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
AGORA INC ADS 00851L103 7,677 178,609 SH   DFND 1 178,609 0 0
ALTERYX INC COM CL A 02156B103 9,368 82,500 SH   DFND 1 82,500 0 0
APPIAN CORP CL A 03782L101 5,860 90,500 SH   DFND 1 90,500 0 0
ARVINAS INC COM 04335A105 2,023 85,700 SH   DFND 1 85,700 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 11,219 72,700 SH   DFND 1 72,700 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 4,032 48,400 SH   DFND 1 48,400 0 0
BILL COM HLDGS INC COM 090043100 5,657 56,400 SH   DFND 1 56,400 0 0
BROOKDALE SR LIVING INC COM 112463104 4,159 1,637,240 SH   DFND 1 1,637,240 0 0
CARDLYTICS INC COM 14161W105 12,667 179,500 SH   DFND 1 179,500 0 0
CARGURUS INC COM CL A 141788109 2,985 138,000 SH   DFND 1 138,000 0 0
CARVANA CO CL A 146869102 9,882 44,300 SH   DFND 1 44,300 0 0
CHEMOCENTRYX INC COM 16383L106 3,639 66,400 SH   DFND 1 66,400 0 0
CHEWY INC CL A 16679L109 12,814 233,700 SH   DFND 1 233,700 0 0
CM LIFE SCIENCES INC UNIT 09/01/2025 18978W208 10,470 1,000,000 SH   DFND 1 1,000,000 0 0
COTY INC COM CL A 222070203 1,793 664,000 SH   DFND 1 664,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,719 19,800 SH   DFND 1 19,800 0 0
DATADOG INC CL A COM 23804L103 11,013 107,800 SH   DFND 1 107,800 0 0
DOCUSIGN INC COM 256163106 6,199 28,800 SH   DFND 1 28,800 0 0
DRAFTKINGS INC COM CL A 26142R104 5,960 101,300 SH   DFND 1 101,300 0 0
DRAGONEER GROWTH OPPORTUN CO UNIT 08/18/2027 G28302126 1,005 82,000 SH   DFND 1 82,000 0 0
FASTLY INC CL A 31188V100 15,064 160,800 SH   DFND 1 160,800 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 15,619 65,600 SH   DFND 1 65,600 0 0
FLYING EAGLE ACQUISITION COR COM 34407Y103 4,560 375,000 SH   DFND 1 375,000 0 0
GDS HLDGS LTS SPONSORED ADS 36165L108 8,314 101,600 SH   DFND 1 101,600 0 0
HEALTH SCIENCES ACQ CORP 2 ORD SHS G4411D109 510 46,346 SH   DFND 1 46,346 0 0
HILTON GRAND VACATIONS INC COM 43283X105 7,104 338,600 SH   DFND 1 338,600 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 1,549 182,000 SH   DFND 1 182,000 0 0
MATCH GROUP INC NEW COM 57667L107 4,857 43,894 SH   DFND 1 43,894 0 0
MGIC INVT CORP WIS COM 552848103 4,266 481,500 SH   DFND 1 481,500 0 0
MONGODB INC CL A 60937P106 2,292 9,900 SH   DFND 1 9,900 0 0
NMI HLDGS INC CL A 629209305 14,707 826,240 SH   DFND 1 826,240 0 0
NOVAVAX INC COM NEW 670002401 3,262 30,104 SH   DFND 1 30,104 0 0
PG&E CORP COM 69331C108 7,474 796,000 SH   DFND 1 796,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,499 263,000 SH   DFND 1 263,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 2,042 90,000 SH   DFND 1 90,000 0 0
PLANET FITNESS INC CL A 72703H101 9,970 161,800 SH   DFND 1 161,800 0 0
REVLON INC CL A NEW 761525609 718 113,541 SH   DFND 1 113,541 0 0
RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 654 50,329 SH   DFND 1 50,329 0 0
SEA LTD SPONSORED ADS 81141R100 10,351 67,200 SH   DFND 1 67,200 0 0
SHOPIFY INC CL A 82509L107 4,194 4,100 SH   DFND 1 4,100 0 0
SMARTSHEET INC COM CL A 83200N103 5,486 111,000 SH   DFND 1 111,000 0 0
TRANSDIGM GROUP INC COM 893641100 5,464 11,500 SH   DFND 1 11,500 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 7,767 252,500 SH   DFND 1 252,500 0 0
WYNN RESORTS LTD COM 983134107 3,461 48,200 SH   DFND 1 48,200 0 0
YETI HLDGS INC COM 98585X104 3,907 86,200 SH   DFND 1 86,200 0 0
ZOGENIX INC COM NEW 98978L204 3,129 174,500 SH   DFND 1 174,500 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,359 11,400 SH   DFND 1 11,400 0 0