The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON.COM INC | COM | 023135106 | 19,026 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| COSTCO WHOLESALE CORP | COM | 22160K105 | 10,735 | 11,350 | SH | SOLE | 11,350 | 0 | 0 | |||
| DOLLAR GENERAL CORP | COM | 256677105 | 1,521 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | |||
| FEDEX CORP | COM | 31428X106 | 3,900 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
| HUNT (JB) TRANSPRT SVCS INC | COM | 445658107 | 4,439 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| MARTEN TRANSPORT LTD | COM | 573075108 | 2,744 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC-A | COM | 69608A108 | 22,366 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
| PINTEREST INC- CLASS A | COM | 72352L106 | 6,356 | 205,024 | SH | SOLE | 205,024 | 0 | 0 | |||
| ROKU INC | COM | 77543R102 | 20,202 | 286,800 | SH | SOLE | 286,800 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWRE | COM | 874054109 | 13,782 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | |||
| TESLA MOTORS INC | COM | 88160R101 | 777 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| TJX COMPANIES INC | COM | 872540109 | 12,180 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| WAL-MART STORES INC | COM | 931142103 | 14,924 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| XPO LOGISTICS INC | COM | 983793100 | 7,853 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | |||