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
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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
ADOBE SYSTEMS INC ADOBE SYSTEMS INC 00724F101 11,338 22,670 SH   SOLE   22,670 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102 9,917 42,613 SH   SOLE   42,613 0 0
ALPHABET - A ALPHABET - A 02079K305 6,460 3,686 SH   SOLE   3,686 0 0
AMAZON.COM AMAZON.COM 023135106 7,269 2,232 SH   SOLE   2,232 0 0
AMDOCS LTD AMDOCS LTD G02602103 2,609 36,783 SH   SOLE   36,783 0 0
AMERICAN EXPRESS AMERICAN EXPRESS 025816109 5,961 49,300 SH   SOLE   49,300 0 0
API GROUP CORPORATION API GROUP CORPORATION 00187Y100 18,150 1,000,000 SH   SOLE   1,000,000 0 0
ARISTA NETWORKS ARISTA NETWORKS 040413106 3,491 12,016 SH   SOLE   12,016 0 0
ARTIUS ACQUISITION INC ARTIUS ACQUISITION INC 04316G105 5,209 490,000 SH   SOLE   490,000 0 0
AUTODESK AUTODESK 052769106 1,885 6,175 SH   SOLE   6,175 0 0
BAIDU INC BAIDU INC 056752108 76 350 SH   SOLE   350 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702 116 500 SH   SOLE   500 0 0
BROADCOM BROADCOM 11135F101 4,968 11,346 SH   SOLE   11,346 0 0
CAPITAL ONE FINANCIAL CAPITAL ONE FINANCIAL 14040H105 7,908 80,000 SH   SOLE   80,000 0 0
CC NEUBERGER PRINCIPAL CC NEUBERGER PRINCIPAL G1992Y114 10,434 962,585 SH   SOLE   962,585 0 0
CHEGG CHEGG 163092109 2,603 28,814 SH   SOLE   28,814 0 0
CIENA CIENA 171779309 3,981 75,330 SH   SOLE   75,330 0 0
COMCAST COMCAST 20030N101 5,921 113,000 SH   SOLE   113,000 0 0
CYBERARK CYBERARK M2682V108 6,379 39,474 SH   SOLE   39,474 0 0
DESCARTES DESCARTES 249906108 1,505 25,725 SH   SOLE   25,725 0 0
DIGITAL REALTY TRUST DIGITAL REALTY TRUST 253868103 2,695 19,321 SH   SOLE   19,321 0 0
DOCUSIGN DOCUSIGN 256163106 5,782 26,010 SH   SOLE   26,010 0 0
DROPBOX DROPBOX 26210C104 7,988 360,000 SH   SOLE   360,000 0 0
E.MERGE TECHNOLOGY ACQUISITION E.MERGE TECHNOLOGY ACQUISITION 26873Y104 2,660 259,998 SH   SOLE   259,998 0 0
E.MERGE TECHNOLOGY ACQUISITION CORP E.MERGE TECHNOLOGY ACQUISITION CORP 26873Y203 0 2 SH   SOLE   2 0 0
EPAM EPAM 29414B104 1,636 4,566 SH   SOLE   4,566 0 0
ETF RENAISSANCE IPO ETF RENAISSANCE IPO 759937204 1,948 30,200 SH   SOLE   30,200 0 0
FERRARI FERRARI N3167Y103 13,596 59,000 SH   SOLE   59,000 0 0
FIDELITY INFO FIDELITY INFO 31620M106 3,451 24,394 SH   SOLE   24,394 0 0
FIRST REPUBLIC FIRST REPUBLIC 33616C100 5,877 40,000 SH   SOLE   40,000 0 0
FISERV FISERV 337738108 5,201 45,676 SH   SOLE   45,676 0 0
GLOBAL PAYMENTS GLOBAL PAYMENTS 37940X102 5,408 25,106 SH   SOLE   25,106 0 0
GORES HOLDINGS V INC GORES HOLDINGS V INC 382864106 5,200 500,000 SH   SOLE   500,000 0 0
INVESCO SOLAR ETF INVESCO SOLAR ETF 46138G706 3,031 29,500 SH   SOLE   29,500 0 0
JD.COM INC JD.COM INC 47215P106 5,853 66,592 SH   SOLE   66,592 0 0
JP MORGAN JP MORGAN 46625H100 301 2,365 SH   SOLE   2,365 0 0
