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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,710 15,942 SH   SOLE   15,942 0 0
JD.COM INC SPON ADR CL A 47215P106 3,757 42,737 SH   SOLE   42,737 0 0
PINDUODUO INC SPONSORED ADS 722304102 2,487 14,000 SH   SOLE   14,000 0 0
SEA LTD SPONSORD ADS 81141R100 5,772 29,000 SH   SOLE   29,000 0 0
AIRBNB INC COM CL A 009066101 881 6,000 SH   SOLE   6,000 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 613 47,118 SH   SOLE   47,118 0 0
ANTERO MIDSTREAM CORP COM 03676B102 875 113,500 SH   SOLE   113,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,284 14,000 SH   SOLE   14,000 0 0
AMAZON COM INC COM 023135106 7,084 2,175 SH   SOLE   2,175 0 0
ANTERO RESOURCES CORP COM 03674X106 1,071 196,500 SH   SOLE   196,500 0 0
BIO RAD LABS INC CL A 090572207 583 1,000 SH   SOLE   1,000 0 0
CROWN HLDGS INC COM 228368106 1,002 10,000 SH   SOLE   10,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,323 2,000 SH   SOLE   2,000 0 0
COMCAST CORP NEW CL A 20030N101 2,096 40,000 SH   SOLE   40,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,606 16,244 SH   SOLE   16,244 0 0
CABOT OIL & GAS CORP COM 127097103 630 38,700 SH   SOLE   38,700 0 0
DUPONT DE NEMOURS INC COM 26614N102 999 14,048 SH   SOLE   14,048 0 0
DRAGONEER GROWTH OPPORTUN CO UNIT 08/18/2027 G28302126 1,751 125,159 SH   SOLE   125,159 0 0
DRAGONEER GROWTH OPPTY CORP SHS CL A G28314105 1,142 99,977 SH   SOLE   99,977 0 0
DANAHER CORPORATION COM 235851102 2,555 11,500 SH   SOLE   11,500 0 0
DRAFTKINGS INC COM CL A 26142R104 1,397 30,000 SH   SOLE   30,000 0 0
DOLLAR TREE INC COM 256746108 544 5,034 SH   SOLE   5,034 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,985 117,826 SH   SOLE   117,826 0 0
EQT CORP COM 26884L109 636 50,000 SH   SOLE   50,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,102 7,500 SH   SOLE   7,500 0 0
GENERAL ELECTRIC CO COM 369604103 2,160 200,000 SH   SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305 1,737 991 SH   SOLE   991 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 527 2,000 SH   SOLE   2,000 0 0
INGERSOLL RAND INC COM 45687V106 1,367 30,000 SH   SOLE   30,000 0 0
JAMF HLDG CORP COM 47074L105 748 25,000 SH   SOLE   25,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 1,584 10,000 SH   SOLE   10,000 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 4,374 100,538 SH   SOLE   100,538 0 0
MICROSOFT CORP COM 594918104 4,626 20,800 SH   SOLE   20,800 0 0
NORFOLK SOUTHN CORP COM 655844108 10,002 42,093 SH   SOLE   42,093 0 0
PAYPAL HLDGS INC COM 70450Y103 4,450 19,000 SH   SOLE   19,000 0 0
ROOT INC COM CL A 77664L108 314 20,000 SH   SOLE   20,000 0 0
RANGE RES CORP COM 75281A109 573 85,500 SH   SOLE   85,500 0 0
SHOPIFY INC CL A 82509L107 2,038 1,800 SH   SOLE   1,800 0 0
SCHLUMBERGER LTD COM 806857108 422 19,310 SH   SOLE   19,310 0 0
TRANSDIGM GROUP INC COM 893641100 3,094 5,000 SH   SOLE   5,000 0 0
TJX COS INC NEW COM 872540109 2,049 30,000 SH   SOLE   30,000 0 0
UNION PAC CORP COM 907818108 6,168 29,623 SH   SOLE   29,623 0 0
UNITED RENTALS INC COM 911363109 2,690 11,600 SH   SOLE   11,600 0 0
VULCAN MATLS CO COM 929160109 1,038 7,000 SH   SOLE   7,000 0 0
WERNER ENTERPRISES INC COM 950755108 1,831 46,674 SH   SOLE   46,674 0 0
ZSCALER INC COM 98980G102 499 2,500 SH   SOLE   2,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,600 31,026 SH   SOLE   31,026 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 20,344 690,100 SH   SOLE   690,100 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 1,071 12,500 SH Call SOLE   12,500 0 0
CATERPILLAR INC COM 149123101 54,606 300,000 SH Call SOLE   300,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,969 6,000 SH Call SOLE   6,000 0 0
LOCKHEED MARTIN CORP COM 539830109 21,334 60,100 SH Call SOLE   60,100 0 0
MICROSTRATEGY INC CL A NEW 594972408 777 2,000 SH Call SOLE   2,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 15,044 200,000 SH Call SOLE   200,000 0 0
SUNRUN INC COM 86771W105 2,775 40,000 SH Call SOLE   40,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 3,127 80,000 SH Call SOLE   80,000 0 0
VULCAN MATLS CO COM 929160109 17,797 120,000 SH Call SOLE   120,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 6,226 120,500 SH Put SOLE   120,500 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 6,530 60,000 SH Put SOLE   60,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 69,023 220,000 SH Put SOLE   220,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,520 30,000 SH Put SOLE   30,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6,806 60,000 SH Put SOLE   60,000 0 0