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
AFFIRM HLDGS INC COM CL A 00827B106 5,697 123,100 SH   SOLE   123,100 0 0
ALBEMARLE CORP COM 012653101 10,306 46,600 SH   SOLE   46,600 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 13,623 176,100 SH   SOLE   176,100 0 0
CLEAR CHANNEL OUTDOOR HLDGS COM 18453H106 5,730 1,655,977 SH   SOLE   1,655,977 0 0
DLOCAL LTD CLASS A COM G29018101 4,786 153,100 SH   SOLE   153,100 0 0
DOCUSIGN INC COM 256163106 6,459 60,300 SH   SOLE   60,300 0 0
DYNATRACE INC COM NEW 268150109 6,410 136,100 SH   SOLE   136,100 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 10,505 355,877 SH   SOLE   355,877 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,831 29,800 SH   SOLE   29,800 0 0
FIVE9 INC COM 338307101 12,305 111,454 SH   SOLE   111,454 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 8,070 32,400 SH   SOLE   32,400 0 0
HUBSPOT INC COM 443573100 5,652 11,900 SH   SOLE   11,900 0 0
MERCADOLIBRE INC COM 58733R102 13,878 11,667 SH   SOLE   11,667 0 0
SENTINELONE INC CL A 81730H109 6,160 159,000 SH   SOLE   159,000 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 10,621 124,078 SH   SOLE   124,078 0 0
TOAST INC CL A 888787108 9,043 416,153 SH   SOLE   416,153 0 0
TWILIO INC CL A 90138F102 7,598 46,100 SH   SOLE   46,100 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,157 312,704 SH   SOLE   312,704 0 0