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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,327 | 500 | SH | Call | SOLE | 500 | 0 | 0 | |
ALTICE USA INC | CL A | 02156K103 | 3,228 | 1,995 | SH | Call | SOLE | 1,995 | 0 | 0 | |
ALTICE USA INC | CL A | 02156K103 | 18,607 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
BLEND LABS INC | CL A | 09352U108 | 5,027 | 685,000 | SH | SOLE | 685,000 | 0 | 0 | ||
BLOOMIN BRANDS INC | COM | 094235108 | 17,830 | 849,900 | SH | SOLE | 849,900 | 0 | 0 | ||
CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 26,386 | 3,290,000 | SH | SOLE | 3,290,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 15,356 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 30,422 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 17,835 | 2,814 | SH | Call | SOLE | 2,814 | 0 | 0 | |
LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 3,560 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 4,991 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 25,054 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
PAR TECHNOLOGY CORP | COM | 698884103 | 19,524 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 31,110 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 70,338 | 16,775 | SH | Call | SOLE | 16,775 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 11,715 | 279,400 | SH | SOLE | 279,400 | 0 | 0 | ||
WM TECHNOLOGY INC | COM | 92971A109 | 1,148 | 192,054 | SH | SOLE | 192,054 | 0 | 0 |