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
CARDLYTICS INC COM 14161W105 4,275 454,769 SH   SOLE   454,769 0 0
CARVANA CO CL A 146869102 14,784 728,300 SH   SOLE   728,300 0 0
DOCEBO INC COM 25609L105 11,215 415,800 SH   SOLE   415,800 0 0
FARFETCH LTD ORD SH CL A 30744W107 9,861 1,323,600 SH   SOLE   1,323,600 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 20,928 3,156,500 SH   SOLE   3,156,500 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 10,418 3,349,800 SH   SOLE   3,349,800 0 0
PAN AMERN SILVER CORP COM 697900108 11,624 732,000 SH   SOLE   732,000 0 0
SELECT ENERGY SVCS INC CL A COM 81617J301 19,558 2,806,000 SH   SOLE   2,806,000 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102 28,624 814,800 SH   SOLE   814,800 0 0
NAVIOS MARITIME PARTNERS L P COM UNIT LPI Y62267409 7,737 315,520 SH   SOLE   315,520 0 0