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
ACADIA PHARMACEUTICALS INC COMMON STOCK 004225108 1,362 25,468 SH   SOLE   25,468 0 0
ADOBE INC COMMON STOCK 00724F101 4,644 9,286 SH   SOLE   9,286 0 0
AMERICAN INTERNATIONAL GROUP COMMON STOCK 026874784 7,365 194,522 SH   SOLE   194,522 0 0
ALEXION PHARMACEUTICALS INC COMMON STOCK 015351109 1,000 6,399 SH   SOLE   6,399 0 0
ADVANCED MICRO DEVICES COMMON STOCK 007903107 5,531 60,315 SH   SOLE   60,315 0 0
AMAZON.COM INC COMMON STOCK 023135106 13,705 4,208 SH   SOLE   4,208 0 0
ANTHEM INC COMMON STOCK 036752103 8,325 25,927 SH   SOLE   25,927 0 0
AON PLC-CLASS A COMMON STOCK G0403H108 11,623 55,015 SH   SOLE   55,015 0 0
APPIAN CORP COMMON STOCK 03782L101 3,443 21,239 SH   SOLE   21,239 0 0
ASCENDIS PHARMA A/S - ADR ADR 04351P101 4,222 25,314 SH   SOLE   25,314 0 0
AMERICAN EXPRESS CO COMMON STOCK 025816109 7,547 62,422 SH   SOLE   62,422 0 0
AXSOME THERAPEUTICS INC COMMON STOCK 05464T104 614 7,532 SH   SOLE   7,532 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108 12,297 245,984 SH   SOLE   245,984 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 6,725 28,895 SH   SOLE   28,895 0 0
BEIGENE LTD-ADR ADR 07725L102 2,037 7,883 SH   SOLE   7,883 0 0
BRAEMAR HOTELS & RESORTS INC REIT 10482B101 4,129 895,764 SH   SOLE   895,764 0 0
BILL.COM HOLDINGS INC COMMON STOCK 090043100 1,655 12,127 SH   SOLE   12,127 0 0
BIOMARIN PHARMACEUTICAL INC COMMON STOCK 09061G101 539 6,150 SH   SOLE   6,150 0 0
BERKSHIRE HATHAWAY INC-CL B COMMON STOCK 084670702 12,812 55,254 SH   SOLE   55,254 0 0
BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 4,070 113,205 SH   SOLE   113,205 0 0
CARGURUS INC COMMON STOCK 141788109 724 22,811 SH   SOLE   22,811 0 0
CLEAR CHANNEL OUTDOOR HOLDIN COMMON STOCK 18453H106 153 92,914 SH   SOLE   92,914 0 0
CHURCHILL CAPITAL CORP II-A COMMON STOCK 17143G106 2,070 200,000 SH   SOLE   200,000 0 0
CHEMOCENTRYX INC COMMON STOCK 16383L106 1,080 17,443 SH   SOLE   17,443 0 0
CHEGG INC COMMON STOCK 163092109 2,624 29,047 SH   SOLE   29,047 0 0
COMCAST CORP-CLASS A COMMON STOCK 20030N101 8,225 156,974 SH   SOLE   156,974 0 0
CENTENE CORP COMMON STOCK 15135B101 5,587 93,072 SH   SOLE   93,072 0 0
COUPA SOFTWARE INC COMMON STOCK 22266L106 2,759 8,141 SH   SOLE   8,141 0 0
CREE INC COMMON STOCK 225447101 1,463 13,816 SH   SOLE   13,816 0 0
COSTAR GROUP INC COMMON STOCK 22160N109 2,724 2,947 SH   SOLE   2,947 0 0
DUCK CREEK TECHNOLOGIES INC COMMON STOCK 264120106 821 18,950 SH   SOLE   18,950 0 0
DATADOG INC - CLASS A COMMON STOCK 23804L103 1,877 19,071 SH   SOLE   19,071 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 6,763 42,587 SH   SOLE   42,587 0 0
DANAHER CORP COMMON STOCK 235851102 4,740 21,337 SH   SOLE   21,337 0 0
DOMO INC - CLASS B COMMON STOCK 257554105 1,487 23,312 SH   SOLE   23,312 0 0
DYNATRACE INC COMMON STOCK 268150109 1,324 30,596 SH   SOLE   30,596 0 0
ENERGY TRANSFER LP MLP 29273V100 91 14,762 SH   SOLE   14,762 0 0
