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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | COM | 02079K107 | 18,657 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| BAXTER INTL INC | COM | 071813109 | 11,662 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| CDW CORP | COM | 12514G108 | 14,016 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 22,554 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | |||
| COGNYTE SOFTWARE LTD | ORD SHS | M25133105 | 2,610 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | |||
| CROWN HLDGS INC | COM | 228368106 | 10,078 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 12,152 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | |||
| HARLEY DAVIDSON INC | COM | 412822108 | 8,603 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 5,215 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| NATURA &CO HLDG S A | ADS | 63884N108 | 8,025 | 482,000 | SH | SOLE | 482,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 8,240 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | |||
| NICE LTD | SPONSORED ADR | 653656108 | 10,794 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 8,135 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 15,300 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,583 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 32,487 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| TENNANT CO | COM | 880345103 | 8,356 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 11,167 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| VERINT SYS INC | COM | 92343X100 | 5,688 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | |||