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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 17,010 | 1,692,574 | SH | SOLE | 1,692,574 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 15,441 | 14,888 | SH | SOLE | 14,888 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 6,241 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 14,073 | 74,440 | SH | SOLE | 74,440 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 11,385 | 173,600 | SH | SOLE | 173,600 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 3,111 | 43,400 | SH | SOLE | 43,400 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 13,659 | 85,480 | SH | SOLE | 85,480 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 24,325 | 1,390 | SH | Call | SOLE | 0 | 0 | 0 | |
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 20,800 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| FRESHPET INC | COM | 358039105 | 6,779 | 412,100 | SH | SOLE | 412,100 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 21,087 | 520,800 | SH | SOLE | 520,800 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 17,202 | 578,400 | SH | SOLE | 578,400 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 19,623 | 55,060 | SH | SOLE | 55,060 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,825 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 2,738 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 4,856 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 19,865 | 410,351 | SH | SOLE | 410,351 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 1,944 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,047 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,310 | 8,680 | SH | SOLE | 8,680 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 5,462 | 785,946 | SH | SOLE | 785,946 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 15,000 | 3,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 5,930 | 173,600 | SH | SOLE | 173,600 | 0 | 0 | ||