The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 54,758 | 676,446 | SH | SOLE | 676,446 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 101,706 | 6,867,400 | SH | SOLE | 6,867,400 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 20,126 | 11,765 | SH | SOLE | 11,765 | 0 | 0 | ||
BOSTON BEER INC | CL A | 100557107 | 40,988 | 46,400 | SH | SOLE | 46,400 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 8,651 | 210,700 | SH | SOLE | 210,700 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 29,415 | 133,700 | SH | SOLE | 133,700 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 15,708 | 541,100 | SH | SOLE | 541,100 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 62,040 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 66,236 | 533,820 | SH | SOLE | 533,820 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 72,475 | 703,300 | SH | SOLE | 703,300 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 27,314 | 527,500 | SH | SOLE | 527,500 | 0 | 0 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 9,495 | 143,500 | SH | SOLE | 143,500 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 15,262 | 325,000 | SH | Call | SOLE | 325,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 44,671 | 951,250 | SH | SOLE | 951,250 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 13,442 | 785,600 | SH | SOLE | 785,600 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 16,128 | 29,800 | SH | Call | SOLE | 29,800 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 16,154 | 29,848 | SH | SOLE | 29,848 | 0 | 0 | ||
PAR TECHNOLOGY CORP | COM | 698884103 | 25,797 | 636,803 | SH | SOLE | 636,803 | 0 | 0 | ||
REDFIN CORP | COM | 75737F108 | 11,394 | 228,196 | SH | SOLE | 228,196 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 16,838 | 89,185 | SH | SOLE | 89,185 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 11,114 | 171,700 | SH | SOLE | 171,700 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 48,127 | 1,843,227 | SH | SOLE | 1,843,227 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 11,437 | 753,400 | SH | SOLE | 753,400 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 104,486 | 312,000 | SH | Put | SOLE | 312,000 | 0 | 0 | |
SQUARE INC | CL A | 852234103 | 45,888 | 282,302 | SH | SOLE | 282,302 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 6,189 | 37,460 | SH | SOLE | 37,460 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 32,035 | 203,500 | SH | SOLE | 203,500 | 0 | 0 | ||
TELADOC HEALTH INC | COM | 87918A105 | 7,060 | 32,200 | SH | SOLE | 32,200 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 19,429 | 45,288 | SH | SOLE | 45,288 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 8,929 | 36,135 | SH | SOLE | 36,135 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 53,371 | 1,463,029 | SH | SOLE | 1,463,029 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 30,320 | 294,600 | SH | SOLE | 294,600 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 10,616 | 104,500 | SH | SOLE | 104,500 | 0 | 0 |