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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE INCCOM00724F101102,865386,000SH SOLE 386,00000
ALPHABET INCCAP STK CL A02079K305308,345262,000SH SOLE 262,00000
ALTABA INCCOM021346101330,5754,460,000SH SOLE 4,460,00000
APPLIED MATLS INCCOM03822210588,0452,220,000SH SOLE 2,220,00000
BILIBILI INCSPONS ADS REP Z090040106108,0155,700,000SH SOLE 5,700,00000
D R HORTON INCCOM23331A109486,00811,745,000SH SOLE 11,745,00000
DANAHER CORPORATIONCOM235851102158,4241,200,000SH SOLE 1,200,00000
DISNEY WALT COCOM DISNEY254687106701,7106,320,000SH SOLE 6,320,00000
FACEBOOK INCCL A30303M102332,5471,995,000SH SOLE 1,995,00000
FERRARI N VCOMN3167Y103207,2161,548,700SH SOLE 1,548,70000
GUIDEWIRE SOFTWARE INCCOM40171V100194,7092,004,000SH SOLE 2,004,00000
HILTON WORLDWIDE HLDGS INCCOM43300A203510,7946,146,000SH SOLE 6,146,00000
IQIYI INCSPONSORED ADS46267X10849,0362,050,000SH SOLE 2,050,00000
IQVIA HLDGS INCCOM46266C105110,189766,000SH SOLE 766,00000
JD COM INCSPON ADR CL A47215P106425,47114,111,797SH SOLE 14,111,79700
LAM RESEARCH CORPCOM51280710866,055369,000SH SOLE 369,00000
LAS VEGAS SANDS CORPCOM51783410797,9631,607,000SH SOLE 1,607,00000
LENNAR CORPCL A526057104226,7964,620,000SH SOLE 4,620,00000
MICRON TECHNOLOGY INCCOM59511210381,0071,960,000SH SOLE 1,960,00000
NETFLIX INCCOM64110L106650,7221,825,000SH SOLE 1,825,00000
OWENS CORNING NEWCOM69074210194,2872,001,000SH SOLE 2,001,00000
WYNN RESORTS LTDCOM983134107209,1681,753,000SH SOLE 1,753,00000