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 608 118,049 SH   SOLE   118,049 0 0
AER 07/15/2022 CALL 45 CALL N00985106 8,188 200,000 SH Call SOLE   200,000 0 0
AerCap Holdings N.V. SHS N00985106 8,800 214,939 SH   SOLE   214,939 0 0
ALPHABET INC CLASS A CAP STK CL A 02079K305 331 152 SH   SOLE   152 0 0
BFB 08/19/2022 PUT 70 PUT 115637209 702 10,000 SH Put SOLE   10,000 0 0
Charles Schwab Corp COM 808513105 10,319 163,333 SH   SOLE   163,333 0 0
Cheniere Energy Inc COM NEW 16411R208 4,754 35,740 SH   SOLE   35,740 0 0
Fidelity National Information Services Inc COM 31620M106 2,060 22,470 SH   SOLE   22,470 0 0
Fleetcor Technologies Inc COM 339041105 4,451 21,182 SH   SOLE   21,182 0 0
Global Payments Inc COM 37940X102 6,250 56,491 SH   SOLE   56,491 0 0
IMO 07/15/2022 CALL 55 CALL 453038408 4,697 99,700 SH Call SOLE   99,700 0 0
Imperial Oil Ltd COM NEW 453038408 1,508 32,000 SH   SOLE   32,000 0 0
Lithia Motors Inc COM 536797103 2,658 9,671 SH   SOLE   9,671 0 0
LPL Financial Holdings Inc COM 50212V100 4,391 23,800 SH   SOLE   23,800 0 0
MasterCard Inc CL A 57636Q104 1,669 5,290 SH   SOLE   5,290 0 0
Occidental Petroleum Corp COM 674599105 642 10,900 SH   SOLE   10,900 0 0
ON Semiconductor Corp COM 682189105 4,578 91,000 SH   SOLE   91,000 0 0
OPEN 07/15/2022 CALL 6 CALL 683712103 1,884 400,000 SH Call SOLE   400,000 0 0
Opendoor Technologies Inc COM 683712103 2,417 513,153 SH   SOLE   513,153 0 0
PAGS 01/20/2023 CALL 27.5 CALL G68707101 3,072 300,000 SH Call SOLE   300,000 0 0
Pagseguro Digital Ltd COM CL A G68707101 4,107 401,056 SH   SOLE   401,056 0 0
Philip Morris International Inc COM 718172109 9,375 94,945 SH   SOLE   94,945 0 0
Planet Fitness Inc CL A 72703H101 5,249 77,179 SH   SOLE   77,179 0 0
PM 09/16/2022 CALL 105 CALL 718172109 9,874 100,000 SH Call SOLE   100,000 0 0
PRTS 07/15/2022 CALL 10 CALL 14427M107 171 24,600 SH Call SOLE   24,600 0 0
QQQ 08/19/2022 PUT 270 PUT 46090E103 42,042 150,000 SH Put SOLE   150,000 0 0
RingCentral Inc CL A 76680R206 700 13,396 SH   SOLE   13,396 0 0
SCHLUMBERGER NV COM STK 806857108 1,777 49,700 SH   SOLE   49,700 0 0
StoneCo Ltd COM CL A G85158106 95 12,398 SH   SOLE   12,398 0 0
TransDigm Group Inc COM 893641100 13,972 26,035 SH   SOLE   26,035 0 0
Uber Technologies Inc COM 90353T100 1,383 67,618 SH   SOLE   67,618 0 0
Visa Inc COM CL A 92826C839 2,186 11,105 SH   SOLE   11,105 0 0