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 |
| BANK AMER CORP | COM | 060505104 | 55,100 | 1,900,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| CAREDX INC | COM | 14167L103 | 7,591 | 210,920 | SH | SOLE | 210,920 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 16,039 | 256,250 | SH | SOLE | 256,250 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 13,256 | 316,384 | SH | SOLE | 316,384 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 1,583 | 22,803 | SH | SOLE | 22,803 | 0 | 0 | ||
| LENDINGTREE INC NEW | COM | 52603B107 | 9,976 | 23,750 | SH | SOLE | 23,750 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 4,166 | 15,750 | SH | SOLE | 15,750 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 25,467 | 222,500 | SH | SOLE | 222,500 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 12,455 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 13,781 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 19,828 | 87,048 | SH | SOLE | 87,048 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,471 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||