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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 |
| 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 | ||