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 INCCOM00790310710,370132,100SH SOLE 132,10000
AIRBNB INCCOM CL A0090661018,02542,700SH SOLE 42,70000
ALLIANCE DATA SYSTEMS CORPCOM0185811086,32256,400SH SOLE 56,40000
AMAZON COM INCCOM0231351067,7352,500SH SOLE 2,50000
APPLE INCCOM0378331008,08666,200SH SOLE 66,20000
BARRICK GOLD CORPORATIONCOM0679011085,942300,100SH SOLE 300,10000
CARLOTZ INCCOM CL A14255210862487,500SH SOLE 87,50000
DISCOVER FINL SVCSCOM2547091081,92820,300SH SOLE 20,30000
LILLY ELI & COCOM5324571089,58051,280SH SOLE 51,28000
MICROSOFT CORPCOM5949181042,78211,800SH SOLE 11,80000
PARKER HANNIFIN CORPCOM701094104284900SH SOLE 90000
TJX COS INC NEWCOM8725401091,54123,300SH SOLE 23,30000
ACTIVISION BLIZZARD INCCOM00507V1094,76251,200SH SOLE 51,20000
AVANTOR INCCOM05352A1003,339115,400SH SOLE 115,40000
C3 AI INCCL A12468P1042,08931,700SH SOLE 31,70000
LITHIUM AMERS CORP NEWCOM NEW53680Q2071,755109,200SH SOLE 109,20000
MODERNA INCCOM60770K1072,13416,300SH SOLE 16,30000
NETFLIX INCCOM64110L1065,21710,000SH SOLE 10,00000
PETCO HEALTH & WELLNESS CO ICOM71601V1053,377152,400SH SOLE 152,40000
SKYWORKS SOLUTIONS INCCOM83088M1024,69725,600SH SOLE 25,60000
ULTA BEAUTY INCCOM90384S3032,3817,700SH SOLE 7,70000
VANECK VECTORS ETF TRSEMICONDUCTOR ET92189F6761,2185,000SH SOLE 5,00000
MARVELL TECHNOLOGY GROUP LTDORDG5876H1052,81657,500SH SOLE 57,50000