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
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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
Abbott Laboratories Common Stock 002824100 5,352 38,029 SH   SOLE   38,029 0 0
Akoustis Technologies Inc Common Stock 00973N102 3,340 500,000 SH   SOLE   500,000 0 0
Albemarle Corp Common Stock 012653101 4,422 18,916 SH   SOLE   18,916 0 0
Allegion plc Common Stock G0176J109 9,933 75,000 SH   SOLE   75,000 0 0
Alarm.com Holdings Inc Common Stock 011642105 13,570 160,000 SH   SOLE   160,000 0 0
Ameresco Inc Common Stock 02361E108 10,579 129,900 SH   SOLE   129,900 0 0
Amazon.com Inc Common Stock 023135106 3,008 902 SH   SOLE   902 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 14,165 303,000 SH   SOLE   303,000 0 0
Ashland Global Holdings Inc Common Stock 044186104 16,149 150,000 SH   SOLE   150,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 8,969 75,508 SH   SOLE   75,508 0 0
Bandwidth Inc Common Stock 05988J103 7,535 105,000 SH   SOLE   105,000 0 0
Bright Horizons Family Solutio Common Stock 109194100 15,516 123,258 SH   SOLE   123,258 0 0
Biohaven Pharmaceutical Holdin Common Stock G11196105 6,891 50,000 SH   SOLE   50,000 0 0
Baidu Inc ADR 056752108 1,488 10,000 SH   SOLE   10,000 0 0
Cognex Corp Common Stock 192422103 8,554 110,000 SH   SOLE   110,000 0 0
Cooper Cos Inc/The Common Stock 216648402 16,262 38,818 SH   SOLE   38,818 0 0
Cerence Inc Common Stock 156727109 9,580 125,000 SH   SOLE   125,000 0 0
Cavco Industries Inc Common Stock 149568107 19,059 60,000 SH   SOLE   60,000 0 0
CryoPort Inc Common Stock 229050307 7,183 121,400 SH   SOLE   121,400 0 0
Darling Ingredients Inc Common Stock 237266101 27,717 400,000 SH   SOLE   400,000 0 0
Digimarc Corp Common Stock 25381B101 3,948 100,000 SH   SOLE   100,000 0 0
Everbridge Inc Common Stock 29978A104 4,040 60,000 SH   SOLE   60,000 0 0
East West Bancorp Inc Common Stock 27579R104 27,325 347,288 SH   SOLE   347,288 0 0
First Horizon Corp Common Stock 320517105 8,982 550,000 SH   SOLE   550,000 0 0
Fair Isaac Corp Common Stock 303250104 19,515 45,000 SH   SOLE   45,000 0 0
Fidelity National Information Common Stock 31620M106 3,441 31,524 SH   SOLE   31,524 0 0
First Republic Bank/CA Common Stock 33616C100 6,321 30,609 SH   SOLE   30,609 0 0
Alphabet Inc Common Stock 02079K107 8,507 2,940 SH   SOLE   2,940 0 0
Graphic Packaging Holding Co Common Stock 388689101 32,416 1,662,353 SH   SOLE   1,662,353 0 0
Gates Industrial Corp PLC Common Stock G39108108 8,910 560,000 SH   SOLE   560,000 0 0
Global Water Resources Inc Common Stock 379463102 6,156 360,000 SH   SOLE   360,000 0 0
Home Depot Inc/The Common Stock 437076102 6,092 14,680 SH   SOLE   14,680 0 0
HDFC Bank Ltd ADR 40415F101 6,296 96,760 SH   SOLE   96,760 0 0
IAC/InterActiveCorp Common Stock 44891N208 7,189 55,000 SH   SOLE   55,000 0 0
IAA Inc Common Stock 449253103 6,074 120,000 SH   SOLE   120,000 0 0
JD.com Inc ADR 47215P106 6,306 90,000 SH   SOLE   90,000 0 0
