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 | 55,470 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 98,792 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 59,675 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 149,058 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 45,166 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 56,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 100,420 | 257,000 | SH | SOLE | 257,000 | 0 | 0 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 77,980 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 43,437 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 38,650 | 485,000 | SH | SOLE | 485,000 | 0 | 0 |