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
AIRBNB INC-CLASS ACOMMON STOCK0090661017744,117SH SOLE 4,11700
ACADIA PHARMACEUTICALS INCCOMMON STOCK00422510868326,456SH SOLE 26,45600
ADIT EDTECH ACQUISITION CORPUNIT0070242011,774180,000SH SOLE 180,00000
AMERICAN INTERNATIONAL GROUPCOMMON STOCK0268747848,303179,675SH SOLE 179,67500
ALEXION PHARMACEUTICALS INCCOMMON STOCK0153511097805,100SH SOLE 5,10000
ADVANCED MICRO DEVICESCOMMON STOCK0079031075,30867,615SH SOLE 67,61500
AMAZON.COM INCCOMMON STOCK0231351067,3792,385SH SOLE 2,38500
ANTHEM INCCOMMON STOCK03675210310,89730,359SH SOLE 30,35900
AON PLC-CLASS ACOMMON STOCKG0403H10811,66850,705SH SOLE 50,70500
APPIAN CORPCOMMON STOCK03782L1019967,493SH SOLE 7,49300
ARVINAS INCCOMMON STOCK04335A10584412,773SH SOLE 12,77300
ASCENDIS PHARMA A/S - ADRDEPOSITARY RECEIPT04351P1012,73421,210SH SOLE 21,21000
ACTIVISION BLIZZARD INCCOMMON STOCK00507V1095,69261,200SH SOLE 61,20000
ATEA PHARMACEUTICALS INCCOMMON STOCK04683R1065158,341SH SOLE 8,34100
ASTRAZENECA PLC-SPONS ADRDEPOSITARY RECEIPT04635310813,357268,653SH SOLE 268,65300
BEIGENE LTD-ADRDEPOSITARY RECEIPT07725L1021,7354,985SH SOLE 4,98500
BRAEMAR HOTELS & RESORTS INCREIT10482B1015,437895,764SH SOLE 895,76400
BAIDU INC - SPON ADRDEPOSITARY RECEIPT0567521084,15919,118SH SOLE 19,11800
BIOMARIN PHARMACEUTICAL INCCOMMON STOCK09061G1013444,558SH SOLE 4,55800
BERKSHIRE HATHAWAY INC-CL BCOMMON STOCK08467070212,38448,474SH SOLE 48,47400
BOSTON SCIENTIFIC CORPCOMMON STOCK1011371075,325137,778SH SOLE 137,77800
CARGURUS INCCOMMON STOCK14178810937115,559SH SOLE 15,55900
CHURCHILL CAPITAL CORP II-ACOMMON STOCK17143G1062,000200,000SH SOLE 200,00000
CHEMOCENTRYX INCCOMMON STOCK16383L10679715,558SH SOLE 15,55800
CHEGG INCCOMMON STOCK16309210986610,110SH SOLE 10,11000
CHP MERGER CORP-CLASS ACOMMON STOCK12558Y1061,782179,793SH SOLE 179,79300
COMCAST CORP-CLASS ACOMMON STOCK20030N1017,631141,020SH SOLE 141,02000
CENTENE CORPCOMMON STOCK15135B1013,75858,801SH SOLE 58,80100
COUPA SOFTWARE INCCOMMON STOCK22266L1061,1424,487SH SOLE 4,48700
CREE INCCOMMON STOCK2254471017266,717SH SOLE 6,71700
COSTAR GROUP INCCOMMON STOCK22160N1091,4741,793SH SOLE 1,79300
DOORDASH INC - ACOMMON STOCK25809K1052,12916,237SH SOLE 16,23700
DUCK CREEK TECHNOLOGIES INCCOMMON STOCK2641201062545,638SH SOLE 5,63800
DATADOG INC - CLASS ACOMMON STOCK23804L1035917,088SH SOLE 7,08800
DIAGEO PLC-SPONSORED ADRDEPOSITARY RECEIPT25243Q2056,43039,155SH SOLE 39,15500
