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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 30,155 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 11,564 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 22,530 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 8,549 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 16,395 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 29,043 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 32,474 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 25,347 | 94,700 | SH | SOLE | 94,700 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 22,330 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 29,844 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 5,274 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 39,036 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 9,660 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SVMK INC | COM | 78489X103 | 8,589 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 18,684 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 23,190 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 59,373 | 450,000 | SH | SOLE | 450,000 | 0 | 0 |