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
ACTIVISION BLIZZARD INC COM 00507V109 885 9,533 SH   SOLE   9,533 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,033 109,400 SH   SOLE   109,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,905 42,558 SH   SOLE   42,558 0 0
ALPHABET INC CAP STK CL A 02079K305 21,593 12,320 SH   SOLE   12,320 0 0
AMAZON COM INC COM 023135106 3,908 1,200 SH   SOLE   1,200 0 0
APPLIED MATLS INC COM 038222105 13,054 151,269 SH   SOLE   151,269 0 0
AUTOZONE INC COM 053332102 2,307 1,946 SH   SOLE   1,946 0 0
BOEING CO COM 097023105 8,678 40,540 SH   SOLE   40,540 0 0
BOOKING HOLDINGS INC COM 09857L108 6,439 2,891 SH   SOLE   2,891 0 0
CDK GLOBAL INC COM 12508E101 3,929 75,797 SH   SOLE   75,797 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 17,066 25,798 SH   SOLE   25,798 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,303 10,512 SH   SOLE   10,512 0 0
DOLLAR TREE INC COM 256746108 1,372 12,701 SH   SOLE   12,701 0 0
FARFETCH LTD ORD SH CL A 30744W107 7,498 117,500 SH   SOLE   117,500 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,645 67,665 SH   SOLE   67,665 0 0
FISERV INC COM 337738108 2,212 19,426 SH   SOLE   19,426 0 0
FREEPORT-MCMORAN INC CL B 35671D857 17,647 678,200 SH   SOLE   678,200 0 0
FRONTDOOR INC COM 35905A109 1,411 28,104 SH   SOLE   28,104 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 164 3,594 SH   SOLE   3,594 0 0
GLOBAL X FDS GLOBAL X SILVER 37954Y848 205 4,500 SH Call SOLE   4,500 0 0
IAC INTERACTIVECORP NEW COM 44891N109 992 5,237 SH   SOLE   5,237 0 0
ICICI BANK LIMITED ADR 45104G104 2,546 171,300 SH   SOLE   171,300 0 0
ISHARES SILVER TR ISHARES 46428Q109 204 8,303 SH   SOLE   8,303 0 0
ISHARES SILVER TR ISHARES 46428Q109 639 26,000 SH Call SOLE   26,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 52,290 1,012,000 SH Call SOLE   1,012,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 784 4,000 SH Put SOLE   4,000 0 0
JD.COM INC SPON ADR CL A 47215P106 18,005 204,840 SH   SOLE   204,840 0 0
LAM RESEARCH CORP COM 512807108 22,895 48,477 SH   SOLE   48,477 0 0
MARTIN MARIETTA MATLS INC COM 573284106 992 3,492 SH   SOLE   3,492 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 5,629 63,500 SH   SOLE   63,500 0 0
MICRON TECHNOLOGY INC COM 595112103 22,930 305,000 SH   SOLE   305,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,363 8,017 SH   SOLE   8,017 0 0
NETFLIX INC COM 64110L106 39,798 73,600 SH   SOLE   73,600 0 0
NVIDIA CORPORATION COM 67066G104 5,013 9,600 SH   SOLE   9,600 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 2,004 48,387 SH   SOLE   48,387 0 0
QUALCOMM INC COM 747525103 10,054 66,000 SH   SOLE   66,000 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 13,979 1,040,098 SH   SOLE   1,040,098 0 0
REVOLVE GROUP INC CL A 76156B107 8,646 277,379 SH   SOLE   277,379 0 0
SEA LTD SPONSORD ADS 81141R100 1,100 5,525 SH   SOLE   5,525 0 0
SPDR GOLD TR GOLD SHS 78463V107 255 1,432 SH   SOLE   1,432 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 282 753 SH   SOLE   753 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,879 7,700 SH Call SOLE   7,700 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 268 4,644 SH   SOLE   4,644 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104 803 53,190 SH   SOLE   53,190 0 0
T-MOBILE US INC COM 872590104 1,938 14,371 SH   SOLE   14,371 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,706 170,708 SH   SOLE   170,708 0 0
ULTA BEAUTY INC COM 90384S303 3,648 12,705 SH   SOLE   12,705 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 567 15,746 SH   SOLE   15,746 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 486 13,500 SH Call SOLE   13,500 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 297 5,477 SH   SOLE   5,477 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 325 6,000 SH Call SOLE   6,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 5,091 134,000 SH   SOLE   134,000 0 0
YANDEX N V SHS CLASS A N97284108 2,998 43,082 SH   SOLE   43,082 0 0
ZILLOW GROUP INC CL A 98954M101 5,329 39,200 SH   SOLE   39,200 0 0
ZYNGA INC CL A 98986T108 5,034 510,000 SH   SOLE   510,000 0 0