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
ACV AUCTIONS INC COM CL A 00091G104 33,423 1,868,238 SH   SOLE   1,868,238 0 0
ALPHABET INC CAP STK CL A 02079K305 64,841 24,253 SH   SOLE   24,253 0 0
ALPHABET INC CAP STK CL A 02079K305 200,514 75,000 SH Call SOLE   75,000 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 4,431 416,057 SH   SOLE   416,057 0 0
AMAZON COM INC COM 023135106 126,142 38,399 SH   SOLE   38,399 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 222,441 8,621,729 SH   SOLE   8,621,729 0 0
ANAPLAN INC COM 03272L108 116,361 1,911,008 SH   SOLE   1,911,008 0 0
BOSTON BEER INC CL A 100557107 25,488 50,000 SH Call SOLE   50,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 73,896 658,142 SH   SOLE   658,142 0 0
CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113 5,123 520,072 SH   SOLE   520,072 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 105,021 461,672 SH   SOLE   461,672 0 0
DECKERS OUTDOOR CORP COM 243537107 75,865 210,618 SH   SOLE   210,618 0 0
DICKS SPORTING GOODS INC COM 253393102 386,631 3,228,112 SH   SOLE   3,228,112 0 0
DISH NETWORK CORPORATION CL A 25470M109 202,506 4,659,604 SH   SOLE   4,659,604 0 0
DISNEY WALT CO COM 254687106 134,986 797,934 SH   SOLE   797,934 0 0
DYNATRACE INC COM NEW 268150109 81,148 1,143,407 SH   SOLE   1,143,407 0 0
ELASTIC N V ORD SHS N14506104 99,556 668,208 SH   SOLE   668,208 0 0
ELECTRONIC ARTS INC COM 285512109 102,073 717,562 SH   SOLE   717,562 0 0
GOODRX HLDGS INC COM CL A 38246G108 94,920 2,313,994 SH   SOLE   2,313,994 0 0
II-VI INC COM 902104108 91,393 1,539,633 SH   SOLE   1,539,633 0 0
JOBY AVIATION INC COMMON STOCK G65163100 10,060 1,000,000 SH   SOLE   1,000,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 76,866 1,495,152 SH   SOLE   1,495,152 0 0
MARVELL TECHNOLOGY INC COM 573874104 3,080 51,071 SH   SOLE   51,071 0 0
MATCH GROUP INC NEW COM 57667L107 120,914 770,203 SH   SOLE   770,203 0 0
MGM RESORTS INTERNATIONAL COM 552953101 114,571 2,655,170 SH   SOLE   2,655,170 0 0
MICRON TECHNOLOGY INC COM 595112103 50,524 711,812 SH   SOLE   711,812 0 0
OLAPLEX HLDGS INC COM 679369108 4,900 200,000 SH   SOLE   200,000 0 0
OWLET INC COM CL A 69120X107 2,795 500,000 SH   SOLE   500,000 0 0
PENN NATL GAMING INC COM 707569109 350,471 4,836,746 SH   SOLE   4,836,746 0 0
ROKU INC COM CL A 77543R102 19,355 61,769 SH   SOLE   61,769 0 0
TABOOLA.COM LTD ORD SHS M8744T106 6,134 725,000 SH   SOLE   725,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 82,442 535,093 SH   SOLE   535,093 0 0
TARGET CORP COM 87612E106 82,387 360,130 SH   SOLE   360,130 0 0
TESLA INC COM 88160R101 35,120 45,288 SH   SOLE   45,288 0 0
TWILIO INC CL A 90138F102 127,994 401,172 SH   SOLE   401,172 0 0
TWITTER INC COM 90184L102 60,390 1,000,000 SH Call SOLE   1,000,000 0 0
TWITTER INC COM 90184L102 350,030 5,796,159 SH   SOLE   5,796,159 0 0
UBER TECHNOLOGIES INC COM 90353T100 44,800 1,000,000 SH Call SOLE   1,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 325,771 7,271,668 SH   SOLE   7,271,668 0 0
WAYFAIR INC CL A 94419L101 77,234 302,273 SH   SOLE   302,273 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 42,084 477,469 SH   SOLE   477,469 0 0