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
ONESPAWORLD HOLDINGS LTD Common Stock P73684113 4,663 717,340 SH   SOLE   717,340 0 0
BARRICK GOLD CORP Common Stock 067901108 3,892 138,452 SH   SOLE   138,452 0 0
DESCARTES SYSTEMS GRP/THE Common Stock 249906108 5,275 92,606 SH   SOLE   92,606 0 0
LOGITECH INTERNATIONAL-REG Common Stock H50430232 5,818 81,171 SH   SOLE   81,171 0 0
CONSTELLIUM SE Common Stock F21107101 4,438 565,311 SH   SOLE   565,311 0 0
AON PLC-CLASS A Common Stock G0403H108 3,172 15,378 SH   SOLE   15,378 0 0
KORNIT DIGITAL LTD Common Stock M6372Q113 16,166 249,211 SH   SOLE   249,211 0 0
CLARIVATE PLC Common Stock G21810109 12,502 403,433 SH   SOLE   403,433 0 0
FARFETCH LTD-CLASS A Common Stock 30744W107 3,661 145,493 SH   SOLE   145,493 0 0
PAGSEGURO DIGITAL LTD-CL A Common Stock G68707101 1,976 52,388 SH   SOLE   52,388 0 0
SPOTIFY TECHNOLOGY SA Common Stock L8681T102 2,157 8,892 SH   SOLE   8,892 0 0
ACTIVISION BLIZZARD INC Common Stock 00507V109 5,801 71,659 SH   SOLE   71,659 0 0
AECOM Common Stock 00766T100 3,600 86,041 SH   SOLE   86,041 0 0
ADVANCED MICRO DEVICES Common Stock 007903107 2,040 24,882 SH   SOLE   24,882 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 13,400 45,581 SH   SOLE   45,581 0 0
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 9,231 31,400 SH Call SOLE   31,400 0 0
ALTICE USA INC- A Common Stock 02156K103 5,787 222,577 SH   SOLE   222,577 0 0
AMAZON.COM INC Common Stock 023135106 2,538 806 SH   SOLE   806 0 0
ASHLAND GLOBAL HOLDINGS INC Common Stock 044186104 12,624 178,005 SH   SOLE   178,005 0 0
AZEK CO INC/THE Common Stock 05478C105 10,859 311,947 SH   SOLE   311,947 0 0
BOOT BARN HOLDINGS INC Common Stock 099406100 8,437 299,840 SH   SOLE   299,840 0 0
CHARTER COMMUNICATIONS INC-A Common Stock 16119P108 6,142 9,837 SH   SOLE   9,837 0 0
CHEGG INC Common Stock 163092109 2,336 32,705 SH   SOLE   32,705 0 0
CHINDATA GROUP HOLDINGS-ADR ADR 16955F107 1,086 70,000 SH   SOLE   70,000 0 0
COMCAST CORP-CLASS A Common Stock 20030N101 3,416 73,834 SH   SOLE   73,834 0 0
CROWDSTRIKE HOLDINGS INC - A Common Stock 22788C105 1,550 11,289 SH   SOLE   11,289 0 0
ENVISTA HOLDINGS CORP Common Stock 29415F104 8,779 355,729 SH   SOLE   355,729 0 0
ETSY INC Common Stock 29786A106 14,791 121,607 SH   SOLE   121,607 0 0
EVERBRIDGE INC Common Stock 29978A104 16,931 134,662 SH   SOLE   134,662 0 0
FIDELITY NATIONAL INFO SERV Common Stock 31620M106 6,079 41,293 SH   SOLE   41,293 0 0
FIRST SOLAR INC Common Stock 336433107 1,857 28,051 SH   SOLE   28,051 0 0
FISERV INC Common Stock 337738108 4,916 47,702 SH   SOLE   47,702 0 0
FREEPORT-MCMORAN INC Common Stock 35671D857 2,362 151,022 SH   SOLE   151,022 0 0
GOGO INC Common Stock 38046C109 1,661 179,770 SH   SOLE   179,770 0 0
INGEVITY CORP Common Stock 45688C107 11,699 236,628 SH   SOLE   236,628 0 0
