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
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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
ABERCROMBIE & FITCH CO CL A 002896207 30,104 800,000 SH   SOLE   800,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 77,390 1,000,000 SH   SOLE   1,000,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 123,824 1,600,000 SH Call SOLE   1,600,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106 273,999 2,300,000 SH Call SOLE   2,300,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106 381,216 3,200,000 SH   SOLE   3,200,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 192,975 290,000 SH   SOLE   290,000 0 0
ALPHABET INC CAP STK CL A 02079K305 280,720 105,000 SH   SOLE   105,000 0 0
AMAZON COM INC COM 023135106 229,953 70,000 SH   SOLE   70,000 0 0
ANAPLAN INC COM 03272L108 140,047 2,300,000 SH   SOLE   2,300,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 223,533 300,000 SH   SOLE   300,000 0 0
ATLASSIAN CORP PLC CL A G06242104 303,351 775,000 SH   SOLE   775,000 0 0
BATH & BODY WORKS INC COM 070830104 176,484 2,800,000 SH Call SOLE   2,800,000 0 0
BATH & BODY WORKS INC COM 070830104 477,452 7,575,000 SH   SOLE   7,575,000 0 0
BILL COM HLDGS INC COM 090043100 160,170 600,000 SH Call SOLE   600,000 0 0
BILL COM HLDGS INC COM 090043100 694,070 2,600,000 SH   SOLE   2,600,000 0 0
BOOKING HOLDINGS INC COM 09857L108 272,995 115,000 SH   SOLE   115,000 0 0
BURLINGTON STORES INC COM 122017106 134,696 475,000 SH   SOLE   475,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 154,751 375,000 SH   SOLE   375,000 0 0
COTY INC COM CL A 222070203 94,320 12,000,000 SH Call SOLE   12,000,000 0 0
COTY INC COM CL A 222070203 117,900 15,000,000 SH   SOLE   15,000,000 0 0
DARDEN RESTAURANTS INC COM 237194105 75,735 500,000 SH   SOLE   500,000 0 0
DATADOG INC CL A COM 23804L103 84,810 600,000 SH Call SOLE   600,000 0 0
DATADOG INC CL A COM 23804L103 332,173 2,350,000 SH   SOLE   2,350,000 0 0
DOMINOS PIZZA INC COM 25754A201 226,556 475,000 SH   SOLE   475,000 0 0
DOORDASH INC CL A 25809K105 276,013 1,340,000 SH   SOLE   1,340,000 0 0
DYNATRACE INC COM NEW 268150109 92,261 1,300,000 SH Call SOLE   1,300,000 0 0
DYNATRACE INC COM NEW 268150109 298,074 4,200,000 SH   SOLE   4,200,000 0 0
EQUIFAX INC COM 294429105 177,394 700,000 SH Call SOLE   700,000 0 0
EQUIFAX INC COM 294429105 272,427 1,075,000 SH   SOLE   1,075,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 307,313 1,875,000 SH Call SOLE   1,875,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 655,600 4,000,000 SH   SOLE   4,000,000 0 0
FACEBOOK INC CL A 30303M102 169,695 500,000 SH Call SOLE   500,000 0 0
FACEBOOK INC CL A 30303M102 356,360 1,050,000 SH   SOLE   1,050,000 0 0
FAIR ISAAC CORP COM 303250104 59,690 150,000 SH Call SOLE   150,000 0 0
FAIR ISAAC CORP COM 303250104 159,172 400,000 SH   SOLE   400,000 0 0
FERRARI N V COM N3167Y103 125,472 600,000 SH Call SOLE   600,000 0 0
FERRARI N V COM N3167Y103 303,224 1,450,000 SH   SOLE   1,450,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 64,623 535,000 SH   SOLE   535,000 0 0
GARTNER INC COM 366651107 288,686 950,000 SH   SOLE   950,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 409,541 3,100,000 SH Call SOLE   3,100,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 552,880 4,185,000 SH   SOLE   4,185,000 0 0
HYATT HOTELS CORP COM CL A 448579102 354,660 4,600,000 SH   SOLE   4,600,000 0 0
IAA INC COM 449253103 185,538 3,400,000 SH Call SOLE   3,400,000 0 0
