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 INCCOM00507V1097819,647SH SOLE 9,64700
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10229,33999,801SH SOLE 99,80100
ALPHABET INCCAP STK CL A02079K30511,3887,770SH SOLE 7,77000
AMAZON COM INCCOM02313510617,6335,600SH SOLE 5,60000
AMERESCO INCCL A02361E1085,845175,000SH SOLE 175,00000
ANALOG DEVICES INCCOM03265410513,723117,556SH SOLE 117,55600
APPLE INCCOM03783310015,078130,200SH SOLE 130,20000
APPLIED MATLS INCCOM03822210511,195188,319SH SOLE 188,31900
AUTOZONE INCCOM053332102924785SH SOLE 78500
BOOKING HOLDINGS INCCOM09857L1081,552907SH SOLE 90700
CDK GLOBAL INCCOM12508E1012,42355,579SH SOLE 55,57900
CHARTER COMMUNICATIONS INC NCL A16119P10830,32748,574SH SOLE 48,57400
CHURCHILL DOWNS INCCOM17148410812,28775,000SH SOLE 75,00000
CONSTELLATION BRANDS INCCL A21036P1081,7139,038SH SOLE 9,03800
DOLLAR TREE INCCOM2567461081,07311,742SH SOLE 11,74200
FACEBOOK INCCL A30303M1027,85730,000SH SOLE 30,00000
FARFETCH LTDORD SH CL A30744W1078,139323,500SH SOLE 323,50000
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R3031,96162,630SH SOLE 62,63000
FREEPORT-MCMORAN INCCL B35671D85710,099645,700SH SOLE 645,70000
GLOBAL X FDSGLOBAL X SILVER37954Y8481393,218SH SOLE 3,21800
GLOBAL X FDSGLOBAL X SILVER37954Y8481523,500SHCallSOLE 3,50000
HD SUPPLY HLDGS INCCOM40416M1051,93546,929SH SOLE 46,92900
IAC INTERACTIVECORP NEWCOM44891N1091,1249,383SH SOLE 9,38300
ICICI BANK LIMITEDADR45104G1041,075109,400SH SOLE 109,40000
INVESCO QQQ TRUNIT SER 146090E103150539SH SOLE 53900
INVESCO QQQ TRUNIT SER 146090E1037222,600SHCallSOLE 2,60000
ISHARES SILVER TRISHARES46428Q1091808,303SH SOLE 8,30300
ISHARES SILVER TRISHARES46428Q10932515,000SHCallSOLE 15,00000
ISHARES TRTIPS BD ETF46428717615,813125,000SHCallSOLE 125,00000
JD.COM INCSPON ADR CL A47215P10633,954437,500SH SOLE 437,50000
KANSAS CITY SOUTHERNCOM NEW4851703028684,800SH SOLE 4,80000
LAM RESEARCH CORPCOM51280710817,00851,268SH SOLE 51,26800
MARTIN MARIETTA MATLS INCCOM5732841061,0804,589SH SOLE 4,58900
MASTERCARD INCORPORATEDCL A57636Q1048,96226,500SH SOLE 26,50000
MAXIM INTEGRATED PRODS INCCOM57772K1019,709143,600SH SOLE 143,60000
MICRON TECHNOLOGY INCCOM5951121033,25069,200SH SOLE 69,20000
MOTOROLA SOLUTIONS INCCOM NEW6200763079726,196SH SOLE 6,19600
NETFLIX INCCOM64110L10610,50121,000SH SOLE 21,00000
PLAYA HOTELS & RESORTS NVSHSN7054410612128,900SH SOLE 28,90000
QUALCOMM INCCOM74752510310,47489,000SH SOLE 89,00000
RANPAK HOLDINGS CORPCOM CL A75321W1039,9021,040,098SH SOLE 1,040,09800
SENSATA TECHNOLOGIES HLDNG PSHSG8060N1021,00923,388SH SOLE 23,38800
SOCIAL CAP HDOSPHIA HLDG COSHS CL AG8250T10918,9901,000,000SH SOLE 1,000,00000
SPDR GOLD TRGOLD SHS78463V1072541,432SH SOLE 1,43200
SPDR GOLD TRGOLD SHS78463V1078,02345,300SHCallSOLE 45,30000
SPDR S&P 500 ETF TRTR UNIT78462F10313,99841,800SHPutSOLE 41,80000
SPDR S&P 500 ETF TRTR UNIT78462F103252753SH SOLE 75300
SPDR S&P 500 ETF TRTR UNIT78462F1031,6074,800SHCallSOLE 4,80000
SPDR SER TRS&P HOMEBUILD78464A8882214,102SH SOLE 4,10200
SPROTT PHYSICAL GOLD TRUNIT85207H10477851,699SH SOLE 51,69900
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910010,134125,000SH SOLE 125,00000
TESLA INCCOM88160R1018,58020,000SH SOLE 20,00000
TJX COS INC NEWCOM8725401092,14838,600SH SOLE 38,60000
T-MOBILE US INCCOM87259010430,634267,875SH SOLE 267,87500
TWITTER INCCOM90184L10212,051270,800SH SOLE 270,80000
UBER TECHNOLOGIES INCCOM90353T1008,135223,000SH SOLE 223,00000
UNION PAC CORPCOM9078181088384,258SH SOLE 4,25800
VANECK VECTORS ETF TRGOLD MINERS ETF92189F1062155,500SHCallSOLE 5,50000
VANECK VECTORS ETF TRGOLD MINERS ETF92189F10614,887380,172SH SOLE 380,17200
VANECK VECTORS ETF TRJR GOLD MINERS E92189F7912815,084SH SOLE 5,08400
VANECK VECTORS ETF TRJR GOLD MINERS E92189F7912214,000SHCallSOLE 4,00000
VISA INCCOM CL A92826C8398,38941,950SH SOLE 41,95000
XPENG INCADS98422D1054,014200,000SH SOLE 200,00000
YANDEX N VSHS CLASS AN972841084,10262,868SH SOLE 62,86800
ZILLOW GROUP INCCL A98954M10115,739155,000SH SOLE 155,00000