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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V10923,250250,000SH SOLE 250,00000
ACTIVISION BLIZZARD INCCOM00507V109186,0002,000,000SHCallSOLE 2,000,00000
ACV AUCTIONS INCCOM CL A00091G10424,227700,000SH SOLE 700,00000
ADVANCE AUTO PARTS INCCOM00751Y106233,9501,275,000SH SOLE 1,275,00000
ALASKA AIR GROUP INCCOM01165910971,4941,033,000SH SOLE 1,033,00000
ALIGN TECHNOLOGY INCCOM016255101203,074375,000SH SOLE 375,00000
ALPHABET INCCAP STK CL A02079K305674,444327,000SH SOLE 327,00000
AMAZON COM INCCOM023135106386,760125,000SH SOLE 125,00000
AMERICAN EAGLE OUTFITTERS INCOM02553E10661,4042,100,000SH SOLE 2,100,00000
ATLASSIAN CORP PLCCL AG06242104168,608800,000SHCallSOLE 800,00000
ATLASSIAN CORP PLCCL AG06242104295,0641,400,000SH SOLE 1,400,00000
AUTODESK INCCOM052769106291,0081,050,000SH SOLE 1,050,00000
BILL COM HLDGS INCCOM090043100225,5251,550,000SH SOLE 1,550,00000
BOOKING HOLDINGS INCCOM09857L108326,178140,000SH SOLE 140,00000
BOYD GAMING CORPCOM10330410176,6481,300,000SH SOLE 1,300,00000
COTY INCCOM CL A22207020331,5353,500,000SH SOLE 3,500,00000
COUPA SOFTWARE INCCOM22266L10631,810125,000SH SOLE 125,00000
CRACKER BARREL OLD CTRY STORCOM22410J10673,496425,130SH SOLE 425,13000
CROWDSTRIKE HLDGS INCCL A22788C10554,753300,000SHCallSOLE 300,00000
CROWDSTRIKE HLDGS INCCL A22788C105219,0121,200,000SH SOLE 1,200,00000
DARDEN RESTAURANTS INCCOM237194105117,150825,000SH SOLE 825,00000
DECKERS OUTDOOR CORPCOM24353710790,866275,000SH SOLE 275,00000
EXPEDIA GROUP INCCOM NEW30212P303877,8125,100,000SH SOLE 5,100,00000
FACEBOOK INCCL A30303M102235,624800,000SHCallSOLE 800,00000
FACEBOOK INCCL A30303M102353,4361,200,000SH SOLE 1,200,00000
FAIR ISAAC CORPCOM303250104170,118350,000SHCallSOLE 350,00000
FAIR ISAAC CORPCOM303250104566,2481,165,000SH SOLE 1,165,00000
FERRARI N VCOMN3167Y103214,5121,025,000SH SOLE 1,025,00000
GAP INCCOM36476010853,6041,800,000SH SOLE 1,800,00000
GARTNER INCCOM366651107232,7511,275,000SH SOLE 1,275,00000
GRAINGER W W INCCOM38480210468,911171,878SH SOLE 171,87800
HILTON WORLDWIDE HLDGS INCCOM43300A203302,3002,500,000SH SOLE 2,500,00000
HYATT HOTELS CORPCOM CL A448579102287,3833,475,000SH SOLE 3,475,00000
IAA INCCOM44925310382,7101,500,000SHCallSOLE 1,500,00000
IAA INCCOM449253103341,8686,200,000SH SOLE 6,200,00000
IAC INTERACTIVECORP NEWCOM44891N10943,262200,000SHCallSOLE 200,00000
IAC INTERACTIVECORP NEWCOM44891N109328,7911,520,000SH SOLE 1,520,00000
L BRANDS INCCOM50179710486,6041,400,000SHCallSOLE 1,400,00000
L BRANDS INCCOM501797104493,3347,975,000SH SOLE 7,975,00000
LABORATORY CORP AMER HLDGSCOM NEW50540R409382,5451,500,000SH SOLE 1,500,00000
LAS VEGAS SANDS CORPCOM51783410730,380500,000SHCallSOLE 500,00000
