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
AERCAP HOLDINGS NV SHS N00985106 17,479 693,900 SH   SOLE 0 693,900 0 0
AIR LEASE CORP CL A 00912X302 13,239 450,000 SH   SOLE 0 450,000 0 0
BED BATH & BEYOND INC COM 075896100 7,271 485,349 SH   SOLE 0 485,349 0 0
BOSTON BEER INC CL A 100557107 6,184 7,000 SH   SOLE 0 7,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 790 34,780 SH   SOLE 0 34,780 0 0
SCHWAB CHARLES CORP COM 808513105 6,688 184,608 SH   SOLE 0 184,608 0 0
DILLARDS INC CALL 254067901 913 25,000 SH Call SOLE 0 0 0 0
ELASTIC N V ORD SHS N14506104 13,039 120,858 SH   SOLE 0 120,858 0 0
ENPHASE ENERGY INC COM 29355A107 11,588 140,309 SH   SOLE 0 140,309 0 0
ETSY INC COM 29786A106 12,683 104,277 SH   SOLE 0 104,277 0 0
FACEBOOK INC CL A 30303M102 11,133 42,507 SH   SOLE 0 42,507 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,733 168,013 SH   SOLE 0 168,013 0 0
GAN LTD ORD SHS G3728V109 845 50,000 SH   SOLE 0 50,000 0 0
ISHARES TR PUT 464287955 29,958 200,000 SH Put SOLE 0 200,000 0 0
LIVONGO HEALTH INC COM 539183103 1,401 10,000 SH   SOLE 0 10,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 25,359 55,000 SH   SOLE 0 55,000 0 0
PAPA JOHNS INTL INC COM 698813102 18,342 222,919 SH   SOLE 0 222,919 0 0
PAYPAL HLDGS INC COM 70450Y103 21,408 108,654 SH   SOLE 0 108,654 0 0
PINTEREST INC CL A 72352L106 8,775 211,388 SH   SOLE 0 211,388 0 0
PLANET FITNESS INC CL A 72703H101 25,418 412,500 SH   SOLE 0 412,500 0 0
RINGCENTRAL INC CL A 76680R206 15,662 57,034 SH   SOLE 0 57,034 0 0
SOCIAL CAP HDOSPHIA HLDG CO SHS CL A G8250T109 8,595 452,592 SH   SOLE 0 452,592 0 0
TRANSDIGM GROUP INC COM 893641100 21,450 45,146 SH   SOLE 0 45,146 0 0
UBER TECHNOLOGIES INC COM 90353T100 12,714 348,518 SH   SOLE 0 348,518 0 0
VERISIGN INC COM 92343E102 6,911 33,737 SH   SOLE 0 33,737 0 0
VISA INC COM CL A 92826C839 15,638 78,200 SH   SOLE 0 78,200 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 13,207 130,000 SH   SOLE 0 130,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 658 1,400 SH   SOLE 0 1,400 0 0