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 |
| AUTODESK INC | COM | 052769106 | 21,860 | 74,888 | SH | SOLE | 74,888 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 8,383 | 3,831 | SH | SOLE | 3,831 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 32,463 | 962,437 | SH | SOLE | 962,437 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 37,918 | 58,273 | SH | SOLE | 58,273 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 19,871 | 2,674,375 | SH | SOLE | 2,674,375 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 12,274 | 69,339 | SH | SOLE | 69,339 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 21,013 | 583,049 | SH | SOLE | 583,049 | 0 | 0 | ||