The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 25,817 | 434,050 | SH | SOLE | 434,050 | 0 | 0 | ||
| ALECTOR INC | COM | 014442107 | 1,829 | 75,814 | SH | SOLE | 75,814 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 30,117 | 154,857 | SH | SOLE | 154,857 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 37,454 | 19,210 | SH | SOLE | 19,210 | 0 | 0 | ||
| ARCTURUS THERAPEUTICS HLDG I | COM | 03969T109 | 765 | 56,304 | SH | SOLE | 56,304 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 19,872 | 1,591,000 | SH | SOLE | 1,591,000 | 0 | 0 | ||
| CAL MAINE FOODS INC | COM NEW | 128030202 | 19,919 | 452,900 | SH | SOLE | 452,900 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 31,141 | 599,440 | SH | SOLE | 599,440 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 29,080 | 66,650 | SH | SOLE | 66,650 | 0 | 0 | ||
| COMMERCIAL METALS CO | COM | 201723103 | 20,236 | 1,281,542 | SH | SOLE | 1,281,542 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,047 | 198,400 | SH | SOLE | 198,400 | 0 | 0 | ||
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | 12,467 | 1,625,383 | SH | SOLE | 1,625,383 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 21,896 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| FAR PT ACQUISITION CORP | *W EXP 06/01/202 | 30734W117 | 168 | 310,802 | SH | SOLE | 310,802 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 15,481 | 49,300 | SH | SOLE | 49,300 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 21,157 | 522,400 | SH | SOLE | 522,400 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 7,488 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PASSAGE BIO INC | COM | 702712100 | 5,817 | 369,332 | SH | SOLE | 369,332 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 16,529 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 26,382 | 183,235 | SH | SOLE | 183,235 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 11,690 | 244,500 | SH | SOLE | 244,500 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 1,915 | 296,900 | SH | SOLE | 296,900 | 0 | 0 | ||
| UROGEN PHARMA LTD | COM | M96088105 | 3,974 | 222,776 | SH | SOLE | 222,776 | 0 | 0 | ||
| VALERO ENERGY CORP | COM | 91913Y100 | 7,208 | 158,900 | SH | SOLE | 158,900 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 31,278 | 173,680 | SH | SOLE | 173,680 | 0 | 0 | ||