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
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10237,237160,000SH SOLE 160,00000
ANGI HOMESERVICES INCCOM CL A00183L10240,6413,080,000SH SOLE 3,080,00000
CANADA GOOSE HLDGS INCSHS SUB VTG13508610635,7241,200,000SH SOLE 1,200,00000
CONTEXTLOGIC INCCOM CL A21077C10711,674640,014SH SOLE 640,01400
MICRON TECHNOLOGY INCCOM59511210380,8191,075,000SH SOLE 1,075,00000
NORDSTROM INCCOM65566410026,216840,000SH SOLE 840,00000
PROASSURANCE CORPCOM74267C10635,5802,000,000SH SOLE 2,000,00000
THE REALREAL INCCOM88339P1016,300322,396SH SOLE 322,39600
UBER TECHNOLOGIES INCCOM90353T10025,500500,000SH SOLE 500,00000
UNITEDHEALTH GROUP INCCOM91324P102103,451295,000SH SOLE 295,00000
YANDEX N VSHS CLASS AN9728410833,746485,000SH SOLE 485,00000