LAS VEGAS SANDS CORPCOM517834107334,1805,500,000SH SOLE 5,500,00000
LAUREATE EDUCATION INCCL A5186132038,193602,864SH SOLE 602,86400
LIVE NATION ENTERTAINMENT INCOM53803410967,720800,000SH SOLE 800,00000
MARRIOTT VACTINS WORLDWID COCOM57164Y10787,090500,000SH SOLE 500,00000
MASTERCARD INCORPORATEDCL A57636Q104356,0501,000,000SHCallSOLE 1,000,00000
MASTERCARD INCORPORATEDCL A57636Q104712,1002,000,000SH SOLE 2,000,00000
MELCO RESORTS AND ENTMNT LTDADR58546410019,9101,000,000SHCallSOLE 1,000,00000
MELCO RESORTS AND ENTMNT LTDADR58546410073,6673,700,000SH SOLE 3,700,00000
MICRON TECHNOLOGY INCCOM59511210344,105500,000SHCallSOLE 500,00000
MICRON TECHNOLOGY INCCOM595112103110,2631,250,000SH SOLE 1,250,00000
NETEASE INCSPONSORED ADS64110W10282,608800,000SHCallSOLE 800,00000
NETEASE INCSPONSORED ADS64110W102258,1502,500,000SH SOLE 2,500,00000
NETFLIX INCCOM64110L106208,664400,000SHCallSOLE 400,00000
NETFLIX INCCOM64110L106365,162700,000SH SOLE 700,00000
NIKE INCCL B654106103132,8901,000,000SH SOLE 1,000,00000
NUANCE COMMUNICATIONS INCCOM67020Y100152,7403,500,000SHCallSOLE 3,500,00000
NUANCE COMMUNICATIONS INCCOM67020Y100353,4848,100,000SH SOLE 8,100,00000
PAGSEGURO DIGITAL LTDCOM CL AG68707101125,0102,700,000SHCallSOLE 2,700,00000
PAGSEGURO DIGITAL LTDCOM CL AG68707101287,0606,200,000SH SOLE 6,200,00000
PINTEREST INCCL A72352L106148,0602,000,000SHCallSOLE 2,000,00000
PINTEREST INCCL A72352L106310,9264,200,000SH SOLE 4,200,00000
PVH CORPORATIONCOM69365610031,710300,000SH SOLE 300,00000
SEAWORLD ENTMT INCCOM81282V10089,4061,800,000SH SOLE 1,800,00000
SERVICENOW INCCOM81762P102150,033300,000SH SOLE 300,00000
SIGNET JEWELERS LIMITEDSHSG81276100104,3641,800,000SH SOLE 1,800,00000
SNOWFLAKE INCCL A833445109349,6521,525,000SH SOLE 1,525,00000
STARBUCKS CORPCOM855244109240,3942,200,000SHCallSOLE 2,200,00000
STARBUCKS CORPCOM855244109273,1752,500,000SH SOLE 2,500,00000
TAPESTRY INCCOM87603010786,5412,100,000SH SOLE 2,100,00000
TEMPUR SEALY INTL INCCOM88023U10190,4862,475,000SH SOLE 2,475,00000
TEXAS ROADHOUSE INCCOM88268110928,782300,000SHCallSOLE 300,00000
TEXAS ROADHOUSE INCCOM882681109255,7762,666,000SH SOLE 2,666,00000
TWILIO INCCL A90138F10242,595125,000SH SOLE 125,00000
UBER TECHNOLOGIES INCCOM90353T100305,2565,600,000SH SOLE 5,600,00000
UBER TECHNOLOGIES INCCOM90353T100354,3156,500,000SHCallSOLE 6,500,00000
US FOODS HLDG CORPCOM91200810995,3002,500,000SHCallSOLE 2,500,00000
US FOODS HLDG CORPCOM912008109261,1226,850,000SH SOLE 6,850,00000
VISA INCCOM CL A92826C839635,1903,000,000SHCallSOLE 3,000,00000
VISA INCCOM CL A92826C839698,7093,300,000SH SOLE 3,300,00000
WW INTL INCCOM98262P10175,8542,425,000SH SOLE 2,425,00000
WYNN RESORTS LTDCOM98313410778,356625,000SH SOLE 625,00000