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
ACTIVISION BLIZZARD INCCOM00507V1092793,682SH SOLE 3,68200
ADVANCED MICRO DEVICES INCCOM00790310711,501218,600SH SOLE 218,60000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10233,002153,000SH SOLE 153,00000
ALPHABET INCCAP STK CL A02079K30520,42014,400SH SOLE 14,40000
AMAZON COM INCCOM02313510621,3127,725SH SOLE 7,72500
ANALOG DEVICES INCCOM0326541055404,403SH SOLE 4,40300
APPLE INCCOM03783310019,33453,000SH SOLE 53,00000
AUTODESK INCCOM0527691062741,145SH SOLE 1,14500
AUTOZONE INCCOM053332102307272SH SOLE 27200
BOOKING HOLDINGS INCCOM09857L108780490SH SOLE 49000
CDK GLOBAL INCCOM12508E1011,21629,346SH SOLE 29,34600
CHARTER COMMUNICATIONS INC NCL A16119P10811,60322,750SH SOLE 22,75000
CHURCHILL DOWNS INCCOM1714841084,80736,100SH SOLE 36,10000
COMCAST CORP NEWCL A20030N1012,33960,000SH SOLE 60,00000
CONSTELLATION BRANDS INCCL A21036P1087054,030SH SOLE 4,03000
FARFETCH LTDORD SH CL A30744W1075,796335,600SH SOLE 335,60000
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R3031,22239,851SH SOLE 39,85100
FREEPORT-MCMORAN INCCL B35671D8571,400121,000SHCallSOLE 121,00000
HD SUPPLY HLDGS INCCOM40416M10595227,487SH SOLE 27,48700
HDFC BANK LTDSPONSORED ADS40415F1012,20348,461SH SOLE 48,46100
ICICI BANK LIMITEDADR45104G1041,373147,800SH SOLE 147,80000
ILLUMINA INCCOM4523271094,96313,400SH SOLE 13,40000
ISHARES SILVER TRISHARES46428Q10926715,700SHCallSOLE 15,70000
JD.COM INCSPON ADR CL A47215P1063,12952,000SH SOLE 52,00000
KANSAS CITY SOUTHERNCOM NEW4851703025733,837SH SOLE 3,83700
L3HARRIS TECHNOLOGIES INCCOM5024311091,5279,000SH SOLE 9,00000
LAM RESEARCH CORPCOM51280710812,83339,674SH SOLE 39,67400
LIBERTY GLOBAL PLCSHS CL AG5480U1042,842130,000SH SOLE 130,00000
MARTIN MARIETTA MATLS INCCOM5732841064222,044SH SOLE 2,04400
MASTERCARD INCORPORATEDCL A57636Q10415,67253,000SH SOLE 53,00000
MICRON TECHNOLOGY INCCOM59511210310,768209,000SH SOLE 209,00000
MICROSOFT CORPCOM5949181049,99249,100SH SOLE 49,10000
MOTOROLA SOLUTIONS INCCOM NEW6200763074633,302SH SOLE 3,30200
NETFLIX INCCOM64110L10610,24222,507SH SOLE 22,50700
OWL ROCK CAPITAL CORPORATIONCOM69121K10439932,512SH SOLE 32,51200
PLAYA HOTELS & RESORTS NVSHSN7054410620857,400SH SOLE 57,40000
RANPAK HLDGS CORPCOM CL A75321W1036,868923,077SH SOLE 923,07700
SENSATA TECHNOLOGIES HLDNG PSHSG8060N10261616,548SH SOLE 16,54800
SPDR GOLD TRGOLD SHS78463V1073722,222SH SOLE 2,22200
SPDR S&P 500 ETF TRTR UNIT78462F103200647SH SOLE 64700
SPDR S&P 500 ETF TRTR UNIT78462F103154500SHCallSOLE 50000
SPROTT PHYSICAL GOLD TRUNIT85207H10424216,912SH SOLE 16,91200
T-MOBILE US INCCOM87259010418,174174,500SH SOLE 174,50000
T-MOBILE US INCRIGHT 07/27/202087259011225149,500SH SOLE 149,50000
UNION PAC CORPCOM9078181085413,198SH SOLE 3,19800
VANECK VECTORS ETF TRGOLD MINERS ETF92189F1062236,074SH SOLE 6,07400
VISA INCCOM CL A92826C83916,20783,900SH SOLE 83,90000
YANDEX N VSHS CLASS AN972841083,66473,253SH SOLE 73,25300