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 31,913 343,146 SH   SOLE   343,146 0 0
ACV AUCTIONS INC COM CL A 00091G104 11,421 330,000 SH   SOLE   330,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 237,690 3,027,900 SH   SOLE   3,027,900 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 4,892 400,000 SH   SOLE   400,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 198,614 6,792,531 SH   SOLE   6,792,531 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 21,195 366,700 SH   SOLE   366,700 0 0
BOSTON BEER INC CL A 100557107 35,103 29,100 SH   SOLE   29,100 0 0
CARGURUS INC COM CL A 141788109 63,563 2,667,368 SH   SOLE   2,667,368 0 0
DARDEN RESTAURANTS INC COM 237194105 15,024 105,800 SH   SOLE   105,800 0 0
DECKERS OUTDOOR CORP COM 243537107 64,564 195,400 SH   SOLE   195,400 0 0
DICKS SPORTING GOODS INC COM 253393102 190,564 2,502,482 SH   SOLE   2,502,482 0 0
DISH NETWORK CORPORATION CL A 25470M109 129,220 3,569,600 SH   SOLE   3,569,600 0 0
DISNEY WALT CO COM 254687106 73,683 399,320 SH   SOLE   399,320 0 0
DYNATRACE INC COM NEW 268150109 48,245 1,000,100 SH   SOLE   1,000,100 0 0
ELECTRONIC ARTS INC COM 285512109 49,721 367,300 SH   SOLE   367,300 0 0
FARFETCH LTD ORD SH CL A 30744W107 77,509 1,461,878 SH   SOLE   1,461,878 0 0
FOOT LOCKER INC COM 344849104 46,778 831,600 SH   SOLE   831,600 0 0
II-VI INC COM 902104108 40,393 590,800 SH   SOLE   590,800 0 0
INTEL CORP COM 458140100 23,181 362,200 SH   SOLE   362,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 478,695 1,500,000 SH Put SOLE   1,500,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 16,192 172,400 SH   SOLE   172,400 0 0
LYFT INC CL A COM 55087P104 69,353 1,097,700 SH   SOLE   1,097,700 0 0
MARRIOTT INTL INC NEW CL A 571903202 26,215 177,000 SH   SOLE   177,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 38,617 1,016,500 SH   SOLE   1,016,500 0 0
MICRON TECHNOLOGY INC COM 595112103 74,617 845,902 SH   SOLE   845,902 0 0
MICROSOFT CORP COM 594918104 56,679 240,400 SH Call SOLE   240,400 0 0
NUTANIX INC CL A 67059N108 40,600 1,528,600 SH   SOLE   1,528,600 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 41,360 893,303 SH   SOLE   893,303 0 0
PAR TECHNOLOGY CORP COM 698884103 14,887 227,589 SH   SOLE   227,589 0 0
PAYSAFE LIMITED ORD G6964L107 10,800 800,000 SH   SOLE   800,000 0 0
PLANET FITNESS INC CL A 72703H101 40,289 521,200 SH   SOLE   521,200 0 0
REDFIN CORP COM 75737F108 26,230 393,896 SH   SOLE   393,896 0 0
REVOLVE GROUP INC CL A 76156B107 24,060 535,500 SH   SOLE   535,500 0 0
ROKU INC COM CL A 77543R102 10,908 33,485 SH   SOLE   33,485 0 0
SONOS INC COM 83570H108 28,301 755,300 SH   SOLE   755,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 673,761 1,700,000 SH Put SOLE   1,700,000 0 0
SQUARE INC CL A 852234103 88,936 391,702 SH   SOLE   391,702 0 0
TAPESTRY INC COM 876030107 82,364 1,998,647 SH   SOLE   1,998,647 0 0
TARGET CORP COM 87612E106 133,460 673,800 SH   SOLE   673,800 0 0
TESLA INC COM 88160R101 30,249 45,288 SH   SOLE   45,288 0 0
TJX COS INC NEW COM 872540109 16,538 250,000 SH Call SOLE   250,000 0 0
TJX COS INC NEW COM 872540109 97,823 1,478,800 SH   SOLE   1,478,800 0 0
TRIPADVISOR INC COM 896945201 22,538 419,000 SH   SOLE   419,000 0 0
TWILIO INC CL A 90138F102 34,872 102,335 SH   SOLE   102,335 0 0
TWITTER INC COM 90184L102 63,630 1,000,000 SH Call SOLE   1,000,000 0 0
TWITTER INC COM 90184L102 299,405 4,705,400 SH   SOLE   4,705,400 0 0
UBER TECHNOLOGIES INC COM 90353T100 91,055 1,670,429 SH   SOLE   1,670,429 0 0
WAYFAIR INC CL A 94419L101 40,918 130,000 SH Call SOLE   130,000 0 0
WAYFAIR INC CL A 94419L101 85,994 273,214 SH   SOLE   273,214 0 0
WIX COM LTD SHS M98068105 93,902 336,300 SH   SOLE   336,300 0 0
WYNN RESORTS LTD COM 983134107 46,475 370,700 SH   SOLE   370,700 0 0
ZENDESK INC COM 98936J101 46,682 352,000 SH   SOLE   352,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 123,339 951,400 SH   SOLE   951,400 0 0