The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
YUM CHINA HLDGS INC | COM | 98850P109 | 16,560 | 364,520 | SH | SOLE | 364,520 | 0 | 0 | ||
WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 86,012 | 1,662,394 | SH | SOLE | 1,662,394 | 0 | 0 | ||
WYNDHAM DESTINATIONS INC | COM | 98310W108 | 73,836 | 1,604,434 | SH | SOLE | 1,604,434 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 5,606 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
VIACOM INC NEW | CL B | 92553P201 | 57,238 | 2,381,926 | SH | SOLE | 2,381,926 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 32,622 | 545,693 | SH | SOLE | 545,693 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 98,176 | 2,382,912 | SH | SOLE | 2,382,912 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 12,118 | 23,273 | SH | SOLE | 23,273 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 13,844 | 129,490 | SH | SOLE | 129,490 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 115,027 | 1,009,007 | SH | SOLE | 1,009,007 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 20,898 | 580,027 | SH | SOLE | 580,027 | 0 | 0 | ||
SKECHERS U S A INC | CL A | 830566105 | 98,258 | 2,630,744 | SH | SOLE | 2,630,744 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 63,676 | 250,842 | SH | SOLE | 250,842 | 0 | 0 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 37,940 | 350,229 | SH | SOLE | 350,229 | 0 | 0 | ||
REALOGY HLDGS CORP | COM | 75605Y106 | 2,185 | 327,100 | SH | Call | SOLE | 327,100 | 0 | 0 | |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 76,128 | 1,070,118 | SH | SOLE | 1,070,118 | 0 | 0 | ||
REALOGY HLDGS CORP | COM | 75605Y106 | 63,085 | 9,443,805 | SH | SOLE | 9,443,805 | 0 | 0 | ||
Q2 HLDGS INC | COM | 74736L109 | 45,432 | 576,033 | SH | SOLE | 576,033 | 0 | 0 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 14,827 | 248,780 | SH | SOLE | 248,780 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 66,058 | 511,876 | SH | SOLE | 511,876 | 0 | 0 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 26,735 | 214,945 | SH | SOLE | 214,945 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 84,839 | 416,223 | SH | SOLE | 416,223 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 32,010 | 618,315 | SH | SOLE | 618,315 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 59,775 | 1,080,528 | SH | SOLE | 1,080,528 | 0 | 0 | ||
MICHAELS COS INC | COM | 59408Q106 | 20,495 | 2,093,500 | SH | Call | SOLE | 2,093,500 | 0 | 0 | |
MICHAELS COS INC | COM | 59408Q106 | 943 | 96,274 | SH | SOLE | 96,274 | 0 | 0 | ||
MELCO RESORTS AND ENTMT LTD | ADR | 585464100 | 56,838 | 2,928,295 | SH | SOLE | 2,928,295 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 11,684 | 211,200 | SH | Call | SOLE | 211,200 | 0 | 0 | |
MARRIOTT VACTINS WORLDWID CO | COM | 57164Y107 | 17,463 | 168,550 | SH | SOLE | 168,550 | 0 | 0 | ||
HILTON GRAND VACATIONS INC | COM | 43283X105 | 12,678 | 396,203 | SH | SOLE | 396,203 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 44,095 | 784,463 | SH | SOLE | 784,463 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 53,919 | 1,003,332 | SH | SOLE | 1,003,332 | 0 | 0 | ||
EDGEWELL PERS CARE CO | COM | 28035Q102 | 15,482 | 476,514 | SH | SOLE | 476,514 | 0 | 0 | ||
CDK GLOBAL INC | COM | 12508E101 | 37,551 | 780,844 | SH | SOLE | 780,844 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 16,955 | 420,000 | SH | Call | SOLE | 420,000 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 79,108 | 1,959,570 | SH | SOLE | 1,959,570 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 117,302 | 67,574 | SH | SOLE | 67,574 | 0 | 0 | ||
LINE CORP | SPONSORED ADR | 53567X101 | 52,203 | 1,452,494 | SH | SOLE | 1,452,494 | 0 | 0 |