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
ACTIVISION BLIZZARD INC COM 00507V109   8,352,866 99,085 SH   SOLE   99,085 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   9,779,800 20,000 SH Call SOLE   20,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,770,861 24,325 SH   SOLE   24,325 0 0
ALCOA CORP COM 013872106   3,393,000 100,000 SH Call SOLE   100,000 0 0
ALCON AG ORD SHS H01301128   2,140,526 26,069 SH   SOLE   26,069 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,150,297 37,796 SH   SOLE   37,796 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,667,000 20,000 SH Call SOLE   20,000 0 0
AMAZON COM INC COM 023135106   7,280,867 55,852 SH   SOLE   55,852 0 0
AON PLC SHS CL A G0403H108   6,865,683 19,889 SH   SOLE   19,889 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   310,614 4,340 SH   SOLE   4,340 0 0
ATKORE INC COM 047649108   24,534,820 157,335 SH   SOLE   157,335 0 0
BAIDU INC SPON ADR REP A 056752108   3,422,750 25,000 SH Call SOLE   25,000 0 0
BLACKSTONE INC COM 09260D107   1,342,022 14,435 SH   SOLE   14,435 0 0
BOOT BARN HLDGS INC COM 099406100   16,531,065 195,195 SH   SOLE   195,195 0 0
BRUNSWICK CORP COM 117043109   28,350,341 327,220 SH   SOLE   327,220 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   7,542,434 117,064 SH   SOLE   117,064 0 0
DESCARTES SYS GROUP INC COM 249906108   28,793,594 359,309 SH   SOLE   359,309 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   28,068,987 721,197 SH   SOLE   721,197 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   16,350,653 604,237 SH   SOLE   604,237 0 0
ENPRO INDS INC COM 29355X107   33,789,900 253,051 SH   SOLE   253,051 0 0
FEDERAL SIGNAL CORP COM 313855108   33,360,014 521,006 SH   SOLE   521,006 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,520,440 38,011 SH   SOLE   38,011 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   3,859,033 61,430 SH   SOLE   61,430 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,237,161 32,097 SH   SOLE   32,097 0 0
HILLMAN SOLUTIONS CORP COM 431636109   31,426,466 3,487,954 SH   SOLE   3,487,954 0 0
ICICI BANK LIMITED ADR 45104G104   8,022,354 347,589 SH   SOLE   347,589 0 0
INGEVITY CORP COM 45688C107   30,659,975 527,166 SH   SOLE   527,166 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   16,780,536 933,289 SH   SOLE   933,289 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   3,009,172 26,611 SH   SOLE   26,611 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   305,049 4,330 SH   SOLE   4,330 0 0
JD.COM INC SPON ADR CL A 47215P106   619,391 18,148 SH   SOLE   18,148 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   22,513,864 2,069,289 SH   SOLE   2,069,289 0 0
LINDE PLC SHS G54950103   18,320,040 48,074 SH   DFND   0 48,074 0
LINDE PLC SHS G54950103   8,908,126 23,376 SH   SOLE   23,376 0 0
MALIBU BOATS INC COM CL A 56117J100   4,498,166 76,682 SH   SOLE   76,682 0 0
MARATHON OIL CORP COM 565849106   1,381,914 60,031 SH   SOLE   60,031 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,185,429 15,727 SH   SOLE   15,727 0 0
MEDTRONIC PLC SHS G5960L103   6,333,950 71,895 SH   SOLE   71,895 0 0
META PLATFORMS INC CL A 30303M102   3,491,686 12,167 SH   SOLE   12,167 0 0
MICROSOFT CORP COM 594918104   9,615,147 28,235 SH   SOLE   28,235 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   33,491,929 795,155 SH   SOLE   795,155 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   1,643,416 41,616 SH   SOLE   41,616 0 0
NEW YORK TIMES CO CL A 650111107   27,460,107 697,311 SH   SOLE   697,311 0 0
NOBLE CORP PLC ORD SHS A G65431127   2,883,479 69,801 SH   SOLE   69,801 0 0
NOVO-NORDISK A S ADR 670100205   5,416,450 33,470 SH   SOLE   33,470 0 0
NVIDIA CORPORATION COM 67066G104   12,516,316 29,588 SH   DFND   0 29,588 0
NVIDIA CORPORATION COM 67066G104   1,336,743 3,160 SH   SOLE   3,160 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   26,624,743 819,475 SH   SOLE   819,475 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,796,741 25,987 SH   SOLE   25,987 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   2,425,246 394,349 SH   SOLE   394,349 0 0
PROGYNY INC COM 74340E103   11,930,563 303,268 SH   SOLE   303,268 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111   824,196 187,744 SH   SOLE   187,744 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   988,226 92,444 SH   SOLE   92,444 0 0
RH COM 74967X103   7,801,395 23,670 SH   SOLE   23,670 0 0
RXO INC COMMON STOCK 74982T103   4,473,108 197,314 SH   SOLE   197,314 0 0
S&P GLOBAL INC COM 78409V104   4,850,368 12,099 SH   SOLE   12,099 0 0
SAP SE SPON ADR 803054204   1,228,143 8,977 SH   SOLE   8,977 0 0
SEA LTD SPONSORD ADS 81141R100   4,353,000 75,000 SH Call SOLE   75,000 0 0
SERVICENOW INC COM 81762P102   4,388,986 7,810 SH   SOLE   7,810 0 0
SHOPIFY INC CL A 82509L107   4,845,000 75,000 SH Call SOLE   75,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   29,631,255 177,051 SH   SOLE   177,051 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   2,321,911 89,373 SH   SOLE   89,373 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   14,459,214 220,920 SH   SOLE   220,920 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   14,996,972 166,559 SH   SOLE   166,559 0 0
SPLUNK INC COM 848637104   3,006,378 28,338 SH   SOLE   28,338 0 0
SPROUT SOCIAL INC COM CL A 85209W109   9,252,541 200,445 SH   SOLE   200,445 0 0
STELLANTIS N.V SHS N82405106   3,874,021 220,709 SH   SOLE   220,709 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,970,964 78,983 SH   SOLE   78,983 0 0
T-MOBILE US INC COM 872590104   9,652,300 69,491 SH   SOLE   69,491 0 0
TRADEWEB MKTS INC CL A 892672106   5,070,122 74,038 SH   SOLE   74,038 0 0
TRANSOCEAN LTD REG SHS H8817H100   758,629 108,221 SH   SOLE   108,221 0 0
TREX CO INC COM 89531P105   31,474,438 480,086 SH   SOLE   480,086 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,850,993 158,698 SH   SOLE   158,698 0 0
VAIL RESORTS INC COM 91879Q109   31,453,636 124,935 SH   SOLE   124,935 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   9,081,539 161,939 SH   SOLE   161,939 0 0
VERISK ANALYTICS INC COM 92345Y106   3,158,995 13,976 SH   SOLE   13,976 0 0
VISTRA CORP COM 92840M102   11,769,240 448,352 SH   SOLE   448,352 0 0
VITAL ENERGY INC COM 516806205   451,500 10,000 SH   SOLE   10,000 0 0
WAYFAIR INC CL A 94419L101   1,833,867 28,209 SH   SOLE   28,209 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   6,487,875 135,758 SH   SOLE   135,758 0 0
XPO INC COM 983793100   6,209,042 105,238 SH   SOLE   105,238 0 0
YETI HLDGS INC COM 98585X104   21,507,495 553,746 SH   SOLE   553,746 0 0