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
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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
ABERCROMBIE & FITCH CO CL A 002896207 50,841 1,095,000 SH   SOLE   1,095,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 238,600 2,500,000 SH Call SOLE   2,500,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 257,688 2,700,000 SH   SOLE   2,700,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 213,850 350,000 SH Call SOLE   350,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 386,152 632,000 SH   SOLE   632,000 0 0
ALPHABET INC CAP STK CL A 02079K305 488,358 200,000 SH   SOLE   200,000 0 0
AMAZON COM INC COM 023135106 172,008 50,000 SH Call SOLE   50,000 0 0
AMAZON COM INC COM 023135106 739,634 215,000 SH   SOLE   215,000 0 0
ANAPLAN INC COM 03272L108 5,330 100,000 SH   SOLE   100,000 0 0
ATLASSIAN CORP PLC CL A G06242104 288,968 1,125,000 SH   SOLE   1,125,000 0 0
AUTODESK INC COM 052769106 29,190 100,000 SH Call SOLE   100,000 0 0
AUTODESK INC COM 052769106 272,927 935,000 SH   SOLE   935,000 0 0
BILL COM HLDGS INC COM 090043100 73,272 400,000 SH Call SOLE   400,000 0 0
BILL COM HLDGS INC COM 090043100 242,530 1,324,000 SH   SOLE   1,324,000 0 0
BOOKING HOLDINGS INC COM 09857L108 295,392 135,000 SH   SOLE   135,000 0 0
BOYD GAMING CORP COM 103304101 52,267 850,000 SH   SOLE   850,000 0 0
COTY INC COM CL A 222070203 93,400 10,000,000 SH   SOLE   10,000,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 207,331 825,000 SH   SOLE   825,000 0 0
DARDEN RESTAURANTS INC COM 237194105 94,894 650,000 SH   SOLE   650,000 0 0
DATADOG INC CL A COM 23804L103 130,100 1,250,000 SH   SOLE   1,250,000 0 0
DECKERS OUTDOOR CORP COM 243537107 105,619 275,000 SH   SOLE   275,000 0 0
DOMINOS PIZZA INC COM 25754A201 244,907 525,000 SH   SOLE   525,000 0 0
DOORDASH INC CL A 25809K105 329,911 1,850,000 SH   SOLE   1,850,000 0 0
DYNATRACE INC COM NEW 268150109 29,210 500,000 SH   SOLE   500,000 0 0
EQUIFAX INC COM 294429105 57,961 242,000 SH   SOLE   242,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 376,533 2,300,000 SH Call SOLE   2,300,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,019,095 6,225,000 SH   SOLE   6,225,000 0 0
FACEBOOK INC CL A 30303M102 52,157 150,000 SH   SOLE   150,000 0 0
FAIR ISAAC CORP COM 303250104 226,206 450,000 SH Call SOLE   450,000 0 0
FAIR ISAAC CORP COM 303250104 495,140 985,000 SH   SOLE   985,000 0 0
FERRARI N V COM N3167Y103 236,958 1,150,000 SH   SOLE   1,150,000 0 0
GARTNER INC COM 366651107 121,100 500,000 SH Call SOLE   500,000 0 0
GARTNER INC COM 366651107 242,200 1,000,000 SH   SOLE   1,000,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 241,240 2,000,000 SH   SOLE   2,000,000 0 0
HUBSPOT INC COM 443573100 58,272 100,000 SH   SOLE   100,000 0 0
HYATT HOTELS CORP COM CL A 448579102 283,386 3,650,000 SH   SOLE   3,650,000 0 0
IAA INC COM 449253103 136,350 2,500,000 SH Call SOLE   2,500,000 0 0
IAA INC COM 449253103 353,147 6,475,000 SH   SOLE   6,475,000 0 0
JD.COM INC SPON ADR CL A 47215P106 199,525 2,500,000 SH Call SOLE   2,500,000 0 0
JD.COM INC SPON ADR CL A 47215P106 379,098 4,750,000 SH   SOLE   4,750,000 0 0
L BRANDS INC COM 501797104 147,723 2,050,000 SH   SOLE   2,050,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 220,680 800,000 SH Call SOLE   800,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 537,908 1,950,000 SH   SOLE   1,950,000 0 0
