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 | 104,365 | 354,200 | SH | SOLE | 354,200 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 717,621 | 4,235,000 | SH | SOLE | 4,235,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 275,031 | 254,000 | SH | SOLE | 254,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 125,926 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 109,416 | 6,725,000 | SH | SOLE | 6,725,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 132,864 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 68,599 | 1,959,974 | SH | SOLE | 1,959,974 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 32,983 | 2,144,546 | SH | SOLE | 2,144,546 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 328,551 | 7,617,690 | SH | SOLE | 7,617,690 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 527,839 | 3,780,000 | SH | SOLE | 3,780,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 423,635 | 2,195,000 | SH | SOLE | 2,195,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 196,932 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 200,680 | 1,635,800 | SH | SOLE | 1,635,800 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 238,750 | 2,355,000 | SH | SOLE | 2,355,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 502,872 | 5,145,000 | SH | SOLE | 5,145,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 204,343 | 1,270,000 | SH | SOLE | 1,270,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 682,737 | 22,540,000 | SH | SOLE | 22,540,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 230,451 | 3,900,000 | SH | SOLE | 3,900,000 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 75,300 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 275,919 | 7,150,000 | SH | SOLE | 7,150,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 928,585 | 2,528,000 | SH | SOLE | 2,528,000 | 0 | 0 | ||
| OWENS CORNING NEW | COM | 690742101 | 159,468 | 2,740,000 | SH | SOLE | 2,740,000 | 0 | 0 | ||
| QUTOUTIAO INC | ADS REP SHS A | 74915J107 | 29,550 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| REPLAY ACQUISITION CORP | UNIT 03/01/2024 | G75130123 | 25,063 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 53,625 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 130,596 | 957,800 | SH | SOLE | 957,800 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 144,609 | 1,180,000 | SH | SOLE | 1,180,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 89,818 | 724,400 | SH | SOLE | 724,400 | 0 | 0 | ||