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
ADOBE INC COM 00724F101 10,426 35,384 SH   SOLE   35,384 0 0
AIR LEASE CORP CL A 00912X302 5,342 129,216 SH   SOLE   129,216 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,076 147,982 SH   SOLE   147,982 0 0
ALLERGAN PLC SHS G0177J108 20,603 123,053 SH   SOLE   123,053 0 0
ALLSTATE CORP COM 020002101 16,121 158,529 SH   SOLE   158,529 0 0
ALPHABET INC CAP STK CL A 02079K305 9,371 8,654 SH   SOLE   8,654 0 0
ALPHABET INC CAP STK CL C 02079K107 15,445 14,289 SH   SOLE   14,289 0 0
AMAZON COM INC COM 023135106 54,521 28,792 SH   SOLE   28,792 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 6,170 503,650 SH   SOLE   503,650 0 0
ANADARKO PETE CORP COM 032511107 7,849 111,236 SH   SOLE   111,236 0 0
ANAPLAN INC COM 03272L108 9,528 188,789 SH   SOLE   188,789 0 0
ANTHEM INC COM 036752103 4,280 15,165 SH   SOLE   15,165 0 0
APPLIED MATLS INC COM 038222105 7,495 166,898 SH   SOLE   166,898 0 0
ARRAY BIOPHARMA INC COM 04269X105 27,364 590,640 SH   SOLE   590,640 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 12,960 62,331 SH   SOLE   62,331 0 0
ASSURED GUARANTY LTD COM G0585R106 13,360 317,498 SH   SOLE   317,498 0 0
AVANTOR INC COM 05352A100 3,188 167,005 SH   SOLE   167,005 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 1,968 33,000 SH   SOLE   33,000 0 0
AZUL S A SPONSR ADR PFD 05501U106 35,213 1,053,029 SH   SOLE   1,053,029 0 0
BOEING CO COM 097023105 14,192 38,988 SH   SOLE   38,988 0 0
BOYD GAMING CORP COM 103304101 5,241 194,535 SH   SOLE   194,535 0 0
BROADCOM INC COM 11135F101 17,763 61,707 SH   SOLE   61,707 0 0
CANADIAN PAC RY LTD COM 13645T100 5,811 24,704 SH   SOLE   24,704 0 0
CARBON BLACK INC COM 14081R103 1,837 109,853 SH   SOLE   109,853 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,594 1,532,738 SH   SOLE   1,532,738 0 0
CELGENE CORP COM 151020104 24,979 270,217 SH   SOLE   270,217 0 0
CHEMICAL FINL CORP COM 163731102 1,973 48,000 SH   SOLE   48,000 0 0
COMCAST CORP NEW CL A 20030N101 5,866 138,743 SH   SOLE   138,743 0 0
COUPA SOFTWARE INC COM 22266L106 6,765 53,429 SH   SOLE   53,429 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,430 94,163 SH   SOLE   94,163 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,940 83,926 SH   SOLE   83,926 0 0
D R HORTON INC COM 23331A109 2,847 66,000 SH   SOLE   66,000 0 0
DANAHER CORPORATION COM 235851102 9,206 64,412 SH   SOLE   64,412 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 13,644 240,427 SH   SOLE   240,427 0 0
DISNEY WALT CO COM DISNEY 254687106 20,332 145,606 SH   SOLE   145,606 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,077 120,619 SH   SOLE   120,619 0 0
ELECTRONIC ARTS INC COM 285512109 6,076 60,000 SH   SOLE   60,000 0 0
EVERBRIDGE INC COM 29978A104 7,730 86,447 SH   SOLE   86,447 0 0
EVEREST RE GROUP LTD COM G3223R108 1,948 7,880 SH   SOLE   7,880 0 0
FACEBOOK INC CL A 30303M102 20,991 108,764 SH   SOLE   108,764 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 5,348 142,352 SH   SOLE   142,352 0 0
GENERAL MTRS CO *W EXP 07/10/201 37045V126 337 16,625 SH   SOLE   16,625 0 0
GREENSKY INC CL A 39572G100 363 29,542 SH   SOLE   29,542 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 1,115 33,903 SH   SOLE   33,903 0 0
GTT COMMUNICATIONS INC COM 362393100 447 25,387 SH   SOLE   25,387 0 0
HCA HEALTHCARE INC COM 40412C101 4,863 35,974 SH   SOLE   35,974 0 0
HOME DEPOT INC COM 437076102 738 3,550 SH   SOLE   3,550 0 0
HONEYWELL INTL INC COM 438516106 6,318 36,189 SH   SOLE   36,189 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,689 112,745 SH   SOLE   112,745 0 0
