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 |
| CERENCE INC | COM | 156727109 | 62,064 | 1,270,000 | SH | SOLE | 1,270,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 35,703 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 921 | 1,323 | SH | Put | SOLE | 1,323 | 0 | 0 | |
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 18,022 | 2,000 | SH | Put | SOLE | 2,000 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 33,016 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 21,430 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 18,194 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 14,926 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 2,648 | 1,530,933 | SH | SOLE | 1,530,933 | 0 | 0 | ||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 8,276 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,464 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| NOODLES & CO | COM CL A | 65540B105 | 2,638 | 384,000 | SH | SOLE | 384,000 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 36,597 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 46,502 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| PAR TECHNOLOGY CORP | COM | 698884103 | 10,127 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 43,620 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 11,850 | 18,202 | SH | Call | SOLE | 18,202 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 29,995 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 8,919 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||