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
AVIS BUDGET GROUP COM 053774105 2,991 38,400 SH   SOLE   38,400 0 0
DICKS SPORTING GOODS INC COM 253393102 15,099 150,700 SH   SOLE   150,700 0 0
DOORDASH INC CL A 25809K105 19,545 109,600 SH   SOLE   109,600 0 0
LYFT INC CL A COM 55087P104 10,795 178,481 SH   SOLE   178,481 0 0
MGM RESORTS INTERNATIONAL COM 552953101 20,176 473,066 SH   SOLE   473,066 0 0
VIMEO INC COMMON STOCK 92719V100 7,414 151,307 SH   SOLE   151,307 0 0
IAC INTERACTIVECORP NEW COM 44891N109 4,772 30,956 SH   SOLE   30,956 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 11,769 94,900 SH   SOLE   94,900 0 0
PINDUODUO INC SPONSORED ADS 722304102 8,891 70,000 SH   SOLE   70,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 13,128 370,209 SH   SOLE   370,209 0 0
TRIPADVISOR INC COM 896945201 6,160 152,846 SH   SOLE   152,846 0 0
TWITTER INC COM 90184L102 2,119 30,800 SH   SOLE   30,800 0 0
WILLIAMS SONOMA INC COM 969904101 17,852 111,819 SH   SOLE   111,819 0 0
ZILLOW GROUP INC CL A 98954M101 17,043 139,092 SH   SOLE   139,092 0 0