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 5,090 85,655 SH   SOLE   85,655 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,155 113,886 SH   SOLE   113,886 0 0
ALLOGENE THERAPEUTICS INC COM 019770106 904 34,811 SH   SOLE   34,811 0 0
ALPHABET INC CAP STK CL C 02079K107 32,334 24,184 SH   SOLE   24,184 0 0
BAIDU INC SPON ADR REP A 056752108 3,539 28,000 SH   SOLE   28,000 0 0
BUCKLE INC COM 118440106 243 8,985 SH   SOLE   8,985 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,604 31,554 SH   SOLE   31,554 0 0
CLOUDERA INC COM 18914U100 588 50,601 SH   SOLE   50,601 0 0
CONSTELLIUM SE CL A SHS F21107101 14,330 1,069,392 SH   SOLE   1,069,392 0 0
COTY INC COM CL A 222070203 6,006 533,836 SH   SOLE   533,836 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,349 167,413 SH   SOLE   167,413 0 0
CROWN HOLDINGS INC COM 228368106 27,816 383,461 SH   SOLE   383,461 0 0
DICKS SPORTING GOODS INC COM 253393102 2,475 50,000 SH   SOLE   50,000 0 0
DOCUSIGN INC COM 256163106 495 6,685 SH   SOLE   6,685 0 0
DOMO INC COM CL B 257554105 361 16,632 SH   SOLE   16,632 0 0
FAIR ISAAC CORP COM 303250104 14,535 38,794 SH   SOLE   38,794 0 0
FERRARI N V COM N3167Y103 10,184 61,520 SH   SOLE   61,520 0 0
FISERV INC COM 337738108 14,922 129,051 SH   SOLE   129,051 0 0
GARDNER DENVER HLDGS INC COM 36555P107 19,372 528,135 SH   SOLE   528,135 0 0
GRUBHUB INC COM 400110102 20,837 428,396 SH   SOLE   428,396 0 0
HIBBETT SPORTS INC COM 428567101 264 9,413 SH   SOLE   9,413 0 0
KBR INC COM 48242W106 19,306 632,995 SH   SOLE   632,995 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 10,242 260,225 SH   SOLE   260,225 0 0
NEW RELIC INC COM 64829B100 9,339 142,120 SH   SOLE   142,120 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 3,537 60,553 SH   SOLE   60,553 0 0
NUTANIX INC CL A 67059N108 1,407 45,000 SH   SOLE   45,000 0 0
PAYPAL HLDGS INC COM 70450Y103 12,061 111,500 SH   SOLE   111,500 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 263 9,243 SH   SOLE   9,243 0 0
PHOTRONICS INC COM 719405102 381 24,169 SH   SOLE   24,169 0 0
PLANET FITNESS INC CL A 72703H101 9,841 131,782 SH   SOLE   131,782 0 0
POLARITYTE INC COM 731094108 2,397 922,037 SH   SOLE   922,037 0 0
PROGYNY INC COM 74340E103 374 13,615 SH   SOLE   13,615 0 0
RH COM 74967X103 267 1,251 SH   SOLE   1,251 0 0
RITE AID CORP COM 767754872 495 31,986 SH   SOLE   31,986 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,600 26,966 SH   SOLE   26,966 0 0
SALESFORCE COM INC COM 79466L302 12,642 77,727 SH   SOLE   77,727 0 0
SANDERSON FARMS INC COM 800013104 14,830 84,154 SH   SOLE   84,154 0 0
SEA LTD SPONSORED ADS 81141R100 5,178 128,748 SH   SOLE   128,748 0 0
SEAWORLD ENTMT INC COM 81282V100 18,540 584,667 SH   SOLE   584,667 0 0
STARS GROUP INC COM 85570W100 12,326 472,457 SH   SOLE   472,457 0 0
TARGET CORP COM 87612E106 2,051 16,000 SH   SOLE   16,000 0 0
TESLA INC COM 88160R101 18,869 45,105 SH   SOLE   45,105 0 0
TYSON FOODS INC CL A 902494103 23,648 259,752 SH   SOLE   259,752 0 0
VEON LTD SPONSORED ADR 91822M106 1,265 500,000 SH   SOLE   500,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 10,979 774,834 SH   SOLE   774,834 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 29,144 2,523,263 SH   SOLE   2,523,263 0 0
YANDEX N V SHS CLASS A N97284108 3,914 90,000 SH   SOLE   90,000 0 0
ZUMIEZ INC COM 989817101 435 12,608 SH   SOLE   12,608 0 0