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 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 6,089 | 9,150 | SH | SOLE | 9,150 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 3,449 | 1,050 | SH | SOLE | 1,050 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 2,830 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 12,741 | 17,100 | SH | SOLE | 17,100 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 10,803 | 27,600 | SH | SOLE | 27,600 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 1,691 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
BILL COM HLDGS INC | COM | 090043100 | 6,594 | 24,700 | SH | SOLE | 24,700 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 9,881 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
CARVANA CO | CL A | 146869102 | 9,710 | 32,200 | SH | SOLE | 32,200 | 0 | 0 | ||
CELSIUS HLDGS INC | COM NEW | 15118V207 | 6,306 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 1,332 | 15,700 | SH | SOLE | 15,700 | 0 | 0 | ||
FRESHPET INC | COM | 375558103 | 7,177 | 50,300 | SH | SOLE | 50,300 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 358039105 | 2,096 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 1,785 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
LIVE NATION ENTERTAINMANT IN | COM | 538034109 | 7,290 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
MEDTRONIC INC | SHS | G5960L103 | 2,106 | 16,800 | SH | SOLE | 16,800 | 0 | 0 | ||
MICROSOFT CORPORATION | COM | 594918104 | 3,665 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
MODERNA INC | COM | 60770K107 | 5,388 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 16,179 | 78,100 | SH | SOLE | 78,100 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 9,446 | 39,800 | SH | SOLE | 39,800 | 0 | 0 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 6,637 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,118 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 11,117 | 8,200 | SH | SOLE | 8,200 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 9,294 | 38,750 | SH | SOLE | 38,750 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 11,775 | 167,500 | SH | SOLE | 167,500 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 2,736 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
VICTORIAS SECRET AND CO | COM | 926400102 | 6,355 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 7,920 | 185,300 | SH | SOLE | 185,300 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 3,814 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 5,580 | 740,975 | SH | SOLE | 740,975 | 0 | 0 |