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 9,029 111,535 SH   SOLE   111,535 0 0
ALECTOR INC COM 014442107 904 85,807 SH   SOLE   85,807 0 0
ALECTOR INC COM 014442107 790 75,000 SH Call SOLE   75,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,344 45,392 SH   SOLE   45,392 0 0
AMAZON COM INC COM 023135106 9,005 2,860 SH   SOLE   2,860 0 0
AVANTOR INC COM 05352A100 9,069 403,263 SH   SOLE   403,263 0 0
CARPARTS COM INC COM 14427M107 3,409 315,314 SH   SOLE   315,314 0 0
CATALENT INC COM 148806102 5,188 60,560 SH   SOLE   60,560 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,092 9,757 SH   SOLE   9,757 0 0
D R HORTON INC COM 23331A109 9,482 125,376 SH   SOLE   125,376 0 0
PASSAGE BIO INC COM 702712100 7,868 600,127 SH   SOLE   600,127 0 0
PG&E CORP UNIT 99/99/9999 69331C140 1,471 15,000 SH   SOLE   15,000 0 0
PROASSURANCE CORP COM 74267C106 1,293 82,700 SH   SOLE   82,700 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 6,046 35,619 SH   SOLE   35,619 0 0
RYERSON HLDG CORP COM 783754104 1,754 306,100 SH   SOLE   306,100 0 0
SPLUNK INC COM 848637104 5,635 29,951 SH   SOLE   29,951 0 0
SPLUNK INC COM 848637104 5,964 31,700 SH Call SOLE   31,700 0 0
TJX COS INC NEW COM 872540109 3,534 63,500 SH Call SOLE   63,500 0 0