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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 25,047 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,049 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 19,797 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 22,208 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 13,602 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 19,323 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 28,709 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 11,989 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 12,591 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 5,730 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 23,513 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 53,941 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 5,880 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 37,510 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 14,300 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| TELEFLEX INC | COM | 879369106 | 10,728 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 8,357 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 36,801 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| VAIL RESORTS INC | COM | 91879Q109 | 27,419 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 35,099 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||