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 |
| AMAZON COM INC | COM | 023135106 | 223,610 | 65,000 | SH | Call | SOLE | 65,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 57,760 | 16,790 | SH | SOLE | 16,790 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 28,477 | 176,000 | SH | SOLE | 176,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 61,201 | 27,970 | SH | SOLE | 27,970 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 8,792 | 110,300 | SH | SOLE | 110,300 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 7,816 | 172,813 | SH | SOLE | 172,813 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 14,017 | 78,600 | SH | SOLE | 78,600 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 26,018 | 178,500 | SH | SOLE | 178,500 | 0 | 0 | ||
| EVERI HLDGS INC | COM | 30034T103 | 9,477 | 380,000 | SH | Call | SOLE | 380,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 28,895 | 83,100 | SH | SOLE | 83,100 | 0 | 0 | ||
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 24,207 | 1,010,300 | SH | SOLE | 1,010,300 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 70,886 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| KULICKE & SOFFA INDS INC | COM | 501242101 | 13,207 | 215,800 | SH | SOLE | 215,800 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 8,872 | 146,700 | SH | SOLE | 146,700 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 67,693 | 419,800 | SH | SOLE | 419,800 | 0 | 0 | ||
| NEOGAMES S A | SHS | L6673X107 | 3,922 | 63,800 | SH | SOLE | 63,800 | 0 | 0 | ||
| RAMBUS INC DEL | COM | 750917106 | 10,499 | 442,800 | SH | SOLE | 442,800 | 0 | 0 | ||
| RH | COM | 74967X103 | 45,221 | 66,600 | SH | SOLE | 66,600 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 42,076 | 144,800 | SH | SOLE | 144,800 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 85,612 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 12,534 | 31,800 | SH | SOLE | 31,800 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 40,709 | 572,000 | SH | SOLE | 572,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 5,195 | 73,000 | SH | Call | SOLE | 73,000 | 0 | 0 | |
| WIX COM LTD | SHS | M98068105 | 51,989 | 179,100 | SH | SOLE | 179,100 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 18,655 | 48,200 | SH | SOLE | 48,200 | 0 | 0 | ||