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 |
| BOOKING HOLDINGS INC | COM | 09857L108 | 19,499 | 8,303 | SH | SOLE | 8,303 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 7,562 | 35,618 | SH | SOLE | 35,618 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 5,909 | 57,575 | SH | SOLE | 57,575 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 14,420 | 93,793 | SH | SOLE | 93,793 | 0 | 0 | ||
| PARK HOTELS & RESORTS INC | COM | 700517105 | 5,543 | 283,837 | SH | SOLE | 283,837 | 0 | 0 | ||
| PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 26,315 | 3,042,254 | SH | SOLE | 3,042,254 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 27,953 | 51,995 | SH | SOLE | 51,995 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 26,788 | 1,143,823 | SH | SOLE | 1,143,823 | 0 | 0 | ||