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
ADOBE INC COM 00724F101 1,660 3,814 SH   SOLE   3,814 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 16,995 151,417 SH   SOLE   151,417 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 189,513 878,595 SH   SOLE   878,595 0 0
ALPHABET INC CAP STK CL A 02079K305 88,780 62,607 SH   SOLE   62,607 0 0
AMAZON COM INC COM 023135106 165,529 60,000 SH Call SOLE   60,000 0 0
AMAZON COM INC COM 023135106 182,590 66,184 SH   SOLE   66,184 0 0
AMERISOURCEBERGEN CORP COM 03073E105 14,473 143,626 SH   SOLE   143,626 0 0
ANAPLAN INC COM 03272L108 9,423 207,972 SH   SOLE   207,972 0 0
ANTHEM INC COM 036752103 23,839 90,651 SH   SOLE   90,651 0 0
APPLE INC COM 037833100 8,350 22,889 SH   SOLE   22,889 0 0
APTIV PLC SHS G6095L109 9,348 119,968 SH   SOLE   119,968 0 0
AUTODESK INC COM 052769106 5,661 23,669 SH   SOLE   23,669 0 0
BALL CORP COM 058498106 4,322 62,190 SH   SOLE   62,190 0 0
BERRY GLOBAL GROUP INC COM 08579W103 6,308 142,326 SH   SOLE   142,326 0 0
BIOGEN INC COM 09062X103 15,249 56,995 SH   SOLE   56,995 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 30,856 250,170 SH   SOLE   250,170 0 0
BOOKING HOLDINGS INC COM 09857L108 45,737 28,723 SH   SOLE   28,723 0 0
CAPITAL ONE FINL CORP COM 14040H105 21,906 350,000 SH Call SOLE   350,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 21,376 341,528 SH   SOLE   341,528 0 0
CARDINAL HEALTH INC COM 14149Y108 5,266 100,905 SH   SOLE   100,905 0 0
CHENIERE ENERGY INC COM NEW 16411R208 27,307 565,124 SH   SOLE   565,124 0 0
CIGNA CORP NEW COM 125523100 25,175 134,161 SH   SOLE   134,161 0 0
COPART INC COM 217204106 5,557 66,733 SH   SOLE   66,733 0 0
COSTAR GROUP INC COM 22160N109 19,172 26,978 SH   SOLE   26,978 0 0
CUMMINS INC COM 231021106 1,512 8,728 SH   SOLE   8,728 0 0
DISNEY WALT CO COM DISNEY 254687106 11,589 103,929 SH   SOLE   103,929 0 0
DUPONT DE NEMOURS INC COM 26614N102 89,468 1,683,937 SH   SOLE   1,683,937 0 0
EDISON INTL COM 281020107 30,316 558,199 SH   SOLE   558,199 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,345 62,700 SH   SOLE   62,700 0 0
EQUINIX INC COM 29444U700 1,009 1,437 SH   SOLE   1,437 0 0
FAIR ISAAC CORP COM 303250104 14,157 33,864 SH   SOLE   33,864 0 0
FISERV INC COM 337738108 161,122 1,650,498 SH   SOLE   1,650,498 0 0
FORTIVE CORP COM 34959J108 2,994 44,247 SH   SOLE   44,247 0 0
GILEAD SCIENCES INC COM 375558103 29,800 387,317 SH   SOLE   387,317 0 0
HCA HEALTHCARE INC COM 40412C101 18,502 190,625 SH   SOLE   190,625 0 0
HUMANA INC COM 444859102 49,545 127,776 SH   SOLE   127,776 0 0
IAA INC COM 449253103 6,088 157,840 SH   SOLE   157,840 0 0
INTEL CORP COM 458140100 2,692 45,000 SH   SOLE   45,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 16,961 68,500 SH Call SOLE   68,500 0 0
IQVIA HLDGS INC COM 46266C105 1,561 11,000 SH   SOLE   11,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 13,329 783,600 SH Call SOLE   783,600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 12,886 90,000 SH Call SOLE   90,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 29,141 728,710 SH   SOLE   728,710 0 0
