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
3-D SYS CORP DEL COM NEW 88554D205 11,932 864,000 SH   SOLE   864,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,106 253,900 SH   SOLE   253,900 0 0
AMAZON COM INC COM 023135106 52,524 30,900 SH   SOLE   30,900 0 0
BEST INC SPONSORED ADS 08653C106 14,664 1,200,000 SH   SOLE   1,200,000 0 0
DROPBOX INC CL A 26210C104 24,315 750,000 SH   SOLE   750,000 0 0
FORTIVE CORP COM 34959J108 33,180 430,300 SH   SOLE   430,300 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 33,746 628,186 SH   SOLE   628,186 0 0
INSULET CORP COM 45784P101 59,244 691,300 SH   SOLE   691,300 0 0
MIMEDX GROUP INC COM 602496101 1,855 290,300 SH   SOLE   290,300 0 0
OASIS PETE INC NEW COM 674215108 7,280 561,327 SH   SOLE   561,327 0 0
PALO ALTO NETWORKS INC COM 697435105 23,958 116,600 SH   SOLE   116,600 0 0
QUALCOMM INC COM 747525103 13,022 232,033 SH   SOLE   232,033 0 0
STAMPS COM INC COM NEW 852857200 5,471 21,621 SH   SOLE   21,621 0 0