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
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,244 14,400 SH   SOLE   14,400 0 0
MONDAY COM LTD SHS M7S64H106 2,218 6,800 SH   SOLE   6,800 0 0
ELASTIC N V ORD SHS N14506104 9,043 60,700 SH   SOLE   60,700 0 0
SINOVAC BIOTECH LTD SHS P8696W104 0 29,100 SH   SOLE   29,100 0 0
AFFIRM HLDGS INC COM CL A 00827B106 679 5,700 SH   SOLE   5,700 0 0
AIRBNB INC COM CL A 009066101 1,694 10,100 SH   SOLE   10,100 0 0
AMAZON COM INC COM 023135106 11,034 3,359 SH   SOLE   3,359 0 0
AMPLITUDE INC COM CL A 03213A104 2,173 40,000 SH   SOLE   40,000 0 0
ASANA INC CL A 04342Y104 18,566 178,800 SH   SOLE   178,800 0 0
BOEING CO COM 097023105 219 1,000 SH   SOLE   1,000 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104 338 20,000 SH   SOLE   20,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,776 191,000 SH   SOLE   191,000 0 0
DARDEN RESTAURANTS INC COM 237194105 4,998 33,000 SH   SOLE   33,000 0 0
DONNELLEY R R & SONS CO COM 257867200 1,136 221,100 SH   SOLE   221,100 0 0
ENPHASE ENERGY INC COM 29355A107 1,034 6,900 SH   SOLE   6,900 0 0
FACEBOOK INC CL A 30303M102 35,048 103,270 SH   SOLE   103,270 0 0
FOSSIL GROUP INC COM 34988V106 662 55,900 SH   SOLE   55,900 0 0
GENERAL ELECTRIC CO COM NEW 369604301 218 2,125 SH   SOLE   2,125 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 24,949 66,000 SH   SOLE   66,000 0 0
HCA HEALTHCARE INC COM 40412C101 8,859 36,500 SH   SOLE   36,500 0 0
HALLIBURTON CO COM 406216101 497 23,000 SH   SOLE   23,000 0 0
JAKKS PAC INC COM NEW 47012E403 2,709 228,100 SH   SOLE   228,100 0 0
NETFLIX INC COM 64110L106 7,079 11,600 SH   SOLE   11,600 0 0
PINTEREST INC CL A 72352L106 2,221 43,600 SH   SOLE   43,600 0 0
PITNEY BOWES INC COM 724479100 151 21,000 SH   SOLE   21,000 0 0
REVLON INC CL A NEW 761525609 209 20,700 SH   SOLE   20,700 0 0
RYDER SYS INC COM 783549108 206 2,500 SH   SOLE   2,500 0 0
SALESFORCE COM INC COM 79466L302 15,405 56,800 SH   SOLE   56,800 0 0
SHOPIFY INC CL A 82509L107 3,118 2,300 SH   SOLE   2,300 0 0
SPARTANNASH CO COM 847215100 339 15,500 SH   SOLE   15,500 0 0
SQUARE INC CL A 852234103 5,396 22,500 SH   SOLE   22,500 0 0
TESLA INC COM 88160R101 1,395 1,800 SH   SOLE   1,800 0 0
VIACOMCBS INC CL B 92556H206 987 25,000 SH   SOLE   25,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,039 7,800 SH   SOLE   7,800 0 0