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
ACTIVISION BLIZZARD INC COM 00507V109 6,406 86,165 SH   SOLE   86,165 0 0
ACV AUCTIONS INC COM CL A 00091G104 518 72,082 SH   SOLE   72,082 0 0
ALCOA CORP COM 013872106 414 12,288 SH   SOLE   12,288 0 0
ALCON AG ORD SHS H01301128 1,180 20,278 SH   SOLE   20,278 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,521 44,020 SH   SOLE   44,020 0 0
AMAZON COM INC COM 023135106 7,045 62,346 SH   SOLE   62,346 0 0
AON PLC SHS CL A G0403H108 4,640 17,322 SH   SOLE   17,322 0 0
APA CORPORATION COM 03743Q108 1,072 31,350 SH   SOLE   31,350 0 0
ASTEC INDS INC COM 046224101 12,355 396,111 SH   SOLE   396,111 0 0
ATKORE INC COM 047649108 17,740 227,992 SH   SOLE   227,992 0 0
BRAZE INC COM CL A 10576N102 914 26,253 SH   SOLE   26,253 0 0
CHINDATA GROUP HLDGS LTD ADS 16955F107 556 68,787 SH   SOLE   68,787 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 6,379 149,679 SH   SOLE   149,679 0 0
COMPASS INC CL A 20464U100 464 200,000 SH Put SOLE   200,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,547 28,507 SH   SOLE   28,507 0 0
DESCARTES SYS GROUP INC COM 249906108 17,869 281,742 SH   SOLE   281,742 0 0
DOLLAR TREE INC COM 256746108 2,929 21,524 SH   SOLE   21,524 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 28,358 1,036,848 SH   SOLE   1,036,848 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 18,123 647,728 SH   SOLE   647,728 0 0
ENPRO INDS INC COM 29355X107 18,700 220,052 SH   SOLE   220,052 0 0
EQT CORP COM 26884L109 867 21,271 SH   SOLE   21,271 0 0
FARFETCH LTD ORD SH CL A 30744W107 537 72,024 SH   SOLE   72,024 0 0
FINCH THERAPEUTICS GROUP INC COM 31773D101 322 192,794 SH   SOLE   192,794 0 0
FLEX LNG LTD SHS G35947202 1,348 42,343 SH   DFND   0 42,343 0
FORGEROCK INC CL A 34631B101 17,065 1,174,458 SH   SOLE   1,174,458 0 0
FREEPORT-MCMORAN INC CL B 35671D857 455 16,652 SH   SOLE   16,652 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 2,158 61,538 SH   SOLE   61,538 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,044 52,112 SH   SOLE   52,112 0 0
HILLMAN SOLUTIONS CORP COM 431636109 15,023 1,992,407 SH   SOLE   1,992,407 0 0
ICICI BANK LIMITED ADR 45104G104 6,921 330,062 SH   SOLE   330,062 0 0
IHS HOLDING LIMITED ORD SHS G4701H109 558 100,000 SH   SOLE   100,000 0 0
INGEVITY CORP COM 45688C107 26,362 434,809 SH   SOLE   434,809 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2,539 43,899 SH   SOLE   43,899 0 0
JD.COM INC SPON ADR CL A 47215P106 4,863 96,672 SH   SOLE   96,672 0 0
KRAFT HEINZ CO COM 500754106 627 18,800 SH   SOLE   18,800 0 0
LAREDO PETROLEUM INC COM 516806205 1,477 23,500 SH   SOLE   23,500 0 0
LAS VEGAS SANDS CORP COM 517834107 855 22,801 SH   SOLE   22,801 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 9,706 1,435,813 SH   SOLE   1,435,813 0 0
LINDE PLC SHS G5494J103 9,928 36,278 SH   SOLE   36,278 0 0
LINDE PLC SHS G5494J103 23,129 84,515 SH   DFND   0 84,515 0
LITHIA MTRS INC COM 536797103 1,400 6,526 SH   SOLE   6,526 0 0
MALIBU BOATS INC COM CL A 56117J100 18,317 381,675 SH   SOLE   381,675 0 0
