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
IHS Markit Ltd COM G47567105 52,091 391,900 SH   SOLE NONE 391,900 0 0
Lazard Ltd COM G54050102 855 19,600 SH   SOLE NONE 19,600 0 0
Norwegian Cruise Line Holdings Ltd COM G66721104 5,616 270,800 SH   SOLE NONE 270,800 0 0
Shopify Inc COM 82509L107 1,483 1,077 SH   SOLE NONE 1,077 0 0
Nielsen Holdings PLC COM G6518L108 12,716 620,000 SH   SOLE NONE 620,000 0 0
Aptiv PLC COM G6095L109 395 2,392 SH   SOLE NONE 2,392 0 0
Ambarella Inc COM G037AX101 131 645 SH   SOLE NONE 645 0 0
Herbalife Nutrition Ltd COM G4412G101 6,475 158,200 SH   SOLE NONE 158,200 0 0
Royal Caribbean Cruises Ltd COM V7780T103 46 596 SH   SOLE NONE 596 0 0
Carnival Corp COM 143658300 3,471 172,515 SH   SOLE NONE 172,515 0 0
AT&T Inc COM 00206R102 6,726 273,407 SH   SOLE NONE 273,407 0 0
AbbVie Inc COM 00287Y109 109 802 SH   SOLE NONE 802 0 0
Activision Blizzard Inc COM 00507V109 1,251 18,800 SH   SOLE NONE 18,800 0 0
Adobe Inc COM 00724F101 2,023 3,567 SH   SOLE NONE 3,567 0 0
Advanced Micro Devices Inc COM 007903107 3,634 25,252 SH   SOLE NONE 25,252 0 0
Air Lease Corp COM 00912X302 6,856 155,000 SH   SOLE NONE 155,000 0 0
Albemarle Corp COM 012653101 626 2,679 SH   SOLE NONE 2,679 0 0
Align Technology Inc COM 016255101 763 1,161 SH   SOLE NONE 1,161 0 0
Allegheny Technologies Inc COM 01741R102 280 17,561 SH   SOLE NONE 17,561 0 0
Allstate Corp/The COM 020002101 5,400 45,900 SH   SOLE NONE 45,900 0 0
Alphabet Inc COM 02079K107 29,558 10,215 SH   SOLE NONE 10,215 0 0
American Express Co COM 025816109 1,587 9,700 SH   SOLE NONE 9,700 0 0
Amgen Inc COM 031162100 110 489 SH   SOLE NONE 489 0 0
Apple Inc COM 037833100 40,591 228,589 SH   SOLE NONE 228,589 0 0
Applied Materials Inc COM 038222105 1,056 6,709 SH   SOLE NONE 6,709 0 0
Archer-Daniels-Midland Co COM 039483102 7,915 117,100 SH   SOLE NONE 117,100 0 0
Arista Networks Inc COM 040413106 6 40 SH   SOLE NONE 40 0 0
Arrow Electronics Inc COM 042735100 1,839 13,700 SH   SOLE NONE 13,700 0 0
Baidu Inc ADR 056752108 423 2,842 SH   SOLE NONE 22,736 0 0
Bill.com Holdings Inc COM 090043100 4,535 18,200 SH   SOLE NONE 18,200 0 0
Biogen Inc COM 09062X103 3,053 12,725 SH   SOLE NONE 12,725 0 0
Blackstone Inc COM 09260D107 18,102 139,900 SH   SOLE NONE 139,900 0 0
Booking Holdings Inc COM 09857L108 173 72 SH   SOLE NONE 72 0 0
BorgWarner Inc COM 099724106 147 3,262 SH   SOLE NONE 3,262 0 0
Broadcom Inc COM 11135F101 5,343 8,029 SH   SOLE NONE 8,029 0 0
Cboe Global Markets Inc COM 12503M108 2,725 20,900 SH   SOLE NONE 20,900 0 0
CME Group Inc COM 12572Q105 4,569 20,000 SH   SOLE NONE 20,000 0 0
CVS Health Corp COM 126650100 7,727 74,900 SH   SOLE NONE 74,900 0 0
