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 |
| ADOBE INC | COM | 00724F101 | 102,865 | 386,000 | SH | SOLE | 386,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 308,345 | 262,000 | SH | SOLE | 262,000 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 330,575 | 4,460,000 | SH | SOLE | 4,460,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 88,045 | 2,220,000 | SH | SOLE | 2,220,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 108,015 | 5,700,000 | SH | SOLE | 5,700,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 486,008 | 11,745,000 | SH | SOLE | 11,745,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 158,424 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 701,710 | 6,320,000 | SH | SOLE | 6,320,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 332,547 | 1,995,000 | SH | SOLE | 1,995,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 207,216 | 1,548,700 | SH | SOLE | 1,548,700 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 194,709 | 2,004,000 | SH | SOLE | 2,004,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 510,794 | 6,146,000 | SH | SOLE | 6,146,000 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 49,036 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 110,189 | 766,000 | SH | SOLE | 766,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 425,471 | 14,111,797 | SH | SOLE | 14,111,797 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 66,055 | 369,000 | SH | SOLE | 369,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 97,963 | 1,607,000 | SH | SOLE | 1,607,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 226,796 | 4,620,000 | SH | SOLE | 4,620,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 81,007 | 1,960,000 | SH | SOLE | 1,960,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 650,722 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 94,287 | 2,001,000 | SH | SOLE | 2,001,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 209,168 | 1,753,000 | SH | SOLE | 1,753,000 | 0 | 0 | ||