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 |
| AMAZON COM INC | COM | 023135106 | 6,745 | 3,650 | SH | DFND | 1 | 3,650 | 0 | 0 | |
| CARDLYTICS INC | COM | 14161W105 | 41,236 | 656,000 | SH | DFND | 1 | 656,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 41,423 | 450,000 | SH | DFND | 1 | 450,000 | 0 | 0 | |
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 21,420 | 1,275,000 | SH | DFND | 1 | 1,275,000 | 0 | 0 | |
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 9,534 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| LUCKIN COFFEE INC | SPONSORED ADS | 54951L109 | 11,257 | 286,000 | SH | DFND | 1 | 286,000 | 0 | 0 | |
| MEDICINES CO | COM | 584688105 | 27,266 | 321,000 | SH | DFND | 1 | 321,000 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 15,927 | 396,000 | SH | DFND | 1 | 396,000 | 0 | 0 | |