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 |
|
||||||||||||||||
| 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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,190 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,571 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,118 | 2,920 | SH | SOLE | 2,920 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,783 | 2,730 | SH | SOLE | 2,730 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 17,555 | 5,390 | SH | SOLE | 5,390 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 6,046 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 19,176 | 144,520 | SH | SOLE | 144,520 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 7,795 | 86,300 | SH | SOLE | 86,300 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 19,064 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 3,935 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 10,871 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 7,874 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 30,389 | 155,000 | SH | Call | SOLE | 155,000 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 4,955 | 65,000 | SH | Call | SOLE | 65,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 10,448 | 30,020 | SH | SOLE | 30,020 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 6,961 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 7,915 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 14,635 | 194,660 | SH | SOLE | 194,660 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 5,462 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 15,605 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 10,444 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 16,359 | 46,030 | SH | SOLE | 46,030 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 15,293 | 65,300 | SH | SOLE | 65,300 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 9,226 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 18,329 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 3,770 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 7,653 | 60,100 | SH | SOLE | 60,100 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 7,644 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 12,733 | 74,950 | SH | SOLE | 74,950 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 8,494 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| THE REALREAL INC | COM | 88339P101 | 2,443 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 10,155 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 14,293 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 3,594 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 6,000 | 245,900 | SH | SOLE | 245,900 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 2,440 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |