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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 1,759 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 3,947 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 6,481 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 10,852 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 17,277 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 24,591 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 7,575 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CRYOPORT INC | COM PAR $0.001 | 229050307 | 3,901 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 10,804 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 24,782 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 31,368 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 100,292 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 20,681 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| IAC INTERACTIVECORP NEW | COM | 44891N109 | 20,549 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 23,520 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 19,664 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 7,508 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 4,138 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 14,246 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 27,585 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 4,271 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 20,370 | 1,455,000 | SH | SOLE | 1,455,000 | 0 | 0 | ||
| OPEN LENDING CORP | COM CL A | 68373J104 | 26,565 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| PULMONX CORP | COM | 745848101 | 18,525 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 10,887 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 4,887 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 22,323 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 7,746 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 26,895 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 26,043 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| VPC IMPACT ACQUISITION HLDNG | SHS CL A | G9441E100 | 10,002 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||