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
AARONS INC COM PAR $0.50 002535300 5,665 100,000 SH   SOLE   100,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207 5,512 395,681 SH   SOLE   395,681 0 0
ACTIVISION BLIZZARD INC COM 00507V109 6,921 85,500 SH   SOLE   85,500 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 6,189 127,270 SH   SOLE   127,270 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 4,532 9,240 SH   SOLE   9,240 0 0
ADVANCED MICRO DEVICES INC COM 007903107 27,909 340,396 SH   SOLE   340,396 0 0
ALBEMARLE CORP COM 012653101 14,302 160,190 SH   SOLE   160,190 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,455 161,422 SH   SOLE   161,422 0 0
ALLSTATE CORP COM 020002101 3,743 39,756 SH   SOLE   39,756 0 0
ALPHABET INC CAP STK CL A 02079K305 11,676 7,967 SH   SOLE   7,967 0 0
ALTRIA GROUP INC COM 02209S103 3,980 103,000 SH   SOLE   103,000 0 0
AMAZON COM INC COM 023135106 50,307 15,977 SH   SOLE   15,977 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 6,555 533,398 SH   SOLE   533,398 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 14,931 1,008,160 SH   SOLE   1,008,160 0 0
AMPHENOL CORP NEW CL A 032095101 7,146 66,000 SH   SOLE   66,000 0 0
ANIKA THERAPEUTICS INC COM 035255108 2,162 61,090 SH   SOLE   61,090 0 0
APPLE INC COM 037833100 39,042 337,117 SH   SOLE   337,117 0 0
APPLIED MATLS INC COM 038222105 8,167 137,379 SH   SOLE   137,379 0 0
APTIV PLC SHS G6095L109 10,161 110,826 SH   SOLE   110,826 0 0
ARCH CAP GROUP LTD ORD G0450A105 9,814 335,529 SH   SOLE   335,529 0 0
AT&T INC COM 00206R102 11,187 392,380 SH   SOLE   392,380 0 0
AZEK CO INC CL A 05478C105 17,903 514,309 SH   SOLE   514,309 0 0
AZUL S A SPONSR ADR PFD 05501U106 923 70,135 SH   SOLE   70,135 0 0
BARRICK GOLD CORP COM 067901108 2,686 95,560 SH   SOLE   95,560 0 0
BEST BUY INC COM 086516101 23,921 214,940 SH   SOLE   214,940 0 0
BRINKER INTL INC COM 109641100 3,430 80,290 SH   SOLE   80,290 0 0
BROADCOM INC COM 11135F101 14,668 40,262 SH   SOLE   40,262 0 0
CAREDX INC COM 14167L103 8,075 212,823 SH   SOLE   212,823 0 0
CARVANA CO CL A 146869102 5,019 22,500 SH   SOLE   22,500 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 15,648 12,582 SH   SOLE   12,582 0 0
CINEMARK HLDGS INC COM 17243V102 1,945 194,500 SH   SOLE   194,500 0 0
COLFAX CORP COM 194014106 1,568 50,000 SH   SOLE   50,000 0 0
COMCAST CORP NEW CL A 20030N101 4,781 103,358 SH   SOLE   103,358 0 0
CORNING INC COM 219350105 9,269 285,991 SH   SOLE   285,991 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,721 30,200 SH   SOLE   30,200 0 0
COUPA SOFTWARE INC COM 22266L106 4,083 14,889 SH   SOLE   14,889 0 0
CREDIT ACCEP CORP MICH COM 225310101 838 2,475 SH   SOLE   2,475 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 11,908 86,717 SH   SOLE   86,717 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,712 64,338 SH   SOLE   64,338 0 0
DATADOG INC CL A COM 23804L103 15,333 150,086 SH   SOLE   150,086 0 0
DEERE & CO COM 244199105 5,430 24,500 SH   SOLE   24,500 0 0
DENALI THERAPEUTICS INC COM 24823R105 1,078 30,100 SH   SOLE   30,100 0 0
DEXCOM INC COM 252131107 19,760 47,934 SH   SOLE   47,934 0 0
