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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE SYSTEMS INCORPORATEDCOM00724F101227,555455,000SH SOLE 455,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102325,8221,400,000SH SOLE 1,400,00000
ALPHABET INCCAP STK CL A02079K305455,686260,000SH SOLE 260,00000
ALTIMETER GROWTH CORPUNIT 99/99/9999G0370L12419,5001,500,000SH SOLE 1,500,00000
AMAZON COM INCCOM023135106472,255145,000SH SOLE 145,00000
APTIV PLCSHSG6095L109195,4351,500,000SH SOLE 1,500,00000
AVANTI ACQUISITION CORPUNIT 99/99/9999G0682V11732,5203,000,000SH SOLE 3,000,00000
AVANTOR INCCOM05352A100309,65011,000,000SH SOLE 11,000,00000
BLACK KNIGHT INCCOM09215C105154,6121,750,000SH SOLE 1,750,00000
BLUESCAPE OPPORTUNITIES ACQUUNIT 99/99/9999G1195N12122,3202,000,000SH SOLE 2,000,00000
BRIGHT HORIZONS FAM SOL IN DCOM10919410019,890114,975SH SOLE 114,97500
BRISTOL-MYERS SQUIBB CORIGHT 99/99/99991101221574,1416,000,000SH SOLE 6,000,00000
BURLINGTON STORES INCCOM122017106436,7881,670,000SH SOLE 1,670,00000
CARMAX INCCOM143130102120,4361,275,000SH SOLE 1,275,00000
CATALENT INCCOM148806102127,4861,225,000SH SOLE 1,225,00000
CHARTER COMMUNICATIONS INC NCL A16119P108496,162750,000SH SOLE 750,00000
COHN ROBBINS HOLDINGS CORPUNIT 08/11/2025G2372612126,8752,500,000SH SOLE 2,500,00000
CONTEXTLOGIC INCCOM CL A21077C10767,0783,853,050SH SOLE 3,853,05000
DANAHER CORPORATIONCOM235851102666,4203,000,000SH SOLE 3,000,00000
DISH NETWORK CORPORATIONCL A25470M10923,036712,300SH SOLE 712,30000
DISNEY WALT COCOM254687106869,6644,800,000SH SOLE 4,800,00000
DOORDASH INCCL A25809K10528,550200,000SH SOLE 200,00000
DRAGONEER GROWTH OPPTY CORPSHS CL AG283141057,994700,000SH SOLE 700,00000
EQUITRANS MIDSTREAM CORPCOM294600101104,52013,000,000SH SOLE 13,000,00000
EXPEDIA GROUP INCCOM NEW30212P303158,8801,200,000SH SOLE 1,200,00000
FACEBOOK INCCL A30303M102300,4761,100,000SH SOLE 1,100,00000
FAR PEAK ACQUISITION CORPUNIT 99/99/9999G3312L12920,7002,000,000SH SOLE 2,000,00000
FERRARI N VCOMN3167Y103249,0291,085,000SH SOLE 1,085,00000
FIDELITY NATL INFORMATION SVCOM31620M106302,2182,136,422SH SOLE 2,136,42200
FIRSTMARK HORIZON ACQUISITIOUNIT 99/99/999933765Y20017,1001,500,000SH SOLE 1,500,00000
FOLEY TRASIMENE ACQUISITION*W EXP 08/11/2023443281177,6501,666,666SH SOLE 1,666,66600
FOLEY TRASIMENE ACQUISITIONCOM CL A34432810975,5005,000,000SH SOLE 5,000,00000
GLOBAL BLUE GROUP HOLDING AG*W EXP 08/28/202H337001152,1871,333,333SH SOLE 1,333,33300
GLOBAL BLUE GROUP HOLDING AGORD SHSH33700107118,6859,129,625SH SOLE 9,129,62500
GO ACQUISITION CORPUNIT 08/31/202736201920031,8903,000,000SH SOLE 3,000,00000
