The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 1,591 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 197,312 | 101,200 | SH | SOLE | 0 | 101,200 | 0 | 0 | |
| BOEING CO/THE | COM | 097023105 | 37,285 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 38,896 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| INTERCORP FINANCIAL SERVICES | SHS | P5626F128 | 30,615 | 1,022,210 | SH | SOLE | 0 | 1,022,210 | 0 | 0 | |
| BIOHAVEN PHARMACEUTICAL HOLD | COM | G11196105 | 13,612 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | |
| GLOBAL X ROBOTICS & ARTIFICI | RBTCS ARTFL INTE | 37954Y715 | 18,957 | 1,045,018 | SH | SOLE | 0 | 1,045,018 | 0 | 0 | |
| DESPEGAR.COM CORP | ORD SHS | G27358103 | 522 | 92,122 | SH | SOLE | 0 | 92,122 | 0 | 0 | |
| SPDR DJIA TRUST | UT SER 1 | 78467X109 | 3,508 | 16,000 | SH | SOLE | 0 | 16,000 | 0 | 0 | |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 112 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
| FACEBOOK INC-CLASS A | CL A | 30303M102 | 70,890 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 116,281 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| ISHARES MSCI INDIA ETF | MSCI INDIA ETF | 46429B598 | 80,166 | 3,325,000 | SH | SOLE | 0 | 3,325,000 | 0 | 0 | |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 10,606 | 1,185,000 | SH | SOLE | 0 | 1,185,000 | 0 | 0 | |
| KRANESHARES CSI CHINA INTERN | CSI CHI INTERNET | 500767306 | 61,115 | 1,350,000 | SH | SOLE | 0 | 1,350,000 | 0 | 0 | |
| ISHARES MSCI CHINA ETF | MSCI CHINA ETF | 46429B671 | 8,197 | 143,179 | SH | SOLE | 0 | 143,179 | 0 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 5,369 | 455,000 | SH | SOLE | 0 | 455,000 | 0 | 0 | |
| MELCO RESORTS & ENTERT-ADR | ADR | 585464100 | 18,972 | 1,530,000 | SH | SOLE | 0 | 1,530,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 20,502 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,412 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| ONECONNECT FINANCIAL TECHNO | SPONSORED ADS | 68248T105 | 457 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 28,693 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | |
| SPIRIT AIRLINES INC | COM | 848577102 | 6,729 | 522,000 | SH | SOLE | 0 | 522,000 | 0 | 0 | |
| TELEPHONE AND DATA SYSTEMS | COM NEW | 879433829 | 12,922 | 771,000 | SH | SOLE | 0 | 771,000 | 0 | 0 | |
| TENCENT MUSIC ENTERTAINM-ADR | SPON ADS | 88034P109 | 205 | 20,333 | SH | SOLE | 0 | 20,333 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 25,590 | 305,000 | SH | SOLE | 0 | 305,000 | 0 | 0 | |
| TIM PARTICIPACOES SA-ADR | SPONSORED ADR | 88706P205 | 1,824 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 19,878 | 809,385 | SH | SOLE | 0 | 809,385 | 0 | 0 | |
| UNITED AIRLINES HOLDINGS INC | COM | 910047109 | 8,992 | 285,000 | SH | SOLE | 0 | 285,000 | 0 | 0 | |
| WORKDAY INC-CLASS A | CL A | 98138H101 | 73,913 | 567,600 | SH | SOLE | 0 | 567,600 | 0 | 0 | |
| TECHNOLOGY SELECT SECT SPDR | TECHNOLOGY | 81369Y803 | 2,009 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| XP INC - CLASS A | CL A | G98239109 | 10 | 500 | SH | SOLE | 0 | 500 | 0 | 0 | |
| YPF S.A.-SPONSORED ADR | SPON ADR CL D | 984245100 | 1,870 | 448,474 | SH | SOLE | 0 | 448,474 | 0 | 0 | |
| FACEBOOK CLASS A ORD SHS | CALL | 30303M902 | 66,720 | 400,000 | SH | Call | SOLE | 0 | 400,000 | 0 | 0 |
| ISHARES CHINA LARGE-CAP ETF - EQUITIES | CALL | 464287904 | 187,700 | 5,000,000 | SH | Call | SOLE | 0 | 5,000,000 | 0 | 0 |