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 | 5,612 | 169,741 | SH | SOLE | 169,741 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 73,155 | 1,372,505 | SH | SOLE | 1,372,505 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 1,435,581 | 18,430,882 | SH | SOLE | 18,430,882 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 95,040 | 1,666,783 | SH | SOLE | 1,666,783 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 110,146 | 1,058,280 | SH | SOLE | 1,058,280 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 354,377 | 6,066,021 | SH | SOLE | 6,066,021 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 23,034 | 66,245 | SH | SOLE | 66,245 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 220,514 | 909,374 | SH | SOLE | 909,374 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 485,212 | 11,376,600 | SH | SOLE | 11,376,600 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 119,167 | 329,629 | SH | SOLE | 329,629 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 776,357 | 1,469,789 | SH | SOLE | 1,469,789 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 18,379 | 118,967 | SH | SOLE | 118,967 | 0 | 0 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 133,442 | 235,675 | SH | SOLE | 235,675 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 530,372 | 7,048,131 | SH | SOLE | 7,048,131 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 479,817 | 6,973,067 | SH | SOLE | 6,973,067 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 110,955 | 5,246,113 | SH | SOLE | 5,246,113 | 0 | 0 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 99,978 | 5,383,844 | SH | SOLE | 5,383,844 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 117,387 | 2,013,840 | SH | SOLE | 2,013,840 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 17,026 | 117,957 | SH | SOLE | 117,957 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 12 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 892,756 | 7,304,499 | SH | SOLE | 7,304,499 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 54,161 | 139,939 | SH | SOLE | 139,939 | 0 | 0 | ||
| BOOKING HOLDINGS INC | CALL | 09857L108 | 218,810 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| DOXIMITY INC | CL A | 26622P107 | 873 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 1,019 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 4,306 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 92,853 | 384,006 | SH | SOLE | 384,006 | 0 | 0 | ||
| TWITTER INC | CALL | 90184L102 | 103,215 | 1,500,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 172,418 | 3,440,101 | SH | SOLE | 3,440,101 | 0 | 0 | ||