0001692623-18-000003.txt : 20180815 0001692623-18-000003.hdr.sgml : 20180815 20180815093752 ACCESSION NUMBER: 0001692623-18-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180815 DATE AS OF CHANGE: 20180815 EFFECTIVENESS DATE: 20180815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Jafra Capital Management LP CENTRAL INDEX KEY: 0001692623 IRS NUMBER: 811147412 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17804 FILM NUMBER: 181019932 BUSINESS ADDRESS: STREET 1: 630 FIFTH AVENUE STREET 2: SUITE 2504 CITY: NEW YORK STATE: NY ZIP: 10111 BUSINESS PHONE: 2128188900 MAIL ADDRESS: STREET 1: 630 FIFTH AVENUE STREET 2: SUITE 2504 CITY: NEW YORK STATE: NY ZIP: 10111 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001692623 XXXXXXXX 06-30-2018 06-30-2018 Jafra Capital Management LP

630 FIFTH AVENUE SUITE 2504 NEW YORK NY 10111

13F HOLDINGS REPORT 028-17804 N Michael C. Fox (212) 818-8918 /s/ Michael C. Fox New York NY 08-14-2018 0 82 288542 false INFORMATION TABLE 2 Jafra2q18_13f-hr.xml JAFRA CAPITAL 2Q 2018 13F-HR Medtronic PLC SHS G5960L103 2394 27965 SH SOLE 27965 0 0 Cyberark Software Ltd SHS M2682V108 1952 31000 SH SOLE 31000 0 0 Mellanox Technologies LTD SHS M51363113 2529 30000 SH SOLE 30000 0 0 Ferrari N V COM N3167Y103 1877 13900 SH SOLE 13900 0 0 NXP Semiconductors N V COM N6596X109 1093 10000 SH SOLE 10000 0 0 Activision Blizzard Inc COM 00507V109 2938 38500 SH SOLE 38500 0 0 Adobe Sys Inc COM 00724F101 5333 21875 SH SOLE 21875 0 0 Akamai Technologies Inc COM 00971T101 1616 22068 SH SOLE 22068 0 0 Alibaba Group HLDG Ltd Sponsored ADS 01609W102 3711 20000 SH SOLE 20000 0 0 Alphabet Inc CAP STK CL A 02079K305 10553 9346 SH SOLE 9346 0 0 Amazon Com Inc COM 023135106 14841 8731 SH SOLE 8731 0 0 American Axle & MFG HLDGS IN COM 024061103 1167 75000 SH SOLE 75000 0 0 Amicus Therapeutics Inc COM 03152W109 1556 99609 SH SOLE 99609 0 0 Anadarko Pete Corp COM 032511107 4143 56565 SH SOLE 56565 0 0 Analog Devices Inc COM 032654105 2398 25000 SH SOLE 25000 0 0 Apple Inc COM 037833100 10181 55000 SH SOLE 55000 0 0 Applied Matls Inc COM 038222105 1386 30000 SH SOLE 30000 0 0 Bank Amer Corp COM 060505104 2344 83155 SH SOLE 83155 0 0 Boeing Co COM 097023105 2374 7075 SH SOLE 7075 0 0 Broadcom Inc COM 11135F101 1820 7500 SH SOLE 7500 0 0 Cabot Oil & Gas Corp COM 127097103 755 31704 SH SOLE 31704 0 0 Campbell Soup Co COM 134429109 851 21000 SH SOLE 21000 0 0 Caterpillar Inc Del COM 149123101 2035 15000 SH SOLE 15000 0 0 Celgene Corp COM 151020104 1588 20000 SH SOLE 20000 0 0 Cenovus Energy Inc COM 15135U109 2605 251000 SH SOLE 251000 0 0 Charter Communications Inc N CL A 16119P108 3519 12000 SH SOLE 12000 0 0 Cisco Sys Inc COM 17275R102 4303 100000 SH SOLE 100000 0 0 Citigroup Inc COM NEW 172967424 6692 100000 SH SOLE 100000 0 0 Clovis Oncology Inc COM 189464100 455 10000 SH SOLE 10000 0 0 Conocophillips COM 20825C104 7658 110000 SH SOLE 110000 0 0 Continental Resources 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City Southern COM NEW 485170302 1060 10000 SH SOLE 10000 0 0 Kohls Corp COM 500255104 569 7800 SH SOLE 7800 0 0 LAUDER ESTEE COS INC CL A 518439104 746 5227 SH SOLE 5227 0 0 Lumentum Hldgs Inc COM 55024U109 1042 18000 SH SOLE 18000 0 0 Manhattan Assocs Inc COM 562750109 1410 30000 SH SOLE 30000 0 0 Microchip Technology Inc COM 595017104 1819 20000 SH SOLE 20000 0 0 Microsoft Corp COM 594918104 6901 69978 SH SOLE 69978 0 0 Navistar Intl Corp New COM 63934E108 1018 25000 SH SOLE 25000 0 0 Netflix Inc COM 64110L106 2740 7000 SH SOLE 7000 0 0 Nike Inc CL B 654106103 1323 16600 SH SOLE 16600 0 0 Paypal Hldgs Inc COM 70450Y103 6149 73843 SH SOLE 73843 0 0 Peabody Energy Corp New COM 704551100 2729 60000 SH SOLE 60000 0 0 Penn VA Corp New COM 70788V102 1019 12000 SH SOLE 12000 0 0 PNC Finl Svcs Group Inc COM 693475105 676 5000 SH SOLE 5000 0 0 Qorvo Inc COM 74736K101 2405 30000 SH SOLE 30000 0 0 Qualcomm Inc COM 747525103 8418 150000 SH SOLE 150000 0 0 Ribbon Communications Inc COM 762544104 2136 300000 SH SOLE 300000 0 0 Salesforce Com Inc COM 79466L302 3410 25000 SH SOLE 25000 0 0 Sarepta Therapeutics Inc COM 803607100 463 3500 SH SOLE 3500 0 0 Southwestern Energy Co COM 845467109 2650 500000 SH SOLE 500000 0 0 Spark Therapeutics Inc COM 84652J103 1220 14745 SH SOLE 14745 0 0 SPDR S&P 500 ETF TR TR Unit 78462F103 27128 100000 SH Put SOLE 100000 0 0 SPRD Series Trust S&P REGL BKG 78464A698 2135 35000 SH SOLE 35000 0 0 Stars Group Inc COM 85570W100 1452 40000 SH SOLE 40000 0 0 State Str Corp COM 857477103 931 10000 SH SOLE 10000 0 0 Take-Two Interactive Software COM 874054109 1953 16500 SH SOLE 16500 0 0 Teva Pharmaceutical Inds Ltd Sponsored ADR 881624209 7661 315000 SH SOLE 315000 0 0 Tiffany & Co New COM 886547108 1375 10449 SH SOLE 10449 0 0 Union Pac Corp COM 907818108 1417 10000 SH SOLE 10000 0 0 United Technologies Corp COM 913017109 1894 15150 SH SOLE 15150 0 0 Visa Inc COM CL A 92826C839 2859 21582 SH SOLE 21582 0 0 Vmware Inc CL A COM 928563402 2205 15000 SH SOLE 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