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 SPONSORED ADS A 90138A103 3,742 163,050 SH   SOLE   163,050 0 0
AAR CORP COM 000361105 22,942 592,057 SH   SOLE   592,057 0 0
ALCOA CORP COM 013872106 3,162 85,824 SH   SOLE   85,824 0 0
ALCON AG ORD SHS H01301128 5,611 80,152 SH   SOLE   80,152 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,584 24,624 SH   SOLE   24,624 0 0
AMAZON COM INC COM 023135106 7,125 2,071 SH   SOLE   2,071 0 0
AON PLC SHS CL A G0403H108 7,832 32,803 SH   SOLE   32,803 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 373 62,403 SH   SOLE   62,403 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 10,200 116,574 SH   SOLE   116,574 0 0
ASTEC INDS INC COM 046224101 29,860 474,416 SH   SOLE   474,416 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,155 19,277 SH   SOLE   19,277 0 0
ATKORE INC COM 047649108 28,178 396,880 SH   SOLE   396,880 0 0
AZEK CO INC CL A 05478C105 25,868 609,237 SH   SOLE   609,237 0 0
BILIBILI INC SPONS ADS REP Z 090040106 1,092 8,966 SH   SOLE   8,966 0 0
BIONTECH SE SPONSORED ADS 09075V102 4,116 18,386 SH   SOLE   18,386 0 0
BOOT BARN HLDGS INC COM 099406100 36,475 433,973 SH   SOLE   433,973 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 2,633 25,374 SH   SOLE   25,374 0 0
CANADIAN NAT RES LTD COM 136385101 4,995 137,691 SH   SOLE   137,691 0 0
CNH INDL N V SHS N20944109 7,814 473,232 SH   SOLE   473,232 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 4,284 72,216 SH   SOLE   72,216 0 0
COMCAST CORP NEW CL A 20030N101 8,524 149,496 SH   SOLE   149,496 0 0
CONSTELLIUM SE CL A SHS F21107101 8,297 437,833 SH   SOLE   437,833 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 1,577 82,067 SH   SOLE   82,067 0 0
CRH PLC ADR 12626K203 770 15,137 SH   SOLE   15,137 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,155 4,595 SH   SOLE   4,595 0 0
DESPEGAR COM CORP ORD SHS G27358103 631 47,774 SH   SOLE   47,774 0 0
DISH NETWORK CORPORATION CL A 25470M109 1,672 40,000 SH   SOLE   40,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 6,767 159,836 SH   SOLE   159,836 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 29,760 962,485 SH   SOLE   962,485 0 0
DYNATRACE INC COM NEW 268150109 9,925 169,890 SH   SOLE   169,890 0 0
ELASTIC N V ORD SHS N14506104 3,751 25,736 SH   SOLE   25,736 0 0
ENPHASE ENERGY INC COM 29355A107 708 3,857 SH   SOLE   3,857 0 0
ENPRO INDS INC COM 29355X107 13,752 141,555 SH   SOLE   141,555 0 0
EXXON MOBIL CORP COM 30231G102 436 6,917 SH   SOLE   6,917 0 0
FACEBOOK INC CL A 30303M102 10,409 29,935 SH   SOLE   29,935 0 0
FARFETCH LTD ORD SH CL A 30744W107 10,658 211,641 SH   SOLE   211,641 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,263 72,444 SH   SOLE   72,444 0 0
FINCH THERAPEUTICS GROUP INC COM 31773D101 4,490 319,122 SH   SOLE   319,122 0 0
FISERV INC COM 337738108 4,949 46,302 SH   SOLE   46,302 0 0
FORD MTR CO DEL COM 345370860 1,638 110,213 SH   SOLE   110,213 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,998 80,798 SH   SOLE   80,798 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,788 7,346 SH   SOLE   7,346 0 0
HAYWARD HLDGS INC COM 421298100 9,058 348,111 SH   SOLE   348,111 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 4,654 63,643 SH   SOLE   63,643 0 0
HUYA INC ADS REP SHS A 44852D108 1,124 63,687 SH   SOLE   63,687 0 0
ICICI BANK LIMITED ADR 45104G104 6,936 405,634 SH   SOLE   405,634 0 0
INGEVITY CORP COM 45688C107 17,383 213,659 SH   SOLE   213,659 0 0
