The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 |
| 2U INC | COM | 90214J101 | 1,007 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,874 | 75,900 | SH | SOLE | 75,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,807 | 2,920 | SH | SOLE | 2,920 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,477 | 2,430 | SH | SOLE | 2,430 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 17,706 | 5,390 | SH | SOLE | 5,390 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 8,374 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 19,035 | 134,520 | SH | SOLE | 134,520 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,538 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| BEST BUY INC | COM | 086516101 | 3,700 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 15,596 | 55,000 | SH | Call | SOLE | 55,000 | 0 | 0 | |
| CARMAX INC | COM | 143130102 | 3,839 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| CATALENT INC | COM | 148806102 | 6,654 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 8,591 | 126,300 | SH | SOLE | 126,300 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 18,679 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 8,486 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 7,613 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 8,840 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| GAP INC | COM | 364760108 | 3,973 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| GAP INC | COM | 364760108 | 5,675 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| GENERAC HLDGS INC | COM | 368736104 | 20,434 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| HARLEY DAVIDSON INC | COM | 412822108 | 36,610 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 5,999 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| LITHIA MTRS INC | COM | 536797103 | 11,096 | 35,000 | SH | Call | SOLE | 35,000 | 0 | 0 | |
| LOGITECH INTL S A | SHS | H50430232 | 11,460 | 130,000 | SH | Call | SOLE | 130,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 7,293 | 18,020 | SH | SOLE | 18,020 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 8,109 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 13,817 | 194,660 | SH | SOLE | 194,660 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,549 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 2,018 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 4,629 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 11,374 | 430,000 | SH | Call | SOLE | 430,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 16,573 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 22,048 | 46,030 | SH | SOLE | 46,030 | 0 | 0 | ||
| PARKER HANNIFIN CORP | COM | 701094104 | 13,981 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 15,691 | 60,300 | SH | SOLE | 60,300 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 10,408 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 3,482 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 7,133 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 1,715 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,561 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 17,190 | 330,000 | SH | Call | SOLE | 330,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 39,068 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 19,477 | 31,300 | SH | SOLE | 31,300 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 12,445 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| SHIFT4 PMTS INC | CL A | 82452J109 | 3,876 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 7,457 | 5,500 | SH | Call | SOLE | 5,500 | 0 | 0 | |
| SILICON LABORATORIES INC | COM | 826919102 | 5,620 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 9,063 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 18,146 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 17,358 | 119,950 | SH | SOLE | 119,950 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 9,572 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| UNITED AIRLS HLDGS INC | COM | 910047109 | 9,514 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 29,136 | 160,000 | SH | Call | SOLE | 160,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 12,968 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 3,119 | 170,900 | SH | SOLE | 170,900 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 5,840 | 320,000 | SH | Call | SOLE | 320,000 | 0 | 0 | |