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
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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
ADOBE SYSTEMS INC ADOBE SYSTEMS INC 00724F101 5,032 11,864 SH   SOLE   11,864 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102 4,922 22,891 SH   SOLE   22,891 0 0
ALPHABET - A ALPHABET - A 02079K305 8,063 5,771 SH   SOLE   5,771 0 0
AMAZON.COM AMAZON.COM 023135106 3,894 1,453 SH   SOLE   1,453 0 0
APPLE INC US APPLE INC US 037833100 72 200 SH   SOLE   200 0 0
BAIDU INC BAIDU INC 056752108 351 2,900 SH   SOLE   2,900 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702 70 400 SH   SOLE   400 0 0
BOOKING HOLDINGS BOOKING HOLDINGS 09857L108 6,012 3,774 SH   SOLE   3,774 0 0
COMCAST COMCAST 20030N101 7,982 205,000 SH   SOLE   205,000 0 0
DROPBOX DROPBOX 26210C104 5,535 260,000 SH   SOLE   260,000 0 0
ESTEE LAUDER CY INC CL. A ESTEE LAUDER CY INC CL. A 518439104 3,643 19,628 SH   SOLE   19,628 0 0
FERRARI FERRARI N3167Y103 4,266 25,000 SH   SOLE   25,000 0 0
FIRST REPUBLIC FIRST REPUBLIC 33616C100 7,364 70,000 SH   SOLE   70,000 0 0
FLEETCOR TECHNOLOGIES FLEETCOR TECHNOLOGIES 339041105 2,461 10,000 SH   SOLE   10,000 0 0
FLYING EAGLE FLYING EAGLE 34407Y202 0 235,000 SH   SOLE   235,000 0 0
GORES HOLDING IV INC GORES HOLDING IV INC 382865202 4,894 465,000 SH   SOLE   465,000 0 0
INTEL CORP INTEL CORP 458140100 4,952 85,000 SH   SOLE   85,000 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800 4,132 65,500 SH   SOLE   65,500 0 0
IQVIA HOLDING IQVIA HOLDING 46266C105 2,750 20,000 SH   SOLE   20,000 0 0
JP MORGAN JP MORGAN 46625H100 725 7,800 SH   SOLE   7,800 0 0
LINDE PLC LINDE PLC G5494J103 4,797 22,685 SH   SOLE   22,685 0 0
LIVANOVA PLC LIVANOVA PLC G5509L101 1,981 42,099 SH   SOLE   42,099 0 0
MASTERCARD MASTERCARD 57636Q104 4,947 16,890 SH   SOLE   16,890 0 0
MICROSOFT MICROSOFT 594918104 21,362 107,654 SH   SOLE   107,654 0 0
NOMAD FOODS NOMAD FOODS G6564A105 25,400 1,205,548 SH   SOLE   1,205,548 0 0
OWENS CORNING OWENS CORNING 690742101 2,205 40,000 SH   SOLE   40,000 0 0
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC 70450Y103 14,058 83,505 SH   SOLE   83,505 0 0
PROGRESSIVE US PROGRESSIVE US 743315103 3,640 46,440 SH   SOLE   46,440 0 0
QIAGEN NV QIAGEN NV N72482123 17,673 410,326 SH   SOLE   410,326 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302 14,803 80,748 SH   SOLE   80,748 0 0
SERVICENOW SERVICENOW 81762P102 2,510 6,363 SH   SOLE   6,363 0 0
THE WALT DISNEY COMPANY THE WALT DISNEY COMPANY 254687106 2,509 22,500 SH   SOLE   22,500 0 0
THERMO FISHER THERMO FISHER 883556102 6,540 18,644 SH   SOLE   18,644 0 0
TORTOISE ACQUISITION CORP TORTOISE ACQUISITION CORP 89154L100 204 20,000 SH   SOLE   20,000 0 0
TPI COMPOSITES TPI COMPOSITES 87266J104 7,208 307,000 SH   SOLE   307,000 0 0
ULTA BEAUTY ULTA BEAUTY 90384S303 9,002 45,322 SH   SOLE   45,322 0 0
VISA VISA 92826C839 8,163 42,658 SH   SOLE   42,658 0 0