IAA INC COM 449253103 267,393 4,900,000 SH   SOLE   4,900,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 56,288 200,000 SH Call SOLE   200,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 534,736 1,900,000 SH   SOLE   1,900,000 0 0
LAUREATE EDUCATION INC CL A 518613203 10,243 602,864 SH   SOLE   602,864 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 510,328 5,600,000 SH Call SOLE   5,600,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 544,502 5,975,000 SH   SOLE   5,975,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 192,517 1,300,000 SH Call SOLE   1,300,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 325,798 2,200,000 SH   SOLE   2,200,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 35,399 225,000 SH   SOLE   225,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 34,168 100,000 SH   SOLE   100,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 417,216 1,200,000 SH Call SOLE   1,200,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 695,360 2,000,000 SH   SOLE   2,000,000 0 0
MCDONALDS CORP COM 580135101 259,193 1,075,000 SH   SOLE   1,075,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 23,552 2,300,000 SH Call SOLE   2,300,000 0 0
MICROSOFT CORP COM 594918104 253,728 900,000 SH   SOLE   900,000 0 0
NIKE INC CL B 654106103 21,785 150,000 SH   SOLE   150,000 0 0
OLAPLEX HLDGS INC COM 679369108 104,125 4,250,000 SH   SOLE   4,250,000 0 0
ON HLDG AG NAMEN AKT A H5919C104 5,273 175,000 SH   SOLE   175,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 351,696 6,800,000 SH   SOLE   6,800,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 362,040 7,000,000 SH Call SOLE   7,000,000 0 0
PAPA JOHNS INTL INC COM 698813102 3,175 25,000 SH   SOLE   25,000 0 0
PVH CORPORATION COM 693656100 100,220 975,000 SH   SOLE   975,000 0 0
SEA LTD SPONSORD ADS 81141R100 326,698 1,025,000 SH   SOLE   1,025,000 0 0
SEAWORLD ENTMT INC COM 81282V100 88,512 1,600,000 SH Call SOLE   1,600,000 0 0
SEAWORLD ENTMT INC COM 81282V100 190,024 3,435,000 SH   SOLE   3,435,000 0 0
SERVICENOW INC COM 81762P102 295,578 475,000 SH   SOLE   475,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 91,594 1,160,000 SH   SOLE   1,160,000 0 0
SNAP INC CL A 83304A106 368,958 4,994,700 SH Call SOLE   4,994,700 0 0
SNAP INC CL A 83304A106 627,895 8,500,000 SH   SOLE   8,500,000 0 0
SNOWFLAKE INC CL A 833445109 499,010 1,650,000 SH   SOLE   1,650,000 0 0
SQUARE INC CL A 852234103 311,792 1,300,000 SH   SOLE   1,300,000 0 0
TEXAS ROADHOUSE INC COM 882681109 109,596 1,200,000 SH Call SOLE   1,200,000 0 0
TEXAS ROADHOUSE INC COM 882681109 369,887 4,050,000 SH   SOLE   4,050,000 0 0
TJX COS INC NEW COM 872540109 72,578 1,100,000 SH   SOLE   1,100,000 0 0
TRANSUNION COM 89400J107 63,231 563,000 SH   SOLE   563,000 0 0
TWITTER INC COM 90184L102 30,195 500,000 SH Call SOLE   500,000 0 0
TWITTER INC COM 90184L102 108,702 1,800,000 SH   SOLE   1,800,000 0 0
US FOODS HLDG CORP COM 912008109 17,330 500,000 SH Call SOLE   500,000 0 0
US FOODS HLDG CORP COM 912008109 97,048 2,800,000 SH   SOLE   2,800,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 179,563 3,249,418 SH   SOLE   3,249,418 0 0
VIMEO INC COMMON STOCK 92719V100 41,118 1,400,000 SH   SOLE   1,400,000 0 0
VISA INC COM CL A 92826C839 111,375 500,000 SH Call SOLE   500,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 162,412 3,800,000 SH   SOLE   3,800,000 0 0
WW INTL INC COM 98262P101 32,120 1,760,000 SH Call SOLE   1,760,000 0 0