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
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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
ACTIVISION BLIZZARD INC COM 00507V109 23,250 250,000 SH   SOLE   250,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 186,000 2,000,000 SH Call SOLE   2,000,000 0 0
ACV AUCTIONS INC COM CL A 00091G104 24,227 700,000 SH   SOLE   700,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 233,950 1,275,000 SH   SOLE   1,275,000 0 0
ALASKA AIR GROUP INC COM 011659109 71,494 1,033,000 SH   SOLE   1,033,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 203,074 375,000 SH   SOLE   375,000 0 0
ALPHABET INC CAP STK CL A 02079K305 674,444 327,000 SH   SOLE   327,000 0 0
AMAZON COM INC COM 023135106 386,760 125,000 SH   SOLE   125,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 61,404 2,100,000 SH   SOLE   2,100,000 0 0
ATLASSIAN CORP PLC CL A G06242104 168,608 800,000 SH Call SOLE   800,000 0 0
ATLASSIAN CORP PLC CL A G06242104 295,064 1,400,000 SH   SOLE   1,400,000 0 0
AUTODESK INC COM 052769106 291,008 1,050,000 SH   SOLE   1,050,000 0 0
BILL COM HLDGS INC COM 090043100 225,525 1,550,000 SH   SOLE   1,550,000 0 0
BOOKING HOLDINGS INC COM 09857L108 326,178 140,000 SH   SOLE   140,000 0 0
BOYD GAMING CORP COM 103304101 76,648 1,300,000 SH   SOLE   1,300,000 0 0
COTY INC COM CL A 222070203 31,535 3,500,000 SH   SOLE   3,500,000 0 0
COUPA SOFTWARE INC COM 22266L106 31,810 125,000 SH   SOLE   125,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 73,496 425,130 SH   SOLE   425,130 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 54,753 300,000 SH Call SOLE   300,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 219,012 1,200,000 SH   SOLE   1,200,000 0 0
DARDEN RESTAURANTS INC COM 237194105 117,150 825,000 SH   SOLE   825,000 0 0
DECKERS OUTDOOR CORP COM 243537107 90,866 275,000 SH   SOLE   275,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 877,812 5,100,000 SH   SOLE   5,100,000 0 0
FACEBOOK INC CL A 30303M102 235,624 800,000 SH Call SOLE   800,000 0 0
FACEBOOK INC CL A 30303M102 353,436 1,200,000 SH   SOLE   1,200,000 0 0
FAIR ISAAC CORP COM 303250104 170,118 350,000 SH Call SOLE   350,000 0 0
FAIR ISAAC CORP COM 303250104 566,248 1,165,000 SH   SOLE   1,165,000 0 0
FERRARI N V COM N3167Y103 214,512 1,025,000 SH   SOLE   1,025,000 0 0
GAP INC COM 364760108 53,604 1,800,000 SH   SOLE   1,800,000 0 0
GARTNER INC COM 366651107 232,751 1,275,000 SH   SOLE   1,275,000 0 0
GRAINGER W W INC COM 384802104 68,911 171,878 SH   SOLE   171,878 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 302,300 2,500,000 SH   SOLE   2,500,000 0 0
HYATT HOTELS CORP COM CL A 448579102 287,383 3,475,000 SH   SOLE   3,475,000 0 0
IAA INC COM 449253103 82,710 1,500,000 SH Call SOLE   1,500,000 0 0
IAA INC COM 449253103 341,868 6,200,000 SH   SOLE   6,200,000 0 0
IAC INTERACTIVECORP NEW COM 44891N109 43,262 200,000 SH Call SOLE   200,000 0 0
IAC INTERACTIVECORP NEW COM 44891N109 328,791 1,520,000 SH   SOLE   1,520,000 0 0
L BRANDS INC COM 501797104 86,604 1,400,000 SH Call SOLE   1,400,000 0 0
L BRANDS INC COM 501797104 493,334 7,975,000 SH   SOLE   7,975,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 382,545 1,500,000 SH   SOLE   1,500,000 0 0
