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 |
| ALTICE USA INC | CL A | 02156K103 | 38,108 | 1,565,000 | SH | SOLE | 1,565,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 28,635 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| BEYOND MEAT INC | COM | 08862E109 | 4,820 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 24,276 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 35,566 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 17,421 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 16,294 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 17,597 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 35,705 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 16,260 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 24,135 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ISHARES TR | SELECT DIVID ETF | 464287168 | 17,423 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 40,188 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 31,222 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 69,924 | 724,000 | SH | SOLE | 724,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 15,041 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 20,763 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 34,321 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 12,100 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 12,870 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 12,575 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 19,812 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 9,545 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 52,065 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 11,099 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||