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
ACTIVISION BLIZZARD INC COM 00507V109 5,710 61,500 SH   SOLE   61,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 12,216 133,200 SH   SOLE   133,200 0 0
AMYRIS INC COM NEW 03236M200 278 45,000 SH   SOLE   45,000 0 0
AVANTOR INC COM 05352A100 7,668 272,400 SH   SOLE   272,400 0 0
BARRICK GOLD CORPORATION COM 067901108 13,481 591,800 SH   SOLE   591,800 0 0
BEST BUY INC COM 086516101 14,589 146,200 SH   SOLE   146,200 0 0
CARMAX INC COM 143130102 7,802 82,600 SH   SOLE   82,600 0 0
DANAHER CORPORATION COM 235851102 3,377 15,200 SH   SOLE   15,200 0 0
JOHNSON & JOHNSON COM 478160104 4,769 30,300 SH   SOLE   30,300 0 0
LILLY ELI & CO COM 532457108 16,729 99,080 SH   SOLE   99,080 0 0
LITHIUM AMERICAS CORP COM NEW 53680Q207 753 60,000 SH   SOLE   60,000 0 0
NETFLIX INC COM 64110L106 8,165 15,100 SH   SOLE   15,100 0 0
PARKER HANNIFIN CORP COM 701094104 245 900 SH   SOLE   900 0 0
PROLOGIS INC. COM 74340W103 13,175 132,200 SH   SOLE   132,200 0 0
ULTA BEAUTY INC COM 90384S303 9,218 32,100 SH   SOLE   32,100 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 451 19,000 SH   SOLE   19,000 0 0
VROOM INC COM 92918V109 4,134 100,900 SH   SOLE   100,900 0 0
YELP INC CL A 985817105 5,364 164,200 SH   SOLE   164,200 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,237 131,200 SH   SOLE   131,200 0 0