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 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 14,129 | 48,600 | SH | SOLE | 48,600 | 0 | 0 | ||
| ISHARES TR | NASDAQ BIOTECH | 464287556 | 1,524 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| COHU INC | COM | 192576106 | 550 | 21,900 | SH | SOLE | 21,900 | 0 | 0 | ||
| NRG ENERGY INC | COM NEW | 629377508 | 105 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 103 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| HEICO CORP NEW | COM | 422806109 | 102 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 100 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 98 | 800 | SH | SOLE | 800 | 0 | 0 | ||
| CANOPY GROWTH CORP | COM | 138035100 | 98 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 98 | 600 | SH | SOLE | 600 | 0 | 0 | ||
| PERKINELMER INC | COM | 714046109 | 97 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 97 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 96 | 300 | SH | SOLE | 300 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 96 | 800 | SH | SOLE | 800 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 96 | 900 | SH | SOLE | 900 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 41,025 | 249,000 | SH | SOLE | 249,000 | 0 | 0 | ||
| EDITAS MEDICINE INC | COM | 28106W103 | 6,967 | 218,935 | SH | SOLE | 218,935 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 26,256 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 20,030 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 16,203 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 13,888 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 9,793 | 233,000 | SH | SOLE | 233,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 23,271 | 199,000 | SH | SOLE | 199,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 15,658 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 16,976 | 123,992 | SH | SOLE | 123,992 | 0 | 0 | ||
| HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 10,365 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 18,499 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 6,730 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 6,360 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 7,739 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 4,159 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,803 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 7,883 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 21,380 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 29,190 | 494,000 | SH | SOLE | 494,000 | 0 | 0 | ||
| FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 3,502 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 32,595 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| STARS GROUP INC | COM | 85570W100 | 1,217 | 48,900 | SH | SOLE | 48,900 | 0 | 0 | ||