HUMANCO ACQUISITION CORPUNIT 12/08/202344487N20811,0201,000,000SH SOLE 1,000,00000
IAA INCCOM449253103643,3029,900,000SH SOLE 9,900,00000
INTEL CORPCOM45814010049,8201,000,000SH SOLE 1,000,00000
INTUITCOM461202103379,8501,000,000SH SOLE 1,000,00000
IQVIA HLDGS INCCOM46266C105324,3691,810,400SH SOLE 1,810,40000
ISHARES TR1 3 YR TREAS BD4642874574,75655,060SH SOLE 55,06000
JAWS ACQUISITION CORPSHSG5074410477,1085,750,000SH SOLE 5,750,00000
JAWS SPITFIRE ACQUISITION COUNIT 99/99/9999G5074012833,1503,000,000SH SOLE 3,000,00000
JD.COM INCSPON ADR CL A47215P106298,8603,400,000SH SOLE 3,400,00000
KADMON HLDGS INCCOM48283N10631,5457,601,115SH SOLE 7,601,11500
LAUDER ESTEE COS INCCL A51843910453,238200,000SH SOLE 200,00000
LESLIES INCCOM527064109124,8754,500,000SH SOLE 4,500,00000
MARQUEE RAINE ACQUISITION COUNIT 12/01/2025G5844211515,1621,400,000SH SOLE 1,400,00000
MICROSOFT CORPCOM594918104289,1461,300,000SH SOLE 1,300,00000
NIKE INCCL B654106103141,4701,000,000SH SOLE 1,000,00000
PALANTIR TECHNOLOGIES INCCL A69608A10854,1352,356,991SH SOLE 2,356,99100
PG&E CORPCOM69331C1081,058,29384,935,257SH SOLE 84,935,25700
PG&E CORPUNIT 99/99/999969331C14098,272800,000SH SOLE 800,00000
PINTEREST INCCL A72352L10665,9001,000,000SH SOLE 1,000,00000
PLANET FITNESS INCCL A72703H101179,0072,305,900SH SOLE 2,305,90000
RADIUS GLOBAL INFRASTRCTRE ICOM CL A75048110357,8254,500,000SH SOLE 4,500,00000
REINVENT TECHNOLOGY PARTNERSUNIT 99/99/9999G7484712313,6561,200,000SH SOLE 1,200,00000
REINVENT TECHNOLOGY PARTNERSUNIT 99/99/9999G7483N11136,7503,000,000SH SOLE 3,000,00000
RHCOM74967X103115,662258,452SH SOLE 258,45200
RICE ACQUISITION CORPUNIT 99/99/999976259420811,3101,000,000SH SOLE 1,000,00000
S&P GLOBAL INCCOM78409V104295,857900,000SH SOLE 900,00000
SALESFORCE COM INCCOM79466L302200,277900,000SH SOLE 900,00000
SOCIAL CAPITAL HEDOSOPHA HLDUNIT 99/99/9999G8251412916,8241,150,000SH SOLE 1,150,00000
SOCIAL CAPITAL HEDOSOPHA HLDUNIT 99/99/9999G8252P12126,3602,000,000SH SOLE 2,000,00000
SOCIAL CAPITAL HEDOSOPHA HLDUNIT 99/99/9999G8251L12135,5022,750,000SH SOLE 2,750,00000
STANLEY BLACK & DECKER INCCOM854502101146,034817,841SH SOLE 817,84100
STAR PEAK ENERGY TRANSITIONCL A85518510411,560565,000SH SOLE 565,00000
TE CONNECTIVITY LTDREG SHSH84989104187,6581,550,000SH SOLE 1,550,00000
TRANSDIGM GROUP INCCOM893641100300,142485,000SH SOLE 485,00000
UNITEDHEALTH GROUP INCCOM91324P102112,218320,000SH SOLE 320,00000
UPSTART HLDGS INCCOM91680M107520,44413,381,222SH SOLE 13,381,22200
VISA INCCOM CL A92826C839339,0321,550,000SH SOLE 1,550,00000
VONTIER CORPORATIONCOM92888110140,1281,201,439SH SOLE 1,201,43900
ZILLOW GROUP INCCL C CAP STK98954M20071,961554,400SH SOLE 554,40000