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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACUTUS MED INCCOM0051111091,52552,925SH SOLE 52,92500
ALLOGENE THERAPEUTICS INCCOM0197701065,270208,798SH SOLE 208,79800
ALPHABET INCCAP STK CL C02079K10730,46317,389SH SOLE 17,38900
AMAZON COM INCCOM02313510625,6297,869SH SOLE 7,86900
ANAPLAN INCCOM03272L10814,675204,247SH SOLE 204,24700
ANTERO RESOURCES CORPCOM03674X10611,3842,088,824SH SOLE 2,088,82400
BJS WHSL CLUB HLDGS INCCOM05550J10127,864747,434SH SOLE 747,43400
BLUESCAPE OPPORTUNITIES ACQUUNIT 99/99/9999G1195N12111,1601,000,000SH SOLE 1,000,00000
BRIDGEBIO PHARMA INCCOM10806X1027,10799,937SH SOLE 99,93700
CARRIER GLOBAL CORPORATIONCOM14448C10448,3421,281,595SH SOLE 1,281,59500
CARVANA COCL A14686910210,42143,506SH SOLE 43,50600
CELLDEX THERAPEUTICS INC NEWCOM NEW15117B2022,978170,000SH SOLE 170,00000
CLARIVATE PLCORD SHSG2181010929,680999,000SH SOLE 999,00000
CROWN HLDGS INCCOM22836810618,397183,603SH SOLE 183,60300
DISNEY WALT COCOM25468710610,50858,000SH SOLE 58,00000
EAGLE MATLS INCCOM26969P1082,12420,959SH SOLE 20,95900
EPAM SYS INCCOM29414B1041,7925,000SH SOLE 5,00000
EXPEDIA GROUP INCCOM NEW30212P30324,140182,327SH SOLE 182,32700
FACEBOOK INCCL A30303M10213,24848,500SH SOLE 48,50000
FISERV INCCOM33773810821,905192,389SH SOLE 192,38900
FOLEY TRASIMENE ACQUISITIONCOM CL A34432810917,4831,157,829SH SOLE 1,157,82900
GCM GROSVENOR INCCOM CL A36831E10813,3201,000,000SH SOLE 1,000,00000
GFL ENVIRONMENTAL INCSUB VTG SHS36168Q10454,2881,860,452SH SOLE 1,860,45200
HERON THERAPEUTICS INCCOM4277461027,432351,158SH SOLE 351,15800
IMMATICS N.VSHSN4444510980674,736SH SOLE 74,73600
INMODE LTDSHSM5425M10311,208236,058SH SOLE 236,05800
INTERPRIVATE ACQUISITION CORCOM46064A10317,5301,205,611SH SOLE 1,205,61100
IOVANCE BIOTHERAPEUTICS INCCOM4622601004,740102,157SH SOLE 102,15700
KRONOS BIO INCCOM50107A1045,977200,096SH SOLE 200,09600
KRYSTAL BIOTECH INCCOM5011471025,25687,608SH SOLE 87,60800
LIVE NATION ENTERTAINMENT INCOM53803410916,168220,034SH SOLE 220,03400
MARTIN MARIETTA MATLS INCCOM5732841065,37118,915SH SOLE 18,91500
MERCADOLIBRE INCCOM58733R1023,1831,900SH SOLE 1,90000
MICRON TECHNOLOGY INCCOM59511210348,430644,186SH SOLE 644,18600
MICROSOFT CORPCOM59491810430,120135,420SH SOLE 135,42000
MP MATERIALS CORPCOM CL A55336810132,1701,000,000SH SOLE 1,000,00000
NCR CORP NEWCOM62886E1083,00680,000SH SOLE 80,00000
ON SEMICONDUCTOR CORPCOM68218910511,585353,942SH SOLE 353,94200
OPENDOOR TECHNOLOGIES INCCOM6837121035,335234,723SH SOLE 234,72300
OZON HLDGS PLCSPONSORED ADS69269L10414,519350,623SH SOLE 350,62300
PINDUODUO INCSPONSORED ADS72230410212,39969,786SH SOLE 69,78600
POLARITYTE INCCOM731094108170249,344SH SOLE 249,34400
QORVO INCCOM74736K10120,807125,141SH SOLE 125,14100
ROCKET PHARMACEUTICALS INCCOM77313F10613,145239,703SH SOLE 239,70300
ROMEO POWER INCCOM77615310819,526868,196SH SOLE 868,19600
SERVICENOW INCCOM81762P10216,37229,744SH SOLE 29,74400
SMARTSHEET INCCOM CL A83200N1038,585123,895SH SOLE 123,89500
STABLE RD ACQUISITION CORPCOM CL A85236Q1094,938274,949SH SOLE 274,94900
STAR PEAK ENERGY TRANSITIONCL A85518510420,9181,022,381SH SOLE 1,022,38100
SUMMIT MATLS INCCL A86614U1001,87793,494SH SOLE 93,49400
SUNRUN INCCOM86771W1058,728125,798SH SOLE 125,79800
T-MOBILE US INCCOM87259010415,257113,137SH SOLE 113,13700
UNITEDHEALTH GROUP INCCOM91324P10225,20471,872SH SOLE 71,87200
VERTEX PHARMACEUTICALS INCCOM92532F1009,33039,477SH SOLE 39,47700
VIATRIS INCCOM92556V10614,308763,485SH SOLE 763,48500
VIPSHOP HOLDINGS LIMITEDSPONSORED ADS A92763W1032,13676,000SH SOLE 76,00000
VONTIER CORPORATIONCOM92888110129,253875,837SH SOLE 875,83700
VULCAN MATLS COCOM9291601094,84332,657SH SOLE 32,65700