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
8x8 Inc COM 282914100 3,302 196,996 SH   SOLE   221,996 0 0
AerCap Holdings N.V. CALL N00985106 6,542 1,000 SH Call SOLE   1,000 0 0
AerCap Holdings N.V. SHS N00985106 25,317 386,989 SH   SOLE   361,989 0 0
Airbnb Inc COM CL A 009066101 300 1,800 SH   SOLE   1,800 0 0
Alphabet Inc CAP STK CL A 02079K305 18,367 6,340 SH   SOLE   6,340 0 0
AutoNation Inc COM 05329W102 6,900 59,050 SH   SOLE   59,050 0 0
Bath & Body Works Inc COM 070830104 3,490 50,000 SH   SOLE   50,000 0 0
CarParts.com Inc COM 14427M107 4,698 419,435 SH   SOLE   419,435 0 0
Charles Schwab Corp COM 808513105 31,507 374,638 SH   SOLE   374,638 0 0
Cheniere Energy Inc COM NEW 16411R208 5,659 55,800 SH   SOLE   55,800 0 0
Elastic Nv ORD SHS N14506104 6,252 50,796 SH   SOLE   50,796 0 0
Elastic Nv CALL N14506104 4,924 400 SH Call SOLE   400 0 0
Enphase Energy Inc COM 29355A107 315 1,720 SH   SOLE   1,720 0 0
Etsy Inc COM 29786A106 2,879 13,152 SH   SOLE   13,152 0 0
Fidelity National Information Services Inc COM 31620M106 7,395 67,750 SH   SOLE   67,750 0 0
Fidelity National Information Services Inc CALL 31620M106 27,288 2,500 SH Call SOLE   2,500 0 0
Fleetcor Technologies Inc COM 339041105 5,999 26,800 SH   SOLE   26,800 0 0
Fleetcor Technologies Inc CALL 339041105 22,384 1,000 SH Call SOLE   1,000 0 0
Global Payments Inc COM 37940X102 6,005 44,422 SH   SOLE   44,422 0 0
Global Payments Inc CALL 37940X102 27,036 2,000 SH Call SOLE   2,000 0 0
Lithia Motors Inc COM 536797103 2,675 9,009 SH   SOLE   9,009 0 0
MasterCard Inc CL A 57636Q104 3,018 8,400 SH   SOLE   8,400 0 0
O Reilly Automotive Inc COM 67103H107 10,770 15,250 SH   SOLE   15,250 0 0
ON Semiconductor Corp COM 682189105 24,893 366,500 SH   SOLE   366,500 0 0
Opendoor Technologies Inc COM 683712103 9,016 617,091 SH   SOLE   617,091 0 0
Pagseguro Digital Ltd CALL G68707101 13,110 5,000 SH Call SOLE   5,000 0 0
Pagseguro Digital Ltd PUT G68707101 13,110 5,000 SH Put SOLE   5,000 0 0
Pagseguro Digital Ltd COM CL A G68707101 2,592 98,872 SH   SOLE   98,872 0 0
Papa John's International Inc COM 698813102 13,456 100,819 SH   SOLE   100,819 0 0
Philip Morris International Inc COM 718172109 4,425 46,576 SH   SOLE   46,576 0 0
Planet Fitness Inc CL A 72703H101 10,637 117,428 SH   SOLE   117,428 0 0
RingCentral Inc CL A 76680R206 2,060 10,996 SH   SOLE   10,996 0 0
RingCentral Inc CALL 76680R206 4,684 250 SH Call SOLE   250 0 0
TransDigm Group Inc CALL 893641100 6,363 100 SH Call SOLE   100 0 0
TransDigm Group Inc COM 893641100 16,566 26,035 SH   SOLE   26,035 0 0
Uber Technologies Inc CALL 90353T100 20,965 5,000 SH Call SOLE   5,000 0 0
Uber Technologies Inc COM 90353T100 7,238 172,618 SH   SOLE   172,618 0 0
Visa Inc COM CL A 92826C839 2,980 13,750 SH   SOLE   13,750 0 0