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
July 20 Calls on BABA US Equity Option 01609W102 3,667 170 SH Call SOLE   170 0 0
July 20 Calls on BABA US Equity Option 01609W102 7,010 325 SH Call SOLE   325 0 0
September 20 Calls on BABA US Equity Option 01609W102 3,063 142 SH Call SOLE   142 0 0
September 20 Calls on BABA US Equity Option 01609W102 2,394 111 SH Call SOLE   111 0 0
ONESPAWORLD HOLDINGS LTD Common Stock P73684113 385 385,422 SH   SOLE   385,422 0 0
BARRICK GOLD CORP Common Stock 067901108 6,654 252,207 SH   SOLE   252,207 0 0
DESCARTES SYSTEMS GRP/THE Common Stock 249906108 225 225,270 SH   SOLE   225,270 0 0
LOGITECH INTERNATIONAL-REG Common Stock H50430232 3,136 51,689 SH   SOLE   51,689 0 0
CONSTELLIUM SE Common Stock F21107101 3,962 511,180 SH   SOLE   511,180 0 0
July 20 Puts on GSX US Equity Option 36257Y109 4,199 700 SH Put SOLE   700 0 0
AON PLC-CLASS A Common Stock G0403H108 3,405 17,995 SH   SOLE   17,995 0 0
KORNIT DIGITAL LTD Common Stock M6372Q113 234 234,211 SH   SOLE   234,211 0 0
CLARIVATE PLC Common Stock G21810109 387 387,281 SH   SOLE   387,281 0 0
FARFETCH LTD-CLASS A Common Stock 30744W107 3,396 195,502 SH   SOLE   195,502 0 0
PAGSEGURO DIGITAL LTD-CL A Common Stock G68707101 4,135 117,378 SH   SOLE   117,378 0 0
NXP SEMICONDUCTORS NV Common Stock N6596X109 4,989 44,711 SH   SOLE   44,711 0 0
COPA HOLDINGS SA-CLASS A Common Stock P31076105 986 19,258 SH   SOLE   19,258 0 0
ANGI HOMESERVICES INC- A Common Stock 00183L102 1,500 125,942 SH   SOLE   125,942 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,418 71,691 SH   SOLE   71,691 0 0
AECOM Common Stock 00766T100 3,108 82,662 SH   SOLE   82,662 0 0
AGORA INC-ADR ADR 00851L103 1,595 34,340 SH   SOLE   34,340 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 4,840 22,494 SH   SOLE   22,494 0 0
ALTICE USA INC- A Common Stock 02156K103 1,834 81,098 SH   SOLE   81,098 0 0
AMAZON.COM INC Common Stock 023135106 5,826 2,157 SH   SOLE   2,157 0 0
ANALOG DEVICES INC Common Stock 032654105 5,544 46,591 SH   SOLE   46,591 0 0
ASHLAND GLOBAL HOLDINGS INC Common Stock 044186104 181 180,975 SH   SOLE   180,975 0 0
AVALARA INC Common Stock 05338G106 43 42,679 SH   SOLE   42,679 0 0
AZEK CO INC/THE Common Stock 05478C105 219 218,745 SH   SOLE   218,745 0 0
BOOT BARN HOLDINGS INC Common Stock 099406100 300 300,147 SH   SOLE   300,147 0 0
CHARTER COMMUNICATIONS INC-A Common Stock 16119P108 4,744 9,313 SH   SOLE   9,313 0 0
COMCAST CORP-CLASS A Common Stock 20030N101 2,925 75,087 SH   SOLE   75,087 0 0
COUPA SOFTWARE INC Common Stock 22266L106 1,289 4,698 SH   SOLE   4,698 0 0
CROWDSTRIKE HOLDINGS INC - A Common Stock 22788C105 799 8,110 SH   SOLE   8,110 0 0
DICK'S SPORTING GOODS INC Common Stock 253393102 1,028 24,809 SH   SOLE   24,809 0 0
ENVISTA HOLDINGS CORP Common Stock 29415F104 566 565,969 SH   SOLE   565,969 0 0
ETSY INC Common Stock 29786A106 80 80,093 SH   SOLE   80,093 0 0
EVERBRIDGE INC Common Stock 29978A104 111 110,967 SH   SOLE   110,967 0 0
