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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 429,920 876,618 SH   SOLE   876,618 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 58,330 380,000 SH Call SOLE   380,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 571,884 3,725,627 SH   SOLE   3,725,627 0 0
ADVANCED MICRO DEVICES INC COM 007903107 172,179 2,100,000 SH   SOLE   2,100,000 0 0
ADYEN NV COM 00BZIHM42 24,888 13,500 SH   SOLE   13,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 587,960 2,000,000 SH Call SOLE   2,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 957,202 3,256,010 SH   SOLE   3,256,010 0 0
ALIGN TECHNOLOGY INC COM 016255101 298,760 912,633 SH   SOLE   912,633 0 0
ALPHABET INC CAP STK CL A 02079K305 385,431 262,985 SH   SOLE   262,985 0 0
AMAZON COM INC COM 023135106 532,331 169,062 SH   SOLE   169,062 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 22,215 1,500,000 SH Call SOLE   1,500,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 177,720 12,000,000 SH   SOLE   12,000,000 0 0
ANAPLAN INC COM 03272L108 187,740 3,000,000 SH   SOLE   3,000,000 0 0
ATLASSIAN CORP PLC CL A G06242104 72,716 400,000 SH   SOLE   400,000 0 0
AUTOZONE INC COM 053332102 486,675 413,263 SH   SOLE   413,263 0 0
AVIS BUDGET GROUP COM 053774105 48,692 1,850,000 SH   SOLE   1,850,000 0 0
BED BATH & BEYOND INC COM 075896100 48,385 3,230,000 SH Put SOLE   3,230,000 0 0
BOOKING HOLDINGS INC COM 09857L108 325,029 190,000 SH Call SOLE   190,000 0 0
BOOKING HOLDINGS INC COM 09857L108 878,345 513,448 SH   SOLE   513,448 0 0
BRINKER INTL INC COM 109641100 70,488 1,650,000 SH   SOLE   1,650,000 0 0
BURLINGTON STORES INC COM 122017106 72,132 350,000 SH   SOLE   350,000 0 0
DARDEN RESTAURANTS INC COM 237194105 120,888 1,200,000 SH   SOLE   1,200,000 0 0
DATADOG INC CL A COM 23804L103 127,700 1,250,000 SH Call SOLE   1,250,000 0 0
DATADOG INC CL A COM 23804L103 294,254 2,880,321 SH   SOLE   2,880,321 0 0
DECKERS OUTDOOR CORP COM 243537107 104,505 475,000 SH   SOLE   475,000 0 0
DILLARDS INC CL A 254067101 7,304 200,000 SH Put SOLE   200,000 0 0
DOCUSIGN INC COM 256163106 431,276 2,003,699 SH   SOLE   2,003,699 0 0
DOMINOS PIZZA INC COM 25754A201 80,803 190,000 SH   SOLE   190,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 46,643 1,670,000 SH Put SOLE   1,670,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 297,993 3,250,000 SH Call SOLE   3,250,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 938,690 10,237,648 SH   SOLE   10,237,648 0 0
FAIR ISAAC CORP COM 303250104 478,553 1,125,000 SH   SOLE   1,125,000 0 0
FERRARI N V COM N3167Y103 101,250 550,000 SH   SOLE   550,000 0 0
FISERV INC COM 337738108 645,093 6,260,000 SH Call SOLE   6,260,000 0 0
FISERV INC COM 337738108 1,086,607 10,544,462 SH   SOLE   10,544,462 0 0
GAMESTOP CORP NEW CL A 36467W109 55,080 5,400,000 SH Put SOLE   5,400,000 0 0
GARTNER INC COM 366651107 208,667 1,670,000 SH   SOLE   1,670,000 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 148,682 1,650,000 SH Put SOLE   1,650,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 16,908 400,000 SH Put SOLE   400,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 136,512 1,600,000 SH   SOLE   1,600,000 0 0
HYATT HOTELS CORP COM CL A 448579102 188,129 3,525,000 SH   SOLE   3,525,000 0 0
IAA INC COM 449253103 192,659 3,700,000 SH   SOLE   3,700,000 0 0
IROBOT CORP COM 462726100 37,950 500,000 SH Put SOLE   500,000 0 0
