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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10262,432294,350SH SOLE 294,35000
ALLEGIANT TRAVEL COCOM01748X1023,48120,000SH SOLE 20,00000
ANGI HOMESERVICES INCCOM CL A00183L1027,538890,000SH SOLE 890,00000
BOOKING HLDGS INCCOM09857L108280,133136,402SH SOLE 136,40200
CROWDSTRIKE HLDGS INCCL A22788C1057,481150,000SH SOLE 150,00000
DATADOG INCCL A COM23804L1035,667150,000SH SOLE 150,00000
DYNATRACE INCCOM26815010925,3001,000,000SH SOLE 1,000,00000
ELASTIC NVORD SHSN145061049,002140,000SH SOLE 140,00000
EXPEDIA GROUP INCCOM NEW30212P3034,3505,000SHCallSOLE 5,00000
EXPEDIA GROUP INCCOM NEW30212P303394,4273,647,373SH SOLE 3,647,37300
FACEBOOK INCCL A30303M102770,3853,753,400SH SOLE 3,753,40000
FARFETCH LTDORD SH CL A30744W10739,1173,779,409SH SOLE 3,779,40900
MESA AIR GROUP INCCOM NEW5904791352,947329,686SH SOLE 329,68600
MICROSOFT CORPCOM59491810482,793525,000SH SOLE 525,00000
MONGODB INCCL A60937P10639,483300,000SH SOLE 300,00000
NORWEGIAN CRUISE LINE HLDG LSHSG667211046,425110,000SH SOLE 110,00000
OKTA INCCL A67929510528,843250,000SH SOLE 250,00000
PINDUODUO INCSPONSORED ADS722304102328,6568,690,000SH SOLE 8,690,00000
RANPAK HOLDINGS CORPCOM CL A75321W1038,1501,000,000SH SOLE 1,000,00000
SALESFORCE.COM INCCOM79466L302672,3384,133,903SH SOLE 4,133,90300
SKYWEST INCCOM8308791022,26235,000SH SOLE 35,00000
SPIRIT AIRLS INCCOM8485771029,070225,000SH SOLE 225,00000
TRIVAGO NVSPON ADS A SHS89686D10513,6795,221,028SH SOLE 5,221,02800
UBER TECHNOLOGIES INCCOM90353T1001,79860,000SHCallSOLE 60,00000
UBER TECHNOLOGIES INCCOM90353T100627,31421,093,284SH SOLE 21,093,28400
UNITED AIRLINES HLDGS INCCOM9100471091,40713,150SHCallSOLE 13,15000
UNITED AIRLINES HLDGS INCCOM9100471091,040,52611,812,083SH SOLE 11,812,08300