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 72,867 10,134,476 SH   SOLE   10,134,476 0 0
ADVANCED MICRO DEVICES INC COM 007903107 71,597 1,130,000 SH Call SOLE   1,130,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 210,801 3,327,042 SH   SOLE   3,327,042 0 0
AMAZON COM INC COM 023135106 303,954 2,689,858 SH   SOLE   2,689,858 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 36,765 3,778,488 SH   SOLE   3,778,488 0 0
BATH & BODY WORKS INC COM 070830104 74,742 2,292,685 SH   SOLE   2,292,685 0 0
BILL COM HLDGS INC COM 090043100 86,324 652,140 SH   SOLE   652,140 0 0
BLOCK INC CL A 852234103 38,493 700,000 SH Put SOLE   700,000 0 0
BLOCK INC CL A 852234103 126,270 2,296,232 SH   SOLE   2,296,232 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 55,852 1,731,318 SH   SOLE   1,731,318 0 0
CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113 5,398 546,328 SH   SOLE   546,328 0 0
CONFLUENT INC CLASS A COM 20717M103 4,229 177,894 SH   SOLE   177,894 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 54,604 331,316 SH   SOLE   331,316 0 0
DECKERS OUTDOOR CORP COM 243537107 133,893 428,308 SH   SOLE   428,308 0 0
DICKS SPORTING GOODS INC COM 253393102 227,432 2,173,469 SH   SOLE   2,173,469 0 0
DISH NETWORK CORPORATION CL A 25470M109 58,023 4,195,417 SH   SOLE   4,195,417 0 0
DLOCAL LTD CLASS A COM G29018101 28,871 1,406,952 SH   SOLE   1,406,952 0 0
FARFETCH LTD ORD SH CL A 30744W107 81,301 10,912,926 SH   SOLE   10,912,926 0 0
HUBSPOT INC COM 443573100 61,240 226,715 SH   SOLE   226,715 0 0
HYATT HOTELS CORP COM CL A 448579102 99,550 1,229,615 SH   SOLE   1,229,615 0 0
JOBY AVIATION INC COMMON STOCK G65163100 4,330 1,000,000 SH   SOLE   1,000,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 73,449 1,255,540 SH   SOLE   1,255,540 0 0
MARQETA INC CLASS A COM 57142B104 50,394 7,077,864 SH   SOLE   7,077,864 0 0
MARVELL TECHNOLOGY INC COM 573874104 63,080 1,470,063 SH   SOLE   1,470,063 0 0
META PLATFORMS INC CL A 30303M102 138,542 1,021,092 SH   SOLE   1,021,092 0 0
MGM RESORTS INTERNATIONAL COM 552953101 65,637 2,208,519 SH   SOLE   2,208,519 0 0
ON HLDG AG NAMEN AKT A H5919C104 69,928 4,356,885 SH   SOLE   4,356,885 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 10,658 3,426,887 SH   SOLE   3,426,887 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 35,815 723,833 SH   SOLE   723,833 0 0
PURE STORAGE INC CL A 74624M102 91,693 3,350,111 SH   SOLE   3,350,111 0 0
SAMSARA INC COM CL A 79589L106 16,754 1,388,083 SH   SOLE   1,388,083 0 0
SONDER HOLDINGS INC CLASS A COM 83542D102 33,544 20,207,108 SH   SOLE   20,207,108 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 991,175 2,775,000 SH Put SOLE   2,775,000 0 0
STARRY GROUP HOLDINGS INC CL A COM 85572U102 1,291 866,667 SH   SOLE   866,667 0 0
TABOOLA.COM LTD ORD SHS M8744T106 1,312 725,000 SH   SOLE   725,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 121,632 1,115,886 SH   SOLE   1,115,886 0 0
TESLA INC COM 88160R101 47,708 179,862 SH   SOLE   179,862 0 0
TWILIO INC CL A 90138F102 85,830 1,241,395 SH   SOLE   1,241,395 0 0
VAIL RESORTS INC COM 91879Q109 59,254 274,784 SH   SOLE   274,784 0 0
WAYFAIR INC CL A 94419L101 8,826 271,158 SH   SOLE   271,158 0 0