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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 10,180 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 341,703 | 683,243 | SH | SOLE | 683,243 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 196,888 | 1,250,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 435,394 | 2,764,230 | SH | SOLE | 2,764,230 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 342,014 | 3,729,300 | SH | SOLE | 3,729,300 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 44,040 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 209,457 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 200,393 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 816,434 | 465,831 | SH | SOLE | 465,831 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 276,839 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| AMC NETWORKS INC | CL A | 00164V103 | 21,462 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 180,630 | 9,000,000 | SH | SOLE | 9,000,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 121,877 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 100,590 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 472,040 | 2,018,387 | SH | SOLE | 2,018,387 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 266,724 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 59,680 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 782,972 | 351,539 | SH | SOLE | 351,539 | 0 | 0 | ||
| COTY INC | COM CL A | 222070203 | 70,200 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 389,701 | 1,149,867 | SH | SOLE | 1,149,867 | 0 | 0 | ||
| CRACKER BARREL OLD CTRY STOR | COM | 22410J106 | 49,470 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 158,865 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 151,878 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
| CRYOPORT INC | COM PAR $0.001 | 229050307 | 17,552 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 93,518 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 32,980 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 115,192 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 198,600 | 1,500,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 1,579,180 | 11,927,339 | SH | SOLE | 11,927,339 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 1,272,937 | 4,660,041 | SH | SOLE | 4,660,041 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 498,264 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 120,498 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 990,394 | 8,698,349 | SH | SOLE | 8,698,349 | 0 | 0 | ||
| FIRST MAJESTIC SILVER CORP | COM | 32076V103 | 73,920 | 5,500,000 | SH | Put | SOLE | 5,500,000 | 0 | 0 | |
| GAMESTOP CORP NEW | CL A | 36467W109 | 113,040 | 6,000,000 | SH | Put | SOLE | 6,000,000 | 0 | 0 | |
| GARTNER INC | COM | 366651107 | 272,323 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 147,002 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 38,783 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 401,091 | 3,604,990 | SH | SOLE | 3,604,990 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 261,731 | 3,525,000 | SH | SOLE | 3,525,000 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 311,904 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
| IAC INTERACTIVECORP NEW | COM | 44891N109 | 63,432 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 | 102,760 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 316,879 | 3,604,990 | SH | SOLE | 3,604,990 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 46,488 | 1,250,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 731,291 | 19,663,640 | SH | SOLE | 19,663,640 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 176,071 | 865,000 | SH | SOLE | 865,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 629,393 | 10,560,285 | SH | SOLE | 10,560,285 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 8,778 | 602,864 | SH | SOLE | 602,864 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 132,264 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 763,852 | 2,140,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,108,856 | 3,106,561 | SH | SOLE | 3,106,561 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 170,845 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 335,044 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 276,490 | 1,243,100 | SH | SOLE | 1,243,100 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 278,025 | 1,250,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| MSCI INC | COM | 55354G100 | 200,939 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 216,292 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 474,601 | 3,354,785 | SH | SOLE | 3,354,785 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 438,239 | 9,939,650 | SH | SOLE | 9,939,650 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 199,080 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 197,700 | 3,000,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 570,630 | 8,659,029 | SH | SOLE | 8,659,029 | 0 | 0 | ||
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | 76,230 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 147,929 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 129,383 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 358,988 | 652,195 | SH | SOLE | 652,195 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 37,775 | 501,000 | SH | SOLE | 501,000 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 17,856 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 124,200 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 289,192 | 3,700,000 | SH | SOLE | 3,700,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 32,490 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| VIATRIS INC | COM | 92556V106 | 121,435 | 6,480,000 | SH | Put | SOLE | 6,480,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 575,260 | 2,630,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 788,101 | 3,603,075 | SH | SOLE | 3,603,075 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 157,962 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 106,600 | 1,250,000 | SH | Put | SOLE | 1,250,000 | 0 | 0 | |