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
ADVANCED MICRO DEVICES INC COM 007903107 32,898 723,360 SH   SOLE   723,360 0 0
AFYA LTD CL A COM G01125106 9,101 477,500 SH   SOLE   477,500 0 0
AGNC INVT CORP COM 00123Q104 11,800 1,115,357 SH   SOLE   1,115,357 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 42,371 217,867 SH   SOLE   217,867 0 0
ALPHABET INC CAP STK CL C 02079K107 114,707 98,646 SH   SOLE   98,646 0 0
APPLE INC COM 037833100 49,632 195,177 SH   SOLE   195,177 0 0
ATLASSIAN CORP PLC CL A G06242104 29,731 216,600 SH   SOLE   216,600 0 0
CHURCHILL CAP CORP III UNIT 03/01/2027 17144C203 14,878 1,487,800 SH   SOLE   1,487,800 0 0
DISH NETWORK CORPORATION CL A 25470M109 80,483 4,026,169 SH   SOLE   4,026,169 0 0
FACEBOOK INC CL A 30303M102 74,236 445,058 SH   SOLE   445,058 0 0
FLYING EAGLE ACQUISITION COR UNIT 99/99/9999 34407Y202 3,853 386,500 SH   SOLE   386,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857 11,007 1,630,634 SH   SOLE   1,630,634 0 0
GENERAL ELECTRIC CO COM 369604103 19,311 2,432,086 SH   SOLE   2,432,086 0 0
INTELSAT S A COM L5140P101 4,439 2,901,571 SH   SOLE   2,901,571 0 0
JD COM INC SPON ADR CL A 47215P106 32,100 792,590 SH   SOLE   792,590 0 0
MGM RESORTS INTERNATIONAL COM 552953101 11,450 970,307 SH   SOLE   970,307 0 0
MICROSOFT CORP COM 594918104 78,082 495,097 SH   SOLE   495,097 0 0
MODERNA INC COM 60770K107 11,728 391,571 SH   SOLE   391,571 0 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 1,783 216,087 SH   SOLE   216,087 0 0
NVIDIA CORP COM 67066G104 38,762 147,047 SH   SOLE   147,047 0 0
PAGERDUTY INC COM 69553P100 1,590 92,026 SH   SOLE   92,026 0 0
SALESFORCE COM INC COM 79466L302 10,591 73,556 SH   SOLE   73,556 0 0
SERVICENOW INC COM 81762P102 10,906 38,057 SH   SOLE   38,057 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 12,762 86,200 SH   SOLE   86,200 0 0
TECK RESOURCES LTD CL B 878742204 1,181 156,242 SH   SOLE   156,242 0 0