The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 SYSTEMS INC ADOBE SYSTEMS INC 00724F101 3,421 10,751 SH   SOLE   10,751 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102 3,449 17,736 SH   SOLE   17,736 0 0
ALPHABET - A ALPHABET - A 02079K305 5,667 4,878 SH   SOLE   4,878 0 0
ALPHABET - C ALPHABET - C 02079K107 5,814 5,000 SH   SOLE   5,000 0 0
AMAZON.COM AMAZON.COM 023135106 6,344 3,254 SH   SOLE   3,254 0 0
APPLE INC US APPLE INC US 037833100 50 200 SH   SOLE   200 0 0
BAIDU INC BAIDU INC 056752108 50 500 SH   SOLE   500 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702 73 400 SH   SOLE   400 0 0
CAMDEN PROPERTY CAMDEN PROPERTY 133131102 2,240 28,280 SH   SOLE   28,280 0 0
COMCAST COMCAST 20030N101 5,157 150,000 SH   SOLE   150,000 0 0
COSTCO COSTCO 22160K105 5,478 19,214 SH   SOLE   19,214 0 0
DROPBOX DROPBOX 26210C104 6,335 350,000 SH   SOLE   350,000 0 0
ESTEE LAUDER CY INC CL. A ESTEE LAUDER CY INC CL. A 518439104 1,605 10,075 SH   SOLE   10,075 0 0
FACEBOOK FACEBOOK 30303M102 200 1,200 SH   SOLE   1,200 0 0
FERRARI FERRARI N3167Y103 7,759 50,000 SH   SOLE   50,000 0 0
FIRST REPUBLIC FIRST REPUBLIC 33616C100 5,759 70,000 SH   SOLE   70,000 0 0
FLYING EAGLE FLYING EAGLE 34407Y202 0 235,000 SH   SOLE   235,000 0 0
GORES HOLDING IV INC GORES HOLDING IV INC 382865202 4,682 465,000 SH   SOLE   465,000 0 0
INTEL CORP INTEL CORP 458140100 2,273 42,000 SH   SOLE   42,000 0 0
INTUIT INC INTUIT INC 461202103 1,557 6,771 SH   SOLE   6,771 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800 3,428 71,600 SH   SOLE   71,600 0 0
IQVIA HOLDING IQVIA HOLDING 46266C105 2,157 20,000 SH   SOLE   20,000 0 0
JP MORGAN JP MORGAN 46625H100 117 1,300 SH   SOLE   1,300 0 0
LINDE PLC LINDE PLC G5494J103 3,993 22,685 SH   SOLE   22,685 0 0
MASTERCARD MASTERCARD 57636Q104 4,079 16,890 SH   SOLE   16,890 0 0
MICROSOFT MICROSOFT 594918104 16,115 102,183 SH   SOLE   102,183 0 0
NOMAD FOODS NOMAD FOODS G6564A105 24,886 1,340,872 SH   SOLE   1,340,872 0 0
OWENS CORNING OWENS CORNING 690742101 1,552 40,000 SH   SOLE   40,000 0 0
PARK HOTELS ET RESORTS PARK HOTELS ET RESORTS 700517105 949 120,000 SH   SOLE   120,000 0 0
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC 70450Y103 10,721 111,988 SH   SOLE   111,988 0 0
PROGRESSIVE US PROGRESSIVE US 743315103 3,429 46,440 SH   SOLE   46,440 0 0
QIAGEN NV QIAGEN NV N72482123 18,845 465,826 SH   SOLE   465,826 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302 12,475 86,646 SH   SOLE   86,646 0 0
THE WALT DISNEY COMPANY THE WALT DISNEY COMPANY 254687106 14,683 152,000 SH   SOLE   152,000 0 0
THERMO FISHER THERMO FISHER 883556102 6,752 23,811 SH   SOLE   23,811 0 0
TPI COMPOSITES TPI COMPOSITES 87266J104 4,537 307,000 SH   SOLE   307,000 0 0
UBER UBER 90353T100 0 120,000 SH   SOLE   120,000 0 0
ULTA BEAUTY ULTA BEAUTY 90384S303 2,502 14,242 SH   SOLE   14,242 0 0
VERISK VERISK 92345Y106 2,779 19,944 SH   SOLE   19,944 0 0
VISA VISA 92826C839 7,245 44,968 SH   SOLE   44,968 0 0