JOHNSON & JOHNSON COM 478160104 21,271 151,252 SH   SOLE   151,252 0 0
LAM RESEARCH CORP COM 512807108 19,327 59,751 SH   SOLE   59,751 0 0
LILLY ELI & CO COM 532457108 28,724 174,956 SH   SOLE   174,956 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 8,735 197,055 SH   SOLE   197,055 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,920 9,295 SH   SOLE   9,295 0 0
MASTERCARD INCORPORATED CL A 57636Q104 105,560 356,985 SH   SOLE   356,985 0 0
MCKESSON CORP COM 58155Q103 10,538 68,684 SH   SOLE   68,684 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 95,386 905,761 SH   SOLE   905,761 0 0
MICROSOFT CORP COM 594918104 149,693 735,554 SH   SOLE   735,554 0 0
MODERNA INC COM 60770K107 2,247 35,000 SH   SOLE   35,000 0 0
MSCI INC COM 55354G100 3,028 9,072 SH   SOLE   9,072 0 0
NETFLIX INC COM 64110L106 149,075 327,608 SH   SOLE   327,608 0 0
NETFLIX INC COM 64110L106 28,895 63,500 SH Call SOLE   63,500 0 0
NOVO-NORDISK A S ADR 670100205 4,420 67,500 SH   SOLE   67,500 0 0
NVIDIA CORPORATION COM 67066G104 6,204 16,331 SH   SOLE   16,331 0 0
NXP SEMICONDUCTORS N V COM N6596X109 145,354 1,274,585 SH   SOLE   1,274,585 0 0
OUTLOOK THERAPEUTICS INC *W EXP 02/18/202 69012T115 26 100,000 SH   SOLE   100,000 0 0
PARSLEY ENERGY INC CL A 701877102 20,154 1,887,092 SH   SOLE   1,887,092 0 0
PG&E CORP COM 69331C108 90,799 10,236,681 SH   SOLE   10,236,681 0 0
REGENERON PHARMACEUTICALS COM 75886F107 26,410 42,347 SH   SOLE   42,347 0 0
SALESFORCE COM INC COM 79466L302 228,008 1,217,147 SH   SOLE   1,217,147 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10,007 100,000 SH Call SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10,007 100,000 SH Put SOLE   100,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 25,106 150,000 SH Call SOLE   150,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 372,807 1,209,000 SH Put SOLE   1,209,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,643 41,000 SH Call SOLE   41,000 0 0
SYNOPSYS INC COM 871607107 8,216 42,134 SH   SOLE   42,134 0 0
TELADOC HEALTH INC COM 87918A105 1,927 10,100 SH   SOLE   10,100 0 0
T-MOBILE US INC COM 872590104 38,117 365,979 SH   SOLE   365,979 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 2 10,000 SH   SOLE   10,000 0 0
TRILOGY METALS INC NEW COM 89621C105 5,418 2,709,151 SH   SOLE   2,709,151 0 0
UNITEDHEALTH GROUP INC COM 91324P102 50,228 170,293 SH   SOLE   170,293 0 0
VARONIS SYS INC COM 922280102 1,996 22,559 SH   SOLE   22,559 0 0
VISA INC COM CL A 92826C839 70,609 365,528 SH   SOLE   365,528 0 0
VULCAN MATLS CO COM 929160109 15,577 134,457 SH   SOLE   134,457 0 0
WALMART INC COM 931142103 6,060 50,590 SH   SOLE   50,590 0 0
WASTE CONNECTIONS INC COM 94106B101 38,227 407,586 SH   SOLE   407,586 0 0
WERNER ENTERPRISES INC COM 950755108 1,016 23,343 SH   SOLE   23,343 0 0
WILLIAMS COS INC COM 969457100 62,649 3,293,826 SH   SOLE   3,293,826 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,194 10,000 SH Call SOLE   10,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,671 14,000 SH   SOLE   14,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 781 15,296 SH   SOLE   15,296 0 0