DRAGONEER GROWTH OPP III-ACOMMON STOCKG283151025,055500,000SH SOLE 500,00000
WALT DISNEY CO/THECOMMON STOCK25468710610,15155,013SH SOLE 55,01300
DOMO INC - CLASS BCOMMON STOCK2575541054698,326SH SOLE 8,32600
DYNATRACE INCCOMMON STOCK26815010959012,237SH SOLE 12,23700
890 5TH AVENUE PARTNERS INCUNIT28250A2041,693170,130SH SOLE 170,13000
ENERGY TRANSFER LPPARTNERSHIP SHARES29273V10010914,194SH SOLE 14,19400
FIDELITY NATIONAL INFO SERVCOMMON STOCK31620M10614,863105,707SH SOLE 105,70700
FREDDIE MACCOMMON STOCK3134003012,2251,085,500SH SOLE 1,085,50000
FORMA THERAPEUTICS HOLDINGSCOMMON STOCK34633R10467524,081SH SOLE 24,08100
FLOOR & DECOR HOLDINGS INC-ACOMMON STOCK3397501017968,333SH SOLE 8,33300
FOX CORP - CLASS BCOMMON STOCK35137L2046,246178,822SH SOLE 178,82200
FASTLY INC - CLASS ACOMMON STOCK31188V1001,35520,140SH SOLE 20,14000
GRAYSCALE BITCOIN TRUST BTCMUTUAL FUND3896371094,65493,000SH SOLE 93,00000
GENERAL ELECTRIC COCOMMON STOCK36960410321,1391,610,001SH SOLE 1,610,00100
GAMING AND LEISURE PROPERTIEREIT36467J1083,22976,110SH SOLE 76,11000
GENMAB A/S -SP ADRDEPOSITARY RECEIPT3723032064,234128,955SH SOLE 128,95500
ALPHABET INC-CL CCOMMON STOCK02079K1075,3522,587SH SOLE 2,58700
ALPHABET INC-CL ACOMMON STOCK02079K3055,5652,698SH SOLE 2,69800
HCA HEALTHCARE INCCOMMON STOCK40412C10110,49055,695SH SOLE 55,69500
HDFC BANK LTD-ADRDEPOSITARY RECEIPT40415F1015,40669,590SH SOLE 69,59000
INCYTE CORPCOMMON STOCK45337C1021,59519,626SH SOLE 19,62600
IHS MARKIT LTDCOMMON STOCKG475671055,09252,618SH SOLE 52,61800
INTUIT INCCOMMON STOCK4612021039172,394SH SOLE 2,39400
ITEOS THERAPEUTICS INCCOMMON STOCK46565G10441912,251SH SOLE 12,25100
JOHNSON & JOHNSONCOMMON STOCK4781601045,61434,159SH SOLE 34,15900
JPMORGAN CHASE & COCOMMON STOCK46625H10016,321107,214SH SOLE 107,21400
KINNATE BIOPHARMA INCCOMMON STOCK49705R10541113,198SH SOLE 13,19800
KODIAK SCIENCES INCCOMMON STOCK50015M1091,0178,970SH SOLE 8,97000
LUMEN TECHNOLOGIES INCCOMMON STOCK55024110313,5021,011,351SH SOLE 1,011,35100
MASTERCARD INC - ACOMMON STOCK57636Q1048,36423,490SH SOLE 23,49000
MERCADOLIBRE INCCOMMON STOCK58733R1023,9942,713SH SOLE 2,71300
MGM HOLDINGS INC-VTG ACOMMON STOCK55303C101015,000SH SOLE 15,00000
MICROSOFT CORPCOMMON STOCK59491810412,80854,325SH SOLE 54,32500
NEXTERA ENERGY INCCOMMON STOCK65339F1014,38257,958SH SOLE 57,95800
NEW FORTRESS ENERGY INCCOMMON STOCK6443931001,89641,299SH SOLE 41,29900
NKARTA INCCOMMON STOCK65487U10864219,514SH SOLE 19,51400
SERVICENOW INCCOMMON STOCK81762P1025,72311,443SH SOLE 11,44300
