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 |
| AIRBNB INC | COM CL A | 009066101 | 13,936 | 74,152 | SH | SOLE | 74,152 | 0 | 0 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 7,775 | 178,900 | SH | SOLE | 178,900 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 13,243 | 209,600 | SH | SOLE | 209,600 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,728 | 177,100 | SH | SOLE | 177,100 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 15,881 | 153,800 | SH | SOLE | 153,800 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 14,744 | 140,636 | SH | SOLE | 140,636 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 9,425 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 6,265 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 20,409 | 515,000 | SH | SOLE | 515,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 22,126 | 411,344 | SH | SOLE | 411,344 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 12,307 | 39,100 | SH | SOLE | 39,100 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 16,034 | 89,474 | SH | SOLE | 89,474 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 18,682 | 142,201 | SH | SOLE | 142,201 | 0 | 0 | ||