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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AUTODESK INC COM 052769106   6,940 30,041 SH   SOLE   30,041 0 0
ALIGN TECHNOLOGY INC COM 016255101   10,926 33,377 SH   SOLE   33,377 0 0
ALTICE USA INC CL A 02156K103   209,949 8,074,979 SH   SOLE   8,074,979 0 0
KE HLDGS INC SPONSORED ADS 482497104   30,650 500,000 SH   SOLE   500,000 0 0
BOOKING HOLDINGS INC COM 09857L108   125,554 73,394 SH   SOLE   73,394 0 0
AVIS BUDGET GROUP COM 053774105   475,040 18,048,628 SH   SOLE   18,048,628 0 0
COMCAST CORP NEW CL A 20030N101   132,554 2,865,412 SH   SOLE   2,865,412 0 0
CITRIX SYS INC COM 177376100   195,507 1,419,701 SH   SOLE   1,419,701 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106   681 15,000 SH   SOLE   15,000 0 0
DISNEY WALT CO COM DISNEY 254687106   3,445 27,766 SH   SOLE   27,766 0 0
DYNATRACE INC COM NEW 268150109   163,118 3,976,539 SH   SOLE   3,976,539 0 0
EXPEDIA GROUP INC COM NEW 30212P303   98,678 1,076,217 SH   SOLE   1,076,217 0 0
FACEBOOK INC CL A 30303M102   17,350 66,245 SH   SOLE   66,245 0 0
FIVERR INTL LTD ORD SHS M4R82T106   137,198 987,178 SH   SOLE   987,178 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   4,020 300,000 SH   SOLE   300,000 0 0
LI AUTO INC SPONSORED ADS 50202M102   7,826 450,000 SH   SOLE   450,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   190,486 8,757,983 SH   SOLE   8,757,983 0 0
MICROSOFT CORP COM 594918104   253,147 1,203,572 SH   SOLE   1,203,572 0 0
NETFLIX INC COM 64110L106   1,383,567 2,766,967 SH   SOLE   2,766,967 0 0
NIKE INC CL B 654106103   14,935 118,967 SH   SOLE   118,967 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   111,197 241,167 SH   SOLE   241,167 0 0
PALO ALTO NETWORKS INC COM 697435105   14,019 57,278 SH   SOLE   57,278 0 0
POLARIS INC COM 731068102   55,142 584,500 SH   SOLE   584,500 0 0
ANAPLAN INC COM 03272L108   119,722 1,913,105 SH   SOLE   1,913,105 0 0
PLANET FITNESS INC CL A 72703H101   361,338 5,863,966 SH   SOLE   5,863,966 0 0
SMARTSHEET INC COM CL A 83200N103   7,449 150,734 SH   SOLE   150,734 0 0
SNOWFLAKE INC CL A 833445109   35,140 140,000 SH   SOLE   140,000 0 0
TALEND S A ADS 874224207   14,127 361,847 SH   SOLE   361,847 0 0
TREX CO INC COM 89531P105   10,126 141,422 SH   SOLE   141,422 0 0
TWITTER INC COM 90184L102   347,541 7,809,915 SH   SOLE   7,809,915 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   870,922 8,572,914 SH   SOLE   8,572,914 0 0