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 |
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 86,918 | 2,315,949 | SH | SOLE | 2,315,949 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 122,176 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 253 | 8,250 | SH | SOLE | 8,250 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 137,838 | 1,622,000 | SH | SOLE | 1,622,000 | 0 | 0 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 43,439 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
PROASSURANCE CORP | COM | 74267C106 | 15,728 | 691,359 | SH | SOLE | 691,359 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 25,060 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 118,130 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 64,256 | 3,200,000 | SH | SOLE | 3,200,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 34,314 | 485,000 | SH | SOLE | 485,000 | 0 | 0 |