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 SYSTEMS INCORPORATED COM 00724F101 77,629 155,220 SH   SOLE   155,220 0 0
ADVANCED MICRO DEVICES INC COM 007903107 30,135 328,589 SH   SOLE   328,589 0 0
AERCAP HOLDINGS NV SHS N00985106 9,803 215,080 SH   SOLE   215,080 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 20,799 133,121 SH   SOLE   133,121 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 122,100 524,644 SH   SOLE   524,644 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 93,092 400,000 SH Call SOLE   400,000 0 0
ALPHABET INC CAP STK CL A 02079K305 153,275 87,454 SH   SOLE   87,454 0 0
ALPHABET INC CAP STK CL A 02079K305 70,106 40,000 SH Call SOLE   40,000 0 0
ALTIMMUNE INC COM NEW 02155H200 564 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 275,243 84,510 SH   SOLE   84,510 0 0
AMAZON COM INC COM 023135106 195,416 60,000 SH Call SOLE   60,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,316 15,024 SH   SOLE   15,024 0 0
AMERISOURCEBERGEN CORP COM 03073E105 5,689 58,190 SH   SOLE   58,190 0 0
ANALOG DEVICES INC COM 032654105 107,017 724,407 SH   SOLE   724,407 0 0
ANAPLAN INC COM 03272L108 40,159 558,930 SH   SOLE   558,930 0 0
ANTHEM INC COM 036752103 5,391 16,791 SH   SOLE   16,791 0 0
APPLIED MATLS INC COM 038222105 89,014 1,031,443 SH   SOLE   1,031,443 0 0
APTIV PLC SHS G6095L109 827 6,347 SH   SOLE   6,347 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 52,576 107,800 SH   SOLE   107,800 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 6,749 135,000 SH   SOLE   135,000 0 0
ATLASSIAN CORP PLC CL A G06242104 48,702 208,244 SH   SOLE   208,244 0 0
AVALONBAY CMNTYS INC COM 053484101 208 1,294 SH   SOLE   1,294 0 0
AVANTOR INC COM 05352A100 1,004 35,651 SH   SOLE   35,651 0 0
BILL COM HLDGS INC COM 090043100 140,164 1,026,843 SH   SOLE   1,026,843 0 0
BIOGEN INC COM 09062X103 2,081 8,500 SH   SOLE   8,500 0 0
BIOGEN INC COM 09062X103 9,427 38,500 SH Call SOLE   38,500 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 2,228 26,000 SH Call SOLE   26,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,177 59,042 SH   SOLE   59,042 0 0
BIONTECH SE SPONSORED ADS 09075V102 1,019 12,500 SH   SOLE   12,500 0 0
BLUESCAPE OPPORTUNITIES ACQU UNIT 99/99/9999 G1195N121 42,174 3,779,069 SH   SOLE   3,779,069 0 0
BOOKING HOLDINGS INC COM 09857L108 20,288 9,109 SH   SOLE   9,109 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,766 76,828 SH   SOLE   76,828 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 3,102 50,000 SH Call SOLE   50,000 0 0
CAMECO CORP COM 13321L108 39,773 2,968,116 SH   SOLE   2,968,116 0 0
CANADIAN NAT RES LTD COM 136385101 17,078 710,107 SH   SOLE   710,107 0 0
CAPITAL ONE FINL CORP COM 14040H105 166,053 1,679,845 SH   SOLE   1,679,845 0 0
CARDINAL HEALTH INC COM 14149Y108 7,113 132,805 SH   SOLE   132,805 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,385 3,605 SH   SOLE   3,605 0 0
CHEMED CORP NEW COM 16359R103 2,810 5,275 SH   SOLE   5,275 0 0
CIGNA CORP NEW COM 125523100 12,112 58,178 SH   SOLE   58,178 0 0
CITIGROUP INC COM NEW 172967424 30,848 500,287 SH   SOLE   500,287 0 0
