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
APPLOVIN CORP COM CL A 03831W108 10,656 113,053 SH   SOLE   113,053 0 0
BALLYS CORPORATION COM 05875B106 9,290 244,083 SH   SOLE   244,083 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06747R477 3,760 202,935 SH   SOLE   202,935 0 0
BOOKING HOLDINGS INC COM 09857L108 8,433 3,515 SH   SOLE   3,515 0 0
CHILDRENS PL INC NEW COM 168905107 7,193 90,718 SH   SOLE   90,718 0 0
CLOUDFLARE INC CL A COM 18915M107 4,988 37,930 SH   SOLE   37,930 0 0
CONFLUENT INC CLASS A COM 20717M103 1,545 20,270 SH   SOLE   20,270 0 0
DECKERS OUTDOOR CORP COM 243537107 12,487 34,089 SH   SOLE   34,089 0 0
DIGITAL TURBINE INC COM NEW 25400W102 6,795 111,411 SH   SOLE   111,411 0 0
DISH NETWORK CORPORATION CL A 25470M109 5,745 177,084 SH   SOLE   177,084 0 0
ETSY INC COM 29786A106 8,089 36,944 SH   SOLE   36,944 0 0
FIVE9 INC COM 338307101 16,462 119,877 SH   SOLE   119,877 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 38,077 1,523,700 SH Call SOLE   1,523,700 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700 31,585 1,263,924 SH   SOLE   1,263,924 0 0
IHEARTMEDIA INC COM CL A 45174J509 20,218 960,923 SH   SOLE   960,923 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 16,483 570,143 SH   SOLE   570,143 0 0
INTUIT COM 461202103 17,900 27,829 SH   SOLE   27,829 0 0
LITHIA MTRS INC COM 536797103 14,763 49,717 SH   SOLE   49,717 0 0
MATTERPORT INC COM CL A 577096100 12,184 590,300 SH Put SOLE   590,300 0 0
META PLATFORMS INC CL A 30303M102 8,024 23,857 SH   SOLE   23,857 0 0
MICRON TECHNOLOGY INC COM 595112103 2,360 25,338 SH   SOLE   25,338 0 0
MICROSOFT CORP COM 594918104 7,147 21,252 SH   SOLE   21,252 0 0
OUTFRONT MEDIA INC COM 69007J106 7,142 266,308 SH   SOLE   266,308 0 0
OVERSTOCK COM INC DEL COM 690370101 6,985 118,371 SH   SOLE   118,371 0 0
PINTEREST INC CL A 72352L106 12,638 347,685 SH   SOLE   347,685 0 0
SEAWORLD ENTMT INC COM 81282V100 8,645 133,291 SH   SOLE   133,291 0 0
SENTINELONE INC CL A 81730H109 999 19,781 SH   SOLE   19,781 0 0
SMARTSHEET INC COM CL A 83200N103 4,450 57,451 SH   SOLE   57,451 0 0
TWITTER INC COM 90184L102 4,380 101,351 SH   SOLE   101,351 0 0
ZILLOW GROUP INC CL A 98954M101 16,424 263,966 SH   SOLE   263,966 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 9,936 154,768 SH   SOLE   154,768 0 0