The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AMAZON COM INC COM 023135106 94,216 49,754 SH   SOLE   49,754 0 0
AVIS BUDGET GROUP INC COM 053774105 40,082 1,139,987 SH   SOLE   1,139,987 0 0
BLACKLINE INC COM 09239B109 11,510 215,104 SH   SOLE   215,104 0 0
CBS CORP NEW CL B 124857202 102,763 2,059,379 SH   SOLE   2,059,379 0 0
EDGEWELL PERS CARE CO COM 28035Q102 8,061 299,114 SH   SOLE   299,114 0 0
FIVE9 INC COM 338307101 48,247 940,677 SH   SOLE   940,677 0 0
GRUBHUB INC COM 400110102 48,909 627,121 SH   SOLE   627,121 0 0
GRUBHUB INC COM 400110102 5,849 75,000 SH Call SOLE   75,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 10,383 326,312 SH   SOLE   326,312 0 0
KINDER MORGAN INC DEL COM 49456B101 20,889 1,000,431 SH   SOLE   1,000,431 0 0
LINE CORP SPONSORED ADR 53567X101 35,829 1,273,252 SH   SOLE   1,273,252 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 14,571 151,150 SH   SOLE   151,150 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,240 20,900 SH Put SOLE   0 0 20,900
MELCO RESORTS AND ENTMT LTD ADR 585464100 44,288 2,039,061 SH   SOLE   2,039,061 0 0
MICHAELS COS INC COM 59408Q106 731 83,974 SH   SOLE   83,974 0 0
MONDELEZ INTL INC CL A 609207105 70,094 1,300,444 SH   SOLE   1,300,444 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 30,017 559,713 SH   SOLE   559,713 0 0
PALO ALTO NETWORKS INC COM 697435105 72,693 356,756 SH   SOLE   356,756 0 0
PALO ALTO NETWORKS INC COM 697435105 62,921 308,800 SH Call SOLE   308,800 0 0
PROCTER AND GAMBLE CO COM 742718109 13,331 121,578 SH   SOLE   121,578 0 0
PROOFPOINT INC COM 743424103 61,775 513,720 SH   SOLE   513,720 0 0
Q2 HLDGS INC COM 74736L109 38,843 508,678 SH   SOLE   508,678 0 0
REALOGY HLDGS CORP COM 75605Y106 64,654 8,930,163 SH   SOLE   8,930,163 0 0
REALOGY HLDGS CORP COM 75605Y106 2,368 327,100 SH Call SOLE   327,100 0 0
RED HAT INC COM 756577102 4,432 23,604 SH   SOLE   23,604 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 51,372 738,738 SH   SOLE   738,738 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 31,276 258,031 SH   SOLE   258,031 0 0
SKECHERS U S A INC CL A 830566105 74,103 2,353,232 SH   SOLE   2,353,232 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 97,981 670,095 SH   SOLE   670,095 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 80,026 547,300 SH Call SOLE   547,300 0 0
TARGET CORP COM 87612E106 44,184 510,154 SH   SOLE   510,154 0 0
TRANSDIGM GROUP INC COM 893641100 71,638 148,073 SH   SOLE   148,073 0 0
TWITTER INC COM 90184L102 91,262 2,614,943 SH   SOLE   2,614,943 0 0
VARONIS SYS INC COM 922280102 24,495 395,460 SH   SOLE   395,460 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 53,531 1,219,388 SH   SOLE   1,219,388 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 84,475 1,515,510 SH   SOLE   1,515,510 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 5,390 96,700 SH Call SOLE   96,700 0 0
YUM CHINA HLDGS INC COM 98850P109 12,717 275,266 SH   SOLE   275,266 0 0