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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X Genomics Inc COM CL A 88025U109   523,891 9,382 SH   SOLE   9,382 0 0
A10 Networks COM 002121101   219,711 15,059 SH   SOLE   15,059 0 0
Abbott Laboratories COM 002824100   287,159 2,634 SH   SOLE   2,634 0 0
ACI Worldwide COM 004498101   409,576 17,677 SH   SOLE   17,677 0 0
AFFIRM HOLDINGS INC COM CL A 00827B106   343,116 22,382 SH   SOLE   22,382 0 0
Agilent Technologies Inc COM 00846U101   286,075 2,379 SH   SOLE   2,379 0 0
Akamai COM 00971T101   246,873 2,747 SH   SOLE   2,747 0 0
Alnylam Pharmaceuticals, Inc. COM 02043Q107   685,683 3,610 SH   SOLE   3,610 0 0
Advanced Micro Devices COM 007903107   751,350 6,596 SH   SOLE   6,596 0 0
AST SpaceMobile COM CL A 00217D100   318,735 67,816 SH   SOLE   67,816 0 0
Avidity Biosciences, Inc. COM 05370A108   248,837 22,438 SH   SOLE   22,438 0 0
Axonics Inc COM 05465P101   460,993 9,134 SH   SOLE   9,134 0 0
Bicycle Therapeutics Plc Sponsored Adr SPONSORED ADS 088786108   362,869 14,219 SH   SOLE   14,219 0 0
BioNtech SE SPONSORED ADS 09075V102   616,712 5,714 SH   SOLE   5,714 0 0
Block Inc COM CL A 852234103   1,069,713 16,069 SH   SOLE   16,069 0 0
Bruker Corp COM 116794108   561,644 7,598 SH   SOLE   7,598 0 0
C3.ai Inc CL A 12468P104   325,429 8,933 SH   SOLE   8,933 0 0
Cloudflare Inc CL A COM 18915M107   573,426 8,772 SH   SOLE   8,772 0 0
Coherent Corp COM 19247G107   267,186 5,241 SH   SOLE   5,241 0 0
Coinbase Global Inc COM CL A 19260Q107   764,440 10,684 SH   SOLE   10,684 0 0
Confluent Inc COM CL A 20717M103   485,760 13,757 SH   SOLE   13,757 0 0
CrowdStrike Holdings Inc CL A 22788C105   538,572 3,667 SH   SOLE   3,667 0 0
Datadog Inc COM CL A 23804L103   603,955 6,139 SH   SOLE   6,139 0 0
Descartes Systems Group COM 249906108   741,942 9,254 SH   SOLE   9,254 0 0
Dexcom Inc COM 252131107   1,176,509 9,155 SH   SOLE   9,155 0 0
Dynatrace Inc COM NEW 268150109   641,110 12,456 SH   SOLE   12,456 0 0
Edwards Lifesciences Corp COM 28176E108   291,668 3,092 SH   SOLE   3,092 0 0
Enphase Energy Inc COM 29355A107   448,009 2,675 SH   SOLE   2,675 0 0
ENVESTNET INC COM 29404K106   452,425 7,623 SH   SOLE   7,623 0 0
EURONET WORLDWIDE INC COM 298736109   981,448 8,362 SH   SOLE   8,362 0 0
EVOLENT HEALTH INC CL A 30050B101   518,857 17,124 SH   SOLE   17,124 0 0
Exact Science Corp COM 30063P105   949,799 10,115 SH   SOLE   10,115 0 0
F5 Inc COM 315616102   243,815 1,667 SH   SOLE   1,667 0 0
Fair ISAAC Corp COM 303250104   298,598 369 SH   SOLE   369 0 0
First Solar Inc COM 336433107   742,682 3,907 SH   SOLE   3,907 0 0
Fiserv Inc COM 337738108   536,264 4,251 SH   SOLE   4,251 0 0
Fleetcor Technologies Inc COM 339041105   462,740 1,843 SH   SOLE   1,843 0 0
Flywire Corporation COMVTG 302492103   470,691 15,164 SH   SOLE   15,164 0 0
