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
21VIANET GROUP INC SPONSORED ADS A 90138A103 2,338 67,400 SH   SOLE   67,400 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 65,954 1,115,411 SH   SOLE   1,115,411 0 0
AERCAP HOLDINGS NV SHS N00985106 64,420 1,413,334 SH   SOLE   1,413,334 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 2,023 27,300 SH   SOLE   27,300 0 0
ALLY FINL INC COM 02005N100 1,587 44,500 SH   SOLE   44,500 0 0
ALPHABET INC CAP STK CL C 02079K107 24,158 13,790 SH   SOLE   13,790 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100 1,735 137,728 SH   SOLE   137,728 0 0
AMAZON COM INC COM 023135106 2,508 770 SH   SOLE   770 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 7,670 156,602 SH   SOLE   156,602 0 0
ASANA INC CL A 04342Y104 370 12,520 SH   SOLE   12,520 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 897 28,800 SH   SOLE   28,800 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 38,335 591,500 SH   SOLE   591,500 0 0
BOOKING HOLDINGS INC COM 09857L108 1,893 850 SH   SOLE   850 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 12,298 990,161 SH   SOLE   990,161 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,991 9,400 SH   SOLE   9,400 0 0
DISNEY WALT CO COM 254687106 996 5,500 SH   SOLE   5,500 0 0
DOCUSIGN INC COM 256163106 1,245 5,600 SH   SOLE   5,600 0 0
ELASTIC N V ORD SHS N14506104 3,054 20,900 SH   SOLE   20,900 0 0
FACEBOOK INC CL A 30303M102 41,029 150,200 SH   SOLE   150,200 0 0
FISERV INC COM 337738108 1,788 15,700 SH   SOLE   15,700 0 0
HUBSPOT INC COM 443573100 1,586 4,000 SH   SOLE   4,000 0 0
LINX SA SPONSORED ADS 53619W101 422 59,500 SH   SOLE   59,500 0 0
LYFT INC CL A COM 55087P104 1,125 22,900 SH   SOLE   22,900 0 0
MICRON TECHNOLOGY INC COM 595112103 33,553 446,300 SH   SOLE   446,300 0 0
MICROSOFT CORP COM 594918104 36,210 162,800 SH   SOLE   162,800 0 0
MOMO INC ADR 60879B107 370 26,500 SH   SOLE   26,500 0 0
OOMA INC COM 683416101 10,668 740,854 SH   SOLE   740,854 0 0
QUALCOMM INC COM 747525103 24,908 163,500 SH   SOLE   163,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 9,010 81,927 SH   SOLE   81,927 0 0
SEA LTD SPONSORD ADS 81141R100 2,289 11,500 SH   SOLE   11,500 0 0
SLM CORP COM 78442P106 25,519 2,059,655 SH   SOLE   2,059,655 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,794 8,879 SH   SOLE   8,879 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 325 4,100 SH   SOLE   4,100 0 0
STONECO LTD COM CL A G85158106 814 9,700 SH   SOLE   9,700 0 0
SVMK INC COM 78489X103 6,102 238,837 SH   SOLE   238,837 0 0
SYNCHRONY FINANCIAL COM 87165B103 299 8,600 SH   SOLE   8,600 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,121 61,200 SH   SOLE   61,200 0 0
US FOODS HLDG CORP COM 912008109 1,192 35,800 SH   SOLE   35,800 0 0
WELLS FARGO CO NEW COM 949746101 664 22,000 SH   SOLE   22,000 0 0
WORKDAY INC CL A 98138H101 3,570 14,900 SH   SOLE   14,900 0 0