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
21VIANET GROUP INC-ADR ADR 90138A103 9,263 267,040 SH   SOLE   267,040 0 0
AAR CORP COM 000361105 7,228 199,561 SH   SOLE   199,561 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,483 59,058 SH   SOLE   59,058 0 0
AECOM COM 00766T100 5,239 105,250 SH   SOLE   105,250 0 0
ALCON INC SHS H01301128 4,716 80,152 SH   SOLE   80,152 0 0
ALIBABA GROUP HOLDING-SP ADR ADRS 01609W102 5,128 22,035 SH   SOLE   22,035 0 0
ALTICE USA INC CL A 02156K103 4,666 123,215 SH   SOLE   123,215 0 0
AMAZON.COM INC COM 023135106 9,138 2,806 SH   SOLE   2,806 0 0
AON PLC CL A G0403H108 2,263 10,714 SH   SOLE   10,714 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 16,404 207,133 SH   SOLE   207,133 0 0
ASTEC INDUSTRIES INC COM 046224101 13,713 236,927 SH   SOLE   236,927 0 0
AZEK CO INC/THE CL A 05478C105 15,364 399,599 SH   SOLE   399,599 0 0
BIGCOMMERCE HOLDINGS-SER 1 COM 08975P108 2,015 31,425 SH   SOLE   31,425 0 0
BOOT BARN HOLDINGS INC COM 099406100 16,497 380,486 SH   SOLE   380,486 0 0
CERTARA INC COM 15687V109 20,232 600,000 SH   SOLE   600,000 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 2,284 3,454 SH   SOLE   3,454 0 0
CITIGROUP INC COM 172967424 1,189 19,295 SH   SOLE   19,295 0 0
CLARIVATE PLC SHS G21810109 16,050 540,234 SH   SOLE   540,234 0 0
COCA-COLA EUROPEAN PARTNERS SHS G25839104 3,076 61,735 SH   SOLE   61,735 0 0
COMCAST CORP CL A 20030N101 2,595 49,528 SH   SOLE   49,528 0 0
CONSTELLIUM SE SHS F21107101 8,180 584,765 SH   SOLE   584,765 0 0
CONTEXTLOGIC INC CL A 21077C107 1,003 55,000 SH   SOLE   55,000 0 0
CRH PLC-SPONSORED ADR ADR 12626K203 644 15,137 SH   SOLE   15,137 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105 2,970 14,025 SH   SOLE   14,025 0 0
DISH NETWORK CORPORATION Note 25470MAD1 7,017 7,500,000 SH   SOLE   7,500,000 0 0
ENVISTA HOLDINGS CORP COM 29415F104 15,490 459,256 SH   SOLE   459,256 0 0
ETSY INC COM 29786A106 9,849 55,364 SH   SOLE   55,364 0 0
EVERBRIDGE INC COM 29978A104 16,269 109,140 SH   SOLE   109,140 0 0
FARFETCH LTD CL A 30744W107 3,214 50,379 SH   SOLE   50,379 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 6,923 48,942 SH   SOLE   48,942 0 0
FINANCIAL SELECT SECTOR SPDR SBI 81369Y605 2,532 85,921 SH   SOLE   85,921 0 0
FISERV INC COM 337738108 4,555 40,012 SH   SOLE   40,012 0 0
FLEX LTD ORD Y2573F102 4,508 250,737 SH   SOLE   250,737 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,799 222,872 SH   SOLE   222,872 0 0
FREEPORT-MCMORAN INC CALL 35671D857 33 169,400 SH Call SOLE   169,400 0 0
GOGO INC COM 38046C109 2,007 208,511 SH   SOLE   208,511 0 0
HDFC BANK LTD-ADR ADS 40415F101 4,599 63,643 SH   SOLE   63,643 0 0
ICICI BANK LTD-SPON ADR ADR 45104G104 5,600 376,903 SH   SOLE   376,903 0 0