KINGSOFT CLOUD KINGSOFT CLOUD 49639K101 1,786 41,000 SH   SOLE   41,000 0 0
LAM RESEARCH LAM RESEARCH 512807108 3,957 8,378 SH   SOLE   8,378 0 0
LINDE PLC LINDE PLC G5494J103 23,268 72,289 SH   SOLE   72,289 0 0
LIVANOVA PLC LIVANOVA PLC G5509L101 3,582 54,099 SH   SOLE   54,099 0 0
LUMENTUM LUMENTUM 55024U109 1,793 18,914 SH   SOLE   18,914 0 0
MASTERCARD MASTERCARD 57636Q104 14,349 40,200 SH   SOLE   40,200 0 0
MICROCHIP MICROCHIP 595017104 3,434 24,867 SH   SOLE   24,867 0 0
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC 595112103 4,687 62,341 SH   SOLE   62,341 0 0
MICROSOFT MICROSOFT 594918104 32,268 145,079 SH   SOLE   145,079 0 0
MORGAN STANLEY MORGAN STANLEY 617446448 3,879 56,600 SH   SOLE   56,600 0 0
MP MATERIALS CORP MP MATERIALS CORP 34962V106 11,260 350,000 SH   SOLE   350,000 0 0
NETFLIX INC NETFLIX INC 64110L106 541 1,000 SH   SOLE   1,000 0 0
NOMAD FOODS NOMAD FOODS G6564A105 21,144 831,784 SH   SOLE   831,784 0 0
NVIDIA NVIDIA 67066G104 6,733 12,893 SH   SOLE   12,893 0 0
OWENS CORNING OWENS CORNING 690742101 5,682 75,000 SH   SOLE   75,000 0 0
PALO ALTO PALO ALTO 697435105 5,109 14,375 SH   SOLE   14,375 0 0
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC 70450Y103 23,550 100,557 SH   SOLE   100,557 0 0
PTC PTC 69370C100 3,150 26,338 SH   SOLE   26,338 0 0
QIAGEN NV QIAGEN NV N72482123 24,644 381,740 SH   SOLE   381,740 0 0
QUALCOMM INC QUALCOMM INC 747525103 2,484 16,307 SH   SOLE   16,307 0 0
REALPAGE REALPAGE 75606N109 2,131 24,423 SH   SOLE   24,423 0 0
RENAISSANCE INTERNATIONAL IPO ETF RENAISSANCE INTERNATIONAL IPO ETF 759937303 110 3,000 SH   SOLE   3,000 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302 20,315 91,292 SH   SOLE   91,292 0 0
SERVICENOW SERVICENOW 81762P102 10,497 19,071 SH   SOLE   19,071 0 0
SS AND C SS AND C 78467J100 3,264 44,863 SH   SOLE   44,863 0 0
SYNOPSYS SYNOPSYS 871607107 3,583 13,821 SH   SOLE   13,821 0 0
THERMO FISHER THERMO FISHER 883556102 12,573 26,994 SH   SOLE   26,994 0 0
THUNDER BRIDGE ACQUISITION II THUNDER BRIDGE ACQUISITION II G8857S116 2,644 200,000 SH   SOLE   200,000 0 0
TORTOISE ACQUISITION CORP II TORTOISE ACQUISITION CORP II G89554110 5,640 500,000 SH   SOLE   500,000 0 0
TPI COMPOSITES TPI COMPOSITES 87266J104 12,667 240,000 SH   SOLE   240,000 0 0
ULTA BEAUTY ULTA BEAUTY 90384S303 6,892 24,000 SH   SOLE   24,000 0 0
VISA VISA 92826C839 6,701 30,638 SH   SOLE   30,638 0 0
VONTIER CORP VONTIER CORP 928881101 6,096 182,500 SH   SOLE   182,500 0 0
WARNER MUSIC WARNER MUSIC 934550203 0 160,000 SH   SOLE   160,000 0 0
WC ARTIUS 11,5 130725 ARTIUS WC ARTIUS 11,5 130725 ARTIUS 04316G113 359 163,333 SH   SOLE   163,333 0 0
WC E.MERGE 11,5 300725 WC E.MERGE 11,5 300725 26873Y112 131 86,666 SH   SOLE   86,666 0 0
WC GORES H 11,5 100827 GORES WC GORES H 11,5 100827 GORES 382864114 201 100,000 SH   SOLE   100,000 0 0