LAS VEGAS SANDS CORP COM 517834107 30,380 500,000 SH Call SOLE   500,000 0 0
LAS VEGAS SANDS CORP COM 517834107 334,180 5,500,000 SH   SOLE   5,500,000 0 0
LAUREATE EDUCATION INC CL A 518613203 8,193 602,864 SH   SOLE   602,864 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 67,720 800,000 SH   SOLE   800,000 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 87,090 500,000 SH   SOLE   500,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 356,050 1,000,000 SH Call SOLE   1,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 712,100 2,000,000 SH   SOLE   2,000,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 19,910 1,000,000 SH Call SOLE   1,000,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 73,667 3,700,000 SH   SOLE   3,700,000 0 0
MICRON TECHNOLOGY INC COM 595112103 44,105 500,000 SH Call SOLE   500,000 0 0
MICRON TECHNOLOGY INC COM 595112103 110,263 1,250,000 SH   SOLE   1,250,000 0 0
NETEASE INC SPONSORED ADS 64110W102 82,608 800,000 SH Call SOLE   800,000 0 0
NETEASE INC SPONSORED ADS 64110W102 258,150 2,500,000 SH   SOLE   2,500,000 0 0
NETFLIX INC COM 64110L106 208,664 400,000 SH Call SOLE   400,000 0 0
NETFLIX INC COM 64110L106 365,162 700,000 SH   SOLE   700,000 0 0
NIKE INC CL B 654106103 132,890 1,000,000 SH   SOLE   1,000,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 152,740 3,500,000 SH Call SOLE   3,500,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 353,484 8,100,000 SH   SOLE   8,100,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 125,010 2,700,000 SH Call SOLE   2,700,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 287,060 6,200,000 SH   SOLE   6,200,000 0 0
PINTEREST INC CL A 72352L106 148,060 2,000,000 SH Call SOLE   2,000,000 0 0
PINTEREST INC CL A 72352L106 310,926 4,200,000 SH   SOLE   4,200,000 0 0
PVH CORPORATION COM 693656100 31,710 300,000 SH   SOLE   300,000 0 0
SEAWORLD ENTMT INC COM 81282V100 89,406 1,800,000 SH   SOLE   1,800,000 0 0
SERVICENOW INC COM 81762P102 150,033 300,000 SH   SOLE   300,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 104,364 1,800,000 SH   SOLE   1,800,000 0 0
SNOWFLAKE INC CL A 833445109 349,652 1,525,000 SH   SOLE   1,525,000 0 0
STARBUCKS CORP COM 855244109 240,394 2,200,000 SH Call SOLE   2,200,000 0 0
STARBUCKS CORP COM 855244109 273,175 2,500,000 SH   SOLE   2,500,000 0 0
TAPESTRY INC COM 876030107 86,541 2,100,000 SH   SOLE   2,100,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 90,486 2,475,000 SH   SOLE   2,475,000 0 0
TEXAS ROADHOUSE INC COM 882681109 28,782 300,000 SH Call SOLE   300,000 0 0
TEXAS ROADHOUSE INC COM 882681109 255,776 2,666,000 SH   SOLE   2,666,000 0 0
TWILIO INC CL A 90138F102 42,595 125,000 SH   SOLE   125,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 305,256 5,600,000 SH   SOLE   5,600,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 354,315 6,500,000 SH Call SOLE   6,500,000 0 0
US FOODS HLDG CORP COM 912008109 95,300 2,500,000 SH Call SOLE   2,500,000 0 0
US FOODS HLDG CORP COM 912008109 261,122 6,850,000 SH   SOLE   6,850,000 0 0
VISA INC COM CL A 92826C839 635,190 3,000,000 SH Call SOLE   3,000,000 0 0
VISA INC COM CL A 92826C839 698,709 3,300,000 SH   SOLE   3,300,000 0 0
WW INTL INC COM 98262P101 75,854 2,425,000 SH   SOLE   2,425,000 0 0
WYNN RESORTS LTD COM 983134107 78,356 625,000 SH   SOLE   625,000 0 0