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 | 99,827 | 513,304 | SH | SOLE | 513,304 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 133,624 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 711,648 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 180,429 | 5,962,617 | SH | SOLE | 5,962,617 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 142,128 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | ||
| BK OF AMERICA CORP | COM | 060505104 | 43,235 | 2,036,500 | SH | SOLE | 2,036,500 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 48,991 | 2,361,000 | SH | SOLE | 2,361,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 34,456 | 1,013,424 | SH | SOLE | 1,013,424 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 537,220 | 3,881,366 | SH | SOLE | 3,881,366 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 737,058 | 7,630,000 | SH | SOLE | 7,630,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 885,095 | 5,306,325 | SH | SOLE | 5,306,325 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 375,497 | 2,461,146 | SH | SOLE | 2,461,146 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 430,798 | 3,541,583 | SH | SOLE | 3,541,583 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 138,428 | 1,745,400 | SH | SOLE | 1,745,400 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 759,543 | 11,130,472 | SH | SOLE | 11,130,472 | 0 | 0 | ||
| HUDSON PAC PPTYS INC | COM | 444097109 | 33,308 | 1,313,400 | SH | SOLE | 1,313,400 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 20,879 | 971,100 | SH | SOLE | 971,100 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 744,390 | 18,380,000 | SH | SOLE | 18,380,000 | 0 | 0 | ||
| KILROY RLTY CORP | COM | 49427F108 | 24,666 | 387,225 | SH | SOLE | 387,225 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 353,987 | 8,335,000 | SH | SOLE | 8,335,000 | 0 | 0 | ||
| LINDE PLC | SHS | G5494J103 | 265,970 | 1,537,399 | SH | SOLE | 1,537,399 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 159,428 | 3,507,000 | SH | SOLE | 3,507,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 136,621 | 3,248,245 | SH | SOLE | 3,248,245 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 248,967 | 1,578,640 | SH | SOLE | 1,578,640 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,012,941 | 2,697,578 | SH | SOLE | 2,697,578 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 83,475 | 1,008,888 | SH | SOLE | 1,008,888 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 848,555 | 2,818,653 | SH | SOLE | 2,818,653 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 38,455 | 1,067,300 | SH | SOLE | 1,067,300 | 0 | 0 | ||
| PPD INC | COM | 69355F102 | 107,519 | 6,037,011 | SH | SOLE | 6,037,011 | 0 | 0 | ||
| REPLAY ACQUISITION CORP | UNIT 03/01/2024 | G75130123 | 24,525 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 32,787 | 498,730 | SH | SOLE | 498,730 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 127,056 | 12,629,800 | SH | SOLE | 12,629,800 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 79,802 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| US BANCORP DEL | COM NEW | 902973304 | 68,900 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||