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
2U INC COM 90214J101 3,108 62,500 SH Put SOLE   62,500 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 3,703 228,990 SH   SOLE   228,990 0 0
ADOBE INC COM 00724F101 45,291 200,192 SH   SOLE   200,192 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 42,544 310,381 SH   SOLE   310,381 0 0
ALPHABET INC CAP STK CL C 02079K107 59,145 57,111 SH   SOLE   57,111 0 0
ANTHEM INC COM 036752103 21,796 82,993 SH   SOLE   82,993 0 0
BOOKING HLDGS INC COM 09857L108 35,348 20,522 SH   SOLE   20,522 0 0
CENTENE CORP DEL COM 15135B101 39,740 344,667 SH   SOLE   344,667 0 0
CIGNA CORP NEW COM 125523100 45,899 241,676 SH   SOLE   241,676 0 0
CITIGROUP INC COM NEW 172967424 44,461 854,026 SH   SOLE   854,026 0 0
ENPHASE ENERGY INC COM 29355A107 6,746 1,426,245 SH   SOLE   1,426,245 0 0
EQUIFAX INC COM 294429105 16,810 180,500 SH Call SOLE   180,500 0 0
FACEBOOK INC CL A 30303M102 61,218 466,993 SH   SOLE   466,993 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 48,510 261,199 SH   SOLE   261,199 0 0
ICICI BK LTD ADR 45104G104 37,445 3,638,936 SH   SOLE   3,638,936 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 28,295 517,748 SH   SOLE   517,748 0 0
ISHARES TR IBOXX HI YD ETF 464288513 106,938 1,318,600 SH Put SOLE   1,318,600 0 0
LINCOLN NATL CORP IND COM 534187109 51,310 1,000,000 SH Call SOLE   1,000,000 0 0
LKQ CORP COM 501889208 38,880 1,638,442 SH   SOLE   1,638,442 0 0
MICROSOFT CORP COM 594918104 60,129 591,996 SH   SOLE   591,996 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 29,007 529,236 SH   SOLE   529,236 0 0
NUTANIX INC CL A 67059N108 54,505 1,310,543 SH   SOLE   1,310,543 0 0
NXP SEMICONDUCTORS N V COM N6596X109 23,349 318,623 SH   SOLE   318,623 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 21,410 1,143,083 SH   SOLE   1,143,083 0 0
PAYPAL HLDGS INC COM 70450Y103 37,034 440,413 SH   SOLE   440,413 0 0
SERVICENOW INC COM 81762P102 25,477 143,090 SH   SOLE   143,090 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 12,285 350,000 SH   SOLE   350,000 0 0
SONOS INC COM 83570H108 4,249 432,666 SH   SOLE   432,666 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 29,370 407,401 SH   SOLE   407,401 0 0
SQUARE INC CL A 852234103 27,765 495,000 SH Put SOLE   495,000 0 0
T MOBILE US INC COM 872590104 58,136 913,945 SH   SOLE   913,945 0 0
TALEND S A ADS 874224207 33,025 890,640 SH   SOLE   890,640 0 0
TELADOC HEALTH INC COM 87918A105 14,871 300,000 SH Put SOLE   300,000 0 0
VICOR CORP COM 925815102 30,190 798,900 SH   SOLE   798,900 0 0
WORLDPAY INC CL A 981558109 32,758 428,602 SH   SOLE   428,602 0 0