IQIYI INC SPONSORED ADS 46267X108 1,115 71,537 SH   SOLE   71,537 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 3,035 44,938 SH   SOLE   44,938 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 3,042 55,152 SH   SOLE   55,152 0 0
JD.COM INC SPON ADR CL A 47215P106 2,881 36,096 SH   SOLE   36,096 0 0
KORNIT DIGITAL LTD SHS M6372Q113 44,241 355,837 SH   SOLE   355,837 0 0
LIGHTSPEED POS INC SUB VTG SHS 53227R106 39,655 473,907 SH   SOLE   473,907 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 19,449 1,214,814 SH   SOLE   1,214,814 0 0
LINDE PLC SHS G5494J103 14,688 50,853 SH   SOLE   50,853 0 0
LITHIA MTRS INC COM 536797103 7,524 21,894 SH   SOLE   21,894 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1,327 44,167 SH   SOLE   44,167 0 0
MALIBU BOATS INC COM CL A 56117J100 14,949 203,864 SH   SOLE   203,864 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 3,853 24,190 SH   SOLE   24,190 0 0
MEDTRONIC PLC SHS G5960L103 7,735 62,311 SH   SOLE   62,311 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 3,392 204,723 SH   SOLE   204,723 0 0
MERCADOLIBRE INC COM 58733R102 1,106 710 SH   SOLE   710 0 0
MICRON TECHNOLOGY INC COM 595112103 9,355 110,089 SH   SOLE   110,089 0 0
MICROSOFT CORP COM 594918104 7,967 29,409 SH   SOLE   29,409 0 0
MISTER CAR WASH INC COM 60646V105 6,785 315,127 SH   SOLE   315,127 0 0
NEW YORK TIMES CO CL A 650111107 12,205 280,246 SH   SOLE   280,246 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 10,270 188,657 SH   SOLE   188,657 0 0
NVIDIA CORPORATION COM 67066G104 595 744 SH   SOLE   744 0 0
OLO INC CL A 68134L109 16,157 432,124 SH   SOLE   432,124 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 10,741 1,108,506 SH   SOLE   1,108,506 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 848 32,166 SH   SOLE   32,166 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,776 14,323 SH   SOLE   14,323 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 01/28/202 74623V111 2,385 197,904 SH   SOLE   197,904 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,981 5,337 SH   SOLE   5,337 0 0
REVOLVE GROUP INC CL A 76156B107 34,568 501,710 SH   SOLE   501,710 0 0
RH COM 74967X103 25,886 38,123 SH   SOLE   38,123 0 0
ROBLOX CORP CL A 771049103 1,931 21,457 SH   SOLE   21,457 0 0
SEA LTD SPONSORD ADS 81141R100 3,238 11,791 SH   SOLE   11,791 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4,943 134,720 SH   SOLE   134,720 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 16,402 307,730 SH   SOLE   307,730 0 0
SNAP INC CL A 83304A106 1,441 21,148 SH   SOLE   21,148 0 0
SPROUT SOCIAL INC COM CL A 85209W109 36,453 407,656 SH   SOLE   407,656 0 0
SPROUT SOCIAL INC COM CL A 85209W109 8,942 100,000 SH Call SOLE   100,000 0 0
STELLANTIS N.V SHS N82405106 12,979 661,435 SH   SOLE   661,435 0 0
STONECO LTD COM CL A G85158106 2,519 37,559 SH   SOLE   37,559 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,575 38,075 SH   SOLE   38,075 0 0
TARGA RES CORP COM 87612G101 3,106 69,875 SH   SOLE   69,875 0 0
TESLA INC COM 88160R101 1,647 2,423 SH   SOLE   2,423 0 0
T-MOBILE US INC COM 872590104 17,928 123,788 SH   SOLE   123,788 0 0
UNILEVER PLC SPON ADR NEW 904767704 819 14,005 SH   SOLE   14,005 0 0
VAIL RESORTS INC COM 91879Q109 25,086 79,256 SH   SOLE   79,256 0 0
VIACOMCBS INC CL B 92556H206 1,120 24,770 SH   SOLE   24,770 0 0
VIVOS THERAPEUTICS INC COM 92859E108 161 32,611 SH   SOLE   32,611 0 0
WESTERN DIGITAL CORP. COM 958102105 2,596 36,478 SH   SOLE   36,478 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 13,686 491,077 SH   SOLE   491,077 0 0
XPO LOGISTICS INC COM 983793100 17,007 121,576 SH   SOLE   121,576 0 0