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 |
ALTERYX INC | COM CL A | 02156B103 | 49,610 | 820,000 | SH | SOLE | 820,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 36,714 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 74,166 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 52,778 | 2,526,482 | SH | SOLE | 2,526,482 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 152,673 | 1,639,000 | SH | SOLE | 1,639,000 | 0 | 0 | ||
OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 27,759 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 58,702 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 108,964 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
VIPSHOP HOLDINGS LIMITED | SPONSORED ADS A | 92763W103 | 42,420 | 5,050,000 | SH | SOLE | 5,050,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 101,634 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 29,343 | 485,000 | SH | SOLE | 485,000 | 0 | 0 |