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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 165,205,922 | 1,764,455 | SH | SOLE | 1,764,455 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 289,198,000 | 2,275,000 | SH | SOLE | 2,275,000 | 0 | 0 | |||
| BURLINGTON STORES INC | COM | 122017106 | 98,092,500 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
| CROCS INC | COM | 227046109 | 17,646,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 83,099,250 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| FIVE BELOW INC | COM | 33829M101 | 120,675,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| FRONTIER COMMUNICATIONS PARE | COM | 35909D109 | 31,300,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 107,481,000 | 300,000 | SH | Put | SOLE | 0 | 0 | 300,000 | ||
| LYFT INC | CL A COM | 55087P104 | 59,024,000 | 5,600,000 | SH | SOLE | 5,600,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 133,127,400 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 307,715,250 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 287,332,500 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 69,172,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 8,000,000 | 500,000 | SH | Call | SOLE | 0 | 0 | 500,000 | ||
| POOL CORP | COM | 73278L105 | 17,805,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 173,212,000 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 162,224,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| SMARTSHEET INC | COM CL A | 83200N103 | 125,426,000 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | |||
| SYSCO CORP | COM | 871829107 | 6,605,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 64,383,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| UNDER ARMOUR INC | CL C | 904311206 | 19,140,000 | 3,000,000 | SH | SOLE | 0 | 0 | 3,000,000 | |||
| US FOODS HLDG CORP | COM | 912008109 | 194,530,000 | 4,900,000 | SH | SOLE | 4,900,000 | 0 | 0 | |||
| V F CORP | COM | 918204108 | 91,000,500 | 5,150,000 | SH | SOLE | 5,150,000 | 0 | 0 | |||
| WALMART INC | COM | 931142103 | 143,937,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 152,328,000 | 3,300,000 | SH | SOLE | 0 | 0 | 3,300,000 | |||