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
ACACIA COMMUNICATIONS INC COM 00401C108 4,378 60,000 SH   SOLE   60,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,136 23,000 SH   SOLE   23,000 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 7,969 134,770 SH   SOLE   134,770 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 10,573 21,140 SH   SOLE   21,140 0 0
ADVANCED MICRO DEVICES INC COM 007903107 30,337 330,789 SH   SOLE   330,789 0 0
AGCO CORP COM 001084102 6,515 63,200 SH   SOLE   63,200 0 0
AIRBNB INC COM CL A 009066101 2,804 19,100 SH   SOLE   19,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,292 155,939 SH   SOLE   155,939 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,306 18,500 SH Call SOLE   18,500 0 0
ALPHABET INC CAP STK CL A 02079K305 19,847 11,324 SH   SOLE   11,324 0 0
ALTICE USA INC CL A 02156K103 7,767 205,100 SH   SOLE   205,100 0 0
AMAZON COM INC COM 023135106 44,972 13,808 SH   SOLE   13,808 0 0
AMAZON COM INC COM 023135106 26,055 8,000 SH Call SOLE   8,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 8,717 552,758 SH   SOLE   552,758 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 17,251 859,526 SH   SOLE   859,526 0 0
ANIKA THERAPEUTICS INC COM 035255108 2,765 61,090 SH   SOLE   61,090 0 0
APPLE INC COM 037833100 29,998 226,076 SH   SOLE   226,076 0 0
APPLIED MATLS INC COM 038222105 9,926 115,022 SH   SOLE   115,022 0 0
APTIV PLC SHS G6095L109 14,423 110,697 SH   SOLE   110,697 0 0
ARCH CAP GROUP LTD ORD G0450A105 11,802 327,194 SH   SOLE   327,194 0 0
ARVINAS INC COM 04335A105 4,577 53,890 SH   SOLE   53,890 0 0
AT&T INC COM 00206R102 234 8,132 SH   SOLE   8,132 0 0
AZEK CO INC CL A 05478C105 18,256 474,794 SH   SOLE   474,794 0 0
AZUL S A SPONSR ADR PFD 05501U106 1,600 70,135 SH   SOLE   70,135 0 0
BALLARD PWR SYS INC NEW COM 058586108 3,779 161,500 SH   SOLE   161,500 0 0
BEACON ROOFING SUPPLY INC COM 073685109 9,649 240,087 SH   SOLE   240,087 0 0
BEST BUY INC COM 086516101 14,223 142,531 SH   SOLE   142,531 0 0
BROADCOM INC COM 11135F101 7,778 17,763 SH   SOLE   17,763 0 0
BROOKFIELD PROPERTY PARTRS L UNIT LTD PARTN G16249107 724 50,000 SH   SOLE   50,000 0 0
CAREDX INC COM 14167L103 10,216 141,006 SH   SOLE   141,006 0 0
CLOUDERA INC COM 18914U100 2,226 160,000 SH   SOLE   160,000 0 0
CLOUDFLARE INC CL A COM 18915M107 3,875 51,000 SH   SOLE   51,000 0 0
COLFAX CORP COM 194014106 10,402 272,029 SH   SOLE   272,029 0 0
COLONY CAP INC NEW CL A COM 19626G108 3,127 650,000 SH   SOLE   650,000 0 0
COMCAST CORP NEW CL A 20030N101 4,716 90,000 SH   SOLE   90,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 7,008 18,600 SH   SOLE   18,600 0 0
CREDIT ACCEP CORP MICH COM 225310101 832 2,404 SH   SOLE   2,404 0 0
CRITEO S A SPONS ADS 226718104 1,846 90,000 SH   SOLE   90,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,944 23,339 SH   SOLE   23,339 0 0
DEERE & CO COM 244199105 9,040 33,600 SH   SOLE   33,600 0 0
DISNEY WALT CO COM 254687106 13,000 71,750 SH   SOLE   71,750 0 0
DOCUSIGN INC COM 256163106 13,471 60,600 SH   SOLE   60,600 0 0
DYNATRACE INC COM NEW 268150109 7,248 167,500 SH   SOLE   167,500 0 0
ETSY INC COM 29786A106 5,515 31,000 SH   SOLE   31,000 0 0
EVEREST RE GROUP LTD COM G3223R108 21,828 93,245 SH   SOLE   93,245 0 0
