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 | 15,964 | 209,865 | SH | SOLE | 209,865 | 0 | 0 | ||
| 1LIFE HEALTHCARE INC | COM | 68269G107 | 1,881 | 169,741 | SH | SOLE | 169,741 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 15,979 | 36,650 | SH | SOLE | 36,650 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 32,290 | 9,905 | SH | SOLE | 9,905 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 4,852,851 | 18,430,882 | SH | SOLE | 18,430,882 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 307,528 | 6,568,309 | SH | SOLE | 6,568,309 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 126,001 | 831,854 | SH | SOLE | 831,854 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 200,100 | 4,248,406 | SH | SOLE | 4,248,406 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 66,639 | 536,197 | SH | SOLE | 536,197 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 347,748 | 1,563,895 | SH | SOLE | 1,563,895 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 180,631 | 2,374,540 | SH | SOLE | 2,374,540 | 0 | 0 | ||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 134,764 | 3,989,461 | SH | SOLE | 3,989,461 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 12,489 | 34,947 | SH | SOLE | 34,947 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 239,043 | 5,699,638 | SH | SOLE | 5,699,638 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 89,718 | 202,254 | SH | SOLE | 202,254 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 550,568 | 1,469,789 | SH | SOLE | 1,469,789 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 16,008 | 118,967 | SH | SOLE | 118,967 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 99,565 | 4,045,694 | SH | SOLE | 4,045,694 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 587,711 | 6,956,803 | SH | SOLE | 6,956,803 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 62,800 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 10,573 | 88,264 | SH | SOLE | 88,264 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 105,070 | 155,438 | SH | SOLE | 155,438 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 3,915 | 17,088 | SH | SOLE | 17,088 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 28,223 | 186,880 | SH | SOLE | 186,880 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 16,268 | 126,749 | SH | SOLE | 126,749 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 276,853 | 7,155,661 | SH | SOLE | 7,155,661 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 95,780 | 5,627,511 | SH | SOLE | 5,627,511 | 0 | 0 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 90,948 | 5,844,962 | SH | SOLE | 5,844,962 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 177,345 | 3,597,984 | SH | SOLE | 3,597,984 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 305,906 | 5,120,615 | SH | SOLE | 5,120,615 | 0 | 0 | ||