Fortinet Inc COM 34959E109   413,704 5,473 SH   SOLE   5,473 0 0
Globalstar COM 378973408   358,950 332,361 SH   SOLE   332,361 0 0
Guardant Health Inc COM 40131M109   375,936 10,501 SH   SOLE   10,501 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   617,617 8,118 SH   SOLE   8,118 0 0
Inari Medical Inc COM 45332Y109   272,502 4,687 SH   SOLE   4,687 0 0
Inspire Medical Systems Inc COM 457730109   1,153,446 3,553 SH   SOLE   3,553 0 0
Insulet Corp COM 45784P101   1,111,551 3,855 SH   SOLE   3,855 0 0
Intellia Therapeutics COM 45826J105   414,896 10,174 SH   SOLE   10,174 0 0
Intercept Pharmaceuticals, Inc. COM 45845P108   205,506 18,581 SH   SOLE   18,581 0 0
Intra Cellular Therapies, Inc. COM 46116X101   495,352 7,823 SH   SOLE   7,823 0 0
INTUIT COM COM 461202103   938,831 2,049 SH   SOLE   2,049 0 0
Intuitive Surgical Inc COM 46120E602   607,285 1,776 SH   SOLE   1,776 0 0
Ionis Pharmaceuticals, Inc. COM 462222100   477,425 11,636 SH   SOLE   11,636 0 0
IQVIA Holdings Inc COM 46266C105   638,796 2,842 SH   SOLE   2,842 0 0
Iridium Communications Inc COM 46269C102   736,495 11,856 SH   SOLE   11,856 0 0
JACK HENRY & ASSOCIATES INC COM 426281101   503,831 3,011 SH   SOLE   3,011 0 0
Kymera Therapeutics, Inc. COM 501575104   504,562 21,947 SH   SOLE   21,947 0 0
L3harris Technologies COM 502431109   358,651 1,832 SH   SOLE   1,832 0 0
Lantheus Holdings Inc COM 516544103   513,842 6,123 SH   SOLE   6,123 0 0
Lattice Semiconductor Corp COM 518415104   660,481 6,875 SH   SOLE   6,875 0 0
Legend Biotech Corp SPONSORED ADS 52490G102   1,172,267 16,982 SH   SOLE   16,982 0 0
LENDINGCLUB CORP COM 52603A208   298,701 30,636 SH   SOLE   30,636 0 0
LIGHTSPEED POS INC SUB VTG SHS 53229C107   543,505 32,101 SH   SOLE   32,101 0 0
Madrigal Pharmaceuticals, Inc. COM 558868105   1,099,098 4,758 SH   SOLE   4,758 0 0
Marqeta Inc CLASS A COM 57142B104   296,227 60,827 SH   SOLE   60,827 0 0
Marvell Technology Inc COM 573874104   586,561 9,812 SH   SOLE   9,812 0 0
MERCADOLIBRE INC COM 58733R102   344,719 291 SH   SOLE   291 0 0
Microstrategy CLASS A NEW 594972408   507,809 1,483 SH   SOLE   1,483 0 0
Moderna, Inc. COM 60770K107   399,371 3,287 SH   SOLE   3,287 0 0
N-Able Inc COMMON STOCK 62878D100   339,370 23,551 SH   SOLE   23,551 0 0
nCino COM 63947X101   474,571 15,756 SH   SOLE   15,756 0 0
Neogen COM 640491106   589,925 27,123 SH   SOLE   27,123 0 0
Neurocrine Biosciences, Inc. COM 64125C109   646,427 6,855 SH   SOLE   6,855 0 0
Nurix Therapeutics, Inc. COM 67080M103   301,119 30,142 SH   SOLE   30,142 0 0
Nuvei Corp SUB VTG SHS 67079A102   244,337 8,267 SH   SOLE   8,267 0 0
Nvidia Corp COM 67066G104   959,409 2,268 SH   SOLE   2,268 0 0
Okta Inc CL A 679295105   265,749 3,832 SH   SOLE   3,832 0 0
Outset Medical Inc COM 690145107   501,807 22,945 SH   SOLE   22,945 0 0
