The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 INC COM 00724F101 214,887 777,870 SH   SOLE N/A 777,870 0 0
AMAZON COM INC COM 023135106 229,008 131,924 SH   SOLE N/A 131,924 0 0
AUTODESK INC COM 052769106 181,705 1,230,231 SH   SOLE N/A 1,230,231 0 0
BANK AMER CORP COM 060505104 368,434 12,630,591 SH   SOLE N/A 12,630,591 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 312 1 SH   SOLE N/A 1 0 0
BOEING CO COM 097023105 198,116 520,714 SH   SOLE N/A 520,714 0 0
BURLINGTON STORES INC COM 122017106 185,695 929,311 SH   SOLE N/A 929,311 0 0
CARS COM INC COM 14575E105 19,403 2,160,680 SH   SOLE N/A 2,160,680 0 0
CHENIERE ENERGY INC COM NEW 16411R208 305,465 4,844,031 SH   SOLE N/A 4,844,031 0 0
CITIGROUP INC COM NEW 172967424 500,342 7,242,935 SH   SOLE N/A 7,242,935 0 0
COLLIER CREEK HOLDINGS UNIT 99/99/9999 G22707122 21,202 1,981,514 SH   SOLE N/A 1,981,514 0 0
CSX CORP COM 126408103 184,338 2,661,149 SH   SOLE N/A 2,661,149 0 0
DISNEY WALT CO COM DISNEY 254687106 7,689 59,000 SH   SOLE N/A 59,000 0 0
DOMINOS PIZZA INC COM 25754A201 131,490 537,593 SH   SOLE N/A 537,593 0 0
EDISON INTL COM 281020107 163,624 2,169,498 SH   SOLE N/A 2,169,498 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 412,327 3,105,807 SH   SOLE N/A 3,105,807 0 0
FISERV INC COM 337738108 217,410 2,098,755 SH   SOLE N/A 2,098,755 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 309,371 1,078,773 SH   SOLE N/A 1,078,773 0 0
GILDAN ACTIVEWEAR INC COM 375916103 10,048 283,046 SH   SOLE N/A 283,046 0 0
GLOBAL PMTS INC COM 37940X102 110,087 692,370 SH   SOLE N/A 692,370 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 109,422 1,917,996 SH   SOLE N/A 1,917,996 0 0
IAC INTERACTIVECORP COM 44919P508 56,862 260,870 SH   SOLE N/A 260,870 0 0
IQVIA HLDGS INC COM 46266C105 263,387 1,763,204 SH   SOLE N/A 1,763,204 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 59,700 1,500,000 SH Call SOLE N/A 1,500,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 16,785 500,000 SH   SOLE N/A 500,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 151,340 1,000,000 SH Call SOLE N/A 1,000,000 0 0
KOHLS CORP COM 500255104 29,556 595,171 SH   SOLE N/A 595,171 0 0
LINDE PLC SHS G5494J103 263,210 1,358,713 SH   SOLE N/A 1,358,713 0 0
MARATHON PETE CORP COM 56585A102 352,287 5,798,960 SH   SOLE N/A 5,798,960 0 0
MASTERCARD INC CL A 57636Q104 75,236 277,040 SH   SOLE N/A 277,040 0 0
MICROSOFT CORP COM 594918104 421,140 3,029,131 SH   SOLE N/A 3,029,131 0 0
NETEASE INC SPONSORED ADS 64110W102 200,052 751,568 SH   SOLE N/A 751,568 0 0
NETFLIX INC COM 64110L106 147,920 552,723 SH   SOLE N/A 552,723 0 0
NRG ENERGY INC COM NEW 629377508 241,361 6,094,983 SH   SOLE N/A 6,094,983 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 56,595 1,222,093 SH   SOLE N/A 1,222,093 0 0
PAYPAL HLDGS INC COM 70450Y103 25,730 248,379 SH   SOLE N/A 248,379 0 0
PG&E CORP COM 69331C108 88,500 8,849,993 SH   SOLE N/A 8,849,993 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 271,489 3,816,259 SH   SOLE N/A 3,816,259 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 44,800 1,600,000 SH Put SOLE N/A 1,600,000 0 0
SNAP INC CL A 83304A106 52,567 3,327,000 SH   SOLE N/A 3,327,000 0 0
STITCH FIX INC COM CL A 860897107 44,504 2,311,874 SH   SOLE N/A 2,311,874 0 0
STONECO LTD COM CL A G85158106 72,305 2,078,914 SH   SOLE N/A 2,078,914 0 0
TESLA INC COM 88160R101 20,119 83,526 SH   SOLE N/A 83,526 0 0
TRANSDIGM GROUP INC COM 893641100 118,337 227,279 SH   SOLE N/A 227,279 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 59,565 500,000 SH Put SOLE N/A 500,000 0 0
VISA INC COM CL A 92826C839 71,845 417,681 SH   SOLE N/A 417,681 0 0
WILLIAMS COS INC DEL COM 969457100 76,916 3,196,839 SH   SOLE N/A 3,196,839 0 0
WIX COM LTD SHS M98068105 171,172 1,466,267 SH   SOLE N/A 1,466,267 0 0