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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,120 3,500 SH   SOLE   3,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,806 17,550 SH   SOLE   17,550 0 0
AIR LEASE CORP CL A 00912X302 1,377 35,000 SH   SOLE   35,000 0 0
ALPHABET INC CAP STK CL C 02079K107 4,531 1,700 SH   SOLE   1,700 0 0
AMAZON COM INC COM 023135106 1,725 525 SH   SOLE   525 0 0
AMERICAN EXPRESS CO COM 025816109 1,675 10,000 SH   SOLE   10,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,830 48,000 SH   SOLE   48,000 0 0
APTIV PLC SHS G6095L109 745 5,000 SH   SOLE   5,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 817 10,000 SH   SOLE   10,000 0 0
AVALONBAY CMNTYS INC COM 053484101 887 4,000 SH   SOLE   4,000 0 0
BK OF AMERICA CORP COM 060505104 2,123 50,000 SH   SOLE   50,000 0 0
BOOKING HOLDINGS INC COM 09857L108 1,187 500 SH   SOLE   500 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 1,235 11,000 SH   SOLE   11,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,130 25,500 SH   SOLE   25,500 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 400 20,000 SH   SOLE   20,000 0 0
D R HORTON INC COM 23331A109 1,763 21,000 SH   SOLE   21,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 852 20,000 SH   SOLE   20,000 0 0
DISNEY WALT CO COM 254687106 1,861 11,000 SH   SOLE   11,000 0 0
DOORDASH INC CL A 25809K105 515 2,500 SH   SOLE   2,500 0 0
ENACT HLDGS INC COM 29249E109 1,097 50,000 SH   SOLE   50,000 0 0
ESSENT GROUP LTD COM G3198U102 1,540 35,000 SH   SOLE   35,000 0 0
EVGO INC CL A COM 30052F100 163 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 2,036 6,000 SH   SOLE   6,000 0 0
FEDEX CORP COM 31428X106 1,645 7,500 SH   SOLE   7,500 0 0
FIGS INC CL A 30260D103 817 22,000 SH   SOLE   22,000 0 0
FORD MTR CO DEL COM 345370860 2,761 195,000 SH   SOLE   195,000 0 0
GENERAL MTRS CO COM 37045V100 4,032 76,500 SH   SOLE   76,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 991 7,500 SH   SOLE   7,500 0 0
HOME PT CAPITAL INCORPORATED COM 43734L106 351 85,200 SH   SOLE   85,200 0 0
INVITATION HOMES INC COM 46187W107 1,802 47,000 SH   SOLE   47,000 0 0
ISHARES TR MSCI CHINA ETF 46429B671 338 5,000 SH   SOLE   5,000 0 0
JD.COM INC SPON ADR CL A 47215P106 361 5,000 SH   SOLE   5,000 0 0
JPMORGAN CHASE & CO COM 46625H100 2,046 12,500 SH   SOLE   12,500 0 0
KULICKE & SOFFA INDS INC COM 501242101 1,748 30,000 SH   SOLE   30,000 0 0
LOWES COS INC COM 548661107 406 2,000 SH   SOLE   2,000 0 0
LPL FINL HLDGS INC COM 50212V100 2,351 15,000 SH   SOLE   15,000 0 0
MGIC INVT CORP WIS COM 552848103 598 40,000 SH   SOLE   40,000 0 0
MICROSOFT CORP COM 594918104 2,255 8,000 SH   SOLE   8,000 0 0
NAVIENT CORPORATION COM 63938C108 1,184 60,000 SH   SOLE   60,000 0 0
NETFLIX INC COM 64110L106 3,052 5,000 SH   SOLE   5,000 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 2,200 200,000 SH   SOLE   200,000 0 0
NMI HLDGS INC CL A 629209305 2,487 110,000 SH   SOLE   110,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 522 6,000 SH   SOLE   6,000 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 3,546 58,000 SH   SOLE   58,000 0 0
RADIAN GROUP INC COM 750236101 1,136 50,000 SH   SOLE   50,000 0 0
SALESFORCE COM INC COM 79466L302 1,763 6,500 SH   SOLE   6,500 0 0
SCHWAB CHARLES CORP COM 808513105 2,185 30,000 SH   SOLE   30,000 0 0
SEA LTD SPONSORD ADS 81141R100 3,984 12,500 SH   SOLE   12,500 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 5,442 145,000 SH   SOLE   145,000 0 0
SOUTHWEST AIRLS CO COM 844741108 771 15,000 SH   SOLE   15,000 0 0
SQUARE INC CL A 852234103 720 3,000 SH   SOLE   3,000 0 0
STARBUCKS CORP COM 855244109 1,655 15,000 SH   SOLE   15,000 0 0
SYNCHRONY FINANCIAL COM 87165B103 978 20,000 SH   SOLE   20,000 0 0
TARGET CORP COM 87612E106 1,373 6,000 SH   SOLE   6,000 0 0
TWILIO INC CL A 90138F102 479 1,500 SH   SOLE   1,500 0 0
TWITTER INC COM 90184L102 604 10,000 SH   SOLE   10,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,912 65,000 SH   SOLE   65,000 0 0
UDR INC COM 902653104 1,589 30,000 SH   SOLE   30,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,914 16,000 SH   SOLE   16,000 0 0
VIMEO INC COMMON STOCK 92719V100 2,203 75,000 SH   SOLE   75,000 0 0
VOLTA INC COM CL A 92873V102 433 50,000 SH   SOLE   50,000 0 0
WALMART INC COM 931142103 1,394 10,000 SH   SOLE   10,000 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,431 31,500 SH   SOLE   31,500 0 0