ACTIVISION BLIZZARD INC COM 00507V109 7239 136800 SH SOLE 136800 0 0 ADVANCED MICRO DEVICES INC COM 007903107 26178 903000 SH SOLE 903000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9532 57000 SH SOLE 57000 0 0 ALPHABET INC CAP STK CL A 02079K305 50000 400 SH Call SOLE 0 0 0 ALPHABET INC CAP STK CL A 02079K305 30284 24800 SH SOLE 24800 0 0 AMAZON COM INC COM 023135106 19789 11400 SH SOLE 11400 0 0 BOOKING HLDGS INC COM 09857L108 11776 6000 SH SOLE 6000 0 0 BOSTON BEER INC CL A 100557107 8108 22271 SH SOLE 22271 0 0 COLGATE PALMOLIVE CO COM 194162103 16099 219000 SH SOLE 219000 0 0 ELECTRONIC ARTS INC COM 285512109 5576 57000 SH SOLE 57000 0 0 FACEBOOK INC CL A 30303M102 28457 159800 SH SOLE 159800 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 3681 30000 SH SOLE 30000 0 0 KOHLS CORP COM 500255104 9435 190000 SH SOLE 190000 0 0 LEGGETT & PLATT INC COM 524660107 3889 95000 SH SOLE 95000 0 0 LYFT INC CL A COM 55087P104 11639 285000 SH SOLE 285000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 2633 95000 SH SOLE 95000 0 0 MICRON TECHNOLOGY INC COM 595112103 12041 281000 SH SOLE 281000 0 0 NETFLIX INC COM 64110L106 44200 1300 SH Call SOLE 0 0 0 NETFLIX INC COM 64110L106 21410 80000 SH SOLE 80000 0 0 PEPSICO INC COM 713448108 3263 23800 SH SOLE 23800 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 781 7672 SH SOLE 7672 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 30000 5000 SH Put SOLE 0 0 0 TESLA INC COM 88160R101 6190 25700 SH SOLE 25700 0 0 THOR INDS INC COM 885160101 5664 100000 SH SOLE 100000 0 0 V F CORP COM 918204108 15000 2000 SH Put SOLE 0 0 0 VMWARE INC CL A COM 928563402 6152 41000 SH SOLE 41000 0 0