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
ABBOTT LABORATORIES COM 002824100 1,159 10,000 SH   SOLE   10,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 477 5,000 SH   SOLE   5,000 0 0
AFFIRM HLDGS INC COM 00827B106 1,010 15,000 SH   SOLE   15,000 0 0
ALBERTSONS COS INC CL A COM 013091103 492 25,000 SH   SOLE   25,000 0 0
ALPHABET INC CL A COM 02079K305 513 210 SH   SOLE   210 0 0
ALPHABET INC CL C COM 02079K107 2,907 1,160 SH   SOLE   1,160 0 0
AMAZON COM INC COM 023135106 4,462 1,297 SH   SOLE   1,297 0 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106 2,252 60,000 SH   SOLE   60,000 0 0
APPLE INC COM 037833100 5,150 37,600 SH   SOLE   37,600 0 0
APPLIED MATERIALS INC COM 038222105 2,139 15,023 SH   SOLE   15,023 0 0
ASML HLDG NV NY REG COM N07059202 276 400 SH   SOLE   400 0 0
AXALTA COATING SYSTEMS LTD COM G0750C108 305 10,000 SH   SOLE   10,000 0 0
AZEK CO INC COM 05478C105 1,698 40,000 SH   SOLE   40,000 0 0
BAIDU INC SPONSORED ADR 056752108 221 1,085 SH   SOLE   1,085 0 0
BERKSHIRE HATHAWAY INC CL B COM 084670702 695 2,500 SH   SOLE   2,500 0 0
BLACKLINE INC COM 09239B109 556 5,000 SH   SOLE   5,000 0 0
BRINKER INTL INC COM 109641100 619 10,000 SH   SOLE   10,000 0 0
BROADRIDGE FINANCIAL SOLUTIONS INC COM 11133T103 808 5,000 SH   SOLE   5,000 0 0
BRUNSWICK CORP COM 117043406 996 10,000 SH   SOLE   10,000 0 0
CARRIER GLOBAL CORP COM 14448C104 1,604 33,007 SH   SOLE   33,007 0 0
CHIPOLTLE MEXICAN GRILL INC COM 169656105 1,240 800 SH   SOLE   800 0 0
CME GROUP INC CL A COM 12572Q105 3,190 15,000 SH   SOLE   15,000 0 0
CORNING INC COM 219350105 1,023 25,000 SH   SOLE   25,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 1,978 5,000 SH   SOLE   5,000 0 0
COUPANG INC COM 22266T109 1,731 41,400 SH   SOLE   41,400 0 0
COURSERA INC COM 22266M104 2,120 53,579 SH   SOLE   53,579 0 0
CROCS INC COM 227046109 2,059 17,679 SH   SOLE   17,679 0 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 1,035 25,500 SH   SOLE   25,500 0 0
DEERE & CO COM 244199105 5,414 15,350 SH   SOLE   15,350 0 0
DOLBY LABORATORIES INC CL A COM 25659T107 5,013 51,000 SH   SOLE   51,000 0 0
ECOLAB INC COM 278865100 1,034 5,020 SH   SOLE   5,020 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,214 35,000 SH   SOLE   35,000 0 0
ELF BEAUTY INC COM 26856L103 814 30,000 SH   SOLE   30,000 0 0
ENDEAVOR GROUP HLDS INC CL A COM 29260Y109 831 30,000 SH   SOLE   30,000 0 0
ESTEE LAUDER COS INC CL A COM 518439104 811 2,550 SH   SOLE   2,550 0 0
FACEBOOK INC CL A COM 30303M102 3,568 10,260 SH   SOLE   10,260 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105 1,342 4,000 SH   SOLE   4,000 0 0
FINTECH ACQUISITION CORP V CLA COM 31811A101 293 24,000 SH   SOLE   24,000 0 0
FOOT LOCKER INC COM 344849104 1,565 25,400 SH   SOLE   25,400 0 0
