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 |
| 10X GENOMICS INC | CL A COM | 88025U109 | 31,261 | 209,865 | SH | SOLE | 209,865 | 0 | 0 | ||
| 1LIFE HEALTHCARE INC | COM | 68269G107 | 2,982 | 169,741 | SH | SOLE | 169,741 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 3,822,012 | 18,430,882 | SH | SOLE | 18,430,882 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 361,753 | 7,187,614 | SH | SOLE | 7,187,614 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 148,162 | 831,854 | SH | SOLE | 831,854 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 226,120 | 3,746,804 | SH | SOLE | 3,746,804 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 22,282 | 66,245 | SH | SOLE | 66,245 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 194,081 | 1,706,954 | SH | SOLE | 1,706,954 | 0 | 0 | ||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 215,063 | 3,392,701 | SH | SOLE | 3,392,701 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 457,294 | 10,189,254 | SH | SOLE | 10,189,254 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 3,642 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 107,063 | 202,254 | SH | SOLE | 202,254 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 885,460 | 1,469,789 | SH | SOLE | 1,469,789 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 19,828 | 118,967 | SH | SOLE | 118,967 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 35,680 | 997,766 | SH | SOLE | 997,766 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 21,135 | 581,425 | SH | SOLE | 581,425 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 630,147 | 6,956,803 | SH | SOLE | 6,956,803 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 129,613 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 98,051 | 289,450 | SH | SOLE | 289,450 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 221,557 | 5,126,260 | SH | SOLE | 5,126,260 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 119,247 | 5,627,511 | SH | SOLE | 5,627,511 | 0 | 0 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 105,443 | 5,844,962 | SH | SOLE | 5,844,962 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 326,106 | 5,107,370 | SH | SOLE | 5,107,370 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 266,736 | 4,154,773 | SH | SOLE | 4,154,773 | 0 | 0 | ||