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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 16,622 | 85,468 | SH | SOLE | 85,468 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 35,779 | 18,351 | SH | SOLE | 18,351 | 0 | 0 | ||
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 1,381 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| AUTONATION INC | COM | 05329W102 | 1,403 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| AVALARA INC | COM | 05338G106 | 2,074 | 27,806 | SH | SOLE | 27,806 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 2,851 | 28,288 | SH | SOLE | 28,288 | 0 | 0 | ||
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | G16258108 | 1,447 | 34,050 | SH | SOLE | 34,050 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 1,776 | 33,000 | SH | Put | SOLE | 33,000 | 0 | 0 | |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 7,046 | 535,000 | SH | Put | SOLE | 535,000 | 0 | 0 | |
| CHEWY INC | CL A | 16679L109 | 4,408 | 117,569 | SH | SOLE | 117,569 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 1,918 | 7,500 | SH | Put | SOLE | 7,500 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 204,792 | 2,120,000 | SH | Put | SOLE | 2,120,000 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 3,814 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| FORD MTR CO DEL | COM | 345370860 | 1,449 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 2,078 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 1,107 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| HARLEY DAVIDSON INC | COM | 412822108 | 947 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| LITHIA MTRS INC | CL A | 536797103 | 1,431 | 17,500 | SH | Put | SOLE | 17,500 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | 1,477 | 55,000 | SH | Put | SOLE | 55,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 17,137 | 45,637 | SH | SOLE | 45,637 | 0 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 2,495 | 10,368 | SH | SOLE | 10,368 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 3,014 | 275,000 | SH | Put | SOLE | 275,000 | 0 | 0 | |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 2,413 | 75,000 | SH | Put | SOLE | 75,000 | 0 | 0 | |
| SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 2,434 | 175,000 | SH | Put | SOLE | 175,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 1,626 | 3,900 | SH | SOLE | 3,900 | 0 | 0 | ||
| SONIC AUTOMOTIVE INC | CL A | 83545G102 | 531 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 30,283 | 249,364 | SH | SOLE | 249,364 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 2,519 | 48,088 | SH | SOLE | 48,088 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 29,898 | 57,058 | SH | SOLE | 57,058 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 2,313 | 25,845 | SH | SOLE | 25,845 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,536 | 55,000 | SH | Put | SOLE | 55,000 | 0 | 0 | |