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
ACTIVISION BLIZZARD INC COM 00507V109 3,466 65,500 SH   SOLE   65,500 0 0
ADOBE INC COM 00724F101 5,163 18,690 SH   SOLE   18,690 0 0
AIR LEASE CORP CL A 00912X302 3,160 75,567 SH   SOLE   75,567 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,851 118,704 SH   SOLE   118,704 0 0
ALLAKOS INC COM 01671P100 928 11,800 SH   SOLE   11,800 0 0
ALLERGAN PLC SHS G0177J108 42,163 250,535 SH   SOLE   250,535 0 0
ALLSTATE CORP COM 020002101 20,065 184,629 SH   SOLE   184,629 0 0
ALPHABET INC CAP STK CL A 02079K305 20,300 16,624 SH   SOLE   16,624 0 0
ALPHABET INC CAP STK CL C 02079K107 17,418 14,289 SH   SOLE   14,289 0 0
AMAZON COM INC COM 023135106 57,523 33,137 SH   SOLE   33,137 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 10,764 754,786 SH   SOLE   754,786 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,028 22,740 SH   SOLE   22,740 0 0
ANAPLAN INC COM 03272L108 13,037 277,380 SH   SOLE   277,380 0 0
ANTHEM INC COM 036752103 432 1,800 SH   SOLE   1,800 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 6,978 184,500 SH   SOLE   184,500 0 0
APPLIED MATLS INC COM 038222105 727 14,560 SH   SOLE   14,560 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 9,791 39,415 SH   SOLE   39,415 0 0
ASSURED GUARANTY LTD COM G0585R106 12,666 284,885 SH   SOLE   284,885 0 0
AVANTOR INC COM 05352A100 10,636 723,505 SH   SOLE   723,505 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 11,876 178,000 SH   SOLE   178,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 38,812 1,083,529 SH   SOLE   1,083,529 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 1,868 38,250 SH   SOLE   38,250 0 0
BOEING CO COM 097023105 14,834 38,988 SH   SOLE   38,988 0 0
BROADCOM INC COM 11135F101 13,833 50,107 SH   SOLE   50,107 0 0
BURLINGTON STORES INC COM 122017106 7,493 37,500 SH   SOLE   37,500 0 0
CARBON BLACK INC COM 14081R103 3,704 142,500 SH   SOLE   142,500 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,977 1,532,738 SH   SOLE   1,532,738 0 0
CELGENE CORP COM 151020104 26,815 270,040 SH   SOLE   270,040 0 0
CHUBB LIMITED COM H1467J104 8,395 52,000 SH   SOLE   52,000 0 0
CIGNA CORP NEW COM 125523100 3,491 23,000 SH   SOLE   23,000 0 0
CLOUDFLARE INC CL A COM 18915M107 5,928 319,250 SH   SOLE   319,250 0 0
COMCAST CORP NEW CL A 20030N101 6,255 138,743 SH   SOLE   138,743 0 0
COUPA SOFTWARE INC COM 22266L106 10,518 81,179 SH   SOLE   81,179 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,142 72,960 SH   SOLE   72,960 0 0
D R HORTON INC COM 23331A109 3,479 66,000 SH   SOLE   66,000 0 0
DANAHER CORPORATION COM 235851102 14,026 97,112 SH   SOLE   97,112 0 0
DATADOG INC CL A COM 23804L103 1,916 56,500 SH   SOLE   56,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,456 112,077 SH   SOLE   112,077 0 0
DISNEY WALT CO COM DISNEY 254687106 22,582 173,284 SH   SOLE   173,284 0 0
EVEREST RE GROUP LTD COM G3223R108 18,115 68,080 SH   SOLE   68,080 0 0
EXACT SCIENCES CORP COM 30063P105 3,841 42,500 SH   SOLE   42,500 0 0
FACEBOOK INC CL A 30303M102 16,341 91,761 SH   SOLE   91,761 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,351 183,421 SH   SOLE   183,421 0 0
FIRST AMERN FINL CORP COM 31847R102 17,782 301,335 SH   SOLE   301,335 0 0
FREEPORT-MCMORAN INC CL B 35671D857 4,918 513,900 SH   SOLE   513,900 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 5,038 125,700 SH   SOLE   125,700 0 0
GENERAL MTRS CO COM 37045V100 318 8,484 SH   SOLE   8,484 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,072 10,000 SH   SOLE   10,000 0 0
GREENSKY INC CL A 39572G100 202 29,542 SH   SOLE   29,542 0 0
