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 |
ANGI HOMESERVICES INC | COM CL A | 00183L102 | 11,983 | 1,080,000 | SH | SOLE | 1,080,000 | 0 | 0 | ||
Alibaba Group Sh ADR | SPONSORED ADS | 01609W102 | 92,604 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 49,864 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
CARGURUS INC | COM CL A | 141788109 | 28,119 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 29,686 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 28,716 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 42,912 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
PROASSURANCE CORP | COM | 74267C106 | 18,371 | 1,174,600 | SH | SOLE | 1,174,600 | 0 | 0 | ||
STITCH FIX INC | COM CL A | 860897107 | 6,596 | 243,117 | SH | SOLE | 243,117 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 44,688 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 60,795 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
UPWORK INC | COM | 91688F104 | 27,904 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
Yandex NV Shs | SHS CLASS A | N97284108 | 31,646 | 485,000 | SH | SOLE | 485,000 | 0 | 0 |