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
ABBOTT LABS COM 002824100 228,704 1,936,033 SH   SOLE   1,936,033 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 291,086 505,604 SH   SOLE   505,604 0 0
AMAZON COM INC COM 023135106 664,656 202,328 SH   SOLE   202,328 0 0
ANAPLAN INC COM 03272L108 187,088 3,072,561 SH   SOLE   3,072,561 0 0
ANGEL POND HOLDINGS CORP UNIT 99/99/9999 G0447J110 24,518 2,476,610 SH   SOLE   2,476,610 0 0
ANTHEM INC COM 036752103 178,571 478,999 SH   SOLE   478,999 0 0
APPFOLIO INC COM CL A 03783C100 23,771 197,432 SH   SOLE   197,432 0 0
BATH & BODY WORKS INC COM 070830104 468,997 7,440,854 SH   SOLE   7,440,854 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 411 1 SH   SOLE   1 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 92,266 126,816 SH   SOLE   126,816 0 0
CHENIERE ENERGY INC COM NEW 16411R208 120,060 1,229,238 SH   SOLE   1,229,238 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124 9,710 1,000,000 SH   SOLE   1,000,000 0 0
DATADOG INC CL A COM 23804L103 166,280 1,176,371 SH   SOLE   1,176,371 0 0
DECKERS OUTDOOR CORP COM 243537107 297,317 825,423 SH   SOLE   825,423 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 33,601 1,998,884 SH   SOLE   1,998,884 0 0
EMPOWERMENT & INCLUSION CAPI UNIT 99/99/9999 29248N209 8,000 800,000 SH   SOLE   800,000 0 0
FACEBOOK INC CL A 30303M102 478,933 1,411,158 SH   SOLE   1,411,158 0 0
FARFETCH LTD ORD SH CL A 30744W107 124,662 3,326,095 SH   SOLE   3,326,095 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 95,446 784,400 SH Call SOLE   784,400 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 364,199 2,993,090 SH   SOLE   2,993,090 0 0
FRESHWORKS INC CLASS A COM 358054104 12,807 300,000 SH   SOLE   300,000 0 0
GLOBAL PMTS INC COM 37940X102 70,627 448,200 SH Call SOLE   448,200 0 0
GLOBAL PMTS INC COM 37940X102 205,432 1,303,669 SH   SOLE   1,303,669 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 238,604 3,264,527 SH   SOLE   3,264,527 0 0
ICON PLC SHS G4705A100 199,654 761,981 SH   SOLE   761,981 0 0
MARQETA INC CLASS A COM 57142B104 33,247 1,503,007 SH   SOLE   1,503,007 0 0
MASTERCARD INCORPORATED CL A 57636Q104 228,768 657,985 SH   SOLE   657,985 0 0
MATCH GROUP INC NEW COM 57667L107 260,890 1,661,826 SH   SOLE   1,661,826 0 0
MICROSOFT CORP COM 594918104 520,512 1,846,311 SH   SOLE   1,846,311 0 0
NETEASE INC SPONSORED ADS 64110W102 31,376 367,397 SH   SOLE   367,397 0 0
NRG ENERGY INC COM NEW 629377508 136,983 3,354,965 SH   SOLE   3,354,965 0 0
OKTA INC CL A 679295105 221,070 931,447 SH   SOLE   931,447 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 117,129 2,264,683 SH   SOLE   2,264,683 0 0
PLANET FITNESS INC CL A 72703H101 49,815 634,182 SH   SOLE   634,182 0 0
ROKU INC COM CL A 77543R102 111,247 355,025 SH   SOLE   355,025 0 0
SEA LTD SPONSORD ADS 81141R100 264,418 829,599 SH   SOLE   829,599 0 0
SERVICENOW INC COM 81762P102 121,818 195,764 SH   SOLE   195,764 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,222,945 5,180,000 SH Put SOLE   5,180,000 0 0
SQUARE INC CL A 852234103 198,280 826,719 SH   SOLE   826,719 0 0
STONECO LTD COM CL A G85158106 45,669 1,315,344 SH   SOLE   1,315,344 0 0
T-MOBILE US INC COM 872590104 255,977 2,003,578 SH   SOLE   2,003,578 0 0
UNITEDHEALTH GROUP INC COM 91324P102 334,673 856,510 SH   SOLE   856,510 0 0
VISA INC COM CL A 92826C839 96,179 431,781 SH   SOLE   431,781 0 0
WIX COM LTD SHS M98068105 299,497 1,528,282 SH   SOLE   1,528,282 0 0
WORKDAY INC CL A 98138H101 168,069 672,572 SH   SOLE   672,572 0 0