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
ACTIVISION BLIZZARD INCCOM00507V1095,71061,500SH SOLE 61,50000
ADVANCED MICRO DEVICES INCCOM00790310712,216133,200SH SOLE 133,20000
AMYRIS INCCOM NEW03236M20027845,000SH SOLE 45,00000
AVANTOR INCCOM05352A1007,668272,400SH SOLE 272,40000
BARRICK GOLD CORPORATIONCOM06790110813,481591,800SH SOLE 591,80000
BEST BUY INCCOM08651610114,589146,200SH SOLE 146,20000
CARMAX INCCOM1431301027,80282,600SH SOLE 82,60000
DANAHER CORPORATIONCOM2358511023,37715,200SH SOLE 15,20000
JOHNSON & JOHNSONCOM4781601044,76930,300SH SOLE 30,30000
LILLY ELI & COCOM53245710816,72999,080SH SOLE 99,08000
LITHIUM AMERICAS CORPCOM NEW53680Q20775360,000SH SOLE 60,00000
NETFLIX INCCOM64110L1068,16515,100SH SOLE 15,10000
PARKER HANNIFIN CORPCOM701094104245900SH SOLE 90000
PROLOGIS INC.COM74340W10313,175132,200SH SOLE 132,20000
ULTA BEAUTY INCCOM90384S3039,21832,100SH SOLE 32,10000
VIRGIN GALACTIC HOLDINGS INCCOM92766K10645119,000SH SOLE 19,00000
VROOM INCCOM92918V1094,134100,900SH SOLE 100,90000
YELP INCCL A9858171055,364164,200SH SOLE 164,20000
MARVELL TECHNOLOGY GROUP LTDORDG5876H1056,237131,200SH SOLE 131,20000