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 |
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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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 31,913 | 343,146 | SH | SOLE | 343,146 | 0 | 0 | ||
ACV AUCTIONS INC | COM CL A | 00091G104 | 11,421 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 237,690 | 3,027,900 | SH | SOLE | 3,027,900 | 0 | 0 | ||
ALTIMETER GROWTH CORP | UNIT 99/99/9999 | G0370L124 | 4,892 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 198,614 | 6,792,531 | SH | SOLE | 6,792,531 | 0 | 0 | ||
BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 21,195 | 366,700 | SH | SOLE | 366,700 | 0 | 0 | ||
BOSTON BEER INC | CL A | 100557107 | 35,103 | 29,100 | SH | SOLE | 29,100 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 63,563 | 2,667,368 | SH | SOLE | 2,667,368 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 15,024 | 105,800 | SH | SOLE | 105,800 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 64,564 | 195,400 | SH | SOLE | 195,400 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COM | 253393102 | 190,564 | 2,502,482 | SH | SOLE | 2,502,482 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 129,220 | 3,569,600 | SH | SOLE | 3,569,600 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 73,683 | 399,320 | SH | SOLE | 399,320 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 48,245 | 1,000,100 | SH | SOLE | 1,000,100 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 49,721 | 367,300 | SH | SOLE | 367,300 | 0 | 0 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 77,509 | 1,461,878 | SH | SOLE | 1,461,878 | 0 | 0 | ||
FOOT LOCKER INC | COM | 344849104 | 46,778 | 831,600 | SH | SOLE | 831,600 | 0 | 0 | ||
II-VI INC | COM | 902104108 | 40,393 | 590,800 | SH | SOLE | 590,800 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 23,181 | 362,200 | SH | SOLE | 362,200 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 478,695 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | |
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 16,192 | 172,400 | SH | SOLE | 172,400 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 69,353 | 1,097,700 | SH | SOLE | 1,097,700 | 0 | 0 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 26,215 | 177,000 | SH | SOLE | 177,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 38,617 | 1,016,500 | SH | SOLE | 1,016,500 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 74,617 | 845,902 | SH | SOLE | 845,902 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 56,679 | 240,400 | SH | Call | SOLE | 240,400 | 0 | 0 | |
NUTANIX INC | CL A | 67059N108 | 40,600 | 1,528,600 | SH | SOLE | 1,528,600 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 41,360 | 893,303 | SH | SOLE | 893,303 | 0 | 0 | ||
PAR TECHNOLOGY CORP | COM | 698884103 | 14,887 | 227,589 | SH | SOLE | 227,589 | 0 | 0 | ||
PAYSAFE LIMITED | ORD | G6964L107 | 10,800 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 40,289 | 521,200 | SH | SOLE | 521,200 | 0 | 0 | ||
REDFIN CORP | COM | 75737F108 | 26,230 | 393,896 | SH | SOLE | 393,896 | 0 | 0 | ||
REVOLVE GROUP INC | CL A | 76156B107 | 24,060 | 535,500 | SH | SOLE | 535,500 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 10,908 | 33,485 | SH | SOLE | 33,485 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 28,301 | 755,300 | SH | SOLE | 755,300 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 673,761 | 1,700,000 | SH | Put | SOLE | 1,700,000 | 0 | 0 | |
SQUARE INC | CL A | 852234103 | 88,936 | 391,702 | SH | SOLE | 391,702 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 82,364 | 1,998,647 | SH | SOLE | 1,998,647 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 133,460 | 673,800 | SH | SOLE | 673,800 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 30,249 | 45,288 | SH | SOLE | 45,288 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 16,538 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
TJX COS INC NEW | COM | 872540109 | 97,823 | 1,478,800 | SH | SOLE | 1,478,800 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 22,538 | 419,000 | SH | SOLE | 419,000 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 34,872 | 102,335 | SH | SOLE | 102,335 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 63,630 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 299,405 | 4,705,400 | SH | SOLE | 4,705,400 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 91,055 | 1,670,429 | SH | SOLE | 1,670,429 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 40,918 | 130,000 | SH | Call | SOLE | 130,000 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 85,994 | 273,214 | SH | SOLE | 273,214 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 93,902 | 336,300 | SH | SOLE | 336,300 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 46,475 | 370,700 | SH | SOLE | 370,700 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 46,682 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 123,339 | 951,400 | SH | SOLE | 951,400 | 0 | 0 |