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 | 6,633 | 169,741 | SH | SOLE | 169,741 | 0 | 0 | ||
| ACV AUCTIONS INC | COM CL A | 00091G104 | 2,596 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 28,191 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 24,527 | 753,979 | SH | SOLE | 753,979 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 73,909 | 1,372,505 | SH | SOLE | 1,372,505 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 1,336,976 | 18,430,882 | SH | SOLE | 18,430,882 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 110,893 | 509,736 | SH | SOLE | 509,736 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 90,190 | 1,666,783 | SH | SOLE | 1,666,783 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 88,197 | 1,058,280 | SH | SOLE | 1,058,280 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 5,123 | 27,766 | SH | SOLE | 27,766 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 9,179 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 292,625 | 6,066,021 | SH | SOLE | 6,066,021 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 19,511 | 66,245 | SH | SOLE | 66,245 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 185,493 | 854,096 | SH | SOLE | 854,096 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 28,490 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 402,375 | 10,591,600 | SH | SOLE | 10,591,600 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 93,146 | 348,299 | SH | SOLE | 348,299 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,076,899 | 2,064,369 | SH | SOLE | 2,064,369 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 15,810 | 118,967 | SH | SOLE | 118,967 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 119,546 | 235,675 | SH | SOLE | 235,675 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 544,821 | 7,048,131 | SH | SOLE | 7,048,131 | 0 | 0 | ||
| SIGNIFY HEALTH INC | CL A COM | 82671G100 | 1,463 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 443,696 | 6,973,067 | SH | SOLE | 6,973,067 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 116,254 | 5,246,113 | SH | SOLE | 5,246,113 | 0 | 0 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 99,386 | 5,383,844 | SH | SOLE | 5,383,844 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 109,380 | 2,443,155 | SH | SOLE | 2,443,155 | 0 | 0 | ||
| YATSEN HLDG LTD | ADS | 985194109 | 1,853 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 15,643 | 117,957 | SH | SOLE | 117,957 | 0 | 0 | ||
| ZHIHU INC | ADS | 98955N108 | 17,031 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 946,955 | 7,304,499 | SH | SOLE | 7,304,499 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 13 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 44,961 | 139,939 | SH | SOLE | 139,939 | 0 | 0 | ||