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 |
ADOBE INC | COM | 00724F101 | 47,489 | 178,203 | SH | SOLE | 178,203 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 46,651 | 255,691 | SH | SOLE | 255,691 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 55,706 | 47,478 | SH | SOLE | 47,478 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 33,592 | 18,864 | SH | SOLE | 18,864 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 18,864 | 65,733 | SH | SOLE | 65,733 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 41,119 | 23,565 | SH | SOLE | 23,565 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 45,729 | 655,145 | SH | SOLE | 655,145 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 43,540 | 819,965 | SH | SOLE | 819,965 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 41,014 | 255,030 | SH | SOLE | 255,030 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 40,048 | 643,653 | SH | SOLE | 643,653 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 55,843 | 335,010 | SH | SOLE | 335,010 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 26,172 | 296,464 | SH | SOLE | 296,464 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 33,403 | 135,460 | SH | SOLE | 135,460 | 0 | 0 | ||
ICICI BK LTD | ADR | 45104G104 | 47,604 | 4,153,920 | SH | SOLE | 4,153,920 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 30,840 | 594,448 | SH | SOLE | 594,448 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 69,820 | 591,996 | SH | SOLE | 591,996 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 28,532 | 756,016 | SH | SOLE | 756,016 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 31,868 | 306,892 | SH | SOLE | 306,892 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 21,176 | 85,912 | SH | SOLE | 85,912 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 14,845 | 393,977 | SH | SOLE | 393,977 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 4,452 | 432,666 | SH | SOLE | 432,666 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 86,158 | 1,150,000 | SH | Put | SOLE | 1,150,000 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 54,347 | 786,504 | SH | SOLE | 786,504 | 0 | 0 |