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 |
BLOOMIN BRANDS INC | COM | 094235108 | 15,357 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 19,680 | 3,075,000 | SH | SOLE | 3,075,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 22,707 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 14,468 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 11,800 | 1,970 | SH | Call | SOLE | 1,970 | 0 | 0 | |
LAMB WESTON HLDGS INC | COM | 513272104 | 33,849 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 4,510 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 8,894 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 8,893 | 400 | SH | Call | SOLE | 300 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 27,888 | 44,800 | SH | SOLE | 44,800 | 0 | 0 | ||
PAR TECHNOLOGY CORP | COM | 698884103 | 16,135 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 25,452 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 599 | 168 | SH | Call | SOLE | 168 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 31,933 | 895,000 | SH | SOLE | 895,000 | 0 | 0 |