FIDELITY NATIONAL INFO SERV Common Stock 31620M106 6,376 48,389 SH   SOLE   48,389 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 2,395 214,804 SH   SOLE   214,804 0 0
GOLAR LNG LTD US DOMESTIC 38046YAB7 1,133 1,500,000 SH   SOLE   1,500,000 0 0
INGEVITY CORP Common Stock 45688C107 258 257,656 SH   SOLE   257,656 0 0
ISHARES JP MORGAN EM CORPORA ETP 464286251 3,038 60,000 SH   SOLE   60,000 0 0
JD.COM INC-ADR ADR 47215P106 2,145 35,931 SH   SOLE   35,931 0 0
L3HARRIS TECHNOLOGIES INC Common Stock 502431109 2,333 13,426 SH   SOLE   13,426 0 0
LIBERTY BROADBAND-C Common Stock 530307305 302 2,413 SH   SOLE   2,413 0 0
LIVONGO HEALTH INC Common Stock 539183103 150 150,253 SH   SOLE   150,253 0 0
MALIBU BOATS INC - A Common Stock 56117J100 218 217,852 SH   SOLE   217,852 0 0
MASCO CORP Common Stock 574599106 2,954 60,093 SH   SOLE   60,093 0 0
MELCO RESORTS & ENTERT-ADR ADR 585464100 1,761 114,121 SH   SOLE   114,121 0 0
MERCADOLIBRE INC Common Stock 58733R102 4,738 4,822 SH   SOLE   4,822 0 0
MICRON TECHNOLOGY INC Common Stock 595112103 5,475 110,306 SH   SOLE   110,306 0 0
NEW YORK TIMES CO-A Common Stock 650111107 180 179,845 SH   SOLE   179,845 0 0
NUANCE COMMUNICATIONS INC Common Stock 67020Y100 2,437 96,188 SH   SOLE   96,188 0 0
OWENS CORNING Common Stock 690742101 1,572 28,449 SH   SOLE   28,449 0 0
PETIQ INC Common Stock 71639T106 191 191,022 SH   SOLE   191,022 0 0
PLURALSIGHT INC - A Common Stock 72941B106 690 690,231 SH   SOLE   690,231 0 0
RH Common Stock 74967X103 37 37,361 SH   SOLE   37,361 0 0
REVOLVE GROUP INC Common Stock 76156B107 341 341,061 SH   SOLE   341,061 0 0
SABRE CORP Common Stock 78573M104 3,682 461,257 SH   SOLE   461,257 0 0
FINANCIAL SELECT SECTOR SPDR ETP 81369Y605 1,342 57,988 SH   SOLE   57,988 0 0
T-MOBILE US INC Common Stock 872590104 12,407 117,501 SH   SOLE   117,501 0 0
T-MOBILE US INC - RIGHTS Right 872590112 4 19,365 SH   SOLE   19,365 0 0
TAKE-TWO INTERACTIVE SOFTWRE Common Stock 874054109 2,897 20,969 SH   SOLE   20,969 0 0
TESLA INC Common Stock 88160R101 3,159 3,130 SH   SOLE   3,130 0 0
TIFFANY & CO Common Stock 886547108 1,887 15,643 SH   SOLE   15,643 0 0
TREX COMPANY INC Common Stock 89531P105 58 58,398 SH   SOLE   58,398 0 0
VAIL RESORTS INC Common Stock 91879Q109 45 44,683 SH   SOLE   44,683 0 0
VANECK EM HIGH YIELD BOND ETP 92189F353 2,674 120,000 SH   SOLE   120,000 0 0
VERRA MOBILITY CORP Common Stock 92511U102 787 787,158 SH   SOLE   787,158 0 0
VISTRA CORP Common Stock 92840M102 3,498 186,897 SH   SOLE   186,897 0 0
XPO LOGISTICS INC Common Stock 983793100 4,594 60,682 SH   SOLE   60,682 0 0
YETI HOLDINGS INC Common Stock 98585X104 381 381,428 SH   SOLE   381,428 0 0
ASML HOLDING NV-NY REG SHS NY Reg Shrs N07059210 3,643 9,955 SH   SOLE   9,955 0 0
ARCOS DORADOS HOLDINGS INC-A Common Stock G0457F107 3,583 851,233 SH   SOLE   851,233 0 0
WILLSCOT MOBILE MINI HOLDING Common Stock 971378104 3,815 295,157 SH   SOLE   295,157 0 0