FEDEX CORP COMMON STOCK 31428X106 7,885 30,373 SH   SOLE   30,373 0 0
FIDELITY NATIONAL INFO SERV COMMON STOCK 31620M106 14,407 101,847 SH   SOLE   101,847 0 0
FREDDIE MAC COMMON STOCK 313400301 2,529 1,085,500 SH   SOLE   1,085,500 0 0
FORMA THERAPEUTICS HOLDINGS COMMON STOCK 34633R104 1,543 44,198 SH   SOLE   44,198 0 0
FOX CORP - CLASS B COMMON STOCK 35137L204 7,971 275,992 SH   SOLE   275,992 0 0
FASTLY INC - CLASS A COMMON STOCK 31188V100 2,726 31,205 SH   SOLE   31,205 0 0
GENERAL ELECTRIC CO COMMON STOCK 369604103 9,773 904,927 SH   SOLE   904,927 0 0
GAMING AND LEISURE PROPERTIE REIT 36467J108 3,227 76,110 SH   SOLE   76,110 0 0
GENMAB A/S -SP ADR ADR 372303206 4,870 119,786 SH   SOLE   119,786 0 0
ALPHABET INC-CL A COMMON STOCK 02079K305 5,204 2,969 SH   SOLE   2,969 0 0
HCA HEALTHCARE INC COMMON STOCK 40412C101 9,095 55,300 SH   SOLE   55,300 0 0
HDFC BANK LTD-ADR ADR 40415F101 6,212 85,970 SH   SOLE   85,970 0 0
HILTON WORLDWIDE HOLDINGS IN COMMON STOCK 43300A203 5,779 51,938 SH   SOLE   51,938 0 0
IHEARTMEDIA INC - CLASS A COMMON STOCK 45174J509 513 39,513 SH   SOLE   39,513 0 0
INCYTE CORP COMMON STOCK 45337C102 2,350 27,012 SH   SOLE   27,012 0 0
IHS MARKIT LTD COMMON STOCK G47567105 5,937 66,094 SH   SOLE   66,094 0 0
JOHNSON & JOHNSON COMMON STOCK 478160104 6,028 38,304 SH   SOLE   38,304 0 0
JPMORGAN CHASE & CO COMMON STOCK 46625H100 16,936 133,281 SH   SOLE   133,281 0 0
KODIAK SCIENCES INC COMMON STOCK 50015M109 765 5,210 SH   SOLE   5,210 0 0
LOWE'S COS INC COMMON STOCK 548661107 7,243 45,124 SH   SOLE   45,124 0 0
LUMEN TECHNOLOGIES INC COMMON STOCK 550241103 12,147 1,245,893 SH   SOLE   1,245,893 0 0
LEXINFINTECH HOLDINGS L-ADR ADR 528877103 1,512 225,726 SH   SOLE   225,726 0 0
MASTERCARD INC - A COMMON STOCK 57636Q104 7,554 21,162 SH   SOLE   21,162 0 0
SERES THERAPEUTICS INC COMMON STOCK 81750R102 345 14,067 SH   SOLE   14,067 0 0
MGM HOLDINGS INC-VTG A COMMON STOCK 55303C101 0 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP COMMON STOCK 594918104 15,903 71,500 SH   SOLE   71,500 0 0
NEW FORTRESS ENERGY INC COMMON STOCK 644393100 18,831 351,399 SH   SOLE   351,399 0 0
NETFLIX INC COMMON STOCK 64110L106 721 1,334 SH   SOLE   1,334 0 0
NIO INC - ADR ADR 62914V106 15,729 322,715 SH   SOLE   322,715 0 0
NKARTA INC COMMON STOCK 65487U108 1,153 18,753 SH   SOLE   18,753 0 0
NN INC COMMON STOCK 629337106 5,656 860,815 SH   SOLE   860,815 0 0
SERVICENOW INC COMMON STOCK 81762P102 6,875 12,490 SH   SOLE   12,490 0 0
NEW RESIDENTIAL INVESTMENT REIT 64828T201 3,189 320,854 SH   SOLE   320,854 0 0
NUTANIX INC - A COMMON STOCK 67059N108 963 30,218 SH   SOLE   30,218 0 0
NOVAVAX INC COMMON STOCK 670002401 616 5,527 SH   SOLE   5,527 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205 5,730 82,029 SH   SOLE   82,029 0 0
INVITAE CORP COMMON STOCK 46185L103 379 9,062 SH   SOLE   9,062 0 0
PLAINS GP HOLDINGS LP-CL A COMMON STOCK 72651A207 99 11,721 SH   SOLE   11,721 0 0