Kadant Inc Common Stock 48282T104 14,981 65,000 SH   SOLE   65,000 0 0
LCI Industries Common Stock 50189K103 14,808 95,000 SH   SOLE   95,000 0 0
Eli Lilly & Co Common Stock 532457108 6,447 23,340 SH   SOLE   23,340 0 0
Loop Industries Inc Common Stock 543518104 3,681 300,000 SH   SOLE   300,000 0 0
Grand Canyon Education Inc Common Stock 38526M106 10,098 117,821 SH   SOLE   117,821 0 0
Live Nation Entertainment Inc Common Stock 538034109 5,985 50,000 SH   SOLE   50,000 0 0
Mastercard Inc Common Stock 57636Q104 7,342 20,432 SH   SOLE   20,432 0 0
Masimo Corp Common Stock 574795100 11,711 40,000 SH   SOLE   40,000 0 0
Maximus Inc Common Stock 577933104 21,511 270,000 SH   SOLE   270,000 0 0
MSA Safety Inc Common Stock 553498106 3,774 25,000 SH   SOLE   25,000 0 0
Microsoft Corp Common Stock 594918104 10,091 30,003 SH   SOLE   30,003 0 0
Vail Resorts Inc Common Stock 91879Q109 9,837 30,000 SH   SOLE   30,000 0 0
MasTec Inc Common Stock 576323109 17,533 190,000 SH   SOLE   190,000 0 0
Mueller Water Products Inc Common Stock 624758108 6,480 450,000 SH   SOLE   450,000 0 0
National Bank Holdings Corp Common Stock 633707104 13,182 300,000 SH   SOLE   300,000 0 0
Nasdaq Inc Common Stock 631103108 6,427 30,605 SH   SOLE   30,605 0 0
Sunnova Energy International I Common Stock 86745K104 2,275 81,500 SH   SOLE   81,500 0 0
Napco Security Technologies In Common Stock 630402105 8,747 175,000 SH   SOLE   175,000 0 0
NetEase Inc ADR 64110W102 6,667 65,500 SH   SOLE   65,500 0 0
NVIDIA Corp Common Stock 67066G104 6,320 21,488 SH   SOLE   21,488 0 0
Prosperity Bancshares Inc Common Stock 743606105 18,798 260,000 SH   SOLE   260,000 0 0
Park City Group Inc Common Stock 700215304 2,610 450,000 SH   SOLE   450,000 0 0
Planet Fitness Inc Common Stock 72703H101 9,058 100,000 SH   SOLE   100,000 0 0
Insulet Corp Common Stock 45784P101 5,055 19,000 SH   SOLE   19,000 0 0
Pool Corp Common Stock 73278L105 25,926 45,806 SH   SOLE   45,806 0 0
PTC Therapeutics Inc Common Stock 69366J200 2,987 75,000 SH   SOLE   75,000 0 0
PayPal Holdings Inc Common Stock 70450Y103 3,120 16,543 SH   SOLE   16,543 0 0
Rollins Inc Common Stock 775711104 5,474 160,000 SH   SOLE   160,000 0 0
Service Corp International/US Common Stock 817565104 24,836 349,841 SH   SOLE   349,841 0 0
SolarEdge Technologies Inc Common Stock 83417M104 2,974 10,600 SH   SOLE   10,600 0 0
Sprouts Farmers Market Inc Common Stock 85208M102 16,986 572,300 SH   SOLE   572,300 0 0
SVB Financial Group Common Stock 78486Q101 10,768 15,876 SH   SOLE   15,876 0 0
Simply Good Foods Co/The Common Stock 82900L102 6,651 160,000 SH   SOLE   160,000 0 0
ShotSpotter Inc Common Stock 82536T107 2,509 85,000 SH   SOLE   85,000 0 0
Trip.com Group Ltd ADR 89677Q107 739 30,000 SH   SOLE   30,000 0 0
Teradyne Inc Common Stock 880770102 15,372 94,000 SH   SOLE   94,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 4,604 6,900 SH   SOLE   6,900 0 0
Trex Co Inc Common Stock 89531P105 15,223 112,738 SH   SOLE   112,738 0 0
