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
ACV AUCTIONS INC COM CL A 00091G104 8,797 343,247 SH   SOLE   343,247 0 0
ADVANCED MICRO DEVICES INC COM 007903107 185,074 1,970,339 SH   SOLE   1,970,339 0 0
ALPHABET INC CAP STK CL A 02079K305 74,985 30,709 SH   SOLE   30,709 0 0
ALPHABET INC CAP STK CL A 02079K305 366,269 150,000 SH Call SOLE   150,000 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 5,118 416,057 SH   SOLE   416,057 0 0
AMAZON COM INC COM 023135106 79,124 23,000 SH Call SOLE   23,000 0 0
AMAZON COM INC COM 023135106 163,731 47,594 SH   SOLE   47,594 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 314,620 8,383,173 SH   SOLE   8,383,173 0 0
BOSTON BEER INC CL A 100557107 176,219 172,628 SH   SOLE   172,628 0 0
CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113 5,253 520,072 SH   SOLE   520,072 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 105,981 418,400 SH   SOLE   418,400 0 0
DECKERS OUTDOOR CORP COM 243537107 97,475 253,795 SH   SOLE   253,795 0 0
DICKS SPORTING GOODS INC COM 253393102 289,792 2,892,421 SH   SOLE   2,892,421 0 0
DISH NETWORK CORPORATION CL A 25470M109 183,169 4,382,034 SH   SOLE   4,382,034 0 0
DISNEY WALT CO COM 254687106 176,555 1,004,465 SH   SOLE   1,004,465 0 0
DYNATRACE INC COM NEW 268150109 72,505 1,241,099 SH   SOLE   1,241,099 0 0
ELASTIC N V ORD SHS N14506104 83,856 575,303 SH   SOLE   575,303 0 0
ELECTRONIC ARTS INC COM 285512109 133,375 927,311 SH   SOLE   927,311 0 0
GOODRX HLDGS INC COM CL A 38246G108 123,583 3,431,895 SH   SOLE   3,431,895 0 0
II-VI INC COM 902104108 111,927 1,541,909 SH   SOLE   1,541,909 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 72,194 1,497,495 SH   SOLE   1,497,495 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,979 51,071 SH   SOLE   51,071 0 0
MGM RESORTS INTERNATIONAL COM 552953101 35,651 835,890 SH   SOLE   835,890 0 0
MICRON TECHNOLOGY INC COM 595112103 83,804 986,162 SH   SOLE   986,162 0 0
NETFLIX INC COM 64110L106 102,202 193,487 SH   SOLE   193,487 0 0
NUTANIX INC CL A 67059N108 47,969 1,255,075 SH   SOLE   1,255,075 0 0
REDFIN CORP COM 75737F108 16,888 266,328 SH   SOLE   266,328 0 0
ROKU INC COM CL A 77543R102 28,367 61,769 SH   SOLE   61,769 0 0
SENTINELONE INC CL A 81730H109 1,063 25,000 SH   SOLE   25,000 0 0
SOFI TECHNOLOGIES INC COM 83406F102 47,925 2,500,000 SH   SOLE   2,500,000 0 0
SONOS INC COM 83570H108 27,677 785,620 SH   SOLE   785,620 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,241,374 2,900,000 SH Put SOLE   2,900,000 0 0
SQUARE INC CL A 852234103 127,142 521,501 SH   SOLE   521,501 0 0
TABOOLA.COM LTD ORD SHS M8744T106 7,504 725,000 SH   SOLE   725,000 0 0
TAPESTRY INC COM 876030107 75,567 1,737,974 SH   SOLE   1,737,974 0 0
TARGET CORP COM 87612E106 105,747 437,439 SH   SOLE   437,439 0 0
TESLA INC COM 88160R101 30,782 45,288 SH   SOLE   45,288 0 0
TWILIO INC CL A 90138F102 30,230 76,695 SH   SOLE   76,695 0 0
TWITTER INC COM 90184L102 384,400 5,586,391 SH   SOLE   5,586,391 0 0
UBER TECHNOLOGIES INC COM 90353T100 101,306 2,021,276 SH   SOLE   2,021,276 0 0
WAYFAIR INC CL A 94419L101 93,534 296,264 SH   SOLE   296,264 0 0
WIX COM LTD SHS M98068105 60,025 206,782 SH   SOLE   206,782 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 60,020 491,078 SH   SOLE   491,078 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 56,473 145,913 SH   SOLE   145,913 0 0