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 | 60,720 | 184,106 | SH | SOLE | 184,106 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 47,532 | 224,103 | SH | SOLE | 224,103 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 36,059 | 26,970 | SH | SOLE | 26,970 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 59,783 | 32,353 | SH | SOLE | 32,353 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 47,427 | 157,027 | SH | SOLE | 157,027 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 42,484 | 231,570 | SH | SOLE | 231,570 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 24,046 | 630,311 | SH | SOLE | 630,311 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 49,668 | 790,018 | SH | SOLE | 790,018 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 39,465 | 192,994 | SH | SOLE | 192,994 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 36,531 | 457,262 | SH | SOLE | 457,262 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 60,241 | 293,501 | SH | SOLE | 293,501 | 0 | 0 | ||
INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 20,699 | 444,000 | SH | SOLE | 444,000 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 43,000 | 278,300 | SH | SOLE | 278,300 | 0 | 0 | ||
LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 46,321 | 1,176,847 | SH | SOLE | 1,176,847 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 54,451 | 345,282 | SH | SOLE | 345,282 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 308,986 | 960,000 | SH | Put | SOLE | 960,000 | 0 | 0 | |
SQUARE INC | CL A | 852234103 | 42,541 | 680,000 | SH | Put | SOLE | 680,000 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 43,653 | 556,654 | SH | SOLE | 556,654 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 12,395 | 316,920 | SH | SOLE | 316,920 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 23,636 | 794,739 | SH | SOLE | 794,739 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 28,486 | 366,567 | SH | SOLE | 366,567 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 61,031 | 498,704 | SH | SOLE | 498,704 | 0 | 0 |