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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 7,239 | 136,800 | SH | SOLE | 136,800 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 26,178 | 903,000 | SH | SOLE | 903,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,532 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 50,000 | 400 | SH | Call | SOLE | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 30,284 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 19,789 | 11,400 | SH | SOLE | 11,400 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 11,776 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 8,108 | 22,271 | SH | SOLE | 22,271 | 0 | 0 | ||
| COLGATE PALMOLIVE CO | COM | 194162103 | 16,099 | 219,000 | SH | SOLE | 219,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 5,576 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 28,457 | 159,800 | SH | SOLE | 159,800 | 0 | 0 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 3,681 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 9,435 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| LEGGETT & PLATT INC | COM | 524660107 | 3,889 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 11,639 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 2,633 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 12,041 | 281,000 | SH | SOLE | 281,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 44,200 | 1,300 | SH | Call | SOLE | 0 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 21,410 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 3,263 | 23,800 | SH | SOLE | 23,800 | 0 | 0 | ||
| SCOTTS MIRACLE GRO CO | CL A | 810186106 | 781 | 7,672 | SH | SOLE | 7,672 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 30,000 | 5,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 6,190 | 25,700 | SH | SOLE | 25,700 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 5,664 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 15,000 | 2,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 6,152 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||