The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AUTODESK INC | COM | 052769106 | 6,940 | 30,041 | SH | SOLE | 30,041 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 10,926 | 33,377 | SH | SOLE | 33,377 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 209,949 | 8,074,979 | SH | SOLE | 8,074,979 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 30,650 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 125,554 | 73,394 | SH | SOLE | 73,394 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 475,040 | 18,048,628 | SH | SOLE | 18,048,628 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 132,554 | 2,865,412 | SH | SOLE | 2,865,412 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 195,507 | 1,419,701 | SH | SOLE | 1,419,701 | 0 | 0 | ||
| DUCK CREEK TECHNOLOGIES INC | SHS | 264120106 | 681 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 3,445 | 27,766 | SH | SOLE | 27,766 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 163,118 | 3,976,539 | SH | SOLE | 3,976,539 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 98,678 | 1,076,217 | SH | SOLE | 1,076,217 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,350 | 66,245 | SH | SOLE | 66,245 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 137,198 | 987,178 | SH | SOLE | 987,178 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 4,020 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 7,826 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 190,486 | 8,757,983 | SH | SOLE | 8,757,983 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 253,147 | 1,203,572 | SH | SOLE | 1,203,572 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,383,567 | 2,766,967 | SH | SOLE | 2,766,967 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 14,935 | 118,967 | SH | SOLE | 118,967 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 111,197 | 241,167 | SH | SOLE | 241,167 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 14,019 | 57,278 | SH | SOLE | 57,278 | 0 | 0 | ||
| POLARIS INC | COM | 731068102 | 55,142 | 584,500 | SH | SOLE | 584,500 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 119,722 | 1,913,105 | SH | SOLE | 1,913,105 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 361,338 | 5,863,966 | SH | SOLE | 5,863,966 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 7,449 | 150,734 | SH | SOLE | 150,734 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 35,140 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 14,127 | 361,847 | SH | SOLE | 361,847 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 10,126 | 141,422 | SH | SOLE | 141,422 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 347,541 | 7,809,915 | SH | SOLE | 7,809,915 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 870,922 | 8,572,914 | SH | SOLE | 8,572,914 | 0 | 0 | ||