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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 2U INC | COM | 90214J101 | 5,834 | 140,000 | SH | Call | SOLE | 140,000 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,335 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,130 | 2,920 | SH | SOLE | 2,920 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,090 | 2,430 | SH | SOLE | 2,430 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,542 | 5,390 | SH | SOLE | 5,390 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 18,424 | 134,520 | SH | SOLE | 134,520 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 6,457 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| CATALENT INC | COM | 148806102 | 4,325 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 7,172 | 86,300 | SH | SOLE | 86,300 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 21,361 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 6,675 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| DARDEN RESTAURANTS INC | COM | 237194105 | 14,599 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 7,013 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 7,910 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 3,365 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 6,730 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| GENERAC HLDGS INC | COM | 368736104 | 20,757 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| HARLEY DAVIDSON INC | COM | 412822108 | 45,820 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 3,477 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 8,591 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 7,307 | 20,020 | SH | SOLE | 20,020 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 6,408 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 16,542 | 194,660 | SH | SOLE | 194,660 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,249 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 1,522 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 26,411 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| NORDSTROM INC | COM | 655664100 | 6,400 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 15,725 | 430,000 | SH | Call | SOLE | 430,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 16,002 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 17,079 | 46,030 | SH | SOLE | 46,030 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 17,576 | 60,300 | SH | SOLE | 60,300 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 3,100 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 11,053 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 7,069 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 40,402 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 40,402 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 18,300 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 4,686 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 6,912 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 7,670 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 12,090 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 15,897 | 109,950 | SH | SOLE | 109,950 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 2,892 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 11,825 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 10,399 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 10,399 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 14,770 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 9,471 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 8,887 | 245,900 | SH | SOLE | 245,900 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 2,710 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |