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 | 36,490 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 45,108 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 14,349 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 16,470 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 42,323 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 28,337 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 15,564 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 35,675 | 248,000 | SH | SOLE | 248,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 29,525 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 26,742 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 63,063 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 12,410 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 11,942 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 15,837 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 17,640 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 36,974 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 11,151 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 63,735 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 13,599 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 46,857 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||