The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 1,217 3,825 SH   SOLE   3,825 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,158 36,805 SH   SOLE   36,805 0 0
ALPHABET INC CAP STK CL A 02079K305 5,820 5,009 SH   SOLE   5,009 0 0
AMAZON COM INC COM 023135106 3,909 2,005 SH   SOLE   2,005 0 0
ANTHEM INC COM 036752103 5,463 24,060 SH   SOLE   24,060 0 0
BOOKING HLDGS INC COM 09857L108 693 515 SH   SOLE   515 0 0
CIGNA CORP NEW COM 125523100 2,456 13,860 SH   SOLE   13,860 0 0
CRITEO S A SPONS ADS 226718104 2,012 253,027 SH   SOLE   253,027 0 0
CVS HEALTH CORP COM 126650100 5,620 94,720 SH   SOLE   94,720 0 0
DISNEY WALT CO COM DISNEY 254687106 1,436 14,865 SH   SOLE   14,865 0 0
ELECTRONIC ARTS INC COM 285512109 2,348 23,440 SH   SOLE   23,440 0 0
FACEBOOK INC CL A 30303M102 10,107 60,593 SH   SOLE   60,593 0 0
HUMANA INC COM 444859102 7,178 22,860 SH   SOLE   22,860 0 0
MERCK & CO. INC COM 58933Y105 9,344 121,440 SH   SOLE   121,440 0 0
MICROSOFT CORP COM 594918104 19,969 126,620 SH   SOLE   126,620 0 0
NVIDIA CORP COM 67066G104 1,052 3,992 SH   SOLE   3,992 0 0
PAYPAL HLDGS INC COM 70450Y103 753 7,860 SH   SOLE   7,860 0 0
TRIP COM GROUP LTD ADS 89677Q107 1,861 79,340 SH   SOLE   79,340 0 0
TWITTER INC COM 90184L102 1,428 58,160 SH   SOLE   58,160 0 0