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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,585 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| ALPHABET INC | COM | 02079K107 | 14,651 | 12,600 | SH | SOLE | 12,600 | 0 | 0 | ||
| CDW CORP | COM | 12514G108 | 3,264 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 15,489 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | COM | 192446102 | 4,066 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 1,283 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 7,247 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 3,567 | 7,300 | SH | SOLE | 7,300 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 8,073 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 2,728 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 2,768 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 6,305 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 5,267 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 2,198 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 3,871 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 7,912 | 181,000 | SH | SOLE | 181,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 7,696 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 3,827 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 9,319 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||