DOCUSIGN INC COM 256163106 16,635 77,287 SH   SOLE   77,287 0 0
DYNATRACE INC COM NEW 268150109 2,769 67,500 SH   SOLE   67,500 0 0
EASTMAN KODAK CO COM NEW 277461406 617 70,000 SH   SOLE   70,000 0 0
EVEREST RE GROUP LTD COM G3223R108 27,824 140,854 SH   SOLE   140,854 0 0
EXXON MOBIL CORP COM 30231G102 22,021 641,440 SH   SOLE   641,440 0 0
FACEBOOK INC CL A 30303M102 54,789 209,200 SH   SOLE   209,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,037 74,977 SH   SOLE   74,977 0 0
FOOT LOCKER INC COM 344849104 9,019 273,057 SH   SOLE   273,057 0 0
FREEPORT-MCMORAN INC CL B 35671D857 21,302 1,362,030 SH   SOLE   1,362,030 0 0
GAP INC COM 364760108 3,712 217,950 SH   SOLE   217,950 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 8,817 239,206 SH   SOLE   239,206 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 9,522 111,600 SH   SOLE   111,600 0 0
HOME DEPOT INC COM 437076102 17,770 63,986 SH   SOLE   63,986 0 0
IAA INC COM 449253103 5,077 97,500 SH   SOLE   97,500 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 5,435 760,087 SH   SOLE   760,087 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 8,089 11,400 SH   SOLE   11,400 0 0
JD.COM INC SPON ADR CL A 47215P106 44,035 567,394 SH   SOLE   567,394 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 8,889 89,991 SH   SOLE   89,991 0 0
KINROSS GOLD CORP COM 496902404 4,123 467,500 SH   SOLE   467,500 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 17,730 363,850 SH   SOLE   363,850 0 0
KOHLS CORP COM 500255104 3,234 174,540 SH   SOLE   174,540 0 0
LIVONGO HEALTH INC COM 539183103 11,317 80,810 SH   SOLE   80,810 0 0
LOWES COS INC COM 548661107 20,916 126,105 SH   SOLE   126,105 0 0
LUMENTUM HLDGS INC COM 55024U109 3,155 42,000 SH   SOLE   42,000 0 0
MACYS INC COM 55616P104 1,704 298,980 SH   SOLE   298,980 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,405 18,940 SH   SOLE   18,940 0 0
MATCH GROUP INC NEW COM 57667L107 1,819 16,440 SH   SOLE   16,440 0 0
MERCADOLIBRE INC COM 58733R102 2,511 2,320 SH   SOLE   2,320 0 0
MICROSOFT CORP COM 594918104 40,864 194,285 SH   SOLE   194,285 0 0
MICROSOFT CORP COM 594918104 1,577 7,500 SH Call SOLE   7,500 0 0
NAUTILUS INC COM 63910B102 4,376 255,000 SH   SOLE   255,000 0 0
NETFLIX INC COM 64110L106 22,742 45,482 SH   SOLE   45,482 0 0
NEWMONT CORP COM 651639106 18,828 296,735 SH   SOLE   296,735 0 0
NIKE INC CL B 654106103 18,422 146,744 SH   SOLE   146,744 0 0
NIO INC SPON ADS 62914V106 2,228 105,000 SH   SOLE   105,000 0 0
NORDSTROM INC COM 655664100 2,588 217,140 SH   SOLE   217,140 0 0
NORTONLIFELOCK INC COM 668771108 15,151 727,030 SH   SOLE   727,030 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 7,330 428,410 SH   SOLE   428,410 0 0
NVIDIA CORPORATION COM 67066G104 25,411 46,951 SH   SOLE   46,951 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,938 87,639 SH   SOLE   87,639 0 0
OAK STR HEALTH INC COM 67181A107 4,729 88,500 SH   SOLE   88,500 0 0
OKTA INC CL A 679295105 5,207 24,347 SH   SOLE   24,347 0 0
PACIRA BIOSCIENCES COM 695127100 3,422 56,924 SH   SOLE   56,924 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 713 75,000 SH   SOLE   75,000 0 0
