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 |
| ADOBE INC | COM | 00724F101 | 51,463 | 186,292 | SH | SOLE | 186,292 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 58,964 | 352,590 | SH | SOLE | 352,590 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 67,073 | 55,023 | SH | SOLE | 55,023 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 48,111 | 27,715 | SH | SOLE | 27,715 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 47,692 | 198,633 | SH | SOLE | 198,633 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 47,861 | 324,043 | SH | SOLE | 324,043 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 23,475 | 11,961 | SH | SOLE | 11,961 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 42,344 | 978,815 | SH | SOLE | 978,815 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 47,179 | 310,816 | SH | SOLE | 310,816 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 43,704 | 632,665 | SH | SOLE | 632,665 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 11,325 | 171,310 | SH | SOLE | 171,310 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 37,611 | 329,461 | SH | SOLE | 329,461 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 47,731 | 268,033 | SH | SOLE | 268,033 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 7,264 | 1,061,259 | SH | SOLE | 1,061,259 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 40,576 | 3,331,350 | SH | SOLE | 3,331,350 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 48,788 | 907,172 | SH | SOLE | 907,172 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 58,275 | 419,157 | SH | SOLE | 419,157 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 46,583 | 1,503,637 | SH | SOLE | 1,503,637 | 0 | 0 | ||
| NOAH HLDGS LTD | SPON ADS CL A | 65487X102 | 10,607 | 363,254 | SH | SOLE | 363,254 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 37,130 | 801,761 | SH | SOLE | 801,761 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 30,180 | 203,316 | SH | SOLE | 203,316 | 0 | 0 | ||
| SMART GLOBAL HLDGS INC | SHS | G8232Y101 | 10,574 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 79,717 | 1,286,800 | SH | Put | SOLE | 1,286,800 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 59,828 | 759,524 | SH | SOLE | 759,524 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 11,162 | 498,754 | SH | SOLE | 498,754 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 25,022 | 1,119,055 | SH | SOLE | 1,119,055 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 11,678 | 195,355 | SH | SOLE | 195,355 | 0 | 0 | ||