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 SYSTEMS INCORPORATED | COM | 00724F101 | 8,005 | 13,905 | SH | SOLE | 13,905 | 0 | 0 | ||
| ALIBABA GROUP HDLG LTD | SPONSORED ADS | 01609W102 | 25,007 | 168,906 | SH | SOLE | 168,906 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 30,453 | 596,525 | SH | SOLE | 596,525 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 32,545 | 12,173 | SH | SOLE | 12,173 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,782 | 1,760 | SH | SOLE | 1,760 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 9,519 | 25,535 | SH | SOLE | 25,535 | 0 | 0 | ||
| BIONTECH SE | SPONSORED ADS | 09075V102 | 13,887 | 50,870 | SH | SOLE | 50,870 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 3,433 | 1,446 | SH | SOLE | 1,446 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 2,300 | 11,491 | SH | SOLE | 11,491 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 5,691 | 155,287 | SH | SOLE | 155,287 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 12,309 | 145,047 | SH | SOLE | 145,047 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 7,404 | 43,765 | SH | SOLE | 43,765 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 1,791 | 8,610 | SH | SOLE | 8,610 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 24,974 | 73,585 | SH | SOLE | 73,585 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 8,092 | 295,228 | SH | SOLE | 295,228 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 6,405 | 16,459 | SH | SOLE | 16,459 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 10,532 | 140,222 | SH | SOLE | 140,222 | 0 | 0 | ||
| MGIC INVT CORP WIS | COM | 552848103 | 2,573 | 172,010 | SH | SOLE | 172,010 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 282 | 3,973 | SH | SOLE | 3,973 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 33,442 | 118,623 | SH | SOLE | 118,623 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 10,740 | 27,907 | SH | SOLE | 27,907 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 7,231 | 34,906 | SH | SOLE | 34,906 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 12,612 | 144,753 | SH | SOLE | 144,753 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,245 | 12,471 | SH | SOLE | 12,471 | 0 | 0 | ||
| RADIAN GROUP INC | COM | 750236101 | 2,614 | 115,074 | SH | SOLE | 115,074 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 9,942 | 335,441 | SH | SOLE | 335,441 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 11,911 | 231,604 | SH | SOLE | 231,604 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 39,035 | 798,592 | SH | SOLE | 798,592 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 4,878 | 158,644 | SH | SOLE | 158,644 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 229 | 2,874 | SH | SOLE | 2,874 | 0 | 0 | ||