The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 4,879 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 4,720 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 3,672 | 5,700 | SH | SOLE | 5,700 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 16,593 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 20,110 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| CRYOPORT INC | COM PAR $0.001 | 229050307 | 5,679 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 24,152 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 23,044 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 17,577 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 31,338 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| ENERGY RECOVERY INC | COM | 29270J100 | 3,987 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 12,518 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 98,263 | 118,000 | SH | SOLE | 118,000 | 0 | 0 | ||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 10,803 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 3,726 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 33,138 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 24,158 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 6,946 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 4,169 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 8,530 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 37,926 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| MUDRICK CAPITAL ACQU CORP II | COM CL A | 62477L107 | 1,558 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| OPEN LENDING CORP | COM CL A | 68373J104 | 25,854 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PULMONX CORP | COM | 745848101 | 25,148 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 16,548 | 82,900 | SH | SOLE | 82,900 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 13,470 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 20,595 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 18,993 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 6,517 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 23,382 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||