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 |
ANTERO RESOURCES CORP | COM | 03674X106 | 5,547,210 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 12,955,600 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 18,629,000 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 10,497,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 11,302,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CYTEK BIOSCIENCES INC | COM | 23285D109 | 7,963,800 | 780,000 | SH | SOLE | 780,000 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 5,308,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 5,668,072 | 14,200 | SH | SOLE | 14,200 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 12,377,132 | 109,300 | SH | SOLE | 109,300 | 0 | 0 | ||
ENERGY RECOVERY INC | COM | 29270J100 | 5,737,200 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 13,924,300 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
INMODE LTD | SHS | M5425M103 | 22,908,690 | 641,700 | SH | SOLE | 641,700 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 7,556,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 14,389,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 17,692,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
OPTION CARE HEALTH INC | COM NEW | 68404L201 | 10,230,600 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 4,571,370 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 11,426,800 | 55,000 | SH | SOLE | 55,000 | 0 | 0 |