The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 8,482 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 19,904 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 63,473 | 907,018 | SH | SOLE | 907,018 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 168,280 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 17,270 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 1,386 | 18,771 | SH | SOLE | 18,771 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 41,904 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 31,544 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 35,593 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 90,367 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 28,793 | 149,056 | SH | SOLE | 149,056 | 0 | 0 | ||