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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 13,175 | 26,865 | SH | SOLE | 26,865 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,783 | 111,515 | SH | SOLE | 111,515 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 19,618 | 782,510 | SH | SOLE | 782,510 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 13,423 | 9,159 | SH | SOLE | 9,159 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,345 | 2,015 | SH | SOLE | 2,015 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 8,106 | 30,180 | SH | SOLE | 30,180 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 2,882 | 1,685 | SH | SOLE | 1,685 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 2,275 | 13,430 | SH | SOLE | 13,430 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 4,673 | 383,367 | SH | SOLE | 383,367 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 9,227 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 4,949 | 39,885 | SH | SOLE | 39,885 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 3,132 | 24,020 | SH | SOLE | 24,020 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,601 | 105,388 | SH | SOLE | 105,388 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 6,633 | 452,765 | SH | SOLE | 452,765 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 9,395 | 22,700 | SH | SOLE | 22,700 | 0 | 0 | ||
| MERCK & CO. INC | COM | 58933Y105 | 13,964 | 168,340 | SH | SOLE | 168,340 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 30,250 | 143,820 | SH | SOLE | 143,820 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 25,465 | 47,052 | SH | SOLE | 47,052 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 14,298 | 72,570 | SH | SOLE | 72,570 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 7,148 | 459,360 | SH | SOLE | 459,360 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 10,527 | 280,730 | SH | SOLE | 280,730 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 19,285 | 736,925 | SH | SOLE | 736,925 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 5,787 | 185,830 | SH | SOLE | 185,830 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 2,519 | 56,610 | SH | SOLE | 56,610 | 0 | 0 | ||