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
ABERCROMBIE & FITCH CO CL A 002896207 14,904 732,000 SH   SOLE   732,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 51,788 557,758 SH   SOLE   557,758 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 5,200 400,000 SH   SOLE   400,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 80,802 4,026,000 SH   SOLE   4,026,000 0 0
BOSTON BEER INC CL A 100557107 35,098 35,300 SH   SOLE   35,300 0 0
CARGURUS INC COM CL A 141788109 40,601 1,279,572 SH   SOLE   1,279,572 0 0
CLOUDFLARE INC CL A COM 18915M107 15,456 203,400 SH   SOLE   203,400 0 0
DECKERS OUTDOOR CORP COM 243537107 54,001 188,300 SH   SOLE   188,300 0 0
DICKS SPORTING GOODS INC COM 253393102 92,848 1,651,800 SH   SOLE   1,651,800 0 0
DISH NETWORK CORPORATION CL A 25470M109 99,834 3,087,000 SH   SOLE   3,087,000 0 0
DISNEY WALT CO COM 254687106 27,177 150,000 SH Call SOLE   150,000 0 0
DISNEY WALT CO COM 254687106 47,219 260,620 SH   SOLE   260,620 0 0
DYNATRACE INC COM NEW 268150109 35,815 827,700 SH   SOLE   827,700 0 0
FARFETCH LTD ORD SH CL A 30744W107 20,885 327,300 SH   SOLE   327,300 0 0
FISERV INC COM 337738108 74,305 652,600 SH   SOLE   652,600 0 0
LENDINGTREE INC NEW COM 52603B107 68,092 248,700 SH   SOLE   248,700 0 0
LYFT INC CL A COM 55087P104 25,813 525,400 SH   SOLE   525,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 35,341 267,900 SH   SOLE   267,900 0 0
MICRON TECHNOLOGY INC COM 595112103 39,864 530,250 SH   SOLE   530,250 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 36,215 636,700 SH   SOLE   636,700 0 0
PAR TECHNOLOGY CORP COM 698884103 30,995 493,629 SH   SOLE   493,629 0 0
PINTEREST INC CL A 72352L106 41,306 626,800 SH   SOLE   626,800 0 0
REDFIN CORP COM 75737F108 23,210 338,196 SH   SOLE   338,196 0 0
REVOLVE GROUP INC CL A 76156B107 17,630 565,600 SH   SOLE   565,600 0 0
ROKU INC COM CL A 77543R102 30,142 90,785 SH   SOLE   90,785 0 0
RUSH STREET INTERACTIVE INC COM 782011100 21,650 1,000,000 SH   SOLE   1,000,000 0 0
SNAP INC CL A 83304A106 28,540 570,000 SH Call SOLE   570,000 0 0
SNAP INC CL A 83304A106 48,189 962,427 SH   SOLE   962,427 0 0
SONOS INC COM 83570H108 17,666 755,300 SH   SOLE   755,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 530,162 1,418,000 SH Put SOLE   1,418,000 0 0
SQUARE INC CL A 852234103 31,580 145,102 SH   SOLE   145,102 0 0
TARGET CORP COM 87612E106 78,220 443,100 SH   SOLE   443,100 0 0
TARGET CORP COM 87612E106 132,398 750,000 SH Call SOLE   750,000 0 0
TESLA INC COM 88160R101 31,958 45,288 SH   SOLE   45,288 0 0
TWILIO INC CL A 90138F102 14,500 42,835 SH   SOLE   42,835 0 0
UBER TECHNOLOGIES INC COM 90353T100 55,080 1,080,000 SH Put SOLE   1,080,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 81,081 1,589,829 SH   SOLE   1,589,829 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 28,781 484,200 SH   SOLE   484,200 0 0
WYNN RESORTS LTD COM 983134107 36,162 320,500 SH   SOLE   320,500 0 0
ZENDESK INC COM 98936J101 45,011 314,500 SH   SOLE   314,500 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 54,217 417,700 SH   SOLE   417,700 0 0