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
ADIENT PLC ORD SHS G0084W101 1,232 71,107 SH   SOLE   71,107 0 0
ALPHABET INC CAP STK CL A 02079K305 742 506 SH   SOLE   506 0 0
AMAZON COM INC COM 023135106 13,414 4,260 SH   SOLE   4,260 0 0
APPLE INC COM 037833100 2,015 17,400 SH   SOLE   17,400 0 0
AZUL S A SPONSR ADR PFD 05501U106 5,405 410,741 SH   SOLE   410,741 0 0
BOEING CO COM 097023105 1,223 7,400 SH   SOLE   7,400 0 0
BOTTOMLINE TECH DEL INC COM 101388106 8,492 201,434 SH   SOLE   201,434 0 0
CELESTICA INC SUB VTG SHS 15101Q108 2,760 400,000 SH   SOLE   400,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 7,106 85,974 SH   SOLE   85,974 0 0
CONSTELLIUM SE CL A SHS F21107101 2,826 359,952 SH   SOLE   359,952 0 0
COSTAR GROUP INC COM 22160N109 5,346 6,300 SH   SOLE   6,300 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 569 5,500 SH   SOLE   5,500 0 0
DESPEGAR COM CORP ORD SHS G27358103 1,730 271,948 SH   SOLE   271,948 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842 8,888 525,900 SH Call SOLE   525,900 0 0
FACEBOOK INC CL A 30303M102 629 2,400 SH   SOLE   2,400 0 0
FLEX LTD ORD Y2573F102 32,429 2,911,031 SH   SOLE   2,911,031 0 0
GARTNER INC COM 366651107 26,116 209,015 SH   SOLE   209,015 0 0
GENERAL ELECTRIC CO COM 369604103 1,221 196,000 SH   SOLE   196,000 0 0
GENTEX CORP COM 371901109 1,854 72,000 SH   SOLE   72,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432 33,028 202,300 SH Put SOLE   202,300 0 0
KRATON CORPORATION COM 50077C106 2,572 144,328 SH   SOLE   144,328 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 975 14,741 SH   SOLE   14,741 0 0
MAGNITE INC COM 55955D100 6,973 1,004,000 SH   SOLE   1,004,000 0 0
MICROSOFT CORP COM 594918104 4,417 21,000 SH   SOLE   21,000 0 0
MONGODB INC CL A 60937P106 625 2,700 SH   SOLE   2,700 0 0
OUTFRONT MEDIA INC COM 69007J106 7,750 532,644 SH   SOLE   532,644 0 0
PINTEREST INC CL A 72352L106 6,830 164,536 SH   SOLE   164,536 0 0
ROCKET COS INC COM CL A 77311W101 10,207 512,158 SH   SOLE   512,158 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 4,054 132,085 SH   SOLE   132,085 0 0
TWITTER INC COM 90184L102 2,405 54,054 SH   SOLE   54,054 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,134 31,090 SH   SOLE   31,090 0 0
WORKDAY INC CL A 98138H101 12,661 58,853 SH   SOLE   58,853 0 0