Cardinal Health Inc COM 14149Y108 7,080 137,500 SH   SOLE NONE 137,500 0 0
Caterpillar Inc COM 149123101 280 1,354 SH   SOLE NONE 1,354 0 0
Celanese Corp COM 150870103 1,176 7,000 SH   SOLE NONE 7,000 0 0
Cerner Corp COM 156782104 23,858 256,900 SH   SOLE NONE 256,900 0 0
Change Healthcare Inc COM 15912K100 15,066 704,700 SH   SOLE NONE 704,700 0 0
Cisco Systems Inc/Delaware COM 17275R102 857 13,531 SH   SOLE NONE 13,531 0 0
Cintas Corp COM 172908105 12,630 28,500 SH   SOLE NONE 28,500 0 0
Citigroup Inc COM 172967424 64,027 1,060,232 SH   SOLE NONE 1,060,232 0 0
Coca-Cola Co/The COM 191216100 21,082 356,050 SH   SOLE NONE 356,050 0 0
Coherent Inc COM 192479103 18,125 68,000 SH   SOLE NONE 68,000 0 0
Concentrix Corp COM 20602D101 1,768 9,900 SH   SOLE NONE 9,900 0 0
Consolidated Edison Inc COM 209115104 19,658 230,400 SH   SOLE NONE 230,400 0 0
Constellation Brands Inc COM 21036P108 98 391 SH   SOLE NONE 391 0 0
Corning Inc COM 219350105 1,793 48,167 SH   SOLE NONE 48,167 0 0
Coupa Software Inc COM 22266L106 1,701 10,762 SH   SOLE NONE 10,762 0 0
Crown Holdings Inc COM 228368106 1,650 14,914 SH   SOLE NONE 14,914 0 0
Danaher Corp COM 235851102 5,758 17,500 SH   SOLE NONE 17,500 0 0
Deere & Co COM 244199105 1,243 3,626 SH   SOLE NONE 3,626 0 0
Dell Technologies Inc COM 24703L202 24,153 430,000 SH   SOLE NONE 430,000 0 0
Delta Air Lines Inc COM 247361702 1,008 25,783 SH   SOLE NONE 25,783 0 0
Walt Disney Co/The COM 254687106 33,598 216,914 SH   SOLE NONE 216,914 0 0
Dropbox Inc COM 26210C104 4,326 176,300 SH   SOLE NONE 176,300 0 0
Duke Energy Corp COM 26441C204 13,752 131,100 SH   SOLE NONE 131,100 0 0
EQT Corp COM 26884L109 1,069 49,000 SH   SOLE NONE 49,000 0 0
Edwards Lifesciences Corp COM 28176E108 1,347 10,400 SH   SOLE NONE 10,400 0 0
Everbridge Inc COM 29978A104 7,339 109,000 SH   SOLE NONE 109,000 0 0
Expedia Group Inc COM 30212P303 363 2,007 SH   SOLE NONE 2,007 0 0
Exxon Mobil Corp COM 30231G102 23,161 378,516 SH   SOLE NONE 378,516 0 0
Meta Platforms Inc COM 30303M102 152,481 453,341 SH   SOLE NONE 453,341 0 0
Fiserv Inc COM 337738108 832 8,021 SH   SOLE NONE 8,021 0 0
Ford Motor Co COM 345370860 24,924 1,200,000 SH   SOLE NONE 1,200,000 0 0
Freeport-McMoRan Inc COM 35671D857 131 3,142 SH   SOLE NONE 3,142 0 0
General Dynamics Corp COM 369550108 625 3,000 SH   SOLE NONE 3,000 0 0
General Electric Co COM 369604301 11,096 117,459 SH   SOLE NONE 117,459 0 0
General Motors Co COM 37045V100 15,519 264,692 SH   SOLE NONE 264,692 0 0
Gilead Sciences Inc COM 375558103 1,818 25,033 SH   SOLE NONE 25,033 0 0
Goldman Sachs Group Inc/The COM 38141G104 13,015 34,021 SH   SOLE NONE 34,021 0 0
