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 | 150,556 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 579,452 | 3,465,000 | SH | SOLE | 3,465,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 714,327 | 411,500 | SH | SOLE | 411,500 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 155,330 | 3,304,889 | SH | SOLE | 3,304,889 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 131,161 | 3,009,665 | SH | SOLE | 3,009,665 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 97,829 | 6,655,000 | SH | SOLE | 6,655,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 64,523 | 2,625,000 | SH | SOLE | 2,625,000 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 100,037 | 5,929,895 | SH | SOLE | 5,929,895 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 160,294 | 1,230,000 | SH | SOLE | 1,230,000 | 0 | 0 | ||
| ENVISTA HLDGS CORP | COM | 29415F104 | 22,304 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 528,898 | 2,970,000 | SH | SOLE | 2,970,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 386,968 | 2,511,311 | SH | SOLE | 2,511,311 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 236,977 | 1,785,000 | SH | SOLE | 1,785,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 303,030 | 2,875,589 | SH | SOLE | 2,875,589 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 561,453 | 6,030,000 | SH | SOLE | 6,030,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 217,976 | 1,459,203 | SH | SOLE | 1,459,203 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 556,416 | 19,724,079 | SH | SOLE | 19,724,079 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 230,174 | 3,985,000 | SH | SOLE | 3,985,000 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 321,575 | 1,660,000 | SH | SOLE | 1,660,000 | 0 | 0 | ||
| LIVONGO HEALTH INC | COM | 539183103 | 13,647 | 782,530 | SH | SOLE | 782,530 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 988,321 | 3,693,000 | SH | SOLE | 3,693,000 | 0 | 0 | ||
| QUTOUTIAO INC | ADS REP SHS A | 74915J107 | 9,343 | 2,525,000 | SH | SOLE | 2,525,000 | 0 | 0 | ||
| REPLAY ACQUISITION CORP | UNIT 03/01/2024 | G75130123 | 25,638 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 172,190 | 1,160,000 | SH | SOLE | 1,160,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 57,421 | 226,200 | SH | SOLE | 226,200 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 249,015 | 19,500,000 | SH | SOLE | 19,500,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 99,767 | 907,300 | SH | SOLE | 907,300 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 104,850 | 964,400 | SH | SOLE | 964,400 | 0 | 0 | ||