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 SYS INC | COM | 00724F101 | 9,455 | 16,145 | SH | SOLE | 16,145 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 30,130 | 132,860 | SH | SOLE | 132,860 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 33,719 | 676,542 | SH | SOLE | 676,542 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 33,140 | 13,572 | SH | SOLE | 13,572 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,856 | 1,993 | SH | SOLE | 1,993 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 11,231 | 29,415 | SH | SOLE | 29,415 | 0 | 0 | ||
| BIONTECH SE | SPONSORED ADS | 09075V102 | 15,270 | 68,206 | SH | SOLE | 68,206 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 3,619 | 1,654 | SH | SOLE | 1,654 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 3,142 | 13,254 | SH | SOLE | 13,254 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 11,159 | 246,710 | SH | SOLE | 246,710 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 14,004 | 167,836 | SH | SOLE | 167,836 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 2,068 | 10,048 | SH | SOLE | 10,048 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 34,599 | 99,505 | SH | SOLE | 99,505 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 11,099 | 340,151 | SH | SOLE | 340,151 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 8,429 | 19,039 | SH | SOLE | 19,039 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 12,604 | 162,063 | SH | SOLE | 162,063 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 2,719 | 199,950 | SH | SOLE | 199,950 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 36,483 | 134,674 | SH | SOLE | 134,674 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 18,110 | 77,070 | SH | SOLE | 77,070 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 8,099 | 10,122 | SH | SOLE | 10,122 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 13,005 | 167,077 | SH | SOLE | 167,077 | 0 | 0 | ||
| ORGANON & CO | COMMON STOCK | 68622V106 | 494 | 16,331 | SH | SOLE | 16,331 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 4,205 | 14,426 | SH | SOLE | 14,426 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 2,889 | 129,853 | SH | SOLE | 129,853 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 12,372 | 386,517 | SH | SOLE | 386,517 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 14,221 | 267,859 | SH | SOLE | 267,859 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 44,052 | 907,919 | SH | SOLE | 907,919 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 6,438 | 181,569 | SH | SOLE | 181,569 | 0 | 0 | ||
| WALT DISNEY CO/THE | COM | 254687106 | 8,941 | 50,865 | SH | SOLE | 50,865 | 0 | 0 | ||