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

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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
ALPHABET INC CAP STK CL C 02079K107 64,607 57,910 SH   SOLE   57,910 0 0
AMAZON COM INC COM 023135106 77,426 45,550 SH   SOLE   45,550 0 0
APPLE INC COM 037833100 57,204 309,025 SH   SOLE   309,025 0 0
BOOKING HLDGS INC COM 09857L108 85,568 42,212 SH   SOLE   42,212 0 0
DROPBOX INC CL A 26210C104 11,347 350,000 SH   SOLE   350,000 0 0
FACEBOOK INC CL A 30303M102 86,088 443,023 SH   SOLE   443,023 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 291,805 1,700,000 SH Put SOLE   0 0 1,700,000
ISHARES TR MSCI EMG MKT ETF 464287234 147,322 3,400,000 SH Put SOLE   0 0 3,400,000
NETFLIX INC COM 64110L106 56,836 145,200 SH   SOLE   145,200 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 47,825 1,723,434 SH   SOLE   1,723,434 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 42,403 703,200 SH   SOLE   703,200 0 0
RYB ED INC ADR 74979W101 32,965 1,677,600 SH   SOLE   1,677,600 0 0
YATRA ONLINE INC ORD SHS G98338109 5,653 1,054,612 SH   SOLE   1,054,612 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 69,104 1,170,056 SH   SOLE   1,170,056 0 0