IRON MTN INC NEW COM 46284V101 27,058 1,010,000 SH Put SOLE   1,010,000 0 0
JD.COM INC SPON ADR CL A 47215P106 318,201 4,100,000 SH   SOLE   4,100,000 0 0
KAR AUCTION SVCS INC COM 48238T109 46,080 3,200,000 SH   SOLE   3,200,000 0 0
L BRANDS INC COM 501797104 768,836 24,169,621 SH   SOLE   24,169,621 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 306,505 1,628,006 SH   SOLE   1,628,006 0 0
LAS VEGAS SANDS CORP COM 517834107 87,721 1,880,000 SH Call SOLE   1,880,000 0 0
LAS VEGAS SANDS CORP COM 517834107 467,463 10,018,494 SH   SOLE   10,018,494 0 0
LAUREATE EDUCATION INC CL A 518613203 8,006 602,864 SH   SOLE   602,864 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 57,192 600,000 SH Put SOLE   600,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 80,820 1,500,000 SH   SOLE   1,500,000 0 0
LOWES COS INC COM 548661107 215,618 1,300,000 SH   SOLE   1,300,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 1,411 1,450,000 SH Put SOLE   1,450,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 61,194 260,000 SH Put SOLE   260,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 391,732 1,158,389 SH   SOLE   1,158,389 0 0
MCDONALDS CORP COM 580135101 296,312 1,350,000 SH   SOLE   1,350,000 0 0
MICROSOFT CORP COM 594918104 210,330 1,000,000 SH   SOLE   1,000,000 0 0
MSCI INC COM 55354G100 133,793 375,000 SH   SOLE   375,000 0 0
MYLAN NV SHS EURO N59465109 110,632 7,460,000 SH Put SOLE   7,460,000 0 0
NATIONAL BEVERAGE CORP COM 635017106 54,408 800,000 SH Put SOLE   800,000 0 0
NIKE INC CL B 654106103 345,873 2,755,086 SH   SOLE   2,755,086 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 270,167 8,140,026 SH   SOLE   8,140,026 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 34,067 390,000 SH Put SOLE   390,000 0 0
PAYPAL HLDGS INC COM 70450Y103 137,921 700,000 SH   SOLE   700,000 0 0
PINTEREST INC CL A 72352L106 103,775 2,500,000 SH Call SOLE   2,500,000 0 0
PINTEREST INC CL A 72352L106 499,042 12,022,200 SH   SOLE   12,022,200 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 35,880 975,000 SH   SOLE   975,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 95,544 300,000 SH   SOLE   300,000 0 0
SEA LTD SPONSORD ADS 81141R100 284,537 1,847,161 SH   SOLE   1,847,161 0 0
SERVICENOW INC COM 81762P102 668,108 1,377,542 SH   SOLE   1,377,542 0 0
SQUARE INC CL A 852234103 52,829 325,000 SH   SOLE   325,000 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 6,030 1,000,000 SH Put SOLE   1,000,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 151,623 1,700,000 SH   SOLE   1,700,000 0 0
TEXAS ROADHOUSE INC COM 882681109 164,133 2,700,000 SH   SOLE   2,700,000 0 0
TJX COS INC NEW COM 872540109 255,990 4,600,000 SH   SOLE   4,600,000 0 0
TRINITY INDS INC COM 896522109 26,325 1,350,000 SH Put SOLE   1,350,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 18,144 900,000 SH   SOLE   900,000 0 0
TWITTER INC COM 90184L102 44,500 1,000,000 SH   SOLE   1,000,000 0 0
VIACOMCBS INC CL B 92556H206 17,926 640,000 SH Put SOLE   640,000 0 0
VISA INC COM CL A 92826C839 249,963 1,250,000 SH Call SOLE   1,250,000 0 0
VISA INC COM CL A 92826C839 450,765 2,254,161 SH   SOLE   2,254,161 0 0
WORKDAY INC CL A 98138H101 129,078 600,000 SH   SOLE   600,000 0 0
WYNN RESORTS LTD COM 983134107 71,810 1,000,000 SH Call SOLE   1,000,000 0 0
WYNN RESORTS LTD COM 983134107 138,234 1,925,000 SH   SOLE   1,925,000 0 0