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
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,019 15,000 SH   SOLE   15,000 0 0
ELASTIC N V ORD SHS N14506104 5,270 47,400 SH   SOLE   47,400 0 0
SINOVAC BIOTECH LTD SHS P8696W104 0 29,100 SH   SOLE   29,100 0 0
AFFIRM HLDGS INC COM CL A 00827B106 403 5,700 SH   SOLE   5,700 0 0
AIRBNB INC COM CL A 009066101 1,898 10,100 SH   SOLE   10,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,356 54,500 SH   SOLE   54,500 0 0
ALLSTATE CORP COM 020002101 229 2,000 SH   SOLE   2,000 0 0
AMAZON COM INC COM 023135106 9,774 3,159 SH   SOLE   3,159 0 0
ASANA INC CL A 04342Y104 2,972 104,000 SH   SOLE   104,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 376 2,000 SH   SOLE   2,000 0 0
BOEING CO COM 097023105 611 2,400 SH   SOLE   2,400 0 0
BUILD-A-BEAR WORKSHOP INC COM 120076104 138 20,000 SH   SOLE   20,000 0 0
CVS HEALTH CORP COM 126650100 233 3,100 SH   SOLE   3,100 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,537 95,600 SH   SOLE   95,600 0 0
CLOROX CO DEL COM 189054109 250 1,300 SH   SOLE   1,300 0 0
DARDEN RESTAURANTS INC COM 237194105 4,686 33,000 SH   SOLE   33,000 0 0
DEERE & CO COM 244199105 561 1,500 SH   SOLE   1,500 0 0
DONNELLEY R R & SONS CO COM 257867200 897 221,100 SH   SOLE   221,100 0 0
ENPHASE ENERGY INC COM 29355A107 1,054 6,500 SH   SOLE   6,500 0 0
FACEBOOK INC CL A 30303M102 26,086 88,570 SH   SOLE   88,570 0 0
FOSSIL GROUP INC COM 34988V106 693 55,900 SH   SOLE   55,900 0 0
GENERAL ELECTRIC CO COM 369604103 709 54,000 SH   SOLE   54,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 21,582 66,000 SH   SOLE   66,000 0 0
HCA HEALTHCARE INC COM 40412C101 6,874 36,500 SH   SOLE   36,500 0 0
HALLIBURTON CO COM 406216101 1,287 60,000 SH   SOLE   60,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 310 1,400 SH   SOLE   1,400 0 0
JD.COM INC SPON ADR CL A 47215P106 1,543 18,300 SH   SOLE   18,300 0 0
NETFLIX INC COM 64110L106 8,190 15,700 SH   SOLE   15,700 0 0
PINTEREST INC CL A 72352L106 3,109 42,000 SH   SOLE   42,000 0 0
PITNEY BOWES INC COM 724479100 173 21,000 SH   SOLE   21,000 0 0
REVLON INC CL A NEW 761525609 255 20,700 SH   SOLE   20,700 0 0
RYDER SYS INC COM 783549108 453 6,000 SH   SOLE   6,000 0 0
SALESFORCE COM INC COM 79466L302 12,966 61,200 SH   SOLE   61,200 0 0
SHOPIFY INC CL A 82509L107 3,430 3,100 SH   SOLE   3,100 0 0
SPARTANNASH CO COM 847215100 304 15,500 SH   SOLE   15,500 0 0
SQUARE INC CL A 852234103 5,108 22,500 SH   SOLE   22,500 0 0
TESLA INC COM 88160R101 1,202 1,800 SH   SOLE   1,800 0 0
TEXAS INSTRS INC COM 882508104 377 2,000 SH   SOLE   2,000 0 0
THE TRADE DESK INC COM CL A 88339J105 977 1,500 SH   SOLE   1,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 273 600 SH   SOLE   600 0 0
3M CO COM 88579Y101 250 1,300 SH   SOLE   1,300 0 0
VIACOMCBS INC CL B 92556H206 1,127 25,000 SH   SOLE   25,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 3,598 11,200 SH   SOLE   11,200 0 0