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 | 25,085 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 45,171 | 1,575,000 | SH | SOLE | 1,575,000 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 24,956 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 22,667 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 3,714 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 9,718 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 28,886 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 6,782 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 33,156 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 17,808 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
INMODE LTD | SHS | M5425M103 | 11,831 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 16,134 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 20,166 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 17,841 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 34,758 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 39,874 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 4,916 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 9,262 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 11,504 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 29,403 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 24,568 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 15,231 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 5,530 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 13,263 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SVMK INC | COM | 78489X103 | 32,661 | 1,910,000 | SH | SOLE | 1,910,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 43,003 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 12,459 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 7,620 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |