The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ADOBE INC COM 00724F101 3,166 9,600 SH   SOLE   9,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,968 80,000 SH   SOLE   80,000 0 0
ANAPLAN INC COM 03272L108 5,240 100,000 SH   SOLE   100,000 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 10,496 220,000 SH   SOLE   220,000 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 2,320 65,000 SH   SOLE   65,000 0 0
ATHENE HLDG LTD CL A G0684D107 4,703 100,000 SH   SOLE   100,000 0 0
BIO RAD LABS INC CL A 090572207 20,352 55,000 SH   SOLE   55,000 0 0
BLACKROCK INC COM 09247X101 1,005 2,000 SH   SOLE   2,000 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 8,671 155,000 SH   SOLE   155,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 6,358 110,000 SH   SOLE   110,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 31,530 65,000 SH   SOLE   65,000 0 0
COUPA SOFTWARE INC COM 22266L106 7,898 54,000 SH   SOLE   54,000 0 0
DANAHER CORPORATION COM 235851102 23,022 150,000 SH   SOLE   150,000 0 0
DATADOG INC CL A COM 23804L103 5,667 150,000 SH   SOLE   150,000 0 0
DECKERS OUTDOOR CORP COM 243537107 21,108 125,000 SH   SOLE   125,000 0 0
FACEBOOK INC CL A 30303M102 10,263 50,000 SH   SOLE   50,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 34,773 250,000 SH   SOLE   250,000 0 0
FIVE BELOW INC COM 33829M101 9,590 75,000 SH   SOLE   75,000 0 0
INMODE LTD SHS M5425M103 36,260 925,000 SH   SOLE   925,000 0 0
INTUIT COM 461202103 2,357 9,000 SH   SOLE   9,000 0 0
IQVIA HLDGS INC COM 46266C105 11,588 75,000 SH   SOLE   75,000 0 0
ISHARES TR SELECT DIVID ETF 464287168 18,491 175,000 SH   SOLE   175,000 0 0
KKR & CO INC CL A 48251W104 7,001 240,000 SH   SOLE   240,000 0 0
MICROSOFT CORP COM 594918104 32,329 205,000 SH   SOLE   205,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 43,056 355,100 SH   SOLE   355,100 0 0
REPLIGEN CORP COM 759916109 10,638 115,000 SH   SOLE   115,000 0 0
RINGCENTRAL INC CL A 76680R206 3,542 21,000 SH   SOLE   21,000 0 0
SALESFORCE COM INC COM 79466L302 2,342 14,400 SH   SOLE   14,400 0 0
SEA LTD SPONSORED ADS 81141R100 33,182 825,000 SH   SOLE   825,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 15,115 240,000 SH   SOLE   240,000 0 0
SERVICENOW INC COM 81762P102 10,361 36,700 SH   SOLE   36,700 0 0
SHOPIFY INC CL A 82509L107 1,590 4,000 SH   SOLE   4,000 0 0
SNAP INC CL A 83304A106 21,229 1,300,000 SH   SOLE   1,300,000 0 0
SVMK INC COM 78489X103 9,739 545,000 SH   SOLE   545,000 0 0
SYNCHRONY FINL COM 87165B103 12,604 350,000 SH   SOLE   350,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 26,269 545,000 SH   SOLE   545,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,468 22,000 SH   SOLE   22,000 0 0
VISA INC COM CL A 92826C839 37,580 200,000 SH   SOLE   200,000 0 0
WPX ENERGY INC COM 98212B103 6,870 500,000 SH   SOLE   500,000 0 0
ZOETIS INC CL A 98978V103 9,926 75,000 SH   SOLE   75,000 0 0