NEW RESIDENTIAL INVESTMENTREIT64828T2013,610320,854SH SOLE 320,85400
NUTANIX INC - ACOMMON STOCK67059N10838214,379SH SOLE 14,37900
NOVAVAX INCCOMMON STOCK6700024019345,154SH SOLE 5,15400
NOVO-NORDISK A/S-SPONS ADRDEPOSITARY RECEIPT6701002056,12690,856SH SOLE 90,85600
INVITAE CORPCOMMON STOCK46185L1033108,102SH SOLE 8,10200
PLAINS GP HOLDINGS LP-CL ACOMMON STOCK72651A20711312,057SH SOLE 12,05700
PROGRESSIVE CORPCOMMON STOCK7433151036,43667,311SH SOLE 67,31100
PINTEREST INC- CLASS ACOMMON STOCK72352L1065267,100SH SOLE 7,10000
POSCO- SPON ADRDEPOSITARY RECEIPT69348310910,622147,124SH SOLE 147,12400
PRIMERICA INCCOMMON STOCK74164M1088,39756,807SH SOLE 56,80700
PRELUDE THERAPEUTICS INCCOMMON STOCK74065P1012185,037SH SOLE 5,03700
PELOTON INTERACTIVE INC-ACOMMON STOCK70614W1004313,831SH SOLE 3,83100
PETROQUEST ENERGY INCCOMMON STOCK71674840502,328,730SH SOLE 2,328,73000
RAYMOND JAMES FINANCIAL INCCOMMON STOCK7547301097,57261,784SH SOLE 61,78400
ROKU INCCOMMON STOCK77543R1021,9996,137SH SOLE 6,13700
SEAGEN INCCOMMON STOCK81181C1043,11722,447SH SOLE 22,44700
SNOWFLAKE INC-CLASS ACOMMON STOCK8334451097,71633,652SH SOLE 33,65200
SANOFI-ADRDEPOSITARY RECEIPT80105N1055,017101,427SH SOLE 101,42700
SQUARE INC - ACOMMON STOCK8522341035602,467SH SOLE 2,46700
SYSCO CORPCOMMON STOCK8718291076,10577,540SH SOLE 77,54000
TAL EDUCATION GROUP- ADRMUTUAL FUND8740801044,17677,540SH SOLE 77,54000
TG THERAPEUTICS INCCOMMON STOCK88322Q1081,54131,975SH SOLE 31,97500
T-MOBILE US INCCOMMON STOCK8725901045,17641,314SH SOLE 41,31400
TWILIO INC - ACOMMON STOCK90138F1026191,816SH SOLE 1,81600
UBER TECHNOLOGIES INCCOMMON STOCK90353T1008,059147,838SH SOLE 147,83800
UNITEDHEALTH GROUP INCCOMMON STOCK91324P1024,81412,939SH SOLE 12,93900
VISA INC-CLASS A SHARESCOMMON STOCK92826C8399,14743,203SH SOLE 43,20300
VANGUARD FTSE DEVELOPED ETFMUTUAL FUND92194385896319,618SH SOLE 19,61800
VPC IMPACT ACQUISITION HOLDUNITG9460L1002,465250,000SH SOLE 250,00000
VPC IMPACT ACQUISITION HOLDIUNIT91835J2072,906294,400SH SOLE 294,40000
VANGUARD TOT WORLD STK ETFMUTUAL FUND9220427427,88981,090SH SOLE 81,09000
VANGUARD TOTAL STOCK MKT ETFMUTUAL FUND922908769114,123552,144SH SOLE 552,14400
WAYFAIR INC- CLASS ACOMMON STOCK94419L1015,27216,749SH SOLE 16,74900
WELLS FARGO & COCOMMON STOCK9497461018,657221,580SH SOLE 221,58000
SLACK TECHNOLOGIES INC- CL ACOMMON STOCK83088V1023658,975SH SOLE 8,97500
ZANITE ACQUISITION CORPUNIT98907K20263960,000SH SOLE 60,00000
ZSCALER INCCOMMON STOCK98980G1025363,121SH SOLE 3,12100