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
BAIDU INC-ADR SPONSORED ADR 056752108 2,173 10,053 SH   SOLE   2,173 0 0
FUTU HLDGS LTD-SPONSORED ADR SPONSORED ADR 36118L106 4,643 101,500 SH   SOLE   4,643 0 0
NANO DIMENSION LTD-SPONSORED AD SPONSORED ADR 63008G104 910 100,107 SH   SOLE   910 0 0
ALIBABA GROUP HLDG LTD-SPONSORE SPONSORED ADR 01609W102 407 1,753 SH   SOLE   407 0 0
SEA LTD-ADR SPONSORED ADR 81141R100 338 1,700 SH   SOLE   338 0 0
ACTIVISION BLIZZARD INC COM 00507V109 529 5,700 SH   SOLE   529 0 0
ALPHABET INC-CL C COM 02079K107 271 155 SH   SOLE   271 0 0
AMAZON.COM INC COM 023135106 540 166 SH   SOLE   540 0 0
APPLE INC COM 037833100 6,709 50,564 SH   SOLE   6,709 0 0
BLACKLINE INC COM 09239B109 1,069 8,021 SH   SOLE   1,069 0 0
COSTCO WHOLESALE CORP COM 22160K105 2,015 5,350 SH   SOLE   2,015 0 0
COUPA SOFTWARE INC COM 22266L106 3,389 10,000 SH   SOLE   3,389 0 0
CREE INC COM 225447101 2,184 20,630 SH   SOLE   2,184 0 0
DATADOG INC-CL A COM 23804L103 984 10,000 SH   SOLE   984 0 0
DOCUSIGN INC COM 256163106 666 3,000 SH   SOLE   666 0 0
DRAFTKINGS INC-CL A COM 26142R104 1,885 40,500 SH   SOLE   1,885 0 0
IDEXX LABORATORIES INC COM 45168D104 1,006 2,014 SH   SOLE   1,006 0 0
ILLUMINA INC COM 452327109 3,774 10,200 SH   SOLE   3,774 0 0
MAGNITE INC COM 78112V102 767 25,000 SH   SOLE   767 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,226 2,150 SH   SOLE   1,226 0 0
MERCADOLIBRE INC COM 58733R102 840 502 SH   SOLE   840 0 0
MICROSOFT CORP COM 594918104 596 2,680 SH   SOLE   596 0 0
NORTHERN TRUST CORP COM 665859104 931 10,000 SH   SOLE   931 0 0
NVIDIA CORP COM 67066G104 8,211 15,725 SH   SOLE   8,211 0 0
NXP SEMICONDUCTOR NV COM 00C6PD6Y9 3,227 20,300 SH   SOLE   3,227 0 0
PAYPAL HLDGS INC COM 70450Y103 2,821 12,049 SH   SOLE   2,821 0 0
PENN NATIONAL GAMING INC COM 707569109 1,954 22,630 SH   SOLE   1,954 0 0
POOL CORP COM 73278L105 1,862 5,000 SH   SOLE   1,862 0 0
SCHRODINGER INC COM 80810D103 1,163 14,700 SH   SOLE   1,163 0 0
TESLA INC COM 88160R101 1,242 1,761 SH   SOLE   1,242 0 0
TRANSCAT INC COM 893529107 520 15,000 SH   SOLE   520 0 0
TRUPANION INC COM 898202106 598 5,000 SH   SOLE   598 0 0
VELODYNE LIDAR INC COM 92259F101 912 40,000 SH   SOLE   912 0 0
ZSCALER INC COM 98980G102 1,013 5,074 SH   SOLE   1,013 0 0
ABBOTT LABORATORIES COM 002824100 2,222 20,300 SH   SOLE   2,222 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 1,585 21,400 SH   SOLE   1,585 0 0
APTIV PLC COM 071313689 3,296 25,300 SH   SOLE   3,296 0 0
AZEK CO INC COM 05478C105 4,079 106,100 SH   SOLE   4,079 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 1,061 25,000 SH   SOLE   1,061 0 0
BLACKSTONE GROUP INC COM 09253U108 1,620 25,000 SH   SOLE   1,620 0 0
BROADRIDGE FINANCIAL SOLUTIONS IN COM 11133T103 2,298 15,000 SH   SOLE   2,298 0 0
CARRIER GLOBAL CORP COM 14448C104 1,003 26,604 SH   SOLE   1,003 0 0
CHEWY INC-CL A COM 16679L109 475 5,291 SH   SOLE   475 0 0
DMY TECHNOLOGY GROUP INC II-CL A COM 233253103 879 50,000 SH   SOLE   879 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 1,116 11,500 SH   SOLE   1,116 0 0
FASTLY INC-CL A COM 31188V100 480 5,500 SH   SOLE   480 0 0
FIVERR INTL LTD COM M4R82T106 2,443 12,525 SH   SOLE   2,443 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 327 120 SH   SOLE   327 0 0
GARTNER INC COM 366651107 1,201 7,500 SH   SOLE   1,201 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 2,421 21,000 SH   SOLE   2,421 0 0
KKR & CO INC COM 48251W104 2,064 51,000 SH   SOLE   2,064 0 0
LABORATORY CORP OF AMERICA HLDG COM 50540R409 1,017 5,000 SH   SOLE   1,017 0 0
LEMONADE INC COM 52567D107 655 5,355 SH   SOLE   655 0 0
LIVERAMP HLDGS INC COM 53815P108 894 12,225 SH   SOLE   894 0 0
MAGNA INTL INC COM 559222401 708 10,000 SH   SOLE   708 0 0
MASTERCARD INC-A COM 57636Q104 273 766 SH   SOLE   273 0 0
MEDIAALPHA INC-CL A COM 58450V104 1,176 30,100 SH   SOLE   1,176 0 0
MOODY'S CORP COM 615369105 2,031 7,000 SH   SOLE   2,031 0 0
MSCI INC COM 55354G100 2,723 6,100 SH   SOLE   2,723 0 0
NEXTERA ENERGY INC COM 65339F101 1,681 21,800 SH   SOLE   1,681 0 0
OTIS WORLDWIDE CORP COM 68902V107 3,681 54,500 SH   SOLE   3,681 0 0
S&P GLOBAL INC COM 78409V104 1,446 4,400 SH   SOLE   1,446 0 0
SQUARE INC-A COM 852234103 1,473 6,770 SH   SOLE   1,473 0 0
STATE STREET CORP COM 857477103 4,403 60,500 SH   SOLE   4,403 0 0
TRANE TECHNOLOGIES PLC COM G47791101 877 6,046 SH   SOLE   877 0 0
UNITED PARCEL SERVICE INC-CL B COM 911312106 1,717 10,200 SH   SOLE   1,717 0 0
UNITY SOFTWARE INC COM 91332U101 1,672 10,900 SH   SOLE   1,672 0 0
WALT DISNEY CO COM 254687106 2,898 15,999 SH   SOLE   2,898 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 849 3,000 SH   SOLE   849 0 0
YELP INC COM 985817105 2,548 78,000 SH   SOLE   2,548 0 0
YETI HLDGS INC COM 98585X104 1,369 20,000 SH   SOLE   1,369 0 0
ZOETIS INC-CL A COM 98978V103 993 6,000 SH   SOLE   993 0 0