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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 150,450 | 665,000 | SH | SOLE | 665,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 276,196 | 2,015,000 | SH | SOLE | 2,015,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 178,191 | 1,300,000 | SH | Call | SOLE | 1,300,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 264,265 | 252,895 | SH | SOLE | 252,895 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 426,259 | 283,800 | SH | SOLE | 283,800 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 108,861 | 3,325,000 | SH | SOLE | 3,325,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 79,095 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 88,999 | 6,100,000 | SH | SOLE | 6,100,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 153,059 | 474,600 | SH | SOLE | 474,600 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 363,064 | 10,475,000 | SH | SOLE | 10,475,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 67,028 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 29,834 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 325,661 | 2,970,000 | SH | SOLE | 2,970,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 19,611 | 1,107,350 | SH | SOLE | 1,107,350 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 200,372 | 2,015,000 | SH | SOLE | 2,015,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 238,267 | 2,969,805 | SH | SOLE | 2,969,805 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 370,460 | 5,159,609 | SH | SOLE | 5,159,609 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 31,966 | 2,065,000 | SH | SOLE | 2,065,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 132,861 | 1,675,000 | SH | SOLE | 1,675,000 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 5,948 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 32,000 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 31,542 | 606,000 | SH | SOLE | 606,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 207,894 | 709,900 | SH | SOLE | 709,900 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 608,980 | 2,275,200 | SH | SOLE | 2,275,200 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 60,077 | 1,366,000 | SH | SOLE | 1,366,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 87,051 | 1,820,000 | SH | SOLE | 1,820,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 16,025 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 238,043 | 605,000 | SH | SOLE | 605,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 85,693 | 755,000 | SH | SOLE | 755,000 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 22,978 | 1,738,124 | SH | SOLE | 1,738,124 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 139,527 | 1,057,500 | SH | SOLE | 1,057,500 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 44,460 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 124,132 | 1,255,000 | SH | SOLE | 1,255,000 | 0 | 0 | ||