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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALASKA AIR GROUP INC COM 011659109   4,395,031 72,874 SH   SOLE   72,874 0 0
ALPHABET INC CAP STK CL C 02079K107   24,486,746 9,770 SH   SOLE   9,770 0 0
AVIS BUDGET GROUP COM 053774105   6,350,527 81,532 SH   SOLE   81,532 0 0
BURLINGTON STORES INC COM 122017106   13,184,847 40,948 SH   SOLE   40,948 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101   12,868,305 351,497 SH   SOLE   351,497 0 0
FREEPORT-MCMORAN INC CL B 35671D857   84,667,393 2,281,525 SH   SOLE   2,281,525 0 0
GENERAL MTRS CO COM 37045V100   32,690,952 552,492 SH   SOLE   552,492 0 0
HENRY JACK & ASSOC INC COM 426281101   14,347,839 87,749 SH   SOLE   87,749 0 0
JETBLUE AWYS CORP COM 477143101   4,209,615 250,871 SH   SOLE   250,871 0 0
KODIAK SCIENCES INC COM 50015M109   18,608,463 200,091 SH   SOLE   200,091 0 0
LIVEPERSON INC COM 538146101   13,827,932 218,658 SH   SOLE   218,658 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   5,113,248 173,920 SH   SOLE   173,920 0 0
PARSONS CORP DEL COM 70202L102   10,423,079 264,814 SH   SOLE   264,814 0 0
PAYPAL HLDGS INC COM 70450Y103   32,645,760 112,000 SH   SOLE   112,000 0 0
ROSS STORES INC COM 778296103   12,580,916 101,459 SH   SOLE   101,459 0 0
SAGE THERAPEUTICS INC COM 78667J108   18,270,835 321,613 SH   SOLE   321,613 0 0
SCIPLAY CORPORATION CL A 809087109   10,848,000 640,000 SH   SOLE   640,000 0 0
SOUTHWEST AIRLS CO COM 844741108   4,654,931 87,680 SH   SOLE   87,680 0 0
TJX COS INC NEW COM 872540109   19,234,926 285,300 SH   SOLE   285,300 0 0
V F CORP COM 918204108   13,139,034 160,154 SH   SOLE   160,154 0 0