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 |
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 16,403 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 22,683 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
Alibaba Group Sh ADR | SPONSORED ADS | 01609W102 | 85,202 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 34,755 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 21,548 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 23,744 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 27,081 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 31,857 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
Unitedhealth Group Inc | COM | 91324P102 | 57,515 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
Upwork Inc | COM | 91688F104 | 19,066 | 1,320,344 | SH | SOLE | 1,320,344 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 42,485 | 214,992 | SH | SOLE | 214,992 | 0 | 0 | ||
Yandex NV Shs | SHS CLASS A | N97284108 | 21,259 | 425,000 | SH | SOLE | 425,000 | 0 | 0 |