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

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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,401 188,255 SH   SOLE   188,255 0 0
ALPHABET INC CAP STK CL A 02079K305 71,600 32,855 SH   SOLE   32,855 0 0
AMAZON COM INC COM 023135106 38,021 357,976 SH   SOLE   357,976 0 0
HARLEY DAVIDSON INC COM 412822108 99,390 3,139,282 SH   SOLE   3,139,282 0 0
KURA ONCOLOGY INC COM 50127T109 9,398 512,727 SH   SOLE   512,727 0 0
LAS VEGAS SANDS CORP COM 517834107 16,272 484,417 SH   SOLE   484,417 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 11,849 1,290,709 SH   SOLE   1,290,709 0 0
REVOLUTION MEDICINES INC COM 76155X100 6,711 344,324 SH   SOLE   344,324 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 68,690 3,165,441 SH   SOLE   3,165,441 0 0
WESTERN DIGITAL CORP. COM 958102105 77,206 1,722,198 SH   SOLE   1,722,198 0 0