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
ADVANCED MICRO DEVICES INC COM 007903107 11,617 775,000 SH   SOLE   775,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,059 65,000 SH   SOLE   65,000 0 0
ALIBABA GROUP HLDG LTD CALL 01609W102 30,000 1,500 SH Call SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305 22,584 20,000 SH   SOLE   20,000 0 0
AMAZON COM INC COM 023135106 8,499 5,000 SH   SOLE   5,000 0 0
BAIDU INC SPON ADR REP A 056752108 4,860 20,000 SH   SOLE   20,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 15,474 270,000 SH   SOLE   270,000 0 0
COCA COLA CO COM 191216100 3,290 75,000 SH   SOLE   75,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 3,454 85,000 SH   SOLE   85,000 0 0
COLGATE PALMOLIVE CO COM 194162103 3,889 60,000 SH   SOLE   60,000 0 0
EBAY INC COM 278642103 3,626 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 17,489 90,000 SH   SOLE   90,000 0 0
FACEBOOK INC CALL 30303M102 875 50 SH Call SOLE   0 0 0
FIRST DATA CORP NEW COM CL A 32008D106 27,209 1,300,000 SH   SOLE   1,300,000 0 0
INTEL CORP COM 458140100 3,480 70,000 SH   SOLE   70,000 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4,339 35,000 SH   SOLE   35,000 0 0
INVESCO QQQ TR PUT 46090E103 8,750 500 SH Put SOLE   0 0 0
JD COM INC SPON ADR CL A 47215P106 16,554 425,000 SH   SOLE   425,000 0 0
JD COM INC CALL 47215P106 12,450 3,000 SH Call SOLE   0 0 0
JPMORGAN CHASE & CO CALL 46625H100 9,200 800 SH Call SOLE   0 0 0
MASCO CORP COM 574599106 1,740 46,500 SH   SOLE   46,500 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 11,200 400,000 SH   SOLE   400,000 0 0
MERCADOLIBRE INC COM 58733R102 20,925 70,000 SH   SOLE   70,000 0 0
MERITAGE HOMES CORP COM 59001A102 1,758 40,000 SH   SOLE   40,000 0 0
MICRON TECHNOLOGY INC COM 595112103 3,146 60,000 SH   SOLE   60,000 0 0
MICROSOFT CORP COM 594918104 9,861 100,000 SH   SOLE   100,000 0 0
MOHAWK INDS INC COM 608190104 1,650 7,700 SH   SOLE   7,700 0 0
MONDELEZ INTL INC CL A 609207105 2,870 70,000 SH   SOLE   70,000 0 0
NVIDIA CORP COM 67066G104 4,738 20,000 SH   SOLE   20,000 0 0
PEPSICO INC COM 713448108 1,633 15,000 SH   SOLE   15,000 0 0
PHILIP MORRIS INTL INC COM 718172109 12,111 150,000 SH   SOLE   150,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 16,058 155,000 SH   SOLE   155,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 9,979 120,000 SH   SOLE   120,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,976 35,000 SH   SOLE   35,000 0 0
SHERWIN WILLIAMS CO COM 824348106 1,956 4,800 SH   SOLE   4,800 0 0
TOLL BROTHERS INC COM 889478103 1,720 46,500 SH   SOLE   46,500 0 0
TRIVAGO N V SPON ADS A SHS 89686D105 2,270 500,000 SH   SOLE   500,000 0 0
XILINX INC COM 983919101 1,632 25,000 SH   SOLE   25,000 0 0
YELP INC CALL 985817105 12,500 2,500 SH Call SOLE   0 0 0
ZAYO GROUP HLDGS INC COM 98919V105 11,856 325,000 SH   SOLE   325,000 0 0