Goodyear Tire & Rubber Co/The COM 382550101 78 3,666 SH   SOLE NONE 3,666 0 0
Guidewire Software Inc COM 40171V100 1,090 9,600 SH   SOLE NONE 9,600 0 0
Hershey Co/The COM 427866108 2,070 10,700 SH   SOLE NONE 10,700 0 0
Home Depot Inc/The COM 437076102 55,528 133,800 SH   SOLE NONE 133,800 0 0
Honeywell International Inc COM 438516106 50,876 244,000 SH   SOLE NONE 244,000 0 0
Howard Hughes Corp/The COM 44267D107 2,382 23,400 SH   SOLE NONE 23,400 0 0
Hyatt Hotels Corp COM 448579102 21,510 224,300 SH   SOLE NONE 224,300 0 0
IDEXX Laboratories Inc COM 45168D104 14,354 21,800 SH   SOLE NONE 21,800 0 0
Illumina Inc COM 452327109 1,410 3,707 SH   SOLE NONE 3,707 0 0
Integra LifeSciences Holdings Corp COM 457985208 6,438 96,100 SH   SOLE NONE 96,100 0 0
International Business Machines Corp COM 459200101 1,252 9,369 SH   SOLE NONE 9,369 0 0
Intuit Inc COM 461202103 13,829 21,500 SH   SOLE NONE 21,500 0 0
Intuitive Surgical Inc COM 46120E602 8,660 24,102 SH   SOLE NONE 24,102 0 0
Ionis Pharmaceuticals Inc COM 462222100 6,086 200,000 SH   SOLE NONE 200,000 0 0
iRobot Corp COM 462726100 1,581 23,995 SH   SOLE NONE 23,995 0 0
JPMorgan Chase & Co COM 46625H100 67,081 423,624 SH   SOLE NONE 423,624 0 0
KKR & Co Inc COM 48251W104 8,530 114,500 SH   SOLE NONE 114,500 0 0
Lam Research Corp COM 512807108 92 128 SH   SOLE NONE 128 0 0
Las Vegas Sands Corp COM 517834107 2,104 55,887 SH   SOLE NONE 55,887 0 0
Lennar Corp COM 526057104 5,796 49,900 SH   SOLE NONE 49,900 0 0
Lennar Corp COM 526057302 1,530 16,000 SH   SOLE NONE 160,000 0 0
Liberty Media Corp-Liberty SiriusXM COM 531229409 4,063 79,900 SH   SOLE NONE 79,900 0 0
Liberty Media Corp-Liberty SiriusXM COM 531229607 4,226 83,100 SH   SOLE NONE 83,100 0 0
Lithia Motors Inc COM 536797103 17,223 58,000 SH   SOLE NONE 58,000 0 0
Lockheed Martin Corp COM 539830109 538 1,515 SH   SOLE NONE 1,515 0 0
Macquarie Infrastructure Holdings LLC COM 55608B105 192 52,700 SH   SOLE NONE 52,700 0 0
Mandiant Inc COM 562662106 693 39,502 SH   SOLE NONE 39,502 0 0
Marathon Petroleum Corp COM 56585A102 877 13,700 SH   SOLE NONE 13,700 0 0
Mastercard Inc COM 57636Q104 69,823 194,320 SH   SOLE NONE 194,320 0 0
McDonald's Corp COM 580135101 23,648 88,217 SH   SOLE NONE 88,217 0 0
McKesson Corp COM 58155Q103 32,090 129,100 SH   SOLE NONE 129,100 0 0
MetLife Inc COM 59156R108 9,398 150,400 SH   SOLE NONE 150,400 0 0
Microsoft Corp COM 594918104 2,162 6,429 SH   SOLE NONE 6,429 0 0
Mosaic Co/The COM 61945C103 67 1,703 SH   SOLE NONE 1,703 0 0
NetApp Inc COM 64110D104 202 2,193 SH   SOLE NONE 2,193 0 0
Netflix Inc COM 64110L106 581 964 SH   SOLE NONE 964 0 0
