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 | 50,904 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 70,318 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 905,442 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 159,820 | 3,050,000 | SH | SOLE | 3,050,000 | 0 | 0 | ||
| ARAMARK | COM | 03852U106 | 156,240 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 73,863 | 2,547,000 | SH | SOLE | 2,547,000 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 127,680 | 7,600,000 | SH | SOLE | 7,600,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 161,986 | 1,120,000 | SH | SOLE | 1,120,000 | 0 | 0 | ||
| ENVISTA HLDGS CORP | COM | 29415F104 | 52,166 | 1,760,000 | SH | SOLE | 1,760,000 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 25,432 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 632,170 | 3,080,000 | SH | SOLE | 3,080,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 423,368 | 2,557,495 | SH | SOLE | 2,557,495 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 192,640 | 1,385,000 | SH | SOLE | 1,385,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 95,983 | 874,400 | SH | SOLE | 874,400 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 688,751 | 6,210,000 | SH | SOLE | 6,210,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 605,251 | 17,180,000 | SH | SOLE | 17,180,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 161,554 | 2,340,000 | SH | SOLE | 2,340,000 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 214,177 | 1,006,000 | SH | SOLE | 1,006,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,418,078 | 4,382,600 | SH | SOLE | 4,382,600 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 13,543 | 30,901 | SH | SOLE | 30,901 | 0 | 0 | ||
| REPLAY ACQUISITION CORP | UNIT 03/01/2024 | G75130123 | 25,925 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 51,232 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 230,938 | 818,000 | SH | SOLE | 818,000 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 274,129 | 23,350,000 | SH | SOLE | 23,350,000 | 0 | 0 | ||