The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ADOBE SYS INC | COM | 00724F101 | 367,636 | 1,701,387 | SH | SOLE | 1,701,387 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 162,268 | 884,100 | SH | SOLE | 884,100 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 285,187 | 276,400 | SH | SOLE | 276,400 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 41,272 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| ALTABA INC | COM | 021346101 | 231,853 | 3,131,461 | SH | SOLE | 3,131,461 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 77,254 | 2,576,000 | SH | SOLE | 2,576,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 228,424 | 696,670 | SH | SOLE | 696,670 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | COM | 21036P108 | 297,823 | 1,306,700 | SH | SOLE | 1,306,700 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 43,415 | 852,440 | SH | SOLE | 852,440 | 0 | 0 | ||
| DEERE CO | COM | 244199105 | 77,512 | 499,048 | SH | SOLE | 499,048 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 312,367 | 4,902,946 | SH | SOLE | 4,902,946 | 0 | 0 | ||
| DOWDUPONT INC | COM | 26078J100 | 31,855 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 430,727 | 2,695,581 | SH | SOLE | 2,695,581 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 220,587 | 2,880,850 | SH | SOLE | 2,880,850 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 48,332 | 191,900 | SH | SOLE | 191,900 | 0 | 0 | ||
| JPMORGAN CHASE CO | COM | 46625H100 | 135,395 | 1,231,200 | SH | SOLE | 1,231,200 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 1,775 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 218,827 | 3,844,470 | SH | SOLE | 3,844,470 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 397,783 | 3,420,320 | SH | SOLE | 3,420,320 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 19,771 | 170,000 | SH | Call | SOLE | 170,000 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 333,853 | 2,653,415 | SH | SOLE | 2,653,415 | 0 | 0 | ||