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 | 33,582 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 26,926 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 30,640 | 20,400 | SH | SOLE | 20,400 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 10,335 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 8,832 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 10,940 | 317,184 | SH | SOLE | 317,184 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 54,320 | 495,393 | SH | SOLE | 495,393 | 0 | 0 | ||
| EDITAS MEDICINE INC | COM | 28106W103 | 4,981 | 218,935 | SH | SOLE | 218,935 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 22,755 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| EXPRESS INC | COM | 30219E103 | 136 | 26,700 | SH | SOLE | 26,700 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 22,285 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 2,892 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 2,948 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 28,362 | 395,010 | SH | SOLE | 395,010 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 16,464 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| ISHARES TR | NASDAQ BIOTECH | 464287556 | 1,524 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
| LIVERAMP HLDGS INC | COM | 53815P108 | 1,769 | 45,800 | SH | SOLE | 45,800 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 35,753 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 3,881 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 2,565 | 56,800 | SH | SOLE | 56,800 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 14,341 | 170,538 | SH | SOLE | 170,538 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 619 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 10,822 | 43,300 | SH | SOLE | 43,300 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 3,305 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||