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
ACTIVISION BLIZZARD INCCOM00507V10916,385202,411SH SOLE 202,41100
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10236,555124,346SH SOLE 124,34600
ALLOGENE THERAPEUTICS INCCOM0197701066,901183,000SH SOLE 183,00000
ALPHABET INCCAP STK CL C02079K10732,07121,823SH SOLE 21,82300
AMAZON COM INCCOM02313510629,9519,512SH SOLE 9,51200
ANAPLAN INCCOM03272L10819,082304,914SH SOLE 304,91400
BIOHAVEN PHARMACTL HLDG CO LCOMG111961053,18549,000SH SOLE 49,00000
BJS WHSL CLUB HLDGS INCCOM05550J10125,777620,378SH SOLE 620,37800
BOEING COCOM0970231054,106179,630SH SOLE 179,63000
BOEING COCOM0970231051871,130SHPutSOLE 1,13000
CARRIER GLOBAL CORPORATIONCOM14448C10443,6721,430,000SH SOLE 1,430,00000
CLARIVATE PLCORD SHSG2181010931,5521,018,145SH SOLE 1,018,14500
COCA COLA COCOM1912161004,996101,194SH SOLE 101,19400
EAGLE MATLS INCCOM26969P10886410,015SH SOLE 10,01500
FACEBOOK INCCL A30303M10236,430139,099SH SOLE 139,09900
FISERV INCCOM33773810814,169137,500SH SOLE 137,50000
FORTRESS VALUE ACQUISITION CCOM CL A34962V10617,6541,300,000SH SOLE 1,300,00000
GFL ENVIRONMENTAL INCSUB VTG SHS36168Q10450,6522,382,500SH SOLE 2,382,50000
GRUBHUB INCCOM4001101026,55790,650SH SOLE 90,65000
HERON THERAPEUTICS INCCOM4277461023,873261,306SH SOLE 261,30600
INMODE LTDSHSM5425M10313,404370,489SH SOLE 370,48900
JD.COM INCSPON ADR CL A47215P1065,04565,000SH SOLE 65,00000
LIBERTY GLOBAL PLCSHS CL AG5480U1049,542454,148SH SOLE 454,14800
LINDE PLCSHSG5494J10319,53882,046SH SOLE 82,04600
LIVE NATION ENTERTAINMENT INCOM5380341098,471157,214SH SOLE 157,21400
MARTIN MARIETTA MATLS INCCOM5732841061,7817,569SH SOLE 7,56900
MERCADOLIBRE INCCOM58733R1025,4125,000SH SOLE 5,00000
MICROSOFT CORPCOM59491810435,648169,486SH SOLE 169,48600
POLARITYTE INCCOM731094108884850,000SH SOLE 850,00000
SERVICENOW INCCOM81762P10224,79751,127SH SOLE 51,12700
SNAP INCCL A83304A1069,855377,428SH SOLE 377,42800
SUMMIT MATLS INCCL A86614U10058835,530SH SOLE 35,53000
T-MOBILE US INCCOM87259010411,962104,600SH SOLE 104,60000
UNITEDHEALTH GROUP INCCOM91324P1028,49827,256SH SOLE 27,25600
VULCAN MATLS COCOM9291601091,93414,268SH SOLE 14,26800
YANDEX N VSHS CLASS AN972841088,293127,097SH SOLE 127,09700