The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ACUTUS MED INC | COM | 005111109 | 149 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
ADDUS HOMECARE CORP | COM | 006739106 | 1,484 | 15,700 | SH | SOLE | 15,700 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 2,109 | 4,300 | SH | SOLE | 4,300 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,264 | 7,700 | SH | SOLE | 7,700 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 4,043 | 17,100 | SH | SOLE | 17,100 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 2,266 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
AXONICS MODULATION TECHNOLOG | COM | 05465P101 | 3,879 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 7,423 | 14,400 | SH | SOLE | 14,400 | 0 | 0 | ||
BK OF AMERICA CORP | COM | 060505104 | 2,602 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 28,095 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
CHEMED CORP NEW | COM | 16359R103 | 2,546 | 5,300 | SH | SOLE | 5,300 | 0 | 0 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | 15,069 | 367,000 | SH | SOLE | 367,000 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 2,428 | 37,300 | SH | SOLE | 37,300 | 0 | 0 | ||
CRYOPORT INC | COM PAR $0.001 | 229050307 | 4,678 | 98,700 | SH | SOLE | 98,700 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 11,886 | 55,200 | SH | SOLE | 55,200 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,338 | 13,100 | SH | SOLE | 13,100 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 19,999 | 90,900 | SH | SOLE | 90,900 | 0 | 0 | ||
DRAFTKINGS INC | COM CL A | 26142R104 | 5,284 | 89,800 | SH | SOLE | 89,800 | 0 | 0 | ||
EQUITABLE HLDGS INC | COM | 29452E101 | 4,469 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 8,597 | 58,400 | SH | SOLE | 58,400 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 31,414 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
INMODE LTD | SHS | M5425M103 | 33,937 | 938,000 | SH | SOLE | 938,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 27,101 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 7,373 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 5,314 | 55,200 | SH | SOLE | 55,200 | 0 | 0 | ||
LI AUTO INC | SPONSORED ADS | 50202M102 | 17 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 7,686 | 53,800 | SH | SOLE | 53,800 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 10,706 | 50,900 | SH | SOLE | 50,900 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 3,041 | 62,900 | SH | SOLE | 62,900 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 15,862 | 106,100 | SH | SOLE | 106,100 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 1,921 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
OAK STR HEALTH INC | COM | 67181A107 | 2,399 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
OPEN LENDING CORP | COM CL A | 68373J104 | 12,750 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 1,016 | 13,700 | SH | SOLE | 13,700 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 6,020 | 40,800 | SH | SOLE | 40,800 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 19,255 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 5,429 | 84,700 | SH | SOLE | 84,700 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 3,138 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 14,600 | 192,000 | SH | SOLE | 192,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 11,678 | 58,400 | SH | SOLE | 58,400 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 1,464 | 5,800 | SH | SOLE | 5,800 | 0 | 0 |