PAYPAL HLDGS INC COM 70450Y103 22,395 113,661 SH   SOLE   113,661 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 15,084 152,000 SH   SOLE   152,000 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 908 40,000 SH   SOLE   40,000 0 0
PFIZER INC COM 717081103 11,207 305,360 SH   SOLE   305,360 0 0
PG&E CORP COM 69331C108 7,385 786,500 SH   SOLE   786,500 0 0
PHILIP MORRIS INTL INC COM 718172109 11,623 155,000 SH   SOLE   155,000 0 0
PINTEREST INC CL A 72352L106 24,759 596,458 SH   SOLE   596,458 0 0
PROFOUND MED CORP COM NEW 74319B502 2,083 118,089 SH   SOLE   118,089 0 0
REGENCY CTRS CORP COM 758849103 2,272 59,761 SH   SOLE   59,761 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 8,153 48,034 SH   SOLE   48,034 0 0
RINGCENTRAL INC CL A 76680R206 17,102 62,277 SH   SOLE   62,277 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 4,000 61,800 SH   SOLE   61,800 0 0
SALESFORCE COM INC COM 79466L302 26,414 105,103 SH   SOLE   105,103 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 3,919 450,999 SH   SOLE   450,999 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,806 21,371 SH   SOLE   21,371 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 7,232 167,650 SH   SOLE   167,650 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 542 40,270 SH   SOLE   40,270 0 0
SERVICENOW INC COM 81762P102 19,012 39,200 SH   SOLE   39,200 0 0
SHERWIN WILLIAMS CO COM 824348106 18,533 26,600 SH   SOLE   26,600 0 0
SHOPIFY INC CL A 82509L107 8,868 8,669 SH   SOLE   8,669 0 0
SIMON PPTY GROUP INC NEW COM 828806109 12,545 193,952 SH   SOLE   193,952 0 0
SNAP INC CL A 83304A106 19,565 749,339 SH   SOLE   749,339 0 0
SOCIAL CAP HDOSPHIA HLDG CO SHS CL A G8250T109 1,139 60,000 SH   SOLE   60,000 0 0
SOUTHWEST AIRLS CO COM 844741108 14,877 396,730 SH   SOLE   396,730 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 1,476 27,400 SH   SOLE   27,400 0 0
SPLUNK INC COM 848637104 3,850 20,464 SH   SOLE   20,464 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,577 6,500 SH   SOLE   6,500 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 17,050 555,548 SH   SOLE   555,548 0 0
SUNRUN INC COM 86771W105 6,166 80,000 SH   SOLE   80,000 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 5,256 662,000 SH   SOLE   662,000 0 0
T-MOBILE US INC COM 872590104 9,455 82,677 SH   SOLE   82,677 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,671 143,962 SH   SOLE   143,962 0 0
TARGET CORP COM 87612E106 7,241 46,000 SH   SOLE   46,000 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 14,877 379,993 SH   SOLE   379,993 0 0
TELADOC HEALTH INC COM 87918A105 32,137 146,585 SH   SOLE   146,585 0 0
THOR INDS INC COM 885160101 1,369 14,376 SH   SOLE   14,376 0 0
TJX COS INC NEW COM 872540109 15,852 284,854 SH   SOLE   284,854 0 0
TWILIO INC CL A 90138F102 20,588 83,322 SH   SOLE   83,322 0 0
TWITTER INC COM 90184L102 14,103 316,924 SH   SOLE   316,924 0 0
UNITED PARCEL SERVICE INC CL B 911312106 12,664 76,000 SH   SOLE   76,000 0 0
UNITY SOFTWARE INC COM 91332U101 2,182 25,000 SH   SOLE   25,000 0 0
VISA INC COM CL A 92826C839 9,765 48,830 SH   SOLE   48,830 0 0
VROOM INC COM 92918V109 241 4,655 SH   SOLE   4,655 0 0