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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 227,610,000 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 277,015,000 | 2,125,000 | SH | SOLE | 2,125,000 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 403,457,600 | 2,080,000 | SH | Put | SOLE | 0 | 0 | 2,080,000 | ||
| BURLINGTON STORES INC | COM | 122017106 | 98,368,750 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | |||
| FIVE BELOW INC | COM | 33829M101 | 104,166,200 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | |||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 33,552,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 47,727,776 | 595,778 | SH | SOLE | 0 | 0 | 595,778 | |||
| LYFT INC | CL A COM | 55087P104 | 47,950,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 201,382,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 232,453,800 | 810,000 | SH | SOLE | 810,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 187,297,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 119,187,100 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 84,300,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 139,536,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 73,941,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| SMARTSHEET INC | COM CL A | 83200N103 | 68,868,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 50,896,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| UNDER ARMOUR INC | CL C | 904311206 | 8,052,000 | 1,200,000 | SH | SOLE | 0 | 0 | 1,200,000 | |||
| US FOODS HLDG CORP | COM | 912008109 | 200,288,000 | 4,552,000 | SH | SOLE | 4,552,000 | 0 | 0 | |||
| V F CORP | COM | 918204108 | 61,088,000 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | |||
| WALMART INC | COM | 931142103 | 157,180,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 76,646,500 | 1,525,000 | SH | SOLE | 0 | 0 | 1,525,000 | |||