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 |
| ALTERYX INC | COM CL A | 02156B103 | 45,064 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 49,122 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 50,432 | 2,390,133 | SH | SOLE | 2,390,133 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 60,402 | 7,684,771 | SH | SOLE | 7,684,771 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 91,131 | 1,170,000 | SH | SOLE | 1,170,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 53,520 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 40,798 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 38,700 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 80,920 | 730,461 | SH | SOLE | 730,461 | 0 | 0 | ||