LAS VEGAS SANDS CORP COM 517834107 187,050 3,550,000 SH Call SOLE   3,550,000 0 0
LAS VEGAS SANDS CORP COM 517834107 284,526 5,400,000 SH   SOLE   5,400,000 0 0
LAUREATE EDUCATION INC CL A 518613203 8,748 602,864 SH   SOLE   602,864 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 26,277 300,000 SH Call SOLE   300,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 227,734 2,600,000 SH   SOLE   2,600,000 0 0
MACYS INC COM 55616P104 47,400 2,500,000 SH   SOLE   2,500,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 47,790 300,000 SH Call SOLE   300,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 143,370 900,000 SH   SOLE   900,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 255,563 700,000 SH   SOLE   700,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 61,309 3,700,000 SH   SOLE   3,700,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 74,565 4,500,000 SH Call SOLE   4,500,000 0 0
MICROSOFT CORP COM 594918104 243,810 900,000 SH   SOLE   900,000 0 0
NETEASE INC SPONSORED ADS 64110W102 80,675 700,000 SH Call SOLE   700,000 0 0
NETEASE INC SPONSORED ADS 64110W102 190,163 1,650,000 SH   SOLE   1,650,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 240,456 4,300,000 SH Call SOLE   4,300,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 327,132 5,850,000 SH   SOLE   5,850,000 0 0
PAYPAL HLDGS INC COM 70450Y103 291,480 1,000,000 SH   SOLE   1,000,000 0 0
PVH CORPORATION COM 693656100 129,108 1,200,000 SH   SOLE   1,200,000 0 0
SEA LTD SPONSORD ADS 81141R100 151,030 550,000 SH   SOLE   550,000 0 0
SEAWORLD ENTMT INC COM 81282V100 29,964 600,000 SH Call SOLE   600,000 0 0
SEAWORLD ENTMT INC COM 81282V100 212,245 4,250,000 SH   SOLE   4,250,000 0 0
SENTINELONE INC CL A 81730H109 10,689 251,500 SH   SOLE   251,500 0 0
SERVICENOW INC COM 81762P102 96,171 175,000 SH   SOLE   175,000 0 0
SHOPIFY INC CL A 82509L107 146,098 100,000 SH   SOLE   100,000 0 0
SNAP INC CL A 83304A106 109,024 1,600,000 SH   SOLE   1,600,000 0 0
SNOWFLAKE INC CL A 833445109 120,900 500,000 SH Call SOLE   500,000 0 0
SNOWFLAKE INC CL A 833445109 465,465 1,925,000 SH   SOLE   1,925,000 0 0
STARBUCKS CORP COM 855244109 111,810 1,000,000 SH   SOLE   1,000,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 35,404 200,000 SH   SOLE   200,000 0 0
TARGET CORP COM 87612E106 175,262 725,000 SH   SOLE   725,000 0 0
TEXAS ROADHOUSE INC COM 882681109 57,720 600,000 SH Call SOLE   600,000 0 0
TEXAS ROADHOUSE INC COM 882681109 322,270 3,350,000 SH   SOLE   3,350,000 0 0
TRANSUNION COM 89400J107 129,027 1,175,000 SH   SOLE   1,175,000 0 0
TWITTER INC COM 90184L102 82,572 1,200,000 SH   SOLE   1,200,000 0 0
TWITTER INC COM 90184L102 103,215 1,500,000 SH Call SOLE   1,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 125,300 2,500,000 SH Call SOLE   2,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 150,360 3,000,000 SH   SOLE   3,000,000 0 0
US FOODS HLDG CORP COM 912008109 115,080 3,000,000 SH Call SOLE   3,000,000 0 0
US FOODS HLDG CORP COM 912008109 230,160 6,000,000 SH   SOLE   6,000,000 0 0
VIMEO INC COMMON STOCK 92719V100 14,700 300,000 SH Call SOLE   300,000 0 0
VIMEO INC COMMON STOCK 92719V100 151,900 3,100,000 SH   SOLE   3,100,000 0 0
VISA INC COM CL A 92826C839 140,292 600,000 SH Call SOLE   600,000 0 0
VISA INC COM CL A 92826C839 701,460 3,000,000 SH   SOLE   3,000,000 0 0
WW INTL INC COM 98262P101 21,684 600,000 SH Call SOLE   600,000 0 0
WW INTL INC COM 98262P101 101,192 2,800,000 SH   SOLE   2,800,000 0 0