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 |
CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 1,616,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
CARDLYTICS INC | COM | 14161W105 | 5,131,250 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
CHEGG INC | COM | 163092109 | 2,370,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
CRICUT INC | COM CL A | 22658D100 | 12,279,500 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 3,945,550 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
GOGO INC | COM | 38046C109 | 20,562,750 | 2,137,500 | SH | SOLE | 2,137,500 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 47,911,000 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
KASPI KZ JSC | SPONSORED ADS | 48581R205 | 3,225,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 10,084,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 7,592,400 | 11,250 | SH | SOLE | 11,250 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 2,290,570 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 9,125,025 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 4,179,100 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
UPWORK INC | COM | 91688F104 | 4,031,250 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
VISTA OUTDOOR INC | COM | 928377100 | 12,236,250 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
YETI HLDGS INC | COM | 98585X104 | 4,768,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
YEXT INC | COM | 98585N106 | 4,815,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 |