ISHARES JP MORGAN EM CORPORA ETP 464286251 3,103 60,000 SH   SOLE   60,000 0 0
JD.COM INC-ADR ADR 47215P106 4,226 54,452 SH   SOLE   54,452 0 0
LINDBLAD EXPEDITIONS HOLDING Common Stock 535219109 3,161 371,436 SH   SOLE   371,436 0 0
MALIBU BOATS INC - A Common Stock 56117J100 10,643 214,740 SH   SOLE   214,740 0 0
MELCO RESORTS & ENTERT-ADR ADR 585464100 3,161 189,844 SH   SOLE   189,844 0 0
MERCADOLIBRE INC Common Stock 58733R102 2,208 2,040 SH   SOLE   2,040 0 0
MICRON TECHNOLOGY INC Common Stock 595112103 2,861 60,925 SH   SOLE   60,925 0 0
NEW YORK TIMES CO-A Common Stock 650111107 5,919 138,317 SH   SOLE   138,317 0 0
NUANCE COMMUNICATIONS INC Common Stock 67020Y100 5,360 161,491 SH   SOLE   161,491 0 0
OWENS CORNING Common Stock 690742101 4,458 64,787 SH   SOLE   64,787 0 0
PALO ALTO NETWORKS INC Common Stock 697435105 2,124 8,680 SH   SOLE   8,680 0 0
PETIQ INC Common Stock 71639T106 4,051 123,041 SH   SOLE   123,041 0 0
PLURALSIGHT INC - A Common Stock 72941B106 7,266 424,153 SH   SOLE   424,153 0 0
QUALCOMM INC Common Stock 747525103 2,915 24,770 SH   SOLE   24,770 0 0
RH Common Stock 74967X103 12,499 32,668 SH   SOLE   32,668 0 0
REVOLVE GROUP INC Common Stock 76156B107 7,888 480,073 SH   SOLE   480,073 0 0
ROKU INC Common Stock 77543R102 2,107 11,161 SH   SOLE   11,161 0 0
SEA LTD-ADR ADR 81141R100 3,768 24,464 SH   SOLE   24,464 0 0
FINANCIAL SELECT SECTOR SPDR ETP 81369Y605 1,569 65,205 SH   SOLE   65,205 0 0
SNOWFLAKE INC-CLASS A Common Stock 833445109 1,255 5,000 SH   SOLE   5,000 0 0
SPROUT SOCIAL INC - CLASS A Common Stock 85209W109 9,715 252,342 SH   SOLE   252,342 0 0
SQUARE INC - A Common Stock 852234103 2,031 12,496 SH   SOLE   12,496 0 0
T-MOBILE US INC Common Stock 872590104 11,957 104,557 SH   SOLE   104,557 0 0
TAKE-TWO INTERACTIVE SOFTWRE Common Stock 874054109 5,221 31,598 SH   SOLE   31,598 0 0
TESLA INC Common Stock 88160R101 2,509 5,848 SH   SOLE   5,848 0 0
TIFFANY & CO Common Stock 886547108 4,106 35,439 SH   SOLE   35,439 0 0
21VIANET GROUP INC-ADR ADR 90138A103 1,964 84,801 SH   SOLE   84,801 0 0
VAIL RESORTS INC Common Stock 91879Q109 8,246 38,536 SH   SOLE   38,536 0 0
VANECK EM HIGH YIELD BOND ETP 92189F353 1,706 75,000 SH   SOLE   75,000 0 0
VERRA MOBILITY CORP Common Stock 92511U102 5,425 561,623 SH   SOLE   561,623 0 0
VISTRA CORP Common Stock 92840M102 5,995 317,890 SH   SOLE   317,890 0 0
VITAL FARMS INC Common Stock 92847W103 7,862 193,981 SH   SOLE   193,981 0 0
WALMART INC Common Stock 931142103 2,561 18,302 SH   SOLE   18,302 0 0
WILLSCOT MOBILE MINI HOLDING Common Stock 971378104 5,950 356,722 SH   SOLE   356,722 0 0
XPO LOGISTICS INC Common Stock 983793100 7,313 86,376 SH   SOLE   86,376 0 0
YETI HOLDINGS INC Common Stock 98585X104 8,145 179,711 SH   SOLE   179,711 0 0
ZILLOW GROUP INC - C Common Stock 98954M200 2,936 28,904 SH   SOLE   28,904 0 0