EXXON MOBIL CORP COM 30231G102 18,945 459,595 SH   SOLE   459,595 0 0
FACEBOOK INC CL A 30303M102 39,439 144,379 SH   SOLE   144,379 0 0
FACEBOOK INC CL A 30303M102 21,853 80,000 SH Call SOLE   80,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 31,776 1,221,215 SH   SOLE   1,221,215 0 0
FUBOTV INC COM 35953D104 3,857 137,734 SH   SOLE   137,734 0 0
GENERAL ELECTRIC CO COM 369604103 18,184 1,683,676 SH   SOLE   1,683,676 0 0
GLOBAL PMTS INC COM 37940X102 21,671 100,598 SH   SOLE   100,598 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 12,380 46,944 SH   SOLE   46,944 0 0
GOPRO INC CL A 38268T103 2,608 315,000 SH   SOLE   315,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 17,443 156,781 SH   SOLE   156,781 0 0
HOME DEPOT INC COM 437076102 18,242 68,676 SH   SOLE   68,676 0 0
HOWMET AEROSPACE INC COM 443201108 5,066 177,500 SH   SOLE   177,500 0 0
IAA INC COM 449253103 12,892 198,398 SH   SOLE   198,398 0 0
II-VI INC COM 902104108 5,089 67,000 SH   SOLE   67,000 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 6,073 751,559 SH   SOLE   751,559 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,639 35,300 SH   SOLE   35,300 0 0
JD.COM INC SPON ADR CL A 47215P106 47,168 536,607 SH   SOLE   536,607 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,248 54,875 SH   SOLE   54,875 0 0
L BRANDS INC COM 501797104 20,803 559,383 SH   SOLE   559,383 0 0
LESLIES INC COM 527064109 3,968 142,989 SH   SOLE   142,989 0 0
LIVENT CORP COM 53814L108 2,469 131,050 SH   SOLE   131,050 0 0
LONGVIEW ACQUISITION CORP COM CL A 543195101 495 25,000 SH   SOLE   25,000 0 0
LOWES COS INC COM 548661107 15,599 97,185 SH   SOLE   97,185 0 0
LUMENTUM HLDGS INC COM 55024U109 4,645 49,000 SH   SOLE   49,000 0 0
LYFT INC CL A COM 55087P104 2,751 56,000 SH   SOLE   56,000 0 0
MACYS INC COM 55616P104 2,933 260,752 SH   SOLE   260,752 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,251 257,690 SH   SOLE   257,690 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,760 18,940 SH   SOLE   18,940 0 0
MATCH GROUP INC NEW COM 57667L107 26,725 176,767 SH   SOLE   176,767 0 0
MICRON TECHNOLOGY INC COM 595112103 11,277 150,000 SH   SOLE   150,000 0 0
MICROSOFT CORP COM 594918104 43,819 197,011 SH   SOLE   197,011 0 0
MICROSOFT CORP COM 594918104 20,018 90,000 SH Call SOLE   90,000 0 0
NESCO HLDGS INC COM 64083J104 553 75,000 SH   SOLE   75,000 0 0
NETFLIX INC COM 64110L106 20,178 37,316 SH   SOLE   37,316 0 0
NIKE INC CL B 654106103 19,218 135,843 SH   SOLE   135,843 0 0
NIO INC SPON ADS 62914V106 3,826 78,500 SH   SOLE   78,500 0 0
NORDSTROM INC COM 655664100 6,777 217,140 SH   SOLE   217,140 0 0
NVIDIA CORPORATION COM 67066G104 21,301 40,790 SH   SOLE   40,790 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,622 66,800 SH   SOLE   66,800 0 0
OAK STR HEALTH INC COM 67181A107 8,471 138,500 SH   SOLE   138,500 0 0
OKTA INC CL A 679295105 5,006 19,690 SH   SOLE   19,690 0 0
ORION ENGINEERED CARBONS S A COM L72967109 429 25,000 SH   SOLE   25,000 0 0
PACIRA BIOSCIENCES INC COM 695127100 8,277 138,324 SH   SOLE   138,324 0 0
PARKER-HANNIFIN CORP COM 701094104 16,093 59,075 SH   SOLE   59,075 0 0