INGEVITY CORP COM 45688C107 15,440 203,894 SH   SOLE   203,894 0 0
IQIYI INC-ADR ADS 46267X108 2,295 131,321 SH   SOLE   131,321 0 0
KORNIT DIGITAL LTD SHS M6372Q113 20,372 228,574 SH   SOLE   228,574 0 0
LIGHTSPEED POS INC-SUB VOTE SHS 53227R106 23,165 257,852 SH   SOLE   257,852 0 0
LINDBLAD EXPEDITIONS HOLDING COM 535219109 14,846 867,178 SH   SOLE   867,178 0 0
LINDE PLC SHS G5494J103 6,354 24,114 SH   SOLE   24,114 0 0
LITHIA MOTORS INC CL A 536797103 4,786 16,354 SH   SOLE   16,354 0 0
LOGITECH INTERNATIONAL-REG SHS H50430232 5,811 67,640 SH   SOLE   67,640 0 0
MALIBU BOATS INC CL A 56117J100 14,228 227,877 SH   SOLE   227,877 0 0
MEDTRONIC PLC SHS G5960L103 7,299 62,311 SH   SOLE   62,311 0 0
MELCO RESORTS & ENTERT-ADR ADR 585464100 5,463 294,516 SH   SOLE   294,516 0 0
MERCADOLIBRE INC COM 58733R102 2,286 1,365 SH   SOLE   1,365 0 0
MICRON TECHNOLOGY INC COM 595112103 8,910 118,524 SH   SOLE   118,524 0 0
MICROSOFT CORP COM 594918104 4,508 20,269 SH   SOLE   20,269 0 0
NCINO INC COM 63947U107 977 13,500 SH   SOLE   13,500 0 0
NEW YORK TIMES CO CL A 650111107 16,706 322,710 SH   SOLE   322,710 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 12,596 285,694 SH   SOLE   285,694 0 0
ONESPAWORLD HOLDINGS LTD COM P73684113 9,659 952,656 SH   SOLE   952,656 0 0
OWENS CORNING COM 690742101 4,771 62,980 SH   SOLE   62,980 0 0
PAYPAL HOLDINGS INC COM 70450Y103 2,334 9,966 SH   SOLE   9,966 0 0
PUBMATIC INC CL A 74467Q103 1,992 71,272 SH   SOLE   71,272 0 0
QUALCOMM INC COM 747525103 5,064 33,242 SH   SOLE   33,242 0 0
REVOLVE GROUP INC CL A 76156B107 18,058 579,353 SH   SOLE   579,353 0 0
RH COM 74967X103 12,379 27,663 SH   SOLE   27,663 0 0
SEA LTD-ADR ADS 81141R100 3,303 16,598 SH   SOLE   16,598 0 0
SHOPIFY INC CL A 82509L107 718 500 SH   SOLE   500 0 0
SPROUT SOCIAL INC CL A 85209W109 18,316 403,350 SH   SOLE   403,350 0 0
STONECO LTD CL A G85158106 2,707 32,267 SH   SOLE   32,267 0 0
TAIWAN SEMICONDUCTOR-SP ADR ADS 874039100 4,151 38,075 SH   SOLE   38,075 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 4,889 23,530 SH   SOLE   23,530 0 0
TESLA INC COM 88160R101 3,994 5,661 SH   SOLE   5,661 0 0
T-MOBILE US INC COM 872590104 8,604 63,810 SH   SOLE   63,810 0 0
VAIL RESORTS INC COM 91879Q109 10,750 38,536 SH   SOLE   38,536 0 0
VITAL FARMS INC COM 92847W103 4,909 193,981 SH   SOLE   193,981 0 0
WALT DISNEY CO/THE COM 254687106 3,502 19,329 SH   SOLE   19,329 0 0
WELLS FARGO & CO COM 949746101 2,890 95,776 SH   SOLE   95,776 0 0
WILLSCOT MOBILE MINI HOLDING CL A 971378104 9,134 394,218 SH   SOLE   394,218 0 0
WYNN RESORTS LTD COM 983134107 2,510 22,251 SH   SOLE   22,251 0 0
XPO LOGISTICS INC COM 983793100 8,925 74,879 SH   SOLE   74,879 0 0
YETI HOLDINGS INC COM 98585X104 14,398 210,288 SH   SOLE   210,288 0 0