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
AMAZON COM INC COM 023135106 24,427 7,500 SH   SOLE   7,500 0 0
BAIDU INC SPON ADR REP A 056752108 59,466 275,000 SH   SOLE   275,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108 10,781 165,000 SH   SOLE   165,000 0 0
CENTENE CORP DEL COM 15135B101 21,311 355,000 SH   SOLE   355,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 29,655 140,000 SH   SOLE   140,000 0 0
DISCOVERY INC COM SER A 25470F104 22,568 750,000 SH   SOLE   750,000 0 0
FISERV INC COM 337738108 28,465 250,000 SH   SOLE   250,000 0 0
GILEAD SCIENCES INC COM 375558103 4,370 75,000 SH   SOLE   75,000 0 0
GRUBHUB INC COM 400110102 12,329 166,000 SH   SOLE   166,000 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 18,099 350,000 SH   SOLE   350,000 0 0
HOME DEPOT INC COM 437076102 37,718 142,000 SH   SOLE   142,000 0 0
IDEXX LABS INC COM 45168D104 5,998 12,000 SH   SOLE   12,000 0 0
INTEL CORP COM 458140100 34,874 700,000 SH   SOLE   700,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 44,184 351,000 SH   SOLE   351,000 0 0
IQIYI INC SPONSORED ADS 46267X108 26,220 1,500,000 SH   SOLE   1,500,000 0 0
LINDE PLC SHS G5494J103 13,176 50,000 SH   SOLE   50,000 0 0
LOCKHEED MARTIN CORP COM 539830109 3,905 11,000 SH   SOLE   11,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 7,371 63,000 SH   SOLE   63,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 7,688 244,000 SH   SOLE   244,000 0 0
MICRON TECHNOLOGY INC COM 595112103 15,788 210,000 SH   SOLE   210,000 0 0
MTS SYS CORP COM 553777103 3,780 65,000 SH   SOLE   65,000 0 0
NETFLIX INC COM 64110L106 27,037 50,000 SH   SOLE   50,000 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 3,893 369,000 SH   SOLE   369,000 0 0
PFIZER INC COM 717081103 12,626 343,000 SH   SOLE   343,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 8,884 50,000 SH   SOLE   50,000 0 0
PROCTER AND GAMBLE CO COM 742718109 29,080 209,000 SH   SOLE   209,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 20,049 41,500 SH   SOLE   41,500 0 0
SCHLUMBERGER LTD COM 806857108 16,373 750,000 SH   SOLE   750,000 0 0
SEA LTD SPONSORD ADS 81141R100 11,943 60,000 SH   SOLE   60,000 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 24,246 574,000 SH   SOLE   574,000 0 0
SNAP INC CL A 83304A106 30,793 615,000 SH   SOLE   615,000 0 0
SQUARE INC CL A 852234103 35,911 165,000 SH   SOLE   165,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 6,538 54,000 SH   SOLE   54,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 61,568 3,200,000 SH   SOLE   3,200,000 0 0
TEXAS CAP BANCSHARES INC COM 88224Q107 19,040 320,000 SH   SOLE   320,000 0 0
TRUIST FINL CORP COM 89832Q109 6,375 133,000 SH   SOLE   133,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,871 31,000 SH   SOLE   31,000 0 0
VALERO ENERGY CORP COM 91913Y100 8,542 151,000 SH   SOLE   151,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 38,996 165,000 SH   SOLE   165,000 0 0
VIACOMCBS INC CL B 92556H206 52,164 1,400,000 SH   SOLE   1,400,000 0 0
VIATRIS INC COM 92556V106 4,142 221,000 SH   SOLE   221,000 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 58,328 2,075,000 SH   SOLE   2,075,000 0 0
WELLS FARGO CO NEW COM 949746101 16,599 550,000 SH   SOLE   550,000 0 0