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
2U INC COM 90214J101 21,497 640,371 SH   SOLE   640,371 0 0
8X8 INC NEW COM 282914100 4,409 188,500 SH   SOLE   188,500 0 0
ACCELERON PHARMA INC COM 00434H108 14,112 82,000 SH   SOLE   82,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 67,914 660,000 SH Call SOLE   660,000 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 89,076 2,045,362 SH   SOLE   2,045,362 0 0
ALPHABET INC CAP STK CL A 02079K305 20,450 7,649 SH   SOLE   7,649 0 0
ALTERYX INC COM CL A 02156B103 9,965 136,322 SH   SOLE   136,322 0 0
AMAZON COM INC COM 023135106 45,442 13,833 SH   SOLE   13,833 0 0
ANALOG DEVICES INC COM 032654105 26,998 161,200 SH   SOLE   161,200 0 0
ANAPLAN INC COM 03272L108 15,988 262,576 SH   SOLE   262,576 0 0
AON PLC SHS CL A G0403H108 47,077 165,000 SH Call SOLE   165,000 0 0
ARCTOS NORTHSTAR ACQUIS CORP UNIT 99/99/9999 G0477L118 1,395 141,500 SH   SOLE   141,500 0 0
ATLASSIAN CORP PLC CL A G06242104 16,919 43,225 SH   SOLE   43,225 0 0
AUSTERLITZ ACQUISITION CORP UNIT 99/99/9999 G0633U119 464 47,056 SH   SOLE   47,056 0 0
AUTODESK INC COM 052769106 9,935 34,840 SH   SOLE   34,840 0 0
AVAYA HLDGS CORP COM 05351X101 55,968 2,828,082 SH   SOLE   2,828,082 0 0
BANDWIDTH INC COM CL A 05988J103 10,909 120,831 SH   SOLE   120,831 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 46,590 602,800 SH   SOLE   602,800 0 0
BOA ACQUISITION CORP UNIT 99/99/9999 05601A208 1,398 141,500 SH   SOLE   141,500 0 0
BUMBLE INC COM CL A 12047B105 12,200 244,100 SH   SOLE   244,100 0 0
CF ACQUISITION CORP VI UNIT 99/99/9999 12521J202 1,399 142,000 SH   SOLE   142,000 0 0
CF INDS HLDGS INC COM 125269100 2,166 38,800 SH   SOLE   38,800 0 0
CLOUDERA INC COM 18914U100 22,246 1,392,988 SH   SOLE   1,392,988 0 0
COHERENT INC COM 192479103 63,725 254,807 SH   SOLE   254,807 0 0
COLICITY INC UNIT 02/24/2026 194170205 1,404 141,500 SH   SOLE   141,500 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 19,068 333,000 SH   SOLE   333,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,052 16,487 SH   SOLE   16,487 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 8,724 55,280 SH   SOLE   55,280 0 0
DOCUSIGN INC COM 256163106 9,782 38,000 SH   SOLE   38,000 0 0
DROPBOX INC CL A 26210C104 9,067 310,300 SH   SOLE   310,300 0 0
EMPOWERMENT & INCLUSION CAPI COM CL A 29248N100 537 54,870 SH   SOLE   54,870 0 0
EXPEDIA GROUP INC COM NEW 30212P303 4,409 26,900 SH   SOLE   26,900 0 0
FACEBOOK INC CL A 30303M102 12,272 36,160 SH   SOLE   36,160 0 0
FIVE9 INC COM 338307101 39,999 250,401 SH   SOLE   250,401 0 0
FREEDOM ACQUISITION I CORP UNIT 99/99/9999 G3663X102 1,414 142,900 SH   SOLE   142,900 0 0
FUSION ACQUISITION CORP II UNIT 02/29/2028 36118N201 1,389 142,900 SH   SOLE   142,900 0 0
GAMING & HOSPITALITY ACQU CO COM CL A 364681106 1,455 193,333 SH   SOLE   193,333 0 0
GENASYS INC COM 36872P103 795 153,536 SH   SOLE   153,536 0 0
GORES HLDGS VIII INC UNIT 02/01/2028 382863207 1,320 132,705 SH   SOLE   132,705 0 0
GORES HOLDINGS VII INC UNIT 02/12/2028 38286T200 1,336 135,324 SH   SOLE   135,324 0 0
HILL-ROM HLDGS INC COM 431475102 17,430 116,200 SH   SOLE   116,200 0 0
HUBSPOT INC COM 443573100 15,482 22,900 SH   SOLE   22,900 0 0
HUDSON EXECUTIVE INVES III UNIT 02/22/2026 44376L206 1,394 141,500 SH   SOLE   141,500 0 0
IHS MARKIT LTD SHS G47567105 140,327 1,205,168 SH   SOLE   1,205,168 0 0
INVESTINDUSTRIAL ACQUISITION UNIT 99/99/9999 G4771L121 5,256 503,012 SH   SOLE   503,012 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 32,815 121,250 SH   SOLE   121,250 0 0
LEO HLDGS CORP II COM CL A G5463R102 1,656 170,000 SH   SOLE   170,000 0 0
