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 |
|
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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,871 | 617,341 | SH | SOLE | 582,967 | 0 | 34,374 | ||
AFFILIATED MANAGERS GROUP | COM | 008252108 | 6,484 | 34,156 | SH | SOLE | 32,254 | 0 | 1,902 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 31,166 | 180,452 | SH | SOLE | 175,322 | 0 | 5,130 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 23,284 | 24,277 | SH | SOLE | 23,705 | 0 | 572 | ||
ALTABA INC | COM | 021346101 | 18,691 | 282,166 | SH | SOLE | 270,700 | 0 | 11,466 | ||
AMAZON COM INC | COM | 023135106 | 24,060 | 25,027 | SH | SOLE | 24,470 | 0 | 557 | ||
ANADARKO PETE CORP | COM | 032511107 | 5,867 | 120,099 | SH | SOLE | 113,432 | 0 | 6,667 | ||
BARCLAYS BK PLC | IPATH S&P500 VIX | 06740Q252 | 27,061 | 690,500 | PRN | SOLE | 690,500 | 0 | 0 | ||
BEST INC | SPONSORED ADS | 08653C106 | 12,125 | 1,012,932 | SH | SOLE | 1,012,932 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 6,074 | 25,043 | SH | SOLE | 23,649 | 0 | 1,394 | ||
CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 23,214 | 1,129,654 | SH | SOLE | 1,129,654 | 0 | 0 | ||
HABIT RESTAURANTS INC | COM CL A | 40449J103 | 6,525 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
HSN INC | COM | 404303109 | 12,691 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 5,611 | 146,897 | SH | SOLE | 138,718 | 0 | 8,179 | ||
LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 12,668 | 302,545 | SH | SOLE | 293,794 | 0 | 8,751 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 33,361 | 1,266,557 | SH | SOLE | 1,236,058 | 0 | 30,499 | ||
QEP RES INC | COM | 74733V100 | 4,394 | 512,684 | SH | SOLE | 512,684 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 14,745 | 157,839 | SH | SOLE | 151,835 | 0 | 6,004 | ||
TAHOE RES INC | COM | 873868103 | 38,105 | 7,244,000 | SH | SOLE | 7,244,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 12,553 | 64,094 | SH | SOLE | 60,508 | 0 | 3,586 | ||
VISA INC | COM CL A | 92826C839 | 18,032 | 171,339 | SH | SOLE | 164,881 | 0 | 6,458 | ||
WINGSTOP INC | COM | 974155103 | 17,672 | 531,493 | SH | SOLE | 531,493 | 0 | 0 |