COPART INC COM 217204106 15,493 121,750 SH   SOLE   121,750 0 0
DARLING INGREDIENTS INC COM 237266101 40,911 709,277 SH   SOLE   709,277 0 0
DAVITA INC COM 23918K108 5,973 50,878 SH   SOLE   50,878 0 0
DEVON ENERGY CORP NEW COM 25179M103 24,962 1,578,847 SH   SOLE   1,578,847 0 0
DISCOVER FINL SVCS COM 254709108 33,421 369,174 SH   SOLE   369,174 0 0
DOLLAR TREE INC COM 256746108 26,847 248,493 SH   SOLE   248,493 0 0
DOMINION ENERGY INC COM 25746U109 5,993 79,691 SH   SOLE   79,691 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 10,179 331,886 SH   SOLE   331,886 0 0
ENPHASE ENERGY INC COM 29355A107 31,853 181,532 SH   SOLE   181,532 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 209 3,518 SH   SOLE   3,518 0 0
FACEBOOK INC CL A 30303M102 134,591 492,717 SH   SOLE   492,717 0 0
FIRSTENERGY CORP COM 337932107 2,996 97,874 SH   SOLE   97,874 0 0
FISERV INC COM 337738108 203,171 1,784,397 SH   SOLE   1,784,397 0 0
FORTIVE CORP COM 34959J108 4,129 58,302 SH   SOLE   58,302 0 0
GAP INC COM 364760108 18,826 932,454 SH   SOLE   932,454 0 0
GILEAD SCIENCES INC COM 375558103 5,181 88,931 SH   SOLE   88,931 0 0
GILEAD SCIENCES INC COM 375558103 5,826 100,000 SH Call SOLE   100,000 0 0
HCA HEALTHCARE INC COM 40412C101 31,508 191,587 SH   SOLE   191,587 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 1,920 26,250 SH   SOLE   26,250 0 0
HOWMET AEROSPACE INC COM 443201108 42,405 1,485,822 SH   SOLE   1,485,822 0 0
HUMANA INC COM 444859102 9,209 22,447 SH   SOLE   22,447 0 0
IAA INC COM 449253103 66,976 1,030,719 SH   SOLE   1,030,719 0 0
IMMUNOVANT INC COM 45258J102 2,157 46,700 SH   SOLE   46,700 0 0
INTEL CORP COM 458140100 4,484 90,000 SH   SOLE   90,000 0 0
INTUIT COM 461202103 30,122 79,301 SH   SOLE   79,301 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,824 3,452 SH   SOLE   3,452 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 15,687 50,000 SH Put SOLE   50,000 0 0
IQVIA HLDGS INC COM 46266C105 1,792 10,000 SH   SOLE   10,000 0 0
ISHARES TR NASDAQ BIOTECH 464287556 15,149 100,000 SH Put SOLE   100,000 0 0
JAWS ACQUISITION CORP SHS G50744104 12,891 961,294 SH   SOLE   961,294 0 0
JOHNSON & JOHNSON COM 478160104 6,799 43,200 SH   SOLE   43,200 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,057 24,845 SH   SOLE   24,845 0 0
LAM RESEARCH CORP COM 512807108 58,165 123,160 SH   SOLE   123,160 0 0
LILLY ELI & CO COM 532457108 19,064 112,913 SH   SOLE   112,913 0 0
LILLY ELI & CO COM 532457108 4,221 25,000 SH Call SOLE   25,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 19,899 270,812 SH   SOLE   270,812 0 0
MAGNA INTL INC COM 559222401 48,705 687,924 SH   SOLE   687,924 0 0
MASTERCARD INCORPORATED CL A 57636Q104 55,168 154,557 SH   SOLE   154,557 0 0
MATCH GROUP INC NEW COM 57667L107 38,301 253,327 SH   SOLE   253,327 0 0
MCKESSON CORP COM 58155Q103 30,262 173,997 SH   SOLE   173,997 0 0
MEDTRONIC PLC SHS G5960L103 5,775 49,300 SH   SOLE   49,300 0 0
MERCADOLIBRE INC COM 58733R102 50,535 30,166 SH   SOLE   30,166 0 0
MERCK & CO. INC COM 58933Y105 18,350 224,327 SH   SOLE   224,327 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 13,671 98,986 SH   SOLE   98,986 0 0