LEVERE HOLDINGS CORP UNIT 03/09/2026 G5462L114 1,482 147,420 SH   SOLE   147,420 0 0
LILIUM N V CLASS A ORD SHS N52586109 10,510 1,000,000 SH   SOLE   1,000,000 0 0
LIVE OAK MOBILITY ACQUISI CO UNIT 03/01/2028 538126202 1,416 142,900 SH   SOLE   142,900 0 0
LIVEPERSON INC COM 538146101 9,365 158,862 SH   SOLE   158,862 0 0
MARLIN TECHNOLOGY CORP UNIT 99/99/9999 G58411128 1,433 143,341 SH   SOLE   143,341 0 0
MARVELL TECHNOLOGY INC COM 573874104 21,050 349,353 SH   SOLE   349,353 0 0
MATCH GROUP INC NEW COM 57667L107 10,864 69,200 SH   SOLE   69,200 0 0
MEDALLIA INC COM 584021109 30,483 900,000 SH   SOLE   900,000 0 0
MOSAIC CO NEW COM 61945C103 1,654 46,300 SH   SOLE   46,300 0 0
NAVIOS MARITIME HOLDINGS INC COM Y62197119 3,270 685,528 SH   SOLE   685,528 0 0
NICE LTD SPONSORED ADR 653656108 34,653 122,002 SH   SOLE   122,002 0 0
NIGHTDRAGON ACQUISITION CORP UNIT 02/26/20266 65413D204 1,419 142,900 SH   SOLE   142,900 0 0
NOBLE ROCK ACQUISITION CORP UNIT 01/31/2028 G6546R127 1,476 148,500 SH   SOLE   148,500 0 0
NORTH ATLANTIC ACQUISITN COR UNIT 10/20/2025 G66139117 1,425 143,691 SH   SOLE   143,691 0 0
NORTHERN STAR INVEST CORP II UNIT 02/25/2028 66574L209 1,409 142,900 SH   SOLE   142,900 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 139,821 2,540,348 SH   SOLE   2,540,348 0 0
NUTANIX INC CL A 67059N108 5,440 144,300 SH   SOLE   144,300 0 0
NUTRIEN LTD COM 67077M108 1,660 25,600 SH   SOLE   25,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109 48,664 248,449 SH   SOLE   248,449 0 0
PAYCOM SOFTWARE INC COM 70432V102 12,344 24,900 SH   SOLE   24,900 0 0
PNM RES INC COM 69349H107 51,500 1,047,685 SH   SOLE   1,047,685 0 0
PPD INC COM 69355F102 36,253 774,800 SH   SOLE   774,800 0 0
PROS HOLDINGS INC COM 74346Y103 5,033 141,865 SH   SOLE   141,865 0 0
QIAGEN NV SHS NEW N72482123 6,822 132,000 SH   SOLE   132,000 0 0
RINGCENTRAL INC CL A 76680R206 7,569 34,800 SH   SOLE   34,800 0 0
SALESFORCE COM INC COM 79466L302 50,882 187,604 SH   SOLE   187,604 0 0
SERVICENOW INC COM 81762P102 16,677 26,800 SH   SOLE   26,800 0 0
SMARTSHEET INC COM CL A 83200N103 12,862 186,900 SH   SOLE   186,900 0 0
SNOWFLAKE INC CL A 833445109 19,692 65,112 SH   SOLE   65,112 0 0
SPLUNK INC COM 848637104 16,815 116,200 SH   SOLE   116,200 0 0
SPORTS VENTURES ACQUISIN COR UNIT 99/99/9999 G8372A111 1,419 143,300 SH   SOLE   143,300 0 0
SQUARE INC CL A 852234103 5,850 24,392 SH   SOLE   24,392 0 0
SUPERNOVA PARTNERS ACQUISTN UNIT 99/99/9999 G8T86C113 1,422 142,900 SH   SOLE   142,900 0 0
TAILWIND INTERNATNAL ACQ COR UNIT 99/99/9999 G8662F127 1,407 142,000 SH   SOLE   142,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,936 58,000 SH   SOLE   58,000 0 0
TASTEMAKER ACQUISITION CORP COM CL A 876545104 822 83,388 SH   SOLE   83,388 0 0
TELLURIAN INC NEW COM 87968A104 13,165 3,366,912 SH   SOLE   3,366,912 0 0
TLG ACQUISITION ONE CORP UNIT 99/99/9999 87257M207 1,488 149,900 SH   SOLE   149,900 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 623 25,278 SH   SOLE   25,278 0 0
TWILIO INC CL A 90138F102 33,279 104,307 SH   SOLE   104,307 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,633 460,555 SH   SOLE   460,555 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 25,395 140,000 SH   SOLE   140,000 0 0
WELBILT INC COM 949090104 43,820 1,885,531 SH   SOLE   1,885,531 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 202,965 873,120 SH   SOLE   873,120 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 69,232 2,182,605 SH   SOLE   2,182,605 0 0
XILINX INC COM 983919101 129,156 855,393 SH   SOLE   855,393 0 0
ZENDESK INC COM 98936J101 13,036 112,000 SH   SOLE   112,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 12,507 204,400 SH   SOLE   204,400 0 0