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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 75,106 | 3,242,920 | SH | SOLE | 3,242,920 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 49,690 | 3,195,476 | SH | SOLE | 3,195,476 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 51,464 | 175,059 | SH | SOLE | 175,059 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 28,915 | 9,183 | SH | SOLE | 9,183 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 30,200 | 112,438 | SH | SOLE | 112,438 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 47,195 | 1,235,141 | SH | SOLE | 1,235,141 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 30,027 | 514,772 | SH | SOLE | 514,772 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 53,719 | 1,246,081 | SH | SOLE | 1,246,081 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 40,792 | 185,411 | SH | SOLE | 185,411 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 61,733 | 572,183 | SH | SOLE | 572,183 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 43,461 | 474,000 | SH | Call | SOLE | 474,000 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 14,884 | 709,455 | SH | SOLE | 709,455 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 32,968 | 702,047 | SH | SOLE | 702,047 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 38,846 | 184,690 | SH | SOLE | 184,690 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 34,402 | 68,800 | SH | Call | SOLE | 68,800 | 0 | 0 | |
| OAK STR HEALTH INC | COM | 67181A107 | 42,691 | 798,867 | SH | SOLE | 798,867 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 29,801 | 483,631 | SH | SOLE | 483,631 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 37,218 | 604,000 | SH | Call | SOLE | 604,000 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 34,380 | 415,618 | SH | SOLE | 415,618 | 0 | 0 | ||
| PURPLE INNOVATION INC | COM | 74640Y106 | 10,779 | 433,574 | SH | SOLE | 433,574 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 40,408 | 1,013,240 | SH | SOLE | 1,013,240 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 19,122 | 386,921 | SH | SOLE | 386,921 | 0 | 0 | ||
| SYNEOS HEALTH INC | CL A | 87166B102 | 30,047 | 565,209 | SH | SOLE | 565,209 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 30,778 | 269,131 | SH | SOLE | 269,131 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 20,286 | 364,523 | SH | SOLE | 364,523 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 30,457 | 119,508 | SH | SOLE | 119,508 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 21,094 | 204,955 | SH | SOLE | 204,955 | 0 | 0 | ||