VAXCYTE INC COMMON STOCK 92243G108 749 28,191 SH   SOLE   28,191 0 0
PEPSICO INC COMMON STOCK 713448108 5,598 37,747 SH   SOLE   37,747 0 0
PROCTER & GAMBLE CO/THE COMMON STOCK 742718109 5,212 37,457 SH   SOLE   37,457 0 0
PROGRESSIVE CORP COMMON STOCK 743315103 6,846 69,237 SH   SOLE   69,237 0 0
PHATHOM PHARMACEUTICALS INC COMMON STOCK 71722W107 429 12,918 SH   SOLE   12,918 0 0
PINTEREST INC- CLASS A COMMON STOCK 72352L106 917 13,918 SH   SOLE   13,918 0 0
POSCO- SPON ADR ADR 693483109 9,651 154,883 SH   SOLE   154,883 0 0
PRIMERICA INC COMMON STOCK 74164M108 8,179 61,072 SH   SOLE   61,072 0 0
PERSHING SQUARE TONTINE -A COMMON STOCK 71531R109 13,860 500,000 SH   SOLE   500,000 0 0
PELOTON INTERACTIVE INC-A COMMON STOCK 70614W100 1,187 7,824 SH   SOLE   7,824 0 0
PETROQUEST ENERGY INC COMMON STOCK 716748405 0 190,316 SH   SOLE   190,316 0 0
RAYMOND JAMES FINANCIAL INC COMMON STOCK 754730109 6,823 71,321 SH   SOLE   71,321 0 0
ROKU INC COMMON STOCK 77543R102 4,979 14,996 SH   SOLE   14,996 0 0
SEAGEN INC COMMON STOCK 81181C104 2,267 12,943 SH   SOLE   12,943 0 0
SNOWFLAKE INC-CLASS A COMMON STOCK 833445109 4,458 15,842 SH   SOLE   15,842 0 0
SANOFI-ADR ADR 80105N105 5,381 110,747 SH   SOLE   110,747 0 0
SQUARE INC - A COMMON STOCK 852234103 1,190 5,466 SH   SOLE   5,466 0 0
UNITED STATES OIL FUND LP ETP 91232N207 5,323 71,687 SH   SOLE   71,687 0 0
TAL EDUCATION GROUP- ADR ADR 874080104 6,030 84,322 SH   SOLE   84,322 0 0
TG THERAPEUTICS INC COMMON STOCK 88322Q108 1,637 31,473 SH   SOLE   31,473 0 0
T-MOBILE US INC COMMON STOCK 872590104 6,450 47,828 SH   SOLE   47,828 0 0
TWILIO INC - A COMMON STOCK 90138F102 778 2,297 SH   SOLE   2,297 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 9,907 194,260 SH   SOLE   194,260 0 0
VANGUARD FTSE DEVELOPED ETF ETP 921943858 13,678 289,718 SH   SOLE   289,718 0 0
VANGUARD TOT WORLD STK ETF ETP 922042742 7,378 79,690 SH   SOLE   79,690 0 0
VANGUARD TOTAL STOCK MKT ETF ETP 922908769 84,074 431,944 SH   SOLE   431,944 0 0
SLACK TECHNOLOGIES INC- CL A COMMON STOCK 83088V102 1,022 24,194 SH   SOLE   24,194 0 0
ZOOMINFO TECHNOLOGIES INC-A COMMON STOCK 98980F104 590 12,234 SH   SOLE   12,234 0 0
ZOOM VIDEO COMMUNICATIONS-A COMMON STOCK 98980L101 4,617 13,686 SH   SOLE   13,686 0 0
ZANITE ACQUISITION CORP UNIT 98907K202 2,630 250,000 SH   SOLE   250,000 0 0
ZSCALER INC COMMON STOCK 98980G102 1,675 8,387 SH   SOLE   8,387 0 0
UNITED STATES OIL FUND LP ETP 91232N207 6,602 200,000 SH Call SOLE   200,000 0 0
AMARIN CORP PLC -ADR ADR 023111206 1,756 359,100 SH Call SOLE   359,100 0 0
ISHARES IBOXX HIGH YLD CORP ETP 464288513 130,950 1,500,000 SH Put SOLE   1,500,000 0 0
ARK INNOVATION ETF ETP 00214Q104 62,245 500,000 SH Put SOLE   500,000 0 0
NEW FORTRESS ENERGY INC COMMON STOCK 644393100 18,831 351,399 SH Put SOLE   351,399 0 0
ISHARES RUSSELL 2000 ETF ETP 464287655 4,902 25,000 SH Call SOLE   25,000 0 0