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 1,440 4,365 SH   SOLE   4,365 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,385 72,535 SH   SOLE   72,535 0 0
ALPHABET INC CAP STK CL A 02079K305 12,636 9,434 SH   SOLE   9,434 0 0
AMAZON COM INC COM 023135106 4,065 2,200 SH   SOLE   2,200 0 0
ANTHEM INC COM 036752103 12,703 42,060 SH   SOLE   42,060 0 0
APPLE INC COM 037833100 3,446 11,735 SH   SOLE   11,735 0 0
BOOKING HLDGS INC COM 09857L108 4,767 2,321 SH   SOLE   2,321 0 0
CIGNA CORP NEW COM 125523100 4,088 19,990 SH   SOLE   19,990 0 0
CRITEO S A SPONS ADS 226718104 4,696 270,997 SH   SOLE   270,997 0 0
CVS HEALTH CORP COM 126650100 13,675 184,070 SH   SOLE   184,070 0 0
DISNEY WALT CO COM DISNEY 254687106 10,366 71,675 SH   SOLE   71,675 0 0
ELECTRONIC ARTS INC COM 285512109 2,699 25,100 SH   SOLE   25,100 0 0
FACEBOOK INC CL A 30303M102 32,120 156,493 SH   SOLE   156,493 0 0
HUMANA INC COM 444859102 19,961 54,460 SH   SOLE   54,460 0 0
MERCK & CO INC COM 58933Y105 12,053 132,520 SH   SOLE   132,520 0 0
MICROSOFT CORP COM 594918104 36,861 233,740 SH   SOLE   233,740 0 0
NVIDIA CORP COM 67066G104 986 4,192 SH   SOLE   4,192 0 0
PAYPAL HLDGS INC COM 70450Y103 836 7,730 SH   SOLE   7,730 0 0
TRIP COM GROUP LTD ADS 89677Q107 2,752 82,050 SH   SOLE   82,050 0 0
TWITTER INC COM 90184L102 2,001 62,420 SH   SOLE   62,420 0 0