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-CL A | COM | 02079K305 | 4,406 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 21,939 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COSTCO WHOLESALE CORP | COM | 22160K105 | 11,236 | 11,350 | SH | SOLE | 11,350 | 0 | 0 | ||
| DRAFTKINGS INC | COM | 26142V105 | 429 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 3,637 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC-A | COM | 69608A108 | 28,286 | 207,500 | SH | SOLE | 207,500 | 0 | 0 | ||
| PINTEREST INC- CLASS A | COM | 72352L106 | 7,352 | 205,024 | SH | SOLE | 205,024 | 0 | 0 | ||
| ROKU INC | COM | 77543R102 | 25,523 | 290,400 | SH | SOLE | 290,400 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWRE | COM | 874054109 | 16,150 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| TESLA MOTORS INC | COM | 88160R101 | 1,906 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| TJX COMPANIES INC | COM | 872540109 | 12,349 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRIUMPH BANCORP INC | COM | 89679E300 | 2,480 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WAL-MART STORES INC | COM | 931142103 | 16,623 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| XPO LOGISTICS INC | COM | 983793100 | 9,219 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||