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
2U INC COM 90214J101 5,517 260,000 SH Call SOLE   260,000 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 6,041 217,442 SH   SOLE   217,442 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,723 14,000 SH   SOLE   14,000 0 0
AMAZON COM INC COM 023135106 52,672 27,015 SH   SOLE   27,015 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 11,956 100,000 SH   SOLE   100,000 0 0
APPLIED MATLS INC COM 038222105 33,220 725,015 SH   SOLE   725,015 0 0
AVAYA HLDGS CORP COM 05351X101 336 41,543 SH   SOLE   41,543 0 0
AVAYA HLDGS CORP COM 05351X101 2,054 253,900 SH Call SOLE   253,900 0 0
BEYOND MEAT INC COM 08862E109 3,330 50,000 SH   SOLE   50,000 0 0
CARVANA CO CL A 146869102 2,755 50,000 SH   SOLE   50,000 0 0
CHEWY INC CL A 16679L109 11,232 299,600 SH Put SOLE   299,600 0 0
CHEWY INC CL A 16679L109 18,007 480,318 SH   SOLE   480,318 0 0
CIGNA CORP NEW COM 125523100 33,878 191,207 SH   SOLE   191,207 0 0
CLOUDFLARE INC CL A COM 18915M107 2,510 106,900 SH   SOLE   106,900 0 0
CLOUDFLARE INC CL A COM 18915M107 1,409 60,000 SH Put SOLE   60,000 0 0
COUPA SOFTWARE INC COM 22266L106 9,222 66,000 SH Put SOLE   66,000 0 0
CREE INC COM 225447101 7,092 200,000 SH Call SOLE   200,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 8,482 200,000 SH Call SOLE   200,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 81,475 1,463,264 SH   SOLE   1,463,264 0 0
D R HORTON INC COM 23331A109 7,480 220,000 SH   SOLE   220,000 0 0
DOCUSIGN INC COM 256163106 18,936 204,931 SH   SOLE   204,931 0 0
DYNATRACE INC COM 268150109 25,944 1,088,255 SH   SOLE   1,088,255 0 0
ENPHASE ENERGY INC COM 29355A107 16,145 500,000 SH   SOLE   500,000 0 0
ENPHASE ENERGY INC COM 29355A107 8,073 250,000 SH Put SOLE   250,000 0 0
ENTEGRIS INC COM 29362U104 2,686 60,000 SH   SOLE   60,000 0 0
EVENTBRITE INC COM CL A 29975E109 1,095 150,000 SH Call SOLE   150,000 0 0
EVERBRIDGE INC COM 29978A104 10,636 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 14,105 84,562 SH   SOLE   84,562 0 0
FISERV INC COM 337738108 26,837 282,525 SH   SOLE   282,525 0 0
FIVERR INTL LTD ORD SHS M4R82T106 12,144 482,478 SH   SOLE   482,478 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 6,418 200,000 SH   SOLE   200,000 0 0
FRESHPET INC COM 358039105 19,152 299,857 SH   SOLE   299,857 0 0
GENERAC HLDGS INC COM 368736104 19,481 209,088 SH   SOLE   209,088 0 0
GENERAC HLDGS INC COM 368736104 16,771 180,000 SH Put SOLE   180,000 0 0
GENERAL MTRS CO COM 37045V100 6,234 300,000 SH Put SOLE   300,000 0 0
GUARDANT HEALTH INC COM 40131M109 6,946 99,800 SH Put SOLE   99,800 0 0
GUARDANT HEALTH INC COM 40131M109 13,392 192,413 SH   SOLE   192,413 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 13,267 650,000 SH   SOLE   650,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 913 100,000 SH   SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 66,640 350,000 SH Put SOLE   350,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 16,372 499,146 SH   SOLE   499,146 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 9,840 300,000 SH Put SOLE   300,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,871 105,000 SH   SOLE   105,000 0 0
LIVONGO HEALTH INC COM 539183103 14,023 491,534 SH   SOLE   491,534 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 2,560 400,000 SH   SOLE   400,000 0 0
LUMENTUM HLDGS INC COM 55024U109 12,659 171,760 SH   SOLE   171,760 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 2,034 30,000 SH Call SOLE   30,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 335 2,000 SH   SOLE   2,000 0 0
NEXTERA ENERGY INC COM 65339F101 16,843 70,000 SH   SOLE   70,000 0 0
NVIDIA CORP COM 67066G104 7,604 28,847 SH   SOLE   28,847 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,115 170,000 SH Call SOLE   170,000 0 0
ORTHOPEDIATRICS CORP COM 68752L100 19,105 481,975 SH   SOLE   481,975 0 0
PAYPAL HLDGS INC COM 70450Y103 6,702 70,000 SH Call SOLE   70,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 12,611 475,000 SH   SOLE   475,000 0 0
PHREESIA INC COM 71944F106 9,792 465,635 SH   SOLE   465,635 0 0
QUANTA SVCS INC COM 74762E102 6,346 200,000 SH   SOLE   200,000 0 0
RINGCENTRAL INC CL A 76680R206 61,454 290,000 SH Put SOLE   290,000 0 0
RINGCENTRAL INC CL A 76680R206 72,084 340,161 SH   SOLE   340,161 0 0
SALESFORCE COM INC COM 79466L302 3,033 21,064 SH   SOLE   21,064 0 0
SHOPIFY INC CL A 82509L107 16,677 40,000 SH   SOLE   40,000 0 0
SHOPIFY INC CL A 82509L107 12,508 30,000 SH Put SOLE   30,000 0 0
SILK RD MED INC COM 82710M100 4,532 143,976 SH   SOLE   143,976 0 0
SIMPLY GOOD FOODS CO COM 82900L102 7,704 400,000 SH   SOLE   400,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 51,550 200,000 SH Put SOLE   200,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 637 29,793 SH   SOLE   29,793 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 15,423 1,531,600 SH   SOLE   1,531,600 0 0
TENABLE HLDGS INC COM 88025T102 1,441 65,938 SH   SOLE   65,938 0 0
TESLA INC COM 88160R101 42,968 82,000 SH   SOLE   82,000 0 0
TESLA INC COM 88160R101 39,300 75,000 SH Put SOLE   75,000 0 0
THE TRADE DESK INC COM CL A 88339J105 1,737 9,000 SH   SOLE   9,000 0 0
TRADEWEB MKTS INC CL A 892672106 32,377 770,145 SH   SOLE   770,145 0 0
TWILIO INC CL A 90138F102 15,213 170,000 SH   SOLE   170,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 23,732 850,000 SH   SOLE   850,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 33,985 136,279 SH   SOLE   136,279 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 29,734 124,958 SH   SOLE   124,958 0 0