500 0 0
FIVE BELOW INC COM 33829M101 57,164 299,619 SH   SOLE   299,619 0 0
KEURIG DR PEPPER INC COM 49271V100 79,860 2,323,526 SH   SOLE   2,323,526 0 0
KEURIG DR PEPPER INC COM 49271V100 56,539 1,645,000 SH Call SOLE   1,645,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 153,697 3,550,402 SH   SOLE   3,550,402 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 90,947 522,143 SH   SOLE   522,143 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 54,385 2,731,565 SH   SOLE   2,731,565 0 0
MONDELEZ INTL INC CL A 609207105 44,513 760,510 SH   SOLE   760,510 0 0
NORDSTROM INC COM 655664100 88,893 2,347,315 SH   SOLE   2,347,315 0 0
PALO ALTO NETWORKS INC COM 697435105 119,956 372,464 SH   SOLE   372,464 0 0
PROCTER AND GAMBLE CO COM 742718109 19,773 146,005 SH   SOLE   146,005 0 0
PROOFPOINT INC COM 743424103 95,808 761,653 SH   SOLE   761,653 0 0
PROS HOLDINGS INC COM 74346Y103 92,228 2,170,073 SH   SOLE   2,170,073 0 0
Q2 HLDGS INC COM 74736L109 47,359 472,647 SH   SOLE   472,647 0 0
REALOGY HLDGS CORP COM 75605Y106 37,749 2,495,009 SH   SOLE   2,495,009 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 23,357 359,344 SH   SOLE   359,344 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 33,722 393,899 SH   SOLE   393,899 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 5,453 63,700 SH Call SOLE   63,700 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 122,760 442,300 SH   SOLE   442,300 0 0
SKECHERS U S A INC CL A 830566105 123,179 2,953,222 SH   SOLE   2,953,222 0 0
SMARTSHEET INC COM CL A 83200N103 53,735 840,653 SH   SOLE   840,653 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 140,983 526,155 SH   SOLE   526,155 0 0
TWITTER INC COM 90184L102 134,767 2,117,977 SH   SOLE   2,117,977 0 0
UBER TECHNOLOGIES INC COM 90353T100 37,086 680,347 SH   SOLE   680,347 0 0
UBER TECHNOLOGIES INC COM 90353T100 38,212 701,000 SH Call SOLE   701,000 0 0
VARONIS SYS INC COM 922280102 74,179 1,444,857 SH   SOLE   1,444,857 0 0
VERRA MOBILITY CORP COM 92511U102 68,278 5,044,526 SH   SOLE   5,044,526 0 0
WEX INC COM 96208T104 64,330 307,474 SH   SOLE   307,474 0 0
WINGSTOP INC COM 974155103 35,860 281,985 SH   SOLE   281,985 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 90,459 1,296,352 SH   SOLE   1,296,352 0 0
YUM CHINA HLDGS INC COM 98850P109 107,692 1,818,811 SH   SOLE   1,818,811 0 0
ZENDESK INC COM 98936J101 75,099 566,271 SH   SOLE   566,271 0 0