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
8X8 INC NEW COM 282914100 24,000 1,500,000 SH   SOLE   1,500,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,160 33,377 SH   SOLE   33,377 0 0
ALTICE USA INC CL A 02156K103 54,855 2,433,656 SH   SOLE   2,433,656 0 0
ANAPLAN INC COM 03272L108 1,280 28,245 SH   SOLE   28,245 0 0
AUTODESK INC COM 052769106 7,186 30,041 SH   SOLE   30,041 0 0
AVIS BUDGET GROUP COM 053774105 382,010 16,688,940 SH   SOLE   16,688,940 0 0
BOOKING HOLDINGS INC COM 09857L108 214,522 134,721 SH   SOLE   134,721 0 0
CITRIX SYS INC COM 177376100 548,222 3,706,459 SH   SOLE   3,706,459 0 0
COMCAST CORP NEW CL A 20030N101 282,261 7,241,178 SH   SOLE   7,241,178 0 0
DADA NEXUS LTD ADS 23344D108 886 39,727 SH   SOLE   39,727 0 0
EXPEDIA GROUP INC COM NEW 30212P303 88,465 1,076,217 SH   SOLE   1,076,217 0 0
FACEBOOK INC CL A 30303M102 243,550 1,072,578 SH   SOLE   1,072,578 0 0
JETBLUE AWYS CORP COM 477143101 9,794 898,527 SH   SOLE   898,527 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 4,020 300,000 SH   SOLE   300,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 224,655 13,372,329 SH   SOLE   13,372,329 0 0
MICROSOFT CORP COM 594918104 244,939 1,203,572 SH   SOLE   1,203,572 0 0
NETFLIX INC COM 64110L106 1,382,268 3,037,684 SH   SOLE   3,037,684 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 101,693 241,167 SH   SOLE   241,167 0 0
PALO ALTO NETWORKS INC COM 697435105 236,167 1,028,290 SH   SOLE   1,028,290 0 0
PINTEREST INC CL A 72352L106 36,912 1,664,954 SH   SOLE   1,664,954 0 0
PLANET FITNESS INC CL A 72703H101 299,781 4,949,326 SH   SOLE   4,949,326 0 0
POLARIS INC COM 731068102 22,037 238,107 SH   SOLE   238,107 0 0
SABRE CORP COM 78573M104 60,697 7,530,696 SH   SOLE   7,530,696 0 0
TALEND S A ADS 874224207 12,542 361,847 SH   SOLE   361,847 0 0
TESLA INC COM 88160R101 215,962 200,000 SH Put SOLE   0 0 0
TWITTER INC COM 90184L102 98,009 3,289,985 SH   SOLE   3,289,985 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 565,179 9,810,426 SH   SOLE   9,810,426 0 0