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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,977 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 7,399 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 26,220 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 77,126 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 9,050 | 222,194 | SH | SOLE | 222,194 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 17,360 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 24,445 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 20,877 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 42,504 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 24,016 | 149,056 | SH | SOLE | 149,056 | 0 | 0 | ||