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
ALASKA AIR GROUP INC COM 011659109 7,189 138,259 SH   SOLE   138,259 0 0
APACHE CORP COM 037411105 22,685 1,598,691 SH   SOLE   1,598,691 0 0
AVALARA INC COM 05338G106 25,543 154,910 SH   SOLE   154,910 0 0
BAOZUN INC SPONSORED ADR 06684L103 20,465 595,770 SH   SOLE   595,770 0 0
BOOKING HOLDINGS INC COM 09857L108 15,012 6,740 SH   SOLE   6,740 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 56,158 1,376,081 SH   SOLE   1,376,081 0 0
CF INDS HLDGS INC COM 125269100 23,353 603,270 SH   SOLE   603,270 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 29,391 44,428 SH   SOLE   44,428 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 10,079 47,581 SH   SOLE   47,581 0 0
CROWN HLDGS INC COM 228368106 36,393 363,206 SH   SOLE   363,206 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 6,811 42,150 SH   SOLE   42,150 0 0
DUPONT DE NEMOURS INC COM 26614N102 22,729 319,630 SH   SOLE   319,630 0 0
FUBOTV INC COM 35953D104 856 30,580 SH   SOLE   30,580 0 0
HESS CORP COM 42809H107 26,404 500,174 SH   SOLE   500,174 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 14,276 171,550 SH   SOLE   171,550 0 0
LEAR CORP COM NEW 521865204 12,884 81,017 SH   SOLE   81,017 0 0
LITHIA MTRS INC CL A 536797103 22,265 76,075 SH   SOLE   76,075 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,611 15,720 SH   SOLE   15,720 0 0
MATCH GROUP INC NEW COM 57667L107 59,945 396,485 SH   SOLE   396,485 0 0
MICROSOFT CORP COM 594918104 10,002 44,970 SH   SOLE   44,970 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 47,538 1,078,200 SH   SOLE   1,078,200 0 0
NVR INC COM 62944T105 22,235 5,450 SH   SOLE   5,450 0 0
OCCIDENTAL PETE CORP COM 674599105 12,020 694,386 SH   SOLE   694,386 0 0
PALO ALTO NETWORKS INC COM 697435105 52,029 146,401 SH   SOLE   146,401 0 0
PPG INDS INC COM 693506107 26,464 183,494 SH   SOLE   183,494 0 0
ROKU INC COM CL A 77543R102 13,888 41,830 SH   SOLE   41,830 0 0
SAIA INC COM 78709Y105 30,550 168,970 SH   SOLE   168,970 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 7,185 134,960 SH   SOLE   134,960 0 0
SEA LTD SPONSORD ADS 81141R100 51,859 260,535 SH   SOLE   260,535 0 0
SHAKE SHACK INC CL A 819047101 16,430 193,790 SH   SOLE   193,790 0 0
TECK RESOURCES LTD CL B 878742204 44,177 2,433,969 SH   SOLE   2,433,969 0 0
UBER TECHNOLOGIES INC COM 90353T100 38,776 760,310 SH   SOLE   760,310 0 0
VELODYNE LIDAR INC COM 92259F101 3,901 170,947 SH   SOLE   170,947 0 0
WENDYS CO COM 95058W100 11,415 520,780 SH   SOLE   520,780 0 0
WEX INC COM 96208T104 6,481 31,841 SH   SOLE   31,841 0 0
XPENG INC ADS 98422D105 9,702 226,530 SH   SOLE   226,530 0 0