Newmont Corp COM 651639106 158 2,555 SH   SOLE NONE 2,555 0 0
Norfolk Southern Corp COM 655844108 24,115 81,000 SH   SOLE NONE 81,000 0 0
Nuance Communications Inc COM 67020Y100 11,219 202,794 SH   SOLE NONE 202,794 0 0
NVIDIA Corp COM 67066G104 6,906 23,481 SH   SOLE NONE 23,481 0 0
O'Reilly Automotive Inc COM 67103H107 43,928 62,200 SH   SOLE NONE 62,200 0 0
Old Republic International Corp COM 680223104 1,106 45,000 SH   SOLE NONE 45,000 0 0
ON Semiconductor Corp COM 682189105 38,608 568,435 SH   SOLE NONE 568,435 0 0
PACCAR Inc COM 693718108 11,827 134,000 SH   SOLE NONE 134,000 0 0
People's United Financial Inc COM 712704105 5,487 307,900 SH   SOLE NONE 307,900 0 0
Pfizer Inc COM 717081103 94,539 1,601,000 SH   SOLE NONE 1,601,000 0 0
Pinterest Inc COM 72352L106 1,632 44,896 SH   SOLE NONE 44,896 0 0
Procter & Gamble Co/The COM 742718109 7,665 46,855 SH   SOLE NONE 46,855 0 0
Qorvo Inc COM 74736K101 891 5,697 SH   SOLE NONE 5,697 0 0
QUALCOMM Inc COM 747525103 34,629 189,365 SH   SOLE NONE 189,365 0 0
Raytheon Technologies Corp COM 75513E101 17,200 199,855 SH   SOLE NONE 199,855 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 85 135 SH   SOLE NONE 135 0 0
Reliance Steel & Aluminum Co COM 759509102 3,780 23,300 SH   SOLE NONE 23,300 0 0
Reynolds Consumer Products Inc COM 76171L106 396 12,600 SH   SOLE NONE 12,600 0 0
salesforce.com Inc COM 79466L302 101,366 398,875 SH   SOLE NONE 398,875 0 0
Schneider National Inc COM 80689H102 3,875 144,000 SH   SOLE NONE 144,000 0 0
Charles Schwab Corp/The COM 808513105 88 1,041 SH   SOLE NONE 1,041 0 0
Signature Bank/New York NY COM 82669G104 13,909 43,000 SH   SOLE NONE 43,000 0 0
Skyworks Solutions Inc COM 83088M102 887 5,717 SH   SOLE NONE 5,717 0 0
Snap Inc COM 83304A106 1,207 25,662 SH   SOLE NONE 25,662 0 0
SolarEdge Technologies Inc COM 83417M104 308 1,096 SH   SOLE NONE 1,096 0 0
State Street Corp COM 857477103 25,575 275,000 SH   SOLE NONE 275,000 0 0
SunPower Corp COM 867652406 3,237 155,113 SH   SOLE NONE 155,113 0 0
Synopsys Inc COM 871607107 14,187 38,500 SH   SOLE NONE 38,500 0 0
Syneos Health Inc COM 87166B102 8,358 81,400 SH   SOLE NONE 81,400 0 0
T-Mobile US Inc COM 872590104 6,982 60,200 SH   SOLE NONE 60,200 0 0
Tapestry Inc COM 876030107 158 3,886 SH   SOLE NONE 3,886 0 0
Tesla Inc COM 88160R101 20,722 19,609 SH   SOLE NONE 19,609 0 0
Texas Instruments Inc COM 882508104 52 274 SH   SOLE NONE 274 0 0
Twitter Inc COM 90184L102 14,733 340,875 SH   SOLE NONE 340,875 0 0
Tyson Foods Inc COM 902494103 126 1,441 SH   SOLE NONE 1,441 0 0
United States Steel Corp COM 912909108 8,362 351,200 SH   SOLE NONE 351,200 0 0
Unum Group COM 91529Y106 1,302 53,000 SH   SOLE NONE 53,000 0 0
