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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   132,461,880 10,260,409 SH   SOLE   10,260,409 0 0
ADVANCED MICRO DEVICES INC COM 007903107   308,731,500 3,150,000 SH Put SOLE   3,150,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   379,079,256 3,867,761 SH   SOLE   3,867,761 0 0
ALPHABET INC CAP STK CL A 02079K305   51,865,000 500,000 SH Call SOLE   0 0 0
AMAZON COM INC COM 023135106   129,866,001 1,257,295 SH   SOLE   1,257,295 0 0
AMPLITUDE INC COM CL A 03213A104   2,324,725 186,875 SH   SOLE   186,875 0 0
BATH & BODY WORKS INC COM 070830104   120,233,997 3,286,878 SH   SOLE   3,286,878 0 0
BILL HOLDINGS INC COM 090043100   79,474,520 979,474 SH   SOLE   979,474 0 0
BLOCK INC CL A 852234103   68,650,000 1,000,000 SH Call SOLE   0 0 0
BRUNSWICK CORP COM 117043109   10,493,786 127,973 SH   SOLE   127,973 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   81,273,336 1,665,096 SH   SOLE   1,665,096 0 0
CONFLUENT INC CLASS A COM 20717M103   92,207,476 3,830,805 SH   SOLE   3,830,805 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   102,737,737 748,490 SH   SOLE   748,490 0 0
DATADOG INC CL A COM 23804L103   93,563,628 1,287,691 SH   SOLE   1,287,691 0 0
DECKERS OUTDOOR CORP COM 243537107   147,907,794 329,013 SH   SOLE   329,013 0 0
DICKS SPORTING GOODS INC COM 253393102   236,231,100 1,664,889 SH   SOLE   1,664,889 0 0
HYATT HOTELS CORP COM CL A 448579102   42,744,807 382,367 SH   SOLE   382,367 0 0
JOBY AVIATION INC COMMON STOCK G65163100   4,340,000 1,000,000 SH   SOLE   1,000,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   70,194,207 938,049 SH   SOLE   938,049 0 0
MARVELL TECHNOLOGY INC COM 573874104   223,483,034 5,161,271 SH   SOLE   5,161,271 0 0
META PLATFORMS INC CL A 30303M102   60,503,360 285,474 SH   SOLE   285,474 0 0
MGM RESORTS INTERNATIONAL COM 552953101   112,941,359 2,542,579 SH   SOLE   2,542,579 0 0
MICRON TECHNOLOGY INC COM 595112103   55,570,606 920,958 SH   SOLE   920,958 0 0
MICROSOFT CORP COM 594918104   21,744,451 75,423 SH   SOLE   75,423 0 0
PINTEREST INC CL A 72352L106   46,571,406 1,707,789 SH   SOLE   1,707,789 0 0
PURE STORAGE INC CL A 74624M102   185,249,717 7,261,847 SH   SOLE   7,261,847 0 0
RH COM 74967X103   170,132,583 698,553 SH   SOLE   698,553 0 0
SONDER HOLDINGS INC CLASS A COM 83542D102   15,333,153 20,252,480 SH   SOLE   20,252,480 0 0
TABOOLA.COM LTD ORD SHS M8744T106   1,972,000 725,000 SH   SOLE   725,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   11,482,744 96,251 SH   SOLE   96,251 0 0
TESLA INC COM 88160R101   95,753,578 461,552 SH   SOLE   461,552 0 0
VAIL RESORTS INC COM 91879Q109   76,249,784 326,300 SH   SOLE   326,300 0 0
WAYFAIR INC CL A 94419L101   13,322,752 387,966 SH   SOLE   387,966 0 0
WAYFAIR INC CL A 94419L101   20,604,000 600,000 SH Call SOLE   0 0 0