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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 61,261 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 13,125 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 37,472 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
BILL COM HLDGS INC | COM | 090043100 | 3,420 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 35,986 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 22,196 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 18,225 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 50,814 | 1,820,000 | SH | SOLE | 1,820,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 43,642 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 28,858 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 18,387 | 540,000 | SH | SOLE | 540,000 | 0 | 0 |