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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 37,237 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 40,641 | 3,080,000 | SH | SOLE | 3,080,000 | 0 | 0 | ||
CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 35,724 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
CONTEXTLOGIC INC | COM CL A | 21077C107 | 11,674 | 640,014 | SH | SOLE | 640,014 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 80,819 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 26,216 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | ||
PROASSURANCE CORP | COM | 74267C106 | 35,580 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
THE REALREAL INC | COM | 88339P101 | 6,300 | 322,396 | SH | SOLE | 322,396 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 25,500 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 103,451 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 33,746 | 485,000 | SH | SOLE | 485,000 | 0 | 0 |