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
ADVANCED MICRO DEVICES INCCOM00790310711,495140,200SH SOLE 140,20000
BARRICK GOLD CORPORATIONCOM0679011087,087252,100SH SOLE 252,10000
BEST BUY INCCOM08651610111,229100,900SH SOLE 100,90000
CATERPILLAR INC DELCOM1491231014,51930,300SH SOLE 30,30000
LILLY ELI & COCOM53245710822,851154,380SH SOLE 154,38000
MGM RESORTS INTERNATIONALCOM5529531015,374247,100SH SOLE 247,10000
MORGAN STANLEYCOM NEW6174464482034,200SH SOLE 4,20000
PALO ALTO NETWORKS INCCOM69743510514,83260,600SH SOLE 60,60000
ACTIVISION BLIZZARD INCCOM00507V10911,430141,200SH SOLE 141,20000
ALPHABET INCCAP STK CL C02079K1075,8784,000SH SOLE 4,00000
AVANTOR INCCOM05352A1007,033312,700SH SOLE 312,70000
CHEWY INCCL A16679L1093,43262,600SH SOLE 62,60000
GOLDMAN SACHS GROUP INCCOM38141G10422,951114,200SH SOLE 114,20000
INPHI CORPCOM45772F10715,726140,100SH SOLE 140,10000
NETFLIX INCCOM64110L10615,45130,900SH SOLE 30,90000
PROLOGIS INC.COM74340W1036,09860,600SH SOLE 60,60000
REGENERON PHARMACEUTICALSCOM75886F10718,97733,900SH SOLE 33,90000
ULTA BEAUTY INCCOM90384S3037,25732,400SH SOLE 32,40000
VROOM INCCOM92918V10911,019212,800SH SOLE 212,80000
MARVELL TECHNOLOGY GROUP LTDORDG5876H1057,813196,800SH SOLE 196,80000