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 |
| AMAZON COM INC | COM | 023135106 | 1,954 | 600 | SH | SOLE | 600 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 4,792 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 12,834 | 149,724 | SH | SOLE | 149,724 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 4,232 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 2,816 | 130,017 | SH | SOLE | 130,017 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,601 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,287 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | 48138M105 | 3,228 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 11,213 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 10,386 | 6,200 | SH | SOLE | 6,200 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,671 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,893 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 1,271 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 2,665 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 4,705 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 2,110 | 10,600 | SH | SOLE | 10,600 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 2,830 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 2,331 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 3,482 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 1,764 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 1,129 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 8,386 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||