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
ALPHABET INC COMMON STOCK 02079K107 27,905 10,470 SH   SOLE   0 0 0
CHARLES SCHWAB CORP NEW COMMON STOCK 808513105 27,563 378,406 SH   SOLE   0 0 0
SERVICENOW INC COMMON STOCK 81762P102 26,542 42,654 SH   SOLE   0 0 0
SHOPIFY INC COMMON STOCK 82509L107 26,234 19,349 SH   SOLE   0 0 0
NETFLIX COM INC COMMON STOCK 64110L106 25,887 42,414 SH   SOLE   0 0 0
FACEBOOK INC COMMON STOCK 30303M102 25,170 74,163 SH   SOLE   0 0 0
MICROSOFT CORP COMMON STOCK 594918104 25,095 89,015 SH   SOLE   0 0 0
APPLE INC COMMON STOCK 037833100 24,954 176,356 SH   SOLE   0 0 0
CHARTER COMMUNICATIONS INC COMMON STOCK 16119P108 24,745 34,011 SH   SOLE   0 0 0
PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 24,302 93,392 SH   SOLE   0 0 0
TRANSDIGM GROUP INCORPORATED COMMON STOCK 893641100 23,978 38,390 SH   SOLE   0 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 23,942 10,086 SH   SOLE   0 0 0
AMAZON.COM INC COMMON STOCK 023135106 22,831 6,950 SH   SOLE   0 0 0
AUTODESK INC COMMON STOCK 052769106 22,809 79,984 SH   SOLE   0 0 0
VISA INC COMMON STOCK 92826C839 22,785 102,287 SH   SOLE   0 0 0
WALT DISNEY CO COMMON STOCK 254687106 22,205 131,260 SH   SOLE   0 0 0
TWILIO INC COMMON STOCK 90138F102 21,957 68,820 SH   SOLE   0 0 0
MASTERCARD INCORPORATED COMMON STOCK 57636Q104 21,616 62,172 SH   SOLE   0 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 20,766 463,529 SH   SOLE   0 0 0
FIDELITY NATIONAL INFORMATION COMMON STOCK 31620M106 19,090 156,887 SH   SOLE   0 0 0
DENISON MINES CORP COMMON STOCK 248356107 11,885 8,085,032 SH   SOLE   0 0 0
NEXGEN ENERGY LTD COMMON STOCK 65340P106 9,999 2,113,891 SH   SOLE   0 0 0
FLOOR & DECOR HOLDINGS INC COMMON STOCK 339750101 7,442 61,613 SH   SOLE   0 0 0
CARGURUS INC COMMON STOCK 141788109 7,365 234,484 SH   SOLE   0 0 0
CROWDSTRIKE HOLDINGS INC COMMON STOCK 22788C105 7,296 29,685 SH   SOLE   0 0 0
NEW YORK TIMES CO-CL A COMMON STOCK 650111107 6,968 141,428 SH   SOLE   0 0 0
ELASTIC N V COMMON STOCK N14506104 6,951 46,653 SH   SOLE   0 0 0
ANAPLAN INC COMMON STOCK 03272L108 6,920 113,645 SH   SOLE   0 0 0
GUIDEWIRE SOFTWARE INC COMMON STOCK 40171V100 6,809 57,280 SH   SOLE   0 0 0
UPWORK INC COMMON STOCK 91688F104 6,740 149,683 SH   SOLE   0 0 0
FRONTDOOR INC COMMON STOCK 35905A109 6,519 155,576 SH   SOLE   0 0 0
SS&C TECHNOLOGIES HOLDINGS INC COMMON STOCK 78467J100 6,451 92,952 SH   SOLE   0 0 0
SMARTSHEET INC COMMON STOCK 83200N103 6,417 93,245 SH   SOLE   0 0 0
FARFETCH LIMITED COMMON STOCK 30744W107 6,189 165,129 SH   SOLE   0 0 0
FIVE BELOW INC COMMON STOCK 33829M101 6,181 34,956 SH   SOLE   0 0 0
REDFIN CORPORATION COMMON STOCK 75737F108 6,169 123,140 SH   SOLE   0 0 0
PAR TECHNOLOGY CORP COMMON STOCK 698884103 6,067 98,631 SH   SOLE   0 0 0
ROKU INC COMMON STOCK 77543R102 5,890 18,798 SH   SOLE   0 0 0
PROSHARES TRUST COMMON STOCK 74347B425 4,176 274,216 SH   SOLE   0 0 0
CAMECO CORP COMMON STOCK 13321L108 3,803 174,997 SH   SOLE   0 0 0
EXCHANGE TRADED CONCEPTS TRUST COMMON STOCK 301505715 3,511 45,693 SH   SOLE   0 0 0
YANDEX N V COMMON STOCK N97284108 3,012 37,791 SH   SOLE   0 0 0
SEA LIMITED COMMON STOCK 81141R100 2,879 9,034 SH   SOLE   0 0 0
HDFC BK LTD COMMON STOCK 40415F101 2,743 37,529 SH   SOLE   0 0 0
MERCADOLIBRE INC COMMON STOCK 58733R102 2,731 1,626 SH   SOLE   0 0 0
ASML HOLDING N V COMMON STOCK N07059210 2,603 3,494 SH   SOLE   0 0 0
PAGSEGURO DIGITAL LTD COMMON STOCK G68707101 2,455 47,458 SH   SOLE   0 0 0
JD.COM INC COMMON STOCK 47215P106 1,017 14,085 SH   SOLE   0 0 0
ALIBABA GROUP HOLDING LTD COMMON STOCK 01609W102 1,009 6,817 SH   SOLE   0 0 0
PINDUODUO INC COMMON STOCK 722304102 989 10,905 SH   SOLE   0 0 0
BILIBILI INC COMMON STOCK 090040106 927 14,016 SH   SOLE   0 0 0
PROSHARES TR COMMON STOCK 74348A210 862 39,871 SH   SOLE   0 0 0
PROSHARES SHORT MSCI EMERGING COMMON STOCK 74347R396 243 19,201 SH   SOLE   0 0 0