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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| INVESCO QQQ TR | Put Option | 46090E953 | 95,910 | 1,054 | SH | Put | SOLE | 0 | 1,054 | 0 | 0 | |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 9,379,214 | 7,101 | SH | SOLE | 0 | 7,101 | 0 | 0 | ||
| LOWE'S COMPANIES, INC. | Com | 548661107 | 2,363,063 | 10,001 | SH | SOLE | 0 | 10,001 | 0 | 0 | ||
| LULULEMON ATHLETICA INC. | Com | 550021109 | 15,953,020 | 104,200 | SH | SOLE | 0 | 104,200 | 0 | 0 | ||
| NETFLIX, INC. | Com | 64110L106 | 37,017,750 | 385,000 | SH | SOLE | 0 | 385,000 | 0 | 0 | ||
| PAYPAL HOLDINGS, INC. | Com | 70450Y103 | 1,583,095 | 35,001 | SH | SOLE | 0 | 35,001 | 0 | 0 | ||
| POOL CORPORATION | Com | 73278L105 | 1,720,007 | 8,501 | SH | SOLE | 0 | 8,501 | 0 | 0 | ||
| POOL CORPORATION | Call Option | 73278L905 | 76,353 | 220 | SH | Call | SOLE | 0 | 220 | 0 | 0 | |
| SALESFORCE, INC | Com | 79466L302 | 16,240,290 | 87,000 | SH | SOLE | 0 | 87,000 | 0 | 0 | ||
| SPROUTS FARMERS MARKET, INC. | Com | 85208M102 | 16,120,170 | 209,000 | SH | SOLE | 0 | 209,000 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 32,010 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | ||
| NIKE INC | Cl B | 654106103 | 105,752 | 2,001 | SH | SOLE | 0 | 2,001 | 0 | 0 | ||