HOME DEPOT INC COM 437076102 7,606 32,780 SH   SOLE   32,780 0 0
HUMANA INC COM 444859102 8,777 34,329 SH   SOLE   34,329 0 0
INTELSAT S A COM L5140P101 2,816 123,500 SH   SOLE   123,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 10,403 112,745 SH   SOLE   112,745 0 0
IQVIA HLDGS INC COM 46266C105 22,259 149,010 SH   SOLE   149,010 0 0
JD COM INC SPON ADR CL A 47215P106 14,702 521,163 SH   SOLE   521,163 0 0
KB HOME COM 48666K109 7,289 214,383 SH   SOLE   214,383 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,972 40,843 SH   SOLE   40,843 0 0
KKR & CO INC CL A 48251W104 8,826 328,724 SH   SOLE   328,724 0 0
LYFT INC CL A COM 55087P104 13,794 337,750 SH   SOLE   337,750 0 0
MARKEL CORP COM 570535104 4,728 4,000 SH   SOLE   4,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 914 36,620 SH   SOLE   36,620 0 0
MASTERCARD INC CL A 57636Q104 46,458 171,071 SH   SOLE   171,071 0 0
MATTEL INC COM 577081102 1,002 88,000 SH   SOLE   88,000 0 0
MCDONALDS CORP COM 580135101 28,474 132,616 SH   SOLE   132,616 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,386 50,000 SH   SOLE   50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 15,614 364,394 SH   SOLE   364,394 0 0
MICROSOFT CORP COM 594918104 26,487 190,512 SH   SOLE   190,512 0 0
NETFLIX INC COM 64110L106 9,420 35,198 SH   SOLE   35,198 0 0
NVIDIA CORP COM 67066G104 16,065 92,289 SH   SOLE   92,289 0 0
OCCIDENTAL PETE CORP COM 674599105 2,546 57,258 SH   SOLE   57,258 0 0
OKTA INC CL A 679295105 16,083 163,347 SH   SOLE   163,347 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 5,622 982,844 SH   SOLE   982,844 0 0
PINTEREST INC CL A 72352L106 6,550 247,633 SH   SOLE   247,633 0 0
PULTE GROUP INC COM 745867101 11,476 313,976 SH   SOLE   313,976 0 0
PURE STORAGE INC CL A 74624M102 3,219 190,000 SH   SOLE   190,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,448 68,749 SH   SOLE   68,749 0 0
SALESFORCE COM INC COM 79466L302 36,170 243,668 SH   SOLE   243,668 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,534 22,950 SH   SOLE   22,950 0 0
SERVICENOW INC COM 81762P102 9,612 37,864 SH   SOLE   37,864 0 0
SHAKE SHACK INC CL A 819047101 9,735 99,299 SH   SOLE   99,299 0 0
SHERWIN WILLIAMS CO COM 824348106 15,326 27,872 SH   SOLE   27,872 0 0
SHOPIFY INC CL A 82509L107 10,068 32,305 SH   SOLE   32,305 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 1,397 31,700 SH   SOLE   31,700 0 0
SPLUNK INC COM 848637104 7,438 63,113 SH   SOLE   63,113 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,115 9,780 SH   SOLE   9,780 0 0
STEWART INFORMATION SVCS COR COM 860372101 1,940 50,000 SH   SOLE   50,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,465 236,380 SH   SOLE   236,380 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,073 195,203 SH   SOLE   195,203 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13,917 111,032 SH   SOLE   111,032 0 0
TERADATA CORP DEL COM 88076W103 1,495 48,213 SH   SOLE   48,213 0 0
TWILIO INC CL A 90138F102 20,015 182,017 SH   SOLE   182,017 0 0
TWITTER INC COM 90184L102 14,477 351,385 SH   SOLE   351,385 0 0
UNITEDHEALTH GROUP INC COM 91324P102 14,675 67,528 SH   SOLE   67,528 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 14,478 86,232 SH   SOLE   86,232 0 0
VISA INC COM CL A 92826C839 32,628 189,688 SH   SOLE   189,688 0 0
VULCAN MATLS CO COM 929160109 14,171 93,702 SH   SOLE   93,702 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 7,541 1,821,584 SH   SOLE   1,821,584 0 0
YEXT INC COM 98585N106 2,952 185,748 SH   SOLE   185,748 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,003 147,579 SH   SOLE   147,579 0 0