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
ACTIVISION BLIZZARD INC COM 00507V109 7,763 102,285 SH   SOLE   102,285 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 2,762 57,081 SH   SOLE   57,081 0 0
ALECTOR INC COM 014442107 1,772 72,499 SH   SOLE   72,499 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,878 31,887 SH   SOLE   31,887 0 0
AMAZON COM INC COM 023135106 14,172 5,137 SH   SOLE   5,137 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 3,007 247,486 SH   SOLE   247,486 0 0
AVANTOR INC COM 05352A100 8,148 479,270 SH   SOLE   479,270 0 0
CATALENT INC COM 148806102 6,123 83,530 SH   SOLE   83,530 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 8,835 17,322 SH   SOLE   17,322 0 0
CHUBB LIMITED COM H1467J104 4,864 38,418 SH   SOLE   38,418 0 0
EXACT SCIENCES CORP COM 30063P105 4,400 50,609 SH   SOLE   50,609 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,735 19,395 SH   SOLE   19,395 0 0
PASSAGE BIO INC COM 702712100 17,699 647,609 SH   SOLE   647,609 0 0
PG&E CORP COM 69331C108 665 75,000 SH   SOLE   75,000 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 4,020 23,506 SH   SOLE   23,506 0 0
SALESFORCE COM INC COM 79466L302 5,981 31,925 SH   SOLE   31,925 0 0
SPLUNK INC COM 848637104 7,720 38,854 SH   SOLE   38,854 0 0
TJX COS INC NEW COM 872540109 5,559 109,945 SH   SOLE   109,945 0 0
VERISIGN INC COM 92343E102 6,942 33,563 SH   SOLE   33,563 0 0