The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
AMERICAN AIRLINES GROUP INC | COM | 02376R102 | 2,346 | 87,000 | SH | SOLE | 0 | 87,000 | 0 | 0 | |
ADOBE INC | COM | 00724F101 | 13,813 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
AMAZON.COM INC | COM | 023135106 | 176,195 | 101,500 | SH | SOLE | 0 | 101,500 | 0 | 0 | |
ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 33,446 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
BIOHAVEN PHARMACEUTICAL HOLD | COM | G11196105 | 8,344 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
GLOBAL X ROBOTICS & ARTIFICI | RBTCS ARTFL INTE | 37954Y715 | 20,921 | 1,045,018 | SH | SOLE | 0 | 1,045,018 | 0 | 0 | |
BOYD GAMING CORP | COM | 103304101 | 6,502 | 271,500 | SH | SOLE | 0 | 271,500 | 0 | 0 | |
COMCAST CORP-CLASS A | CL A | 20030N101 | 10,143 | 225,000 | SH | SOLE | 0 | 225,000 | 0 | 0 | |
SALESFORCE.COM INC | COM | 79466L302 | 71,993 | 485,000 | SH | SOLE | 0 | 485,000 | 0 | 0 | |
DESPEGAR.COM CORP | ORD SHS | G27358103 | 1,043 | 92,122 | SH | SOLE | 0 | 92,122 | 0 | 0 | |
ISHARES MSCI EMERGING MARKET | MSCI EMG MKT ETF | 464287234 | 2,758 | 67,500 | SH | SOLE | 0 | 67,500 | 0 | 0 | |
ISHARES MSCI BRAZIL ETF | MSCI BRAZIL ETF | 464286400 | 1,475 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 100,710 | 3,000,000 | SH | SOLE | 0 | 3,000,000 | 0 | 0 | |
JETBLUE AIRWAYS CORP | COM | 477143101 | 61,808 | 3,690,000 | SH | SOLE | 0 | 3,690,000 | 0 | 0 | |
KRANESHARES CSI CHINA INTERN | CSI CHI INTERNET | 500767306 | 37,197 | 900,000 | SH | SOLE | 0 | 900,000 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 36,590 | 1,320,000 | SH | SOLE | 0 | 1,320,000 | 0 | 0 | |
MELCO RESORTS & ENTERT-ADR | ADR | 585464100 | 48,506 | 2,499,000 | SH | SOLE | 0 | 2,499,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 9,732 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
CLOUDFLARE INC - CLASS A | CL A COM | 18915M107 | 19 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 35,670 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | |
SPRINT CORP | COM SER 1 | 85207U105 | 926 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
SPIRIT AIRLINES INC | COM | 848577102 | 12,415 | 342,000 | SH | SOLE | 0 | 342,000 | 0 | 0 | |
SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 69 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
AT&T INC | COM | 00206R102 | 23,839 | 630,000 | SH | SOLE | 0 | 630,000 | 0 | 0 | |
TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 20,859 | 808,500 | SH | SOLE | 0 | 808,500 | 0 | 0 | |
TENCENT MUSIC ENTERTAINM-ADR | SPON ADS | 88034P109 | 260 | 20,333 | SH | SOLE | 0 | 20,333 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 53,170 | 675,000 | SH | SOLE | 0 | 675,000 | 0 | 0 | |
TIM PARTICIPACOES SA-ADR | SPONSORED ADR | 88706P205 | 7,754 | 540,000 | SH | SOLE | 0 | 540,000 | 0 | 0 | |
TRADEWEB MARKETS INC-CLASS A | CL A | 892672106 | 37 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 33,347 | 809,385 | SH | SOLE | 0 | 809,385 | 0 | 0 | |
10X GENOMICS INC-CLASS A | CL A COM | 88025U109 | 252 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
UNITED AIRLINES HOLDINGS INC | COM | 910047109 | 58,351 | 660,000 | SH | SOLE | 0 | 660,000 | 0 | 0 | |
TELEFONICA BRASIL-ADR PREF | SPONSORED ADR | 87936R106 | 1,936 | 147,000 | SH | SOLE | 0 | 147,000 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 57,040 | 945,000 | SH | SOLE | 0 | 945,000 | 0 | 0 | |
WYNN RESORTS LTD | COM | 983134107 | 4,892 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
ENERGY SELECT SECTOR SPDR | ENERGY | 81369Y506 | 150,960 | 2,550,000 | SH | SOLE | 0 | 2,550,000 | 0 | 0 | |
TECHNOLOGY SELECT SECT SPDR | TECHNOLOGY | 81369Y803 | 2,013 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
YPF S.A.-SPONSORED ADR | SPON ADR CL D | 984245100 | 4,148 | 448,474 | SH | SOLE | 0 | 448,474 | 0 | 0 | |
WISDOMTREE INDIA EARNINGS - RV | CALL | 97717W902 | 53,013 | 2,220,000 | SH | Call | SOLE | 0 | 2,220,000 | 0 | 0 |
POWERSHARES QQQ TRUST SERIES - EQUITIES | PUT | 46090E953 | 377,550 | 2,000,000 | SH | Put | SOLE | 0 | 2,000,000 | 0 | 0 |
SPDR S&P BIOTECH ETF- EQUITIES | CALL | 78464A900 | 29,295 | 384,200 | SH | Call | SOLE | 0 | 384,200 | 0 | 0 |
ISHARES MSCI INDIA ETF- G7 EQ | CALL | 46429B908 | 33,570 | 1,000,000 | SH | Call | SOLE | 0 | 1,000,000 | 0 | 0 |