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
ABBVIE INC COM 00287Y109 11,517 130,074 SH   SOLE   130,074 0 0
ALBEMARLE CORP COM 012653101 11,686 159,991 SH   SOLE   159,991 0 0
ALBEMARLE CORP COM 012653101 7,304 100,000 SH Call SOLE   100,000 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 8,600 70,000 SH   SOLE   70,000 0 0
ANAPLAN INC COM 03272L108 13,870 264,699 SH   SOLE   264,699 0 0
APPLE INC COM 037833100 45,369 154,500 SH Put SOLE   154,500 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,329 27,530 SH   SOLE   27,530 0 0
BANDWIDTH INC COM CL A 05988J103 2,294 35,820 SH   SOLE   35,820 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 9,017 60,000 SH   SOLE   60,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 33,595 550,111 SH   SOLE   550,111 0 0
CHEWY INC CL A 16679L109 21,132 728,681 SH   SOLE   728,681 0 0
CIGNA CORP NEW COM 125523100 18,408 90,019 SH   SOLE   90,019 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 24,337 488,000 SH   SOLE   488,000 0 0
DISNEY WALT CO COM DISNEY 254687106 26,920 186,133 SH   SOLE   186,133 0 0
DYNATRACE INC COM 268150109 20,124 795,401 SH   SOLE   795,401 0 0
ELASTIC N V ORD SHS N14506104 15,181 236,100 SH   SOLE   236,100 0 0
ENOVA INTL INC COM 29357K103 1,790 74,403 SH   SOLE   74,403 0 0
ENPHASE ENERGY INC COM 29355A107 10,452 400,000 SH   SOLE   400,000 0 0
EURONET WORLDWIDE INC COM 298736109 21,628 137,267 SH   SOLE   137,267 0 0
EVERBRIDGE INC COM 29978A104 7,808 100,000 SH   SOLE   100,000 0 0
EXACT SCIENCES CORP COM 30063P105 8,743 94,540 SH   SOLE   94,540 0 0
FACEBOOK INC CL A 30303M102 23,625 115,105 SH   SOLE   115,105 0 0
FACEBOOK INC CL A 30303M102 23,604 115,000 SH Put SOLE   115,000 0 0
FISERV INC COM 337738108 19,665 170,066 SH   SOLE   170,066 0 0
FIVE9 INC COM 338307101 1,730 26,383 SH   SOLE   26,383 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 7,622 150,000 SH   SOLE   150,000 0 0
FRESHPET INC COM 358039105 5,909 100,000 SH Put SOLE   100,000 0 0
FRESHPET INC COM 358039105 11,818 200,000 SH   SOLE   200,000 0 0
GENERAC HLDGS INC COM 368736104 13,079 130,025 SH   SOLE   130,025 0 0
GUARDANT HEALTH INC COM 40131M109 21,879 280,000 SH   SOLE   280,000 0 0
HAEMONETICS CORP COM 405024100 12,657 110,161 SH   SOLE   110,161 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 14,481 450,000 SH   SOLE   450,000 0 0
HUBSPOT INC COM 443573100 3,454 21,794 SH   SOLE   21,794 0 0
INSPIRE MED SYS INC COM 457730109 3,714 50,048 SH   SOLE   50,048 0 0
INSPIRE MED SYS INC COM 457730109 3,711 50,000 SH Put SOLE   50,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 4,763 395,607 SH   SOLE   395,607 0 0
JONES LANG LASALLE INC COM 48020Q107 10,451 60,032 SH   SOLE   60,032 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 13,263 370,061 SH   SOLE   370,061 0 0
KORNIT DIGITAL LTD SHS M6372Q113 6,161 180,000 SH   SOLE   180,000 0 0
LIVONGO HEALTH INC COM 539183103 20,751 828,034 SH   SOLE   828,034 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 19,278 489,793 SH   SOLE   489,793 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 15,744 400,000 SH Put SOLE   400,000 0 0
LYFT INC CL A COM 55087P104 25,887 601,735 SH   SOLE   601,735 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,726 65,000 SH   SOLE   65,000 0 0
MATCH GROUP INC COM 57665R106 20,358 247,941 SH   SOLE   247,941 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,435 8,059 SH   SOLE   8,059 0 0
NEXTERA ENERGY INC COM 65339F101 9,686 40,000 SH   SOLE   40,000 0 0
NVIDIA CORP COM 67066G104 15,282 64,946 SH   SOLE   64,946 0 0
ORTHOPEDIATRICS CORP COM 68752L100 17,363 369,505 SH   SOLE   369,505 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 5,466 160,000 SH   SOLE   160,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 3,408 120,000 SH   SOLE   120,000 0 0
PHREESIA INC COM 71944F106 9,857 370,000 SH   SOLE   370,000 0 0
PLANET FITNESS INC CL A 72703H101 8,215 110,000 SH   SOLE   110,000 0 0
QUANTA SVCS INC COM 74762E102 27,076 665,083 SH   SOLE   665,083 0 0
RAPID7 INC COM 753422104 890 15,883 SH   SOLE   15,883 0 0
RINGCENTRAL INC CL A 76680R206 51,063 302,741 SH   SOLE   302,741 0 0
ROKU INC COM CL A 77543R102 1,031 7,700 SH Call SOLE   7,700 0 0
SALESFORCE COM INC COM 79466L302 3,918 24,089 SH   SOLE   24,089 0 0
SHOPIFY INC CL A 82509L107 15,903 40,000 SH   SOLE   40,000 0 0
SHOPIFY INC CL A 82509L107 7,952 20,000 SH Put SOLE   20,000 0 0
SILK ROAD MEDICAL INC COM 82710M100 25,654 635,319 SH   SOLE   635,319 0 0
SIMPLY GOOD FOODS CO COM 82900L102 31,401 1,100,260 SH   SOLE   1,100,260 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,418 20,000 SH Put SOLE   20,000 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 5,338 200,000 SH   SOLE   200,000 0 0
STONECO LTD COM CL A G85158106 2,745 68,824 SH   SOLE   68,824 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 13,392 1,200,000 SH   SOLE   1,200,000 0 0
SUNRUN INC COM 86771W105 6,905 500,000 SH   SOLE   500,000 0 0
TENABLE HLDGS INC COM 88025T102 3,242 135,306 SH   SOLE   135,306 0 0
TESLA INC COM 88160R101 33,466 80,000 SH Put SOLE   80,000 0 0
TESLA INC COM 88160R101 33,466 80,000 SH   SOLE   80,000 0 0
THE TRADE DESK INC COM CL A 88339J105 12,563 48,362 SH   SOLE   48,362 0 0
TRADEWEB MKTS INC CL A 892672106 24,620 531,168 SH   SOLE   531,168 0 0
TWILIO INC CL A 90138F102 20,564 209,236 SH   SOLE   209,236 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,435 250,000 SH   SOLE   250,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 15,013 51,068 SH   SOLE   51,068 0 0
WAYFAIR INC CL A 94419L101 3,615 40,000 SH   SOLE   40,000 0 0
YETI HLDGS INC COM 98585X104 7,998 229,969 SH   SOLE   229,969 0 0