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
8x8 Inc COM 282914100 1,536 121,996 SH   SOLE   121,996 0 0
AER 05/20/2022 CALL 55 CALL N00985106 2,514 500 SH Call SOLE   500 0 0
AerCap Holdings N.V. SHS N00985106 12,316 244,939 SH   SOLE   244,939 0 0
ALPHABET INC CLASS A CAP STK CL A 02079K305 4,561 1,640 SH   SOLE   1,640 0 0
CarParts.com Inc COM 14427M107 130 19,435 SH   SOLE   19,435 0 0
CF Industries Holdings Inc COM 125269100 5,388 52,280 SH   SOLE   52,280 0 0
Charles Schwab Corp COM 808513105 34,696 411,533 SH   SOLE   411,533 0 0
Cheniere Energy Inc COM NEW 16411R208 24,602 177,440 SH   SOLE   177,440 0 0
Elastic Nv ORD SHS N14506104 969 10,896 SH   SOLE   10,896 0 0
Enphase Energy Inc COM 29355A107 5,200 25,770 SH   SOLE   25,770 0 0
ESTC 05/20/2022 CALL 120 CALL N14506104 4,448 500 SH Call SOLE   500 0 0
Fidelity National Information Services Inc COM 31620M106 6,318 62,920 SH   SOLE   62,920 0 0
Fiserv Inc COM 337738108 6,696 66,033 SH   SOLE   66,033 0 0
Fleetcor Technologies Inc COM 339041105 16,314 65,503 SH   SOLE   65,503 0 0
Global Payments Inc COM 37940X102 14,219 103,912 SH   SOLE   103,912 0 0
LAD 04/14/2022 PUT 300 PUT 536797103 13,505 450 SH Put SOLE   450 0 0
Lithia Motors Inc COM 536797103 15,455 51,495 SH   SOLE   51,495 0 0
MasterCard Inc CL A 57636Q104 4,893 13,690 SH   SOLE   13,690 0 0
O Reilly Automotive Inc COM 67103H107 17,799 25,985 SH   SOLE   25,985 0 0
ON Semiconductor Corp COM 682189105 9,479 151,400 SH   SOLE   151,400 0 0
Opendoor Technologies Inc COM 683712103 4,027 465,553 SH   SOLE   465,553 0 0
PAGS 01/20/2023 CALL 27.5 CALL G68707101 6,015 3,000 SH Call SOLE   3,000 0 0
Pagseguro Digital Ltd COM CL A G68707101 10,673 532,339 SH   SOLE   532,339 0 0
Papa John's International Inc COM 698813102 1,139 10,819 SH   SOLE   10,819 0 0
Philip Morris International Inc COM 718172109 3,302 35,145 SH   SOLE   35,145 0 0
Planet Fitness Inc CL A 72703H101 8,548 101,179 SH   SOLE   101,179 0 0
PM 06/17/2022 CALL 100 CALL 718172109 4,697 500 SH Call SOLE   500 0 0
QQQ 04/18/2022 CALL 380 CALL 46090E103 72,508 2,000 SH Call SOLE   2,000 0 0
QQQ 04/18/2022 PUT 345 PUT 46090E103 72,508 2,000 SH Put SOLE   2,000 0 0
RingCentral Inc CL A 76680R206 1,054 8,996 SH   SOLE   8,996 0 0
TDG 04/14/2022 PUT 590 PUT 893641100 13,031 200 SH Put SOLE   200 0 0
TransDigm Group Inc COM 893641100 21,527 33,040 SH   SOLE   33,040 0 0
UBER 06/17/2022 CALL 40 CALL 90353T100 5,352 1,500 SH Call SOLE   1,500 0 0
UBER 06/17/2022 PUT 20 PUT 90353T100 5,352 1,500 SH Put SOLE   1,500 0 0
Uber Technologies Inc COM 90353T100 629 17,618 SH   SOLE   17,618 0 0
Visa Inc COM CL A 92826C839 7,253 32,705 SH   SOLE   32,705 0 0