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
ADOBE INC COM 00724F101 1,286 4,655 SH   SOLE   4,655 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,949 29,595 SH   SOLE   29,595 0 0
ALPHABET INC CAP STK CL A 02079K305 13,181 10,794 SH   SOLE   10,794 0 0
AMAZON COM INC COM 023135106 4,184 2,410 SH   SOLE   2,410 0 0
ANTHEM INC COM 036752103 7,205 30,010 SH   SOLE   30,010 0 0
APPLE INC COM 037833100 3,027 13,515 SH   SOLE   13,515 0 0
BOOKING HLDGS INC COM 09857L108 4,987 2,541 SH   SOLE   2,541 0 0
CIGNA CORP NEW COM 125523100 1,413 9,310 SH   SOLE   9,310 0 0
CRITEO S A SPONS ADS 226718104 5,663 302,977 SH   SOLE   302,977 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 2,661 90,840 SH   SOLE   90,840 0 0
CVS HEALTH CORP COM 126650100 11,060 175,360 SH   SOLE   175,360 0 0
DISNEY WALT CO COM DISNEY 254687106 10,670 81,875 SH   SOLE   81,875 0 0
ELECTRONIC ARTS INC COM 285512109 1,544 15,780 SH   SOLE   15,780 0 0
FACEBOOK INC CL A 30303M102 22,659 127,238 SH   SOLE   127,238 0 0
HUMANA INC COM 444859102 15,844 61,970 SH   SOLE   61,970 0 0
MERCK & CO INC COM 58933Y105 12,614 149,840 SH   SOLE   149,840 0 0
MICROSOFT CORP COM 594918104 27,390 197,010 SH   SOLE   197,010 0 0
NVIDIA CORP COM 67066G104 1,584 9,102 SH   SOLE   9,102 0 0
PAYPAL HLDGS INC COM 70450Y103 1,626 15,700 SH   SOLE   15,700 0 0
TWITTER INC COM 90184L102 5,211 126,490 SH   SOLE   126,490 0 0