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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 53,964 1,115,411 SH   SOLE   1,115,411 0 0
AERCAP HOLDINGS NV SHS N00985106 35,082 1,139,034 SH   SOLE   1,139,034 0 0
ALLY FINL INC COM 02005N100 1,765 89,000 SH   SOLE   89,000 0 0
ALPHABET INC CAP STK CL C 02079K107 19,494 13,790 SH   SOLE   13,790 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100 1,337 137,728 SH   SOLE   137,728 0 0
AMAZON COM INC COM 023135106 1,931 700 SH   SOLE   700 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 7,818 156,602 SH   SOLE   156,602 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 702 28,800 SH   SOLE   28,800 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 32,495 573,500 SH   SOLE   573,500 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 5,862 1,110,161 SH   SOLE   1,110,161 0 0
CROCS INC COM 227046109 2,158 58,600 SH   SOLE   58,600 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,083 10,800 SH   SOLE   10,800 0 0
ELASTIC N V ORD SHS N14506104 1,226 13,300 SH   SOLE   13,300 0 0
ELDORADO RESORTS INC COM 28470R102 1,226 30,600 SH   SOLE   30,600 0 0
FACEBOOK INC CL A 30303M102 29,678 130,700 SH   SOLE   130,700 0 0
INPHI CORP COM 45772F107 529 4,500 SH   SOLE   4,500 0 0
JOYY INC ADS REPSTG COM A 46591M109 398 4,500 SH   SOLE   4,500 0 0
LUMENTUM HLDGS INC COM 55024U109 529 6,500 SH   SOLE   6,500 0 0
LYFT INC CL A COM 55087P104 1,452 44,000 SH   SOLE   44,000 0 0
MICRON TECHNOLOGY INC COM 595112103 23,560 457,300 SH   SOLE   457,300 0 0
MICROSOFT CORP COM 594918104 31,544 155,000 SH Call SOLE   155,000 0 0
MICROSOFT CORP COM 594918104 28,003 137,600 SH   SOLE   137,600 0 0
MOMO INC ADR 60879B107 463 26,500 SH   SOLE   26,500 0 0
NVIDIA CORPORATION COM 67066G104 608 1,600 SH   SOLE   1,600 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,528 13,400 SH   SOLE   13,400 0 0
OOMA INC COM 683416101 14,516 880,854 SH   SOLE   880,854 0 0
PING IDENTITY HLDG CORP COM 72341T103 1,207 37,600 SH   SOLE   37,600 0 0
QUALCOMM INC COM 747525103 15,953 174,900 SH   SOLE   174,900 0 0
RINGCENTRAL INC CL A 76680R206 1,112 3,900 SH   SOLE   3,900 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 5,435 81,927 SH   SOLE   81,927 0 0
SALESFORCE COM INC COM 79466L302 8,711 46,500 SH   SOLE   46,500 0 0
SEA LTD SPONSORED ADS 81141R100 1,373 12,800 SH   SOLE   12,800 0 0
SKECHERS U S A INC CL A 830566105 763 24,300 SH   SOLE   24,300 0 0
SLM CORP COM 78442P106 14,479 2,059,655 SH   SOLE   2,059,655 0 0
SPLUNK INC COM 848637104 954 4,800 SH   SOLE   4,800 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,292 8,879 SH   SOLE   8,879 0 0
SVMK INC COM 78489X103 5,622 238,837 SH   SOLE   238,837 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,655 74,700 SH   SOLE   74,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,075 34,600 SH   SOLE   34,600 0 0
WELLS FARGO CO NEW COM 949746101 1,408 55,000 SH   SOLE   55,000 0 0
ZENDESK INC COM 98936J101 1,514 17,100 SH   SOLE   17,100 0 0