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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC COM 02079K107   19,468 8,900 SH   SOLE   8,900 0 0
AMAZON COM INC COM 023135106   14,338 135,000 SH   SOLE   135,000 0 0
BAXTER INTL INC COM 071813109   3,854 60,000 SH   SOLE   60,000 0 0
CDW CORP COM 12514G108   12,605 80,000 SH   SOLE   80,000 0 0
CROWN HLDGS INC COM 228368106   1,659 18,000 SH   SOLE   18,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   9,085 71,000 SH   SOLE   71,000 0 0
HARLEY DAVIDSON INC COM 412822108   10,131 320,000 SH   SOLE   320,000 0 0
NICE LTD SPONSORED ADR 653656108   8,564 44,500 SH   SOLE   44,500 0 0
SERVICENOW INC COM 81762P102   7,371 15,500 SH   SOLE   15,500 0 0
SHOPIFY INC CL A 82509L107   1,999 64,000 SH   SOLE   64,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   8,463 390,000 SH   SOLE   390,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,088 50,000 SH   SOLE   50,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   16,925 792,000 SH   SOLE   792,000 0 0
TENNANT CO COM 880345103   6,695 113,000 SH   SOLE   113,000 0 0
TWILIO INC CL A 90138F102   3,436 41,000 SH   SOLE   41,000 0 0
VERINT SYS INC COM 92343X100   5,378 127,000 SH   SOLE   127,000 0 0