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 |
| 1LIFE HEALTHCARE INC | COM | 68269G107 | 7,409 | 169,741 | SH | SOLE | 169,741 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 22,020 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 7,659 | 14,333 | SH | SOLE | 14,333 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 221,288 | 5,843,372 | SH | SOLE | 5,843,372 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 132,283 | 1,841,105 | SH | SOLE | 1,841,105 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 687,472 | 18,430,882 | SH | SOLE | 18,430,882 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 185,973 | 83,498 | SH | SOLE | 83,498 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 150,148 | 2,865,412 | SH | SOLE | 2,865,412 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 9,993 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 270,986 | 6,262,667 | SH | SOLE | 6,262,667 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 55,939 | 422,500 | SH | SOLE | 422,500 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 18,095 | 66,245 | SH | SOLE | 66,245 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 219,671 | 1,125,943 | SH | SOLE | 1,125,943 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 30,770 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 97,416 | 3,091,600 | SH | SOLE | 3,091,600 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 212,366 | 954,798 | SH | SOLE | 954,798 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 178,536 | 497,259 | SH | SOLE | 497,259 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,323,793 | 2,448,159 | SH | SOLE | 2,448,159 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 16,830 | 118,967 | SH | SOLE | 118,967 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 122,042 | 269,665 | SH | SOLE | 269,665 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 547,146 | 7,048,131 | SH | SOLE | 7,048,131 | 0 | 0 | ||
| TREX CO INC | COM | 89531P105 | 15,096 | 180,317 | SH | SOLE | 180,317 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 12,597 | 437,688 | SH | SOLE | 437,688 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 414,505 | 7,654,760 | SH | SOLE | 7,654,760 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 19,184 | 1,117,326 | SH | SOLE | 1,117,326 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 37,684 | 1,091,644 | SH | SOLE | 1,091,644 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 5,031 | 27,766 | SH | SOLE | 27,766 | 0 | 0 | ||
| YATSEN HLDG LTD | ADS | 985194109 | 2,550 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 16,882 | 117,957 | SH | SOLE | 117,957 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 14 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 1,010,746 | 7,786,949 | SH | SOLE | 7,786,949 | 0 | 0 | ||