IQVIA HLDGS INC COM 46266C105 20,207 125,585 SH   SOLE   125,585 0 0
KB HOME COM 48666K109 5,516 214,383 SH   SOLE   214,383 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,668 40,843 SH   SOLE   40,843 0 0
KKR & CO INC CL A 48251W104 11,527 456,150 SH   SOLE   456,150 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 3,095 158,797 SH   SOLE   158,797 0 0
LUMENTUM HLDGS INC COM 55024U109 3,103 58,100 SH   SOLE   58,100 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,032 85,140 SH   SOLE   85,140 0 0
MASTERCARD INC CL A 57636Q104 42,641 161,196 SH   SOLE   161,196 0 0
MCDONALDS CORP COM 580135101 15,516 74,716 SH   SOLE   74,716 0 0
MICRON TECHNOLOGY INC COM 595112103 14,062 364,394 SH   SOLE   364,394 0 0
MICROSOFT CORP COM 594918104 23,339 174,221 SH   SOLE   174,221 0 0
MORGAN STANLEY COM NEW 617446448 2,177 49,697 SH   SOLE   49,697 0 0
NETFLIX INC COM 64110L106 22,216 60,482 SH   SOLE   60,482 0 0
NEW YORK TIMES CO CL A 650111107 15,858 486,145 SH   SOLE   486,145 0 0
NVIDIA CORP COM 67066G104 3,544 21,577 SH   SOLE   21,577 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,442 66,000 SH   SOLE   66,000 0 0
OKTA INC CL A 679295105 21,075 170,630 SH   SOLE   170,630 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 6,388 982,844 SH   SOLE   982,844 0 0
PINTEREST INC CL A 72352L106 4,536 166,633 SH   SOLE   166,633 0 0
PULTE GROUP INC COM 745867101 9,827 310,776 SH   SOLE   310,776 0 0
RED HAT INC COM 756577102 36,164 192,608 SH   SOLE   192,608 0 0
REVOLVE GROUP INC CL A 76156B107 2,029 58,804 SH   SOLE   58,804 0 0
RINGCENTRAL INC CL A 76680R206 4,597 40,000 SH   SOLE   40,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 18,467 152,354 SH   SOLE   152,354 0 0
SALESFORCE COM INC COM 79466L302 19,174 126,372 SH   SOLE   126,372 0 0
SERVICENOW INC COM 81762P102 16,899 61,548 SH   SOLE   61,548 0 0
SHAKE SHACK INC CL A 819047101 7,169 99,299 SH   SOLE   99,299 0 0
SHERWIN WILLIAMS CO COM 824348106 6,039 13,177 SH   SOLE   13,177 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,474 44,961 SH   SOLE   44,961 0 0
SPLUNK INC COM 848637104 8,613 68,494 SH   SOLE   68,494 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,430 9,780 SH   SOLE   9,780 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,366 236,380 SH   SOLE   236,380 0 0
TABLEAU SOFTWARE INC CL A 87336U105 17,294 104,169 SH   SOLE   104,169 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,292 211,703 SH   SOLE   211,703 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,778 112,552 SH   SOLE   112,552 0 0
TERADATA CORP DEL COM 88076W103 1,728 48,213 SH   SOLE   48,213 0 0
THE REALREAL INC COM 88339P101 434 15,000 SH   SOLE   15,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,381 52,373 SH   SOLE   52,373 0 0
TWILIO INC CL A 90138F102 19,283 141,420 SH   SOLE   141,420 0 0
TWITTER INC COM 90184L102 13,709 392,795 SH   SOLE   392,795 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,508 118,760 SH   SOLE   118,760 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,766 56,415 SH   SOLE   56,415 0 0
VISA INC COM CL A 92826C839 30,925 178,192 SH   SOLE   178,192 0 0
VULCAN MATLS CO COM 929160109 13,042 94,979 SH   SOLE   94,979 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 6,958 1,821,584 SH   SOLE   1,821,584 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 6,925 95,904 SH   SOLE   95,904 0 0
XILINX INC COM 983919101 4,570 38,753 SH   SOLE   38,753 0 0
YEXT INC COM 98585N106 3,280 163,248 SH   SOLE   163,248 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,860 147,675 SH   SOLE   147,675 0 0