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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 9,264 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 18,124 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 37,500 | 300 | SH | Call | SOLE | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 24,142 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 7,011 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 4,701 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 3,659 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 5,908 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 4,608 | 24 | SH | Call | SOLE | 0 | 0 | 0 | |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 13,000 | 2,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 10,522 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 11,368 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 8,335 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 16,446 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 23,491 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 3,547 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 8,347 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 27,600 | 6,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 24,000 | 5,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 12,000 | 4,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 10,306 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| LEGGETT & PLATT INC | COM | 524660107 | 4,379 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 10,575 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 10,214 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 2,714 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,862 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MONDELEZ INTL INC | CL A | 609207105 | 14,306 | 333,000 | SH | SOLE | 333,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 2,810 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 5,200 | 200 | SH | Call | SOLE | 0 | 0 | 0 | |
| PHILIP MORRIS INTL INC | COM | 718172109 | 14,677 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 12,485 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 11,695 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 6,500 | 500 | SH | Call | SOLE | 0 | 0 | 0 | |
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 1,894 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 2,094 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 11,070 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 8,090 | 233,000 | SH | SOLE | 233,000 | 0 | 0 | ||