Pacific Biosciences of California Inc COM 69404D108   832,287 62,578 SH   SOLE   62,578 0 0
Palantir Technologies Inc CL A 69608A108   1,288,931 84,079 SH   SOLE   84,079 0 0
Palo Alto Networks Inc COM 697435105   564,422 2,209 SH   SOLE   2,209 0 0
Paypal Holdings Inc COM 70450Y103   1,246,850 18,685 SH   SOLE   18,685 0 0
Pegasystems Inc COM 705573103   525,686 10,663 SH   SOLE   10,663 0 0
Planet Labs PBC COM CL A 72703X106   459,120 142,584 SH   SOLE   142,584 0 0
Procept Biorobotics Corp COM 74276L105   584,512 16,535 SH   SOLE   16,535 0 0
Qualys COM 74758T303   294,120 2,277 SH   SOLE   2,277 0 0
Rapid7 Inc COM 753422104   333,623 7,368 SH   SOLE   7,368 0 0
Riot Plateforms Inc COM 767292105   595,622 50,391 SH   SOLE   50,391 0 0
Rocket Lab USA Inc COM 773122106   890,718 148,453 SH   SOLE   148,453 0 0
Schrodinger Inc COM 80810D103   1,463,604 29,319 SH   SOLE   29,319 0 0
SentinelOne Inc CL A 81730H109   267,406 17,709 SH   SOLE   17,709 0 0
ServiceNow Inc COM 81762P102   560,846 998 SH   SOLE   998 0 0
SHIFT4 PAYMENTS INC CL A 82452J109   1,076,917 15,858 SH   SOLE   15,858 0 0
Shockwave Medical Inc COM 82489T104   1,284,916 4,502 SH   SOLE   4,502 0 0
SHOPIFY INC CL A 82509L107   1,117,838 17,304 SH   SOLE   17,304 0 0
Smartsheet Inc COM CL A 83200N103   292,230 7,638 SH   SOLE   7,638 0 0
Snowflake Inc CL A 833445109   511,574 2,907 SH   SOLE   2,907 0 0
SOFI TECHNOLOGIES INC COM 83406F102   331,999 39,808 SH   SOLE   39,808 0 0
SolarEdge Technologies Inc COM 83417M104   856,655 3,184 SH   SOLE   3,184 0 0
Splunk COM 848637104   288,034 2,715 SH   SOLE   2,715 0 0
Sunpower Corp COM 867652406   236,601 24,143 SH   SOLE   24,143 0 0
Teledyne Technologies Inc COM 879360105   476,476 1,159 SH   SOLE   1,159 0 0
Tenable Holdings Inc COM 88025T102   356,718 8,191 SH   SOLE   8,191 0 0
Teradyne Inc COM 880770102   589,047 5,291 SH   SOLE   5,291 0 0
Tetra Tech Inc COM 88162G103   607,475 3,710 SH   SOLE   3,710 0 0
Thermo Fisher Scientific Inc COM 883556102   277,571 532 SH   SOLE   532 0 0
TPI Composites Inc COM 87266J104   303,789 29,295 SH   SOLE   29,295 0 0
TransMedics Group Inc COM 89377M109   1,046,895 12,466 SH   SOLE   12,466 0 0
Trimble COM 896239100   353,586 6,679 SH   SOLE   6,679 0 0
UiPath Inc CL A 90364P105   494,730 29,857 SH   SOLE   29,857 0 0
Varonis Systems Inc COM 922280102   305,329 11,457 SH   SOLE   11,457 0 0
Veeva System, Inc. CL A COM 922475108   474,157 2,398 SH   SOLE   2,398 0 0
Virgin Galactic Holdings Inc COM 92766K106   209,702 54,047 SH   SOLE   54,047 0 0
WEX INC COM 96208T104   396,002 2,175 SH   SOLE   2,175 0 0
Wolfspeed Inc COM 977852102   567,352 10,206 SH   SOLE   10,206 0 0
Workiva COM CL A 98139A105   385,291 3,790 SH   SOLE   3,790 0 0
Xylem Inc COM 98419M100   484,041 4,298 SH   SOLE   4,298 0 0
Zscaler Inc COM 98980G102   512,635 3,504 SH   SOLE   3,504 0 0