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 |
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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 | 54,690 | 185,610 | SH | SOLE | 185,610 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 51,315 | 302,834 | SH | SOLE | 302,834 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 53,261 | 49,274 | SH | SOLE | 49,274 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 35,721 | 18,864 | SH | SOLE | 18,864 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 34,227 | 121,283 | SH | SOLE | 121,283 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 32,203 | 197,683 | SH | SOLE | 197,683 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857L108 | 32,082 | 17,113 | SH | SOLE | 17,113 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 41,030 | 782,418 | SH | SOLE | 782,418 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 38,898 | 246,895 | SH | SOLE | 246,895 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 39,678 | 566,580 | SH | SOLE | 566,580 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 35,373 | 329,390 | SH | SOLE | 329,390 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 53,858 | 279,058 | SH | SOLE | 279,058 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 20,739 | 169,047 | SH | SOLE | 169,047 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 28,038 | 99,832 | SH | SOLE | 99,832 | 0 | 0 | ||
GREENSKY INC | CL A | 39572G100 | 11,676 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
ICICI BK LTD | ADR | 45104G104 | 46,143 | 3,665,022 | SH | SOLE | 3,665,022 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 38,335 | 707,293 | SH | SOLE | 707,293 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 53,990 | 403,033 | SH | SOLE | 403,033 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 38,591 | 1,077,947 | SH | SOLE | 1,077,947 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 24,804 | 256,824 | SH | SOLE | 256,824 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 22,799 | 585,041 | SH | SOLE | 585,041 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 35,127 | 306,892 | SH | SOLE | 306,892 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 4,906 | 432,666 | SH | SOLE | 432,666 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 83,410 | 1,150,000 | SH | Put | SOLE | 1,150,000 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 50,429 | 680,187 | SH | SOLE | 680,187 | 0 | 0 |