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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NVIDIA CORPORATION COM 67066G104   63,453,000 150,000 SH   SOLE   150,000 0 0
AMAZON COM INC COM 023135106   39,108,000 300,000 SH   SOLE   300,000 0 0
SP PLUS CORP COM 78469C103   38,836,230 993,000 SH   SOLE   993,000 0 0
CAMECO CORP COM 13321L108   37,596,000 1,200,000 SH   SOLE   1,200,000 0 0
FRANCO NEV CORP COM 351858105   32,085,000 225,000 SH   SOLE   225,000 0 0
HESS CORP COM 42809H107   27,190,000 200,000 SH   SOLE   200,000 0 0
NOVANTA INC COM 67000B104   26,510,400 144,000 SH   SOLE   144,000 0 0
WASTE CONNECTIONS INC COM 94106B101   25,727,400 180,000 SH   SOLE   180,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   25,366,250 35,000 SH   SOLE   35,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   25,230,000 250,000 SH   SOLE   250,000 0 0
HEICO CORP NEW COM 422806109   24,771,600 140,000 SH   SOLE   140,000 0 0
CLEAN HARBORS INC COM 184496107   24,664,500 150,000 SH   SOLE   150,000 0 0
MODERNA INC COM 60770K107   24,300,000 200,000 SH   SOLE   200,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   24,017,500 250,000 SH   SOLE   250,000 0 0
BOWLERO CORP CL A COM 10258P102   23,441,167 2,013,846 SH   SOLE   2,013,846 0 0
VALMONT INDS INC COM 920253101   23,284,000 80,000 SH   SOLE   80,000 0 0
HEICO CORP NEW CL A 422806208   17,575,000 125,000 SH   SOLE   125,000 0 0
LANTHEUS HLDGS INC COM 516544103   16,784,000 200,000 SH   SOLE   200,000 0 0
INNOSPEC INC COM 45768S105   16,070,400 160,000 SH   SOLE   160,000 0 0
SERVICENOW INC COM 81762P102   14,049,250 25,000 SH   SOLE   25,000 0 0
ASPEN AEROGELS INC COM 04523Y105   12,268,950 1,555,000 SH   SOLE   1,555,000 0 0
ALPHABET INC CAP STK CL A 02079K305   11,970,000 100,000 SH   SOLE   100,000 0 0
GARMIN LTD SHS H2906T109   10,429,000 100,000 SH   SOLE   100,000 0 0
AIXTRON SE Equity 005468346   10,177,156 300,000 SH   SOLE   300,000 0 0
WORKDAY INC CL A 98138H101   10,165,050 45,000 SH   SOLE   45,000 0 0
COSTAR GROUP INC COM 22160N109   8,900,000 100,000 SH   SOLE   100,000 0 0
ATI INC COM 01741R102   8,403,700 190,000 SH   SOLE   190,000 0 0
MONGODB INC CL A 60937P106   8,219,800 20,000 SH   SOLE   20,000 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   7,493,600 380,000 SH   SOLE   380,000 0 0
SCHLUMBERGER LTD COM STK 806857108   7,368,000 150,000 SH   SOLE   150,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   7,334,850 15,000 SH   SOLE   15,000 0 0
CODEXIS INC COM 192005106   7,124,600 2,544,500 SH   SOLE   2,544,500 0 0
MICROSOFT CORP COM 594918104   6,810,800 20,000 SH   SOLE   20,000 0 0
VERISK ANALYTICS INC COM 92345Y106   6,780,900 30,000 SH   SOLE   30,000 0 0
ENOVIX CORPORATION COM 293594107   6,319,159 350,286 SH   SOLE   350,286 0 0
ALTUS POWER INC COM CL A 02217A102   5,616,000 1,040,000 SH   SOLE   1,040,000 0 0
TERADYNE INC COM 880770102   5,566,500 50,000 SH   SOLE   50,000 0 0
SYMBOTIC INC CLASS A COM 87151X101   5,351,250 125,000 SH   SOLE   125,000 0 0
ADYEN NV Equity 00BZ1HM42   5,191,037 3,000 SH   SOLE   3,000 0 0
DOXIMITY INC CL A 26622P107   5,103,000 150,000 SH   SOLE   150,000 0 0
HILLMAN SOLUTIONS CORP COM 431636109   4,955,500 550,000 SH   SOLE   550,000 0 0
SCHLUMBERGER LTD COM STK 806857108   4,912,000 100,000 SH   SOLE   100,000 0 0
AXON ENTERPRISE INC COM 05464C101   3,902,400 20,000 SH   SOLE   20,000 0 0
TECHTARGET INC COM 87874R100   3,268,650 105,000 SH   SOLE   105,000 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   3,026,700 270,000 SH   SOLE   270,000 0 0
GENTHERM INC COM 37253A103   2,961,463 52,406 SH   SOLE   52,406 0 0
ZSCALER INC COM 98980G102   2,926,000 20,000 SH   SOLE   20,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,305,200 60,000 SH   SOLE   60,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,278,200 20,000 SH   SOLE   20,000 0 0