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
AFFIMED N V COM N01045108 7,961 1,367,897 SH   SOLE 0 1,367,897 0 0
ANAPLAN INC COM 03272L108 107,775 1,500,000 SH   SOLE 0 1,500,000 0 0
AON PLC SHS CL A G0403H108 52,209 247,122 SH   SOLE 0 247,122 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 15,746 314,988 SH   SOLE 0 314,988 0 0
ATEA PHARMACEUTICALS INC COM 04683R106 42,302 1,097,208 SH   SOLE 0 1,097,208 0 0
BANK MONTREAL QUE COM 063671101 55,816 733,960 SH   SOLE 0 733,960 0 0
CHUBB LIMITED COM H1467J104 61,862 401,911 SH   SOLE 0 401,911 0 0
CLOUDERA INC COM 18914U100 9,554 686,813 SH   SOLE 0 686,813 0 0
CONSTELLATION BRANDS INC CL A 21036P108 63,563 290,176 SH   SOLE 0 290,176 0 0
CROWN HLDGS INC COM 228368106 135,318 1,350,477 SH   SOLE 0 1,350,477 0 0
CURIS INC COM NEW 231269200 4,521 552,001 SH   SOLE 0 552,001 0 0
DISCOVER FINL SVCS COM 254709108 71,672 791,694 SH   SOLE 0 791,694 0 0
DOCUSIGN INC COM 256163106 66,690 300,000 SH   SOLE 0 300,000 0 0
DOLLAR TREE INC COM 256746108 53,410 494,357 SH   SOLE 0 494,357 0 0
DRAGONEER GROWTH OPPORTUN CO UNIT 08/18/2027 G28302126 27,980 2,000,000 SH   SOLE 0 2,000,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 574 128,912 SH   SOLE 0 128,912 0 0
EXPEDIA GROUP INC COM NEW 30212P303 91,048 687,677 SH   SOLE 0 687,677 0 0
FISERV INC COM 337738108 90,287 792,963 SH   SOLE 0 792,963 0 0
FIVE9 INC COM 338307101 73,421 420,992 SH   SOLE 0 420,992 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 315 1,000 SH Call SOLE 0 1,000 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 1,998 3,700 SH Call SOLE 0 3,700 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 77,927 1,065,301 SH   SOLE 0 1,065,301 0 0
ICICI BANK LIMITED ADR 45104G104 75,867 5,105,456 SH   SOLE 0 5,105,456 0 0
IQVIA HLDGS INC COM 46266C105 6,804 37,974 SH   SOLE 0 37,974 0 0
LESLIES INC COM 527064109 26,563 957,226 SH   SOLE 0 957,226 0 0
LIGHTSPEED POS INC SUB VTG SHS 53227R106 84,767 1,201,497 SH   SOLE 0 1,201,497 0 0
MICROSOFT CORP COM 594918104 130,703 587,641 SH   SOLE 0 587,641 0 0
MODERNA INC COM 60770K107 994 250 SH Put SOLE 0 250 0 0
NATIONAL VISION HLDGS INC COM 63845R107 60,766 1,341,717 SH   SOLE 0 1,341,717 0 0
NICE LTD SPONSORED ADR 653656108 61,650 217,429 SH   SOLE 0 217,429 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 44,417 98,144 SH   SOLE 0 98,144 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 36,579 643,090 SH   SOLE 0 643,090 0 0
SANOFI SPONSORED ADR 80105N105 4,555 93,750 SH   SOLE 0 93,750 0 0
SCHRODINGER INC COM 80810D103 31,964 403,689 SH   SOLE 0 403,689 0 0
SERVICENOW INC COM 81762P102 57,021 103,593 SH   SOLE 0 103,593 0 0
SHIFT4 PMTS INC CL A 82452J109 48,808 647,317 SH   SOLE 0 647,317 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,139 5,750 SH Put SOLE 0 5,750 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 69,175 185,020 SH   SOLE 0 185,020 0 0
STONECO LTD COM CL A G85158106 10,595 126,256 SH   SOLE 0 126,256 0 0
TRANSLATE BIO INC COM 89374L104 11,563 627,387 SH   SOLE 0 627,387 0 0
UBER TECHNOLOGIES INC COM 90353T100 22,961 450,212 SH   SOLE 0 450,212 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 56,840 956,263 SH   SOLE 0 956,263 0 0
YUMANITY THERAPEUTICS INC COM 98872L102 533 31,331 SH   SOLE 0 31,331 0 0