The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| BioNTech SE | SPONSORED ADS | 09075V102 | 1,023 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| JD.com Inc | SPON ADR CL A | 47215P106 | 4,190 | 72,400 | SH | SOLE | 72,400 | 0 | 0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | SPONSORED ADS | 874039100 | 4,779 | 45,836 | SH | SOLE | 45,836 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 3,990 | 36,495 | SH | SOLE | 36,495 | 0 | 0 | ||
| Berkshire Hathaway Inc | CL B NEW | 084670702 | 5,047 | 14,300 | SH | SOLE | 14,300 | 0 | 0 | ||
| Chesapeake Energy Corp | COM | 165167735 | 5,472 | 62,897 | SH | SOLE | 62,897 | 0 | 0 | ||
| Chipotle Mexican Grill Inc | COM | 169656105 | 1,582 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| Catalent Inc | COM | 148806102 | 8,346 | 75,254 | SH | SOLE | 75,254 | 0 | 0 | ||
| Discover Financial Services | COM | 254709108 | 463 | 4,199 | SH | SOLE | 4,199 | 0 | 0 | ||
| EQT Corp | COM | 26884L109 | 7,044 | 204,719 | SH | SOLE | 204,719 | 0 | 0 | ||
| Intuitive Surgical Inc | COM NEW | 46120E602 | 5,189 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
| Lululemon Athletica Inc | COM | 550021109 | 9,072 | 24,840 | SH | SOLE | 24,840 | 0 | 0 | ||
| Medtronic PLC | SHS | G5960L103 | 3,623 | 32,650 | SH | SOLE | 32,650 | 0 | 0 | ||
| Manulife Financial Corp | COM | 56501R106 | 9,172 | 429,600 | SH | SOLE | 429,600 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 5,178 | 16,795 | SH | SOLE | 16,795 | 0 | 0 | ||
| M&T Bank Corp | COM | 55261F104 | 1,748 | 10,314 | SH | SOLE | 10,314 | 0 | 0 | ||
| Netflix Inc | COM | 64110L106 | 2,354 | 6,285 | SH | SOLE | 6,285 | 0 | 0 | ||
| Novavax Inc | COM NEW | 670002401 | 2,047 | 27,800 | SH | SOLE | 27,800 | 0 | 0 | ||
| NVIDIA Corp | COM | 67066G104 | 6,030 | 22,100 | SH | SOLE | 22,100 | 0 | 0 | ||
| SolarEdge Technologies Inc | COM | 83417M104 | 2,031 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
| Tellurian Inc | COM | 87968A104 | 1,977 | 373,100 | SH | SOLE | 373,100 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 8,552 | 14,479 | SH | SOLE | 14,479 | 0 | 0 | ||
| Wells Fargo & Co | COM | 949746101 | 6,736 | 139,010 | SH | SOLE | 139,010 | 0 | 0 | ||
| Exxon Mobil Corp | COM | 30231G102 | 793 | 9,600 | SH | SOLE | 9,600 | 0 | 0 | ||