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 | 1,834 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,036 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,783 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| CERENCE INC | COM | 156727109 | 2,829 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 5,829 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 853 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DUNKIN BRANDS GROUP INC | COM | 265504100 | 5,288 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 7,594 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| HASBRO INC | COM | 418056107 | 5,281 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 4,302 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 3,145 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 5,916 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 3,813 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 3,236 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 6,096 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 3,758 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 6,834 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 2,796 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 8,290 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 4,899 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,799 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 4,067 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 1,904 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 5,756 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||