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 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 18,511,100 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
CHENIERE ENERGY INC | COM NEW | 16411R208 | 5,516,000 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 9,249,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CYTEK BIOSCIENCES INC | COM | 23285D109 | 4,005,921 | 435,900 | SH | SOLE | 435,900 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 7,309,160 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 5,394,600 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 6,099,450 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
ENERGY RECOVERY INC | COM | 29270J100 | 6,915,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
FERRARI N V | COM | N3167Y103 | 8,128,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 5,739,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
INMODE LTD | SHS | M5425M103 | 15,500,600 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 5,617,680 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 28,830,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 12,955,500 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 9,721,950 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
OPTION CARE HEALTH INC | COM NEW | 68404L201 | 5,718,600 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 7,744,560 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 9,018,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 |