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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 44,335 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 29,333 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 32,054 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| BANCO MACRO SA | SPON ADR B | 05961W105 | 1,025 | 22,400 | SH | SOLE | 22,400 | 0 | 0 | ||
| BBVA BANCO FRANCES S A | SPONSORED ADR | 07329M100 | 301 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 2,001 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| BROOKFIELD PROPERTY REIT INC | CL A | 11282X103 | 494 | 24,100 | SH | SOLE | 24,100 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 15,706 | 270,520 | SH | SOLE | 270,520 | 0 | 0 | ||
| CENTRAL PUERTO S A | SPONSORED ADR | 155038201 | 100 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 17,955 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 217 | 50,800 | SH | SOLE | 50,800 | 0 | 0 | ||
| CHURCHILL CAP CORP | COM CL A | 17142R103 | 11,399 | 848,117 | SH | SOLE | 848,117 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 3,931 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 44,421 | 400,085 | SH | SOLE | 400,085 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 2,370 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 43,717 | 367,366 | SH | SOLE | 367,366 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 33,671 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 9,366 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| GLOBANT S A | COM | L44385109 | 578 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
| GRUPO FINANCIERO GALICIA S A | SPONSORED ADR | 399909100 | 1,026 | 40,200 | SH | SOLE | 40,200 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 6,315 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 32,662 | 393,000 | SH | SOLE | 393,000 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 15,586 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
| ISHARES TR | NASDAQ BIOTECH | 464287556 | 671 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 2,355 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 31,675 | 268,572 | SH | SOLE | 268,572 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 49,562 | 139,000 | SH | SOLE | 139,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 6,072 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 659 | 23,900 | SH | SOLE | 23,900 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 1,063 | 16,350 | SH | SOLE | 16,350 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 24,378 | 86,300 | SH | SOLE | 86,300 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 416 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 207 | 14,200 | SH | SOLE | 14,200 | 0 | 0 | ||
| TRANSPORTADORA DE GAS SUR | SPONSORED ADS B | 893870204 | 190 | 14,400 | SH | SOLE | 14,400 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 7,751 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 868 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 1,023 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||