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 |
ADDUS HOMECARE CORP | COM | 006739106 | 1,893 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 8,974 | 28,200 | SH | SOLE | 28,200 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,849 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 5,506 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 3,015 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 14,022 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 4,101 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 4,895 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 3,983 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 18,325 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
CHEMED CORP NEW | COM | 16359R103 | 4,332 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 2,655 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 15,225 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,079 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 28,810 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 24,328 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INMODE LTD | SHS | M5425M103 | 19,565 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 31,948 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
INTUIT | COM | 461202103 | 1,840 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
IQIYI INC | SPONSORED ADS | 46267X108 | 14,774 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 11,325 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
LIVEPERSON INC | COM | 538146101 | 4,550 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 31,542 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 27,060 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 2,151 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 7,241 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 19,275 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 12,201 | 224,000 | SH | SOLE | 224,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 5,445 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 8,339 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
STRYKER CORP | COM | 863667101 | 4,828 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 6,658 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
TELADOC HEALTH INC | COM | 87918A105 | 3,100 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 3,144 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 19,334 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 4,943 | 42,000 | SH | SOLE | 42,000 | 0 | 0 |