MARATHON OIL CORP COM 565849106 3,409 150,987 SH   SOLE   150,987 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,812 8,729 SH   SOLE   8,729 0 0
MEDTRONIC PLC SHS G5960L103 6,199 76,769 SH   SOLE   76,769 0 0
MICROSOFT CORP COM 594918104 8,693 37,327 SH   SOLE   37,327 0 0
MISTER CAR WASH INC COM 60646V105 7,649 891,538 SH   SOLE   891,538 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 23,709 704,585 SH   SOLE   704,585 0 0
NCINO INC COM 63947X101 590 17,311 SH   SOLE   17,311 0 0
NEW YORK TIMES CO CL A 650111107 11,783 409,855 SH   SOLE   409,855 0 0
NOVO-NORDISK A S ADR 670100205 3,925 39,391 SH   SOLE   39,391 0 0
OCCIDENTAL PETE CORP COM 674599105 446 7,250 SH   SOLE   7,250 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 2,335 291,558 SH   SOLE   291,558 0 0
PINDUODUO INC SPONSORED ADS 722304102 279 4,462 SH   SOLE   4,462 0 0
PROGYNY INC COM 74340E103 19,608 529,101 SH   SOLE   529,101 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111 673 197,904 SH   SOLE   197,904 0 0
RH COM 74967X103 2,685 10,913 SH   SOLE   10,913 0 0
RIO TINTO PLC SPONSORED ADR 767204100 798 14,500 SH   SOLE   14,500 0 0
S&P GLOBAL INC COM 78409V104 2,726 8,927 SH   SOLE   8,927 0 0
SAP SE SPON ADR 803054204 535 6,589 SH   SOLE   6,589 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,088 14,361 SH   SOLE   14,361 0 0
SERVICENOW INC COM 81762P102 2,572 6,810 SH   SOLE   6,810 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1,811 27,777 SH   SOLE   27,777 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 9,279 89,099 SH   SOLE   89,099 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 26,906 508,902 SH   SOLE   508,902 0 0
SNAP INC CL A 83304A106 612 62,293 SH   SOLE   62,293 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 4,434 69,234 SH   SOLE   69,234 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,603 7,289 SH   SOLE   7,289 0 0
SPROUT SOCIAL INC COM CL A 85209W109 21,837 359,878 SH   SOLE   359,878 0 0
STELLANTIS N.V SHS N82405106 3,297 274,078 SH   SOLE   274,078 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,451 64,926 SH   SOLE   64,926 0 0
TESLA INC COM 88160R101 3,082 11,619 SH   DFND   0 11,619 0
T-MOBILE US INC COM 872590104 11,599 86,451 SH   SOLE   86,451 0 0
TREX CO INC COM 89531P105 11,264 256,349 SH   SOLE   256,349 0 0
VAIL RESORTS INC COM 91879Q109 21,655 100,423 SH   SOLE   100,423 0 0
VERMILION ENERGY INC COM 923725105 1,628 76,000 SH   SOLE   76,000 0 0
VISTRA CORP COM 92840M102 7,775 370,258 SH   SOLE   370,258 0 0
WESCO INTL INC COM 95082P105 25,173 210,867 SH   SOLE   210,867 0 0
WILLIAMS SONOMA INC COM 969904101 1,060 9,000 SH Put SOLE   9,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 9,739 241,481 SH   SOLE   241,481 0 0
XOMETRY INC CLASS A COM 98423F109 11,853 208,722 SH   SOLE   208,722 0 0
XPO LOGISTICS INC COM 983793100 10,491 235,646 SH   SOLE   235,646 0 0
YANDEX N V SHS CLASS A N97284108 632 91,372 SH   SOLE   91,372 0 0
YETI HLDGS INC COM 98585X104 11,760 412,337 SH   SOLE   412,337 0 0