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 |
| CARDLYTICS INC | COM | 14161W105 | 77,627 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 320,439 | 1,436,558 | SH | SOLE | 1,436,558 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 44,030 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| MELCO RESORTS AND ENTMNT LTD | ADR | 585464100 | 49,950 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 32,601 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 47,751 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 84,900 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 29,807 | 149,056 | SH | SOLE | 149,056 | 0 | 0 | ||