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
ACTIVISION BLIZZARD INC COM 00507V109 3,007 31,505 SH   SOLE   31,505 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,652 113,400 SH   SOLE   113,400 0 0
ALPHABET INC CAP STK CL A 02079K305 20,755 8,500 SH   SOLE   8,500 0 0
AMAZON COM INC COM 023135106 36,552 10,625 SH   SOLE   10,625 0 0
AMKOR TECHNOLOGY INC COM 031652100 9,155 386,771 SH   SOLE   386,771 0 0
APPLE INC COM 037833100 26,365 192,500 SH   SOLE   192,500 0 0
APPLIED MATLS INC COM 038222105 37,277 261,782 SH   SOLE   261,782 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,256 11,950 SH   SOLE   11,950 0 0
AUTOZONE INC COM 053332102 2,925 1,960 SH   SOLE   1,960 0 0
BOOKING HOLDINGS INC COM 09857L108 6,925 3,165 SH   SOLE   3,165 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 27,027 260,500 SH   SOLE   260,500 0 0
CDK GLOBAL INC COM 12508E101 4,654 93,658 SH   SOLE   93,658 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,122 25,119 SH   SOLE   25,119 0 0
CHURCHILL DOWNS INC COM 171484108 5,194 26,200 SH   SOLE   26,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,001 12,831 SH   SOLE   12,831 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 16,447 84,300 SH   SOLE   84,300 0 0
CSX CORP COM 126408103 11,270 351,300 SH   SOLE   351,300 0 0
DENALI THERAPEUTICS INC COM 24823R105 4,236 54,000 SH   SOLE   54,000 0 0
DOLLAR TREE INC COM 256746108 2,316 23,275 SH   SOLE   23,275 0 0
EXACT SCIENCES CORP COM 30063P105 4,946 39,790 SH   SOLE   39,790 0 0
FARFETCH LTD ORD SH CL A 30744W107 12,494 248,100 SH   SOLE   248,100 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 1,951 44,896 SH   SOLE   44,896 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,299 16,229 SH   SOLE   16,229 0 0
FISERV INC COM 337738108 53,915 504,397 SH   SOLE   504,397 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 230 5,389 SH   SOLE   5,389 0 0
GODADDY INC CL A 380237107 19,794 227,626 SH   SOLE   227,626 0 0
ICICI BANK LIMITED ADR 45104G104 2,665 155,825 SH   SOLE   155,825 0 0
INTEL CORP COM 458140100 1,791 31,900 SH   SOLE   31,900 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1,770 11,849 SH   SOLE   11,849 0 0
ISHARES SILVER TR ISHARES 46428Q109 201 8,303 SH   SOLE   8,303 0 0
ISHARES SILVER TR ISHARES 46428Q109 1,272 52,500 SH Call SOLE   52,500 0 0
ISHARES TR EXPANDED TECH 464287515 254 650 SH   SOLE   650 0 0
KE HLDGS INC SPONSORED ADS 482497104 5,200 109,062 SH   SOLE   109,062 0 0
KEROS THERAPEUTICS INC COM 492327101 200 4,705 SH   SOLE   4,705 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,373 34,800 SH   SOLE   34,800 0 0
KULICKE & SOFFA INDS INC COM 501242101 13,886 226,900 SH   SOLE   226,900 0 0
LAM RESEARCH CORP COM 512807108 20,937 32,176 SH   SOLE   32,176 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 3,342 111,202 SH   SOLE   111,202 0 0
MICRON TECHNOLOGY INC COM 595112103 15,551 183,000 SH   SOLE   183,000 0 0
MICROSOFT CORP COM 594918104 21,537 79,500 SH   SOLE   79,500 0 0
NVIDIA CORPORATION COM 67066G104 3,148 3,935 SH   SOLE   3,935 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 11,041 19,500 SH   SOLE   19,500 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 4,292 73,222 SH   SOLE   73,222 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 115,897 4,630,292 SH   SOLE   4,630,292 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,901 34,000 SH   SOLE   34,000 0 0
ROBLOX CORP CL A 771049103 11,418 126,900 SH   SOLE   126,900 0 0
SEA LTD SPONSORD ADS 81141R100 27,821 101,316 SH   SOLE   101,316 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 646 12,000 SH Call SOLE   12,000 0 0
SHOPIFY INC CL A 82509L107 6,716 4,597 SH   SOLE   4,597 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,650 16,000 SH Call SOLE   16,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 162,021 378,500 SH Call SOLE   378,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 378 884 SH   SOLE   884 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 337 24,027 SH   SOLE   24,027 0 0
STARBOARD VALUE ACQUISITN CO COM CL A 85521J109 2,214 221,382 SH   SOLE   221,382 0 0
TARGET CORP COM 87612E106 48,026 198,665 SH   SOLE   198,665 0 0
T-MOBILE US INC COM 872590104 16,656 115,005 SH   SOLE   115,005 0 0
TWIST BIOSCIENCE CORP COM 90184D100 3,598 27,000 SH   SOLE   27,000 0 0
TWITTER INC COM 90184L102 20,106 292,200 SH   SOLE   292,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,468 109,090 SH   SOLE   109,090 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 680 20,000 SH Call SOLE   20,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 317 9,332 SH   SOLE   9,332 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 205 4,376 SH   SOLE   4,376 0 0
WABTEC COM 929740108 2,437 29,610 SH   SOLE   29,610 0 0
YANDEX N V SHS CLASS A N97284108 4,122 58,264 SH   SOLE   58,264 0 0
ZILLOW GROUP INC CL A 98954M101 17,834 145,550 SH   SOLE   145,550 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 8,495 21,950 SH   SOLE   21,950 0 0
ZYNGA INC CL A 98986T108 22,998 2,163,500 SH   SOLE   2,163,500 0 0