The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 35,423 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 24,036 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 27,693 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 7,401 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 19,167 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 16,593 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 25,830 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 25,948 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 18,821 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 11,998 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 29,140 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 25,292 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 7,036 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 28,805 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 42,476 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 15,252 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 47,709 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 22,604 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 34,585 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 28,814 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 48,029 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||