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 |
| BILL COM HLDGS INC | COM | 090043100 | 24,937 | 248,600 | SH | SOLE | 248,600 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 34,949 | 20,430 | SH | SOLE | 20,430 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 12,753 | 310,600 | SH | SOLE | 310,600 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 17,000 | 123,800 | SH | SOLE | 123,800 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 16,751 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 30,425 | 282,000 | SH | SOLE | 282,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 13,744 | 113,000 | SH | Call | SOLE | 113,000 | 0 | 0 | |
| ETSY INC | COM | 29786A106 | 49,576 | 407,600 | SH | SOLE | 407,600 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 52,427 | 350,000 | SH | Put | SOLE | 350,000 | 0 | 0 | |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 9,707 | 146,700 | SH | SOLE | 146,700 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 17,673 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 52,481 | 474,300 | SH | SOLE | 474,300 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 12,503 | 113,000 | SH | Call | SOLE | 113,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 30,320 | 645,650 | SH | SOLE | 645,650 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 55,742 | 1,187,000 | SH | Call | SOLE | 1,187,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 39,502 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 10,374 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 14,540 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| PENN NATL GAMING INC | COM | 707569109 | 39,763 | 546,950 | SH | SOLE | 546,950 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 16,396 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 11,838 | 62,700 | SH | SOLE | 62,700 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 20,311 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 34,679 | 33,900 | SH | SOLE | 33,900 | 0 | 0 | ||
| SIRIUS XM HOLDINGS INC | COM | 82968B103 | 4,288 | 800,000 | SH | Put | SOLE | 800,000 | 0 | 0 | |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 17,591 | 120,900 | SH | SOLE | 120,900 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 5,020 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 53,136 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 100,467 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| SPDR SER TR | S&P REGL BKG | 78464A698 | 17,840 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 44,463 | 183,300 | SH | SOLE | 183,300 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 14,550 | 166,700 | SH | SOLE | 166,700 | 0 | 0 | ||
| VIACOMCBS INC | CL B | 92556H206 | 30,251 | 1,080,000 | SH | Put | SOLE | 1,080,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 15,504 | 1,700,000 | SH | Call | SOLE | 1,700,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 13,543 | 1,485,000 | SH | SOLE | 1,485,000 | 0 | 0 | ||