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 A | 02079K305 | 54,210 | 556,749 | SH | SOLE | 556,749 | 0 | 0 | ||
| GITLAB INC | CLASS A COM | 37637K108 | 6,146 | 119,991 | SH | SOLE | 119,991 | 0 | 0 | ||
| HARLEY DAVIDSON INC | COM | 412822108 | 112,664 | 3,230,043 | SH | SOLE | 3,230,043 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 18,681 | 497,884 | SH | SOLE | 497,884 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 13,954 | 2,013,498 | SH | SOLE | 2,013,498 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 11,843 | 82,333 | SH | SOLE | 82,333 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 62,880 | 3,552,544 | SH | SOLE | 3,552,544 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 12,872 | 2,605,592 | SH | SOLE | 2,605,592 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 55,191 | 1,695,584 | SH | SOLE | 1,695,584 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 11,949 | 252,455 | SH | SOLE | 252,455 | 0 | 0 | ||