Verizon Communications Inc COM 92343V104 80 1,540 SH   SOLE NONE 1,540 0 0
VMware Inc COM 928563402 17,382 150,000 SH   SOLE NONE 150,000 0 0
Vulcan Materials Co COM 929160109 90 432 SH   SOLE NONE 432 0 0
Walmart Inc COM 931142103 109 753 SH   SOLE NONE 753 0 0
Wells Fargo & Co COM 949746101 449 9,364 SH   SOLE NONE 9,364 0 0
Wynn Resorts Ltd COM 983134107 115 1,355 SH   SOLE NONE 1,355 0 0
Xilinx Inc COM 983919101 38,002 179,229 SH   SOLE NONE 179,229 0 0
Zillow Group Inc COM 98954M200 191 2,998 SH   SOLE NONE 2,998 0 0
Zoetis Inc COM 98978V103 1,074 4,400 SH   SOLE NONE 4,400 0 0
Zoom Video Communications Inc COM 98980L101 2,275 12,370 SH   SOLE NONE 12,370 0 0
Capri Holdings Ltd COM G1890L107 74 1,145 SH   SOLE NONE 1,145 0 0
VISA INC - CLASS B COM 92826C839 3,005,437 13,868,474 SH   SOLE NONE 13,868,474 0 0
Shopify Inc PUT 82509L107 95,040 69,000 SH Put SOLE NONE 69,000 0 0
Carnival Corp PUT 143658300 60,360 3,000,000 SH Put SOLE NONE 3,000,000 0 0
Advanced Micro Devices Inc PUT 007903107 78,426 545,000 SH Put SOLE NONE 545,000 0 0
Crowdstrike Holdings Inc PUT 22788C105 97,871 478,000 SH Put SOLE NONE 478,000 0 0
Crowdstrike Holdings Inc PUT 22788C105 73,710 360,000 SH Put SOLE NONE 360,000 0 0
DocuSign Inc PUT 256163106 52,395 344,000 SH Put SOLE NONE 344,000 0 0
Freeport-McMoRan Inc PUT 35671D857 102,656 2,460,000 SH Put SOLE NONE 2,460,000 0 0
Mandiant Inc PUT 562662106 95,944 5,470,000 SH Put SOLE NONE 5,470,000 0 0
Microsoft Corp PUT 594918104 104,259 310,000 SH Put SOLE NONE 310,000 0 0
NVIDIA Corp PUT 67066G104 80,586 274,000 SH Put SOLE NONE 274,000 0 0
NVIDIA Corp PUT 67066G104 92,645 315,000 SH Put SOLE NONE 315,000 0 0
NVIDIA Corp PUT 67066G104 102,939 350,000 SH Put SOLE NONE 350,000 0 0
NVIDIA Corp PUT 67066G104 77,351 263,000 SH Put SOLE NONE 263,000 0 0
NVIDIA Corp PUT 67066G104 93,233 317,000 SH Put SOLE NONE 317,000 0 0
Pfizer Inc CALL 717081103 591 10,000 SH Call SOLE NONE 10,000 0 0
Pfizer Inc PUT 717081103 591 10,000 SH Put SOLE NONE 10,000 0 0
Pinterest Inc PUT 72352L106 49,073 1,350,000 SH Put SOLE NONE 1,350,000 0 0
Pinterest Inc PUT 72352L106 63,613 1,750,000 SH Put SOLE NONE 1,750,000 0 0
Snap Inc PUT 83304A106 71,956 1,530,000 SH Put SOLE NONE 1,530,000 0 0
Snap Inc PUT 83304A106 73,837 1,570,000 SH Put SOLE NONE 1,570,000 0 0
Tesla Inc PUT 88160R101 94,053 89,000 SH Put SOLE NONE 89,000 0 0
Tesla Inc PUT 88160R101 105,678 100,000 SH Put SOLE NONE 100,000 0 0
Tesla Inc PUT 88160R101 164,858 156,000 SH Put SOLE NONE 156,000 0 0
Twilio Inc PUT 90138F102 64,255 244,000 SH Put SOLE NONE 244,000 0 0
Zillow Group Inc PUT 98954M200 60,658 950,000 SH Put SOLE NONE 950,000 0 0