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 |
| 8X8 INC NEW | COM | 282914100 | 20,790 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 39,089 | 224,715 | SH | SOLE | 224,715 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 855 | 28,245 | SH | SOLE | 28,245 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 17,165 | 109,962 | SH | SOLE | 109,962 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 225,031 | 16,189,300 | SH | SOLE | 16,189,300 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 268,223 | 199,375 | SH | SOLE | 199,375 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 417,269 | 2,947,857 | SH | SOLE | 2,947,857 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 256,774 | 7,468,700 | SH | Call | SOLE | 0 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 226,894 | 6,599,595 | SH | SOLE | 6,599,595 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 160,048 | 1,597,759 | SH | SOLE | 1,597,759 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 219,116 | 1,313,645 | SH | SOLE | 1,313,645 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM | 42806J106 | 3,282 | 531,066 | SH | SOLE | 531,066 | 0 | 0 | ||
| JETBLUE AWYS CORP | COM | 477143101 | 8,042 | 898,527 | SH | SOLE | 898,527 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 3,729 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 20,695 | 914,486 | SH | SOLE | 914,486 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 80,997 | 1,226,488 | SH | SOLE | 1,226,488 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 38,891 | 3,295,828 | SH | SOLE | 3,295,828 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 189,815 | 1,203,572 | SH | SOLE | 1,203,572 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,357,275 | 3,614,580 | SH | SOLE | 3,614,580 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 72,603 | 241,167 | SH | SOLE | 241,167 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 169,090 | 1,031,290 | SH | SOLE | 1,031,290 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 127,668 | 3,543,387 | SH | SOLE | 3,543,387 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 25,707 | 1,664,954 | SH | SOLE | 1,664,954 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 163,599 | 3,359,313 | SH | SOLE | 3,359,313 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 22,603 | 3,811,616 | SH | SOLE | 3,811,616 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 8,116 | 361,847 | SH | SOLE | 361,847 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 24,960 | 893,974 | SH | SOLE | 893,974 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 23,896 | 136,005 | SH | SOLE | 136,005 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 60,549 | 1,784,527 | SH | SOLE | 1,784,527 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 350,198 | 9,722,324 | SH | SOLE | 9,722,324 | 0 | 0 | ||