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 10,370 132,100 SH   SOLE   132,100 0 0
AIRBNB INC COM CL A 009066101 8,025 42,700 SH   SOLE   42,700 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,322 56,400 SH   SOLE   56,400 0 0
AMAZON COM INC COM 023135106 7,735 2,500 SH   SOLE   2,500 0 0
APPLE INC COM 037833100 8,086 66,200 SH   SOLE   66,200 0 0
BARRICK GOLD CORPORATION COM 067901108 5,942 300,100 SH   SOLE   300,100 0 0
CARLOTZ INC COM CL A 142552108 624 87,500 SH   SOLE   87,500 0 0
DISCOVER FINL SVCS COM 254709108 1,928 20,300 SH   SOLE   20,300 0 0
LILLY ELI & CO COM 532457108 9,580 51,280 SH   SOLE   51,280 0 0
MICROSOFT CORP COM 594918104 2,782 11,800 SH   SOLE   11,800 0 0
PARKER HANNIFIN CORP COM 701094104 284 900 SH   SOLE   900 0 0
TJX COS INC NEW COM 872540109 1,541 23,300 SH   SOLE   23,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,762 51,200 SH   SOLE   51,200 0 0
AVANTOR INC COM 05352A100 3,339 115,400 SH   SOLE   115,400 0 0
C3 AI INC CL A 12468P104 2,089 31,700 SH   SOLE   31,700 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 1,755 109,200 SH   SOLE   109,200 0 0
MODERNA INC COM 60770K107 2,134 16,300 SH   SOLE   16,300 0 0
NETFLIX INC COM 64110L106 5,217 10,000 SH   SOLE   10,000 0 0
PETCO HEALTH & WELLNESS CO I COM 71601V105 3,377 152,400 SH   SOLE   152,400 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,697 25,600 SH   SOLE   25,600 0 0
ULTA BEAUTY INC COM 90384S303 2,381 7,700 SH   SOLE   7,700 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 1,218 5,000 SH   SOLE   5,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,816 57,500 SH   SOLE   57,500 0 0