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 | 2,407 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 3,265 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 7,725 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 5,559 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 2,725 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 10,836 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
BK OF AMERICA CORP | COM | 060505104 | 4,275 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 7,008 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 40,803 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CHEMED CORP NEW | COM | 16359R103 | 4,060 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 3,643 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 2,355 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 16,799 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,913 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 29,459 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 7,774 | 403,000 | SH | SOLE | 403,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 12,739 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
INMODE LTD | SHS | M5425M103 | 33,276 | 1,175,000 | SH | SOLE | 1,175,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 32,197 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 8,465 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 4,958 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 16,891 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 5,023 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 29,692 | 228,000 | SH | SOLE | 228,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 2,451 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 8,282 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 24,129 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 8,327 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 21,061 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 18,351 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 2,432 | 9,500 | SH | SOLE | 9,500 | 0 | 0 |