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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 30,986 1,115,411 SH   SOLE   1,115,411 0 0
ADOBE INC COM 00724F101 796 2,500 SH   SOLE   2,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 391 8,600 SH   SOLE   8,600 0 0
AERCAP HOLDINGS NV SHS N00985106 24,950 1,094,800 SH   SOLE   1,094,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,447 64,000 SH   SOLE   64,000 0 0
ALLY FINL INC COM 02005N100 1,284 89,000 SH   SOLE   89,000 0 0
ALPHABET INC CAP STK CL A 02079K305 3,190 2,745 SH   SOLE   2,745 0 0
ALPHABET INC CAP STK CL C 02079K107 11,629 10,001 SH   SOLE   10,001 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100 397 137,728 SH   SOLE   137,728 0 0
AMAZON COM INC COM 023135106 7,194 3,690 SH   SOLE   3,690 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 6,586 196,602 SH   SOLE   196,602 0 0
ATLASSIAN CORP PLC CL A G06242104 604 4,400 SH   SOLE   4,400 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 490 28,800 SH   SOLE   28,800 0 0
BK OF AMERICA CORP COM 060505104 18,258 860,000 SH Call SOLE   860,000 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 27,110 594,900 SH   SOLE   594,900 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 3,567 1,039,945 SH   SOLE   1,039,945 0 0
ELASTIC N V ORD SHS N14506104 726 13,000 SH   SOLE   13,000 0 0
FACEBOOK INC CL A 30303M102 20,094 120,465 SH   SOLE   120,465 0 0
FACEBOOK INC CL A 30303M102 16,680 100,000 SH Call SOLE   100,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,246 21,500 SH   SOLE   21,500 0 0
HORMEL FOODS CORP COM 440452100 10,261 220,000 SH Put SOLE   220,000 0 0
IQVIA HLDGS INC COM 46266C105 712 6,600 SH   SOLE   6,600 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 555 6,408 SH   SOLE   6,408 0 0
JD COM INC SPON ADR CL A 47215P106 652 16,100 SH   SOLE   16,100 0 0
JOYY INC ADS REPSTG COM A 46591M109 708 13,300 SH   SOLE   13,300 0 0
JPMORGAN CHASE & CO COM 46625H100 13,234 147,000 SH Call SOLE   147,000 0 0
MICRON TECHNOLOGY INC COM 595112103 15,230 362,100 SH   SOLE   362,100 0 0
MICROSOFT CORP COM 594918104 26,880 170,440 SH   SOLE   170,440 0 0
MOMO INC ADR 60879B107 575 26,500 SH   SOLE   26,500 0 0
NVIDIA CORP COM 67066G104 659 2,500 SH   SOLE   2,500 0 0
OOMA INC COM 683416101 10,509 880,854 SH   SOLE   880,854 0 0
PING IDENTITY HLDG CORP COM 72341T103 917 45,800 SH   SOLE   45,800 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 212 6,590 SH   SOLE   6,590 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 5,165 97,296 SH   SOLE   97,296 0 0
SALESFORCE COM INC COM 79466L302 8,279 57,500 SH   SOLE   57,500 0 0
SEA LTD SPONSORED ADS 81141R100 567 12,800 SH   SOLE   12,800 0 0
SEALED AIR CORP NEW COM 81211K100 296 11,963 SH   SOLE   11,963 0 0
SLM CORP COM 78442P106 4,967 690,855 SH   SOLE   690,855 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,470 12,101 SH   SOLE   12,101 0 0
SVMK INC COM 78489X103 3,275 242,413 SH   SOLE   242,413 0 0
SYNCHRONY FINL COM 87165B103 1,202 74,700 SH   SOLE   74,700 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 1,060 19,900 SH   SOLE   19,900 0 0
WELLS FARGO CO NEW COM 949746101 1,579 55,000 SH   SOLE   55,000 0 0