Trupanion Inc Common Stock 898202106 4,357 33,000 SH   SOLE   33,000 0 0
TSMC ADR 874039100 6,175 51,322 SH   SOLE   51,322 0 0
Tyler Technologies Inc Common Stock 902252105 9,414 17,500 SH   SOLE   17,500 0 0
UnitedHealth Group Inc Common Stock 91324P102 7,462 14,861 SH   SOLE   14,861 0 0
Veeva Systems Inc Common Stock 922475108 2,810 11,000 SH   SOLE   11,000 0 0
Western Alliance Bancorp Common Stock 957638109 12,380 115,000 SH   SOLE   115,000 0 0
Willdan Group Inc Common Stock 96924N100 2,816 80,000 SH   SOLE   80,000 0 0
Watsco Inc Common Stock 942622200 13,141 42,000 SH   SOLE   42,000 0 0
Xylem Inc/NY Common Stock 98419M100 4,909 40,936 SH   SOLE   40,936 0 0
YETI Holdings Inc Common Stock 98585X104 12,234 147,700 SH   SOLE   147,700 0 0
Apple Inc Common Stock 037833100 5,865 33,031 SH   SOLE   33,031 0 0
LHC Group Inc Common Stock 50187A107 15,919 116,000 SH   SOLE   116,000 0 0
Infosys Ltd ADR 456788108 3,290 130,000 SH   SOLE   130,000 0 0
OptimizeRx Corp Common Stock 68401U204 6,211 100,000 SH   SOLE   100,000 0 0
LivePerson Inc Common Stock 538146101 4,465 125,000 SH   SOLE   125,000 0 0
Advanced Drainage Systems Inc Common Stock 00790R104 6,807 50,000 SH   SOLE   50,000 0 0
Pinduoduo Inc ADR 722304102 466 8,000 SH   SOLE   8,000 0 0
ZTO Express Cayman Inc ADR 98980A105 847 30,000 SH   SOLE   30,000 0 0
Energy Recovery Inc Common Stock 29270J100 7,522 350,000 SH   SOLE   350,000 0 0
Veritone Inc Common Stock 92347M100 5,620 250,000 SH   SOLE   250,000 0 0
Crown Holdings Inc Common Stock 228368106 15,487 140,000 SH   SOLE   140,000 0 0
Dynatrace Inc Common Stock 268150109 3,018 50,000 SH   SOLE   50,000 0 0
Overstock.com Inc Common Stock 690370101 6,491 110,000 SH   SOLE   110,000 0 0
Paya Holdings Inc Common Stock 70434P103 7,608 1,200,000 SH   SOLE   1,200,000 0 0
TripAdvisor Inc Common Stock 896945201 6,134 225,000 SH   SOLE   225,000 0 0
View Inc Common Stock 92671V106 2,151 550,000 SH   SOLE   550,000 0 0
Clean Harbors Inc Common Stock 184496107 12,970 130,000 SH   SOLE   130,000 0 0
Axon Enterprise Inc Common Stock 05464C101 7,850 50,000 SH   SOLE   50,000 0 0
Brunswick Corp/DE Common Stock 117043109 15,110 150,000 SH   SOLE   150,000 0 0
Heska Corp Common Stock 42805E306 6,387 35,000 SH   SOLE   35,000 0 0
Ping Identity Holding Corp Common Stock 72341T103 3,432 150,000 SH   SOLE   150,000 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107 4,421 7,000 SH   SOLE   7,000 0 0
Vipshop Holdings Ltd ADR 92763W103 420 50,000 SH   SOLE   50,000 0 0
Freshpet Inc Common Stock 358039105 7,622 80,000 SH   SOLE   80,000 0 0
Verra Mobility Corp Common Stock 92511U102 3,454 223,856 SH   SOLE   223,856 0 0
GXO Logistics Inc Common Stock 36262G101 5,449 60,000 SH   SOLE   60,000 0 0
Intuit Inc Common Stock 461202103 1,608 2,500 SH   SOLE   2,500 0 0
Bilibili Inc ADR 090040106 464 10,000 SH   SOLE   10,000 0 0
Open Lending Corp Common Stock 68373J104 4,496 200,000 SH   SOLE   200,000 0 0
Wolfspeed Inc Common Stock 977852102 5,030 45,000 SH   SOLE   45,000 0 0