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 |
ACUTUS MED INC | COM | 005111109 | 144 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
ADDUS HOMECARE CORP | COM | 006739106 | 5,035 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 2,000 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,676 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 13,787 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 2,870 | 143,000 | SH | SOLE | 143,000 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 7,870 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
BK OF AMERICA CORP | COM | 060505104 | 3,061 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,138 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 29,770 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
CHEMED CORP NEW | COM | 16359R103 | 7,989 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 30,396 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 2,810 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 9,432 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
CRYOPORT INC | COM PAR $0.001 | 229050307 | 4,068 | 92,700 | SH | SOLE | 92,700 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 11,507 | 51,800 | SH | SOLE | 51,800 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,211 | 12,300 | SH | SOLE | 12,300 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 25,810 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 10,871 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 7,752 | 54,800 | SH | SOLE | 54,800 | 0 | 0 | ||
FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 37,902 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 40,340 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
IAC INTERACTIVECORP NEW | COM | 44891N109 | 17,610 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
INMODE LTD | SHS | M5425M103 | 32,049 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 28,214 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 7,849 | 89,300 | SH | SOLE | 89,300 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 6,582 | 51,800 | SH | SOLE | 51,800 | 0 | 0 | ||
LI AUTO INC | SPONSORED ADS | 50202M102 | 29 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 7,998 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 10,632 | 47,800 | SH | SOLE | 47,800 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 4,050 | 59,100 | SH | SOLE | 59,100 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 22,297 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 2,023 | 14,300 | SH | SOLE | 14,300 | 0 | 0 | ||
OAK STR HEALTH INC | COM | 67181A107 | 7,339 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
OPEN LENDING CORP | COM CL A | 68373J104 | 26,919 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 2,274 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 8,298 | 43,300 | SH | SOLE | 43,300 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 29,858 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 5,369 | 79,600 | SH | SOLE | 79,600 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 3,111 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 4,362 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 15,017 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 26,248 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 2,075 | 5,400 | SH | SOLE | 5,400 | 0 | 0 |