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 |
| 3-D SYS CORP DEL | COM NEW | 88554D205 | 10,014 | 864,000 | SH | SOLE | 864,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 46,601 | 253,900 | SH | SOLE | 253,900 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 44,723 | 30,900 | SH | SOLE | 30,900 | 0 | 0 | ||
| ASCENA RETAIL GROUP INC | COM | 04351G101 | 4,763 | 2,369,668 | SH | SOLE | 2,369,668 | 0 | 0 | ||
| BEST INC | SPONSORED ADS | 08653C106 | 12,360 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 23,438 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| FOSSIL GROUP INC | COM | 34988V106 | 5,715 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 33,357 | 430,300 | SH | SOLE | 430,300 | 0 | 0 | ||
| HERBALIFE LTD | COM USD SHS | G4412G101 | 34,885 | 357,900 | SH | SOLE | 357,900 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 59,922 | 691,300 | SH | SOLE | 691,300 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 19,674 | 485,900 | SH | SOLE | 485,900 | 0 | 0 | ||
| OASIS PETE INC NEW | COM | 674215108 | 4,547 | 561,327 | SH | SOLE | 561,327 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 21,165 | 116,600 | SH | SOLE | 116,600 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 13,221 | 238,600 | SH | SOLE | 238,600 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 2,021 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 32,791 | 163,100 | SH | SOLE | 163,100 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 9,969 | 494,000 | SH | SOLE | 494,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 78,945 | 300,000 | SH | Put | SOLE | 0 | 0 | 0 | |