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
ADOBE SYSTEMS INCORPORATED COM 00724F101 408 720 SH   SOLE   720 0 0
ADVANCED MICRO DEVICES INC COM 007903107 86 600 SH   SOLE   600 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104 97 1,600 SH   SOLE   1,600 0 0
AMAZON COM INC COM 023135106 700 210 SH   SOLE   210 0 0
APPLE INC COM 037833100 852 4,800 SH   SOLE   4,800 0 0
BOTTOMLINE TECH DEL INC COM 101388106 7,090 125,560 SH   SOLE   125,560 0 0
BROADCOM INC COM 11135F101 446 670 SH   SOLE   670 0 0
CAZOO GROUP LTD COM G2007L105 2,571 426,396 SH   SOLE   426,396 0 0
CERNER CORP COM 156782104 4,411 47,500 SH   SOLE   47,500 0 0
CISCO SYS INC COM 17275R102 437 6,900 SH   SOLE   6,900 0 0
CLIMATE REAL IMPACT SLUTINS UNIT 187171202 1,994 200,000 SH   SOLE   200,000 0 0
CLOUDFLARE INC CL A COM 18915M107 79 600 SH   SOLE   600 0 0
COMCAST CORP NEW CL A 20030N101 377 7,500 SH   SOLE   7,500 0 0
CYRUSONE INC COM 23283R100 17,041 189,938 SH   SOLE   189,938 0 0
ENPHASE ENERGY INC COM 29355A107 77 420 SH   SOLE   420 0 0
FACEBOOK INC CL A 30303M102 505 1,500 SH   SOLE   1,500 0 0
FERRO CORP COM 315405100 4,008 183,592 SH   SOLE   183,592 0 0
ALPHABET INC CAP STK CL A 02079K305 869 300 SH   SOLE   300 0 0
GRID DYNAMICS HLDGS INC CL A 39813G109 80 2,100 SH   SOLE   2,100 0 0
HUT 8 MNG CORP COM 44812T102 50 6,400 SH   SOLE   6,400 0 0
IHS MARKIT LTD SHS G47567105 120,483 906,432 SH   SOLE   906,432 0 0
INOTIV INC COM 45783Q100 76 1,800 SH   SOLE   1,800 0 0
INTEL CORP COM 458140100 252 4,900 SH   SOLE   4,900 0 0
MICROSOFT CORP COM 594918104 1,244 3,700 SH   SOLE   3,700 0 0
NETFLIX INC COM 64110L106 404 670 SH   SOLE   670 0 0
NEW RELIC INC COM 64829B100 99 900 SH   SOLE   900 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 65,486 1,183,761 SH   SOLE   1,183,761 0 0
NVIDIA CORPORATION COM 67066G104 635 2,160 SH   SOLE   2,160 0 0
PAE INC CL A 69290Y109 497 50,000 SH   SOLE   50,000 0 0
PAYPAL HLDGS INC COM 70450Y103 366 1,940 SH   SOLE   1,940 0 0
QUALCOMM INC COM 747525103 274 1,500 SH   SOLE   1,500 0 0
ROBLOX CORP CL A 771049103 83 800 SH   SOLE   800 0 0
ROCKET INTERNET GRWT OPRT CO UNIT G7613T111 9,951 1,000,100 SH   SOLE   1,000,100 0 0
SANDERSON FARMS INC COM 800013104 3,684 19,280 SH   SOLE   19,280 0 0
SIGNA SPORTS UNITED NV ORD SHS N80029106 4,240 500,000 SH   SOLE   500,000 0 0
SITIME CORP COM 82982T106 73 250 SH   SOLE   250 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,106 178,463 SH   SOLE   178,463 0 0
SPX FLOW INC COM 78469X107 2,162 25,000 SH   SOLE   25,000 0 0
SYNAPTICS INC COM 87157D109 72 250 SH   SOLE   250 0 0
TECHNIPFMC PLC COM G87110105 314 53,000 SH   SOLE   53,000 0 0
TIO TECH A UNIT G8T10C122 5,952 600,000 SH   SOLE   600,000 0 0
WELBILT INC COM 949090104 894 37,600 SH   SOLE   37,600 0 0
XILINX INC COM 983919101 85 400 SH   SOLE   400 0 0