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
Amazon.com Inc Common 023135106 1,368 945 SH   SOLE   945 0 0
ASML Holding NV Common N47279109 1,330 6,700 SH   SOLE   6,700 0 0
Baidu Inc ADR 056752108 357 1,600 SH   SOLE   1,600 0 0
CME Group Inc Class A 12572Q105 636 3,930 SH   SOLE   3,930 0 0
Equinix Inc Common 29444U700 960 2,295 SH   SOLE   2,295 0 0
Fortive Corp Common 34959J108 609 7,850 SH   SOLE   7,850 0 0
Host Hotels & Resorts Inc REIT 44107P104 336 18,020 SH   SOLE   18,020 0 0
Intercontinental Exchange Inc Common 45866F104 921 12,700 SH   SOLE   12,700 0 0
InterXion Holding NV Common N07059210 3,090 49,751 SH   SOLE   49,751 0 0
Las Vegas Sands Corp Common 517834107 611 8,500 SH   SOLE   8,500 0 0
Lululemon Athletica Inc Common 550021109 328 3,675 SH   SOLE   3,675 0 0
Mastercard Inc Class A 57636Q104 889 5,075 SH   SOLE   5,075 0 0
Melco Resorts & Entertainment ADR 585464100 3,991 137,700 SH   SOLE   137,700 0 0
Microsoft Corp Common 594918104 1,004 11,000 SH   SOLE   11,000 0 0
NIKE Inc Common 654106103 146 2,200 SH   SOLE   2,200 0 0
Tapestry Inc Common 876030107 600 11,400 SH   SOLE   11,400 0 0
Visa Inc Class A 92826C839 889 7,430 SH   SOLE   7,430 0 0
Walmart Inc Common 931142103 1,254 14,100 SH   SOLE   14,100 0 0
JD.com Inc ADR 47215P106 267 6,600 SH   SOLE   6,600 0 0
Amazon.com Inc Common 023135106 1,302,606 900 SH Put SOLE   900 0 0
ASML Holding NV Common N07059950 456,688 2,300 SH Put SOLE   2,300 0 0
Baidu Inc ADR 056752108 357,104 1,600 SH Put SOLE   1,600 0 0
CME Group Inc Class A 12572Q105 630,786 3,900 SH Put SOLE   3,900 0 0
Equinix Inc Common 29444U700 919,908 2,200 SH Put SOLE   2,200 0 0
Host Hotels & Resorts Inc REIT 44107P104 251,640 13,500 SH Put SOLE   13,500 0 0
Intercontinental Exchange Inc Common 45866F104 921,004 12,700 SH Put SOLE   12,700 0 0
InterXion Holding NV Common N47279959 223,596 3,600 SH Put SOLE   3,600 0 0
Lululemon Athletica Inc Common 550021109 320,832 3,600 SH Put SOLE   3,600 0 0
Mastercard Inc Class A 57636Q104 875,800 5,000 SH Put SOLE   5,000 0 0
Melco Resorts & Entertainment ADR 585464100 1,193,976 41,200 SH Put SOLE   41,200 0 0
Microsoft Corp Common 594918104 1,003,970 11,000 SH Put SOLE   11,000 0 0
NIKE Inc Common 654106103 146,168 2,200 SH Put SOLE   2,200 0 0
Tapestry Inc Common 876030107 599,754 11,400 SH Put SOLE   11,400 0 0
Visa Inc Class A 92826C839 885,188 7,400 SH Put SOLE   7,400 0 0