MICROSOFT CORP COM 594918104 337,466 1,517,248 SH   SOLE   1,517,248 0 0
MICROSOFT CORP COM 594918104 115,658 520,000 SH Call SOLE   520,000 0 0
MODERNA INC COM 60770K107 1,567 15,000 SH   SOLE   15,000 0 0
NETFLIX INC COM 64110L106 131,917 243,961 SH   SOLE   243,961 0 0
NETFLIX INC COM 64110L106 64,888 120,000 SH Call SOLE   120,000 0 0
NEXGEN ENERGY LTD COM 65340P106 828 300,000 SH   SOLE   300,000 0 0
NOVAVAX INC COM NEW 670002401 1,338 12,000 SH   SOLE   12,000 0 0
NVIDIA CORPORATION COM 67066G104 16,298 31,210 SH   SOLE   31,210 0 0
OAK STR HEALTH INC COM 67181A107 2,691 44,000 SH   SOLE   44,000 0 0
OMNICELL COM COM 68213N109 2,640 22,000 SH   SOLE   22,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 24,389 745,155 SH   SOLE   745,155 0 0
OUTLOOK THERAPEUTICS INC *W EXP 02/18/202 69012T115 22 100,000 SH   SOLE   100,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 63,869 1,122,868 SH   SOLE   1,122,868 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 44,981 1,910,000 SH Put SOLE   1,910,000 0 0
PARKER-HANNIFIN CORP COM 701094104 50,774 186,388 SH   SOLE   186,388 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 30,897 2,751,290 SH   SOLE   2,751,290 0 0
PFIZER INC COM 717081103 9,908 269,179 SH   SOLE   269,179 0 0
PFIZER INC COM 717081103 1,841 50,000 SH Call SOLE   50,000 0 0
PIONEER NAT RES CO COM 723787107 98,242 862,607 SH   SOLE   862,607 0 0
REGENERON PHARMACEUTICALS COM 75886F107 17,263 35,733 SH   SOLE   35,733 0 0
SALESFORCE COM INC COM 79466L302 65,801 295,696 SH   SOLE   295,696 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11,344 100,000 SH Call SOLE   100,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 22,688 200,000 SH Put SOLE   200,000 0 0
SHOPIFY INC CL A 82509L107 59,090 52,202 SH   SOLE   52,202 0 0
SPDR GOLD TR GOLD SHS 78463V107 431,631 2,420,000 SH Call SOLE   2,420,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 32,715 87,500 SH Put SOLE   87,500 0 0
SPDR SER TR S&P BIOTECH 78464A870 7,039 50,000 SH Call SOLE   50,000 0 0
STONECO LTD COM CL A G85158106 10,047 119,718 SH   SOLE   119,718 0 0
SUNRUN INC COM 86771W105 162,335 2,339,797 SH   SOLE   2,339,797 0 0
TELADOC HEALTH INC COM 87918A105 4,499 22,500 SH   SOLE   22,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,617 40,494 SH   SOLE   40,494 0 0
TESLA INC COM 88160R101 11,203 15,875 SH   SOLE   15,875 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,402 9,450 SH   SOLE   9,450 0 0
T-MOBILE US INC COM 872590104 9,538 70,728 SH   SOLE   70,728 0 0
UNITEDHEALTH GROUP INC COM 91324P102 75,473 215,218 SH   SOLE   215,218 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 10,007 42,341 SH   SOLE   42,341 0 0
VIATRIS INC COM 92556V106 4,881 260,463 SH   SOLE   260,463 0 0
VISA INC COM CL A 92826C839 652 2,981 SH   SOLE   2,981 0 0
WELLS FARGO CO NEW COM 949746101 17,667 585,400 SH   SOLE   585,400 0 0
WELLS FARGO CO NEW COM 949746101 165,990 5,500,000 SH Call SOLE   5,500,000 0 0
WORKDAY INC CL A 98138H101 94,125 392,826 SH   SOLE   392,826 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,868 25,100 SH   SOLE   25,100 0 0