PAYPAL HLDGS INC COM 70450Y103 18,765 80,124 SH   SOLE   80,124 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 16,803 110,751 SH   SOLE   110,751 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 1,109 40,000 SH   SOLE   40,000 0 0
PINTEREST INC CL A 72352L106 24,376 369,888 SH   SOLE   369,888 0 0
PLUG POWER INC COM NEW 72919P202 11,132 328,272 SH   SOLE   328,272 0 0
PROFOUND MED CORP COM NEW 74319B502 3,754 182,589 SH   SOLE   182,589 0 0
PVH CORPORATION COM 693656100 1,784 19,000 SH   SOLE   19,000 0 0
RALPH LAUREN CORP CL A 751212101 2,023 19,500 SH   SOLE   19,500 0 0
REGENCY CTRS CORP COM 758849103 2,725 59,761 SH   SOLE   59,761 0 0
RINGCENTRAL INC CL A 76680R206 20,567 54,270 SH   SOLE   54,270 0 0
ROSS STORES INC COM 778296103 7,717 62,840 SH   SOLE   62,840 0 0
SALESFORCE COM INC COM 79466L302 19,252 86,512 SH   SOLE   86,512 0 0
SEA LTD SPONSORD ADS 81141R100 28,187 141,607 SH   SOLE   141,607 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 591 40,270 SH   SOLE   40,270 0 0
SERVICENOW INC COM 81762P102 17,133 31,126 SH   SOLE   31,126 0 0
SHERWIN WILLIAMS CO COM 824348106 17,131 23,310 SH   SOLE   23,310 0 0
SHOPIFY INC CL A 82509L107 9,622 8,500 SH   SOLE   8,500 0 0
SIGILON THERAPEUTICS INC COM 82657L107 298 6,200 SH   SOLE   6,200 0 0
SIMON PPTY GROUP INC NEW COM 828806109 15,140 177,538 SH   SOLE   177,538 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,981 19,500 SH   SOLE   19,500 0 0
SNAP INC CL A 83304A106 31,650 632,107 SH   SOLE   632,107 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,590 11,250 SH   SOLE   11,250 0 0
SOUTHWEST AIRLS CO COM 844741108 10,950 234,932 SH   SOLE   234,932 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 1,579 27,400 SH   SOLE   27,400 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 18,162 489,278 SH   SOLE   489,278 0 0
SUNRUN INC COM 86771W105 8,088 116,582 SH   SOLE   116,582 0 0
T-MOBILE US INC COM 872590104 23,249 172,410 SH   SOLE   172,410 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 24,367 223,465 SH   SOLE   223,465 0 0
TARGET CORP COM 87612E106 17,653 100,000 SH   SOLE   100,000 0 0
TELADOC HEALTH INC COM 87918A105 23,929 119,668 SH   SOLE   119,668 0 0
TELOS CORP MD COM 87969B101 3,265 99,000 SH   SOLE   99,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 4,612 115,500 SH   SOLE   115,500 0 0
TEXAS ROADHOUSE INC COM 882681109 14,622 187,074 SH   SOLE   187,074 0 0
TJX COS INC NEW COM 872540109 26,022 381,056 SH   SOLE   381,056 0 0
TWILIO INC CL A 90138F102 25,536 75,439 SH   SOLE   75,439 0 0
TWITTER INC COM 90184L102 5,512 101,790 SH   SOLE   101,790 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,933 57,500 SH   SOLE   57,500 0 0
UNITY SOFTWARE INC COM 91332U101 2,302 15,000 SH   SOLE   15,000 0 0
VALE S A SPONSORED ADS 91912E105 14,506 865,492 SH   SOLE   865,492 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 1,371 8,900 SH   SOLE   8,900 0 0
VELODYNE LIDAR INC COM 92259F101 3,161 138,500 SH   SOLE   138,500 0 0
VIATRIS INC COM 92556V106 710 37,888 SH   SOLE   37,888 0 0
VISA INC COM CL A 92826C839 1,067 4,877 SH   SOLE   4,877 0 0
WESTERN DIGITAL CORP. COM 958102105 2,427 43,812 SH   SOLE   43,812 0 0
YATSEN HLDG LTD ADS 985194109 3,885 228,500 SH   SOLE   228,500 0 0
YELP INC CL A 985817105 3,822 117,000 SH   SOLE   117,000 0 0
ZYNGA INC CL A 98986T108 12,510 1,267,500 SH   SOLE   1,267,500 0 0