GAP INC COM 364760108 5,347 158,900 SH   SOLE   158,900 0 0
GENERAL MOTORS CO COM 37045V100 2,976 50,300 SH   SOLE   50,300 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 262 690 SH   SOLE   690 0 0
IDEXX LABORATORIES INC COM 45168D104 638 1,011 SH   SOLE   1,011 0 0
ILLUMINA INC COM 452327109 2,389 5,049 SH   SOLE   5,049 0 0
INTL FLAVORS & FRAGRANCES INC COM 459506309 1,868 12,500 SH   SOLE   12,500 0 0
JM SMUCKER CO COM 832696405 1,944 15,000 SH   SOLE   15,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,555 10,000 SH   SOLE   10,000 0 0
KKR & CO INC COM 48251W104 1,205 20,352 SH   SOLE   20,352 0 0
L BRANDS INC COM 532716107 1,086 15,065 SH   SOLE   15,065 0 0
LAM RESEARCH CORP COM 512807108 1,653 2,540 SH   SOLE   2,540 0 0
LINDSAY CORP COM 535555106 331 2,000 SH   SOLE   2,000 0 0
MADISON SQUARE GARDEN SPORT CO COM 55825T103 1,726 10,000 SH   SOLE   10,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 950 2,050 SH   SOLE   2,050 0 0
MASTERCARD INC A COM 57636Q104 274 750 SH   SOLE   750 0 0
MIRCOSOFT CORP COM 594918104 5,136 18,960 SH   SOLE   18,960 0 0
MOODYS CORP COM 615369105 2,537 7,000 SH   SOLE   7,000 0 0
MSCI INC COM 55354G100 3,198 6,000 SH   SOLE   6,000 0 0
NVIDIA CORP COM 67066G104 4,626 5,782 SH   SOLE   5,782 0 0
PAYPAL HLDGS COM 70450Y103 3,418 11,725 SH   SOLE   11,725 0 0
PETIQ INC COM 71639T106 1,942 50,300 SH   SOLE   50,300 0 0
PLUG POWER INC COM 72919P202 226 6,600 SH   SOLE   6,600 0 0
POOL CORP COM 73278L105 2,293 5,000 SH   SOLE   5,000 0 0
ROBLOX CORP CL A COM 771049103 1,386 15,400 SH   SOLE   15,400 0 0
S&P GLOBAL INC COM 78409V104 1,814 4,420 SH   SOLE   4,420 0 0
SALESFORCE COM INC COM 79466L302 208 850 SH   SOLE   850 0 0
SEA LTD SPONSORED ADR 81141R100 1,593 5,800 SH   SOLE   5,800 0 0
SVB FINANCIAL GROUP COM 78486Q101 856 1,538 SH   SOLE   1,538 0 0
TESLA INCO COM 88160R101 1,387 2,040 SH   SOLE   2,040 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,513 3,000 SH   SOLE   3,000 0 0
THOR INDUSTRIES INC COM 885160101 1,130 10,000 SH   SOLE   10,000 0 0
TRANE TECHNOLOGIES PLC COM G47791101 1,105 6,000 SH   SOLE   6,000 0 0
TREX CO INC COM 89531P105 511 5,000 SH   SOLE   5,000 0 0
ULTA BEAUTY INC COM 90384S303 1,106 3,200 SH   SOLE   3,200 0 0
UNITED PARCEL SERVICE INC CL B COM 911312205 832 4,000 SH   SOLE   4,000 0 0
UNITED STATES STEEL CORP COM 912909108 960 40,000 SH   SOLE   40,000 0 0
VIMEO INC COM 92719V100 8,285 169,076 SH   SOLE   169,076 0 0
VROOM INC COM 92918V109 1,057 25,250 SH   SOLE   25,250 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105 1,082 3,013 SH   SOLE   3,013 0 0
ZILLOW GROUP INC CL C COM 988771101 611 5,000 SH   SOLE   5,000 0 0
ZOETIS INC CL A COM 98978V103 1,119 6,000 SH   SOLE   6,000 0 0
ZOOM VIDEO COMMUNICATIONS INC CL C COM 98980L101 2,102 5,430 SH   SOLE   5,430 0 0