The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 5,412 | 288,511 | SH | SOLE | 288,511 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 11,061 | 105,300 | SH | SOLE | 105,300 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,439 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,385 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 7,800 | 52,540 | SH | SOLE | 52,540 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 4,112 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 13,802 | 131,900 | SH | SOLE | 131,900 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 5,805 | 117,400 | SH | SOLE | 117,400 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 8,987 | 178,663 | SH | SOLE | 178,663 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 12,467 | 52,951 | SH | SOLE | 52,951 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 5,273 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 7,611 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 5,072 | 37,800 | SH | SOLE | 37,800 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 5,032 | 42,700 | SH | SOLE | 42,700 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 4,961 | 173,277 | SH | SOLE | 173,277 | 0 | 0 | ||