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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X Genomics Inc COM CL A 88025U109   420,991 11,553 SH   SOLE   11,553 0 0
Abbott Laboratories COM 002824100   399,526 3,639 SH   SOLE   3,639 0 0
ACI Worldwide COM 004498101   516,649 22,463 SH   SOLE   22,463 0 0
Advanced Micro Devices COM 007903107   1,016,177 15,689 SH   SOLE   15,689 0 0
AFFIRM HOLDINGS INC COM CL A 00827B106   345,122 35,690 SH   SOLE   35,690 0 0
Agilent Technologies Inc COM 00846U101   493,097 3,295 SH   SOLE   3,295 0 0
Alnylam Pharmaceuticals, Inc. COM 02043Q107   1,010,725 4,253 SH   SOLE   4,253 0 0
Arvinas, Inc. COM 04335A105   280,419 8,197 SH   SOLE   8,197 0 0
Avidity Biosciences, Inc. COM 05370A108   594,182 26,777 SH   SOLE   26,777 0 0
Axonics Inc COM 05465P101   759,177 12,141 SH   SOLE   12,141 0 0
Bicycle Therapeutics Plc Sponsored Adr SPONSORED ADS 088786108   505,183 17,067 SH   SOLE   17,067 0 0
BioNtech SE SPONSORED ADS 09075V102   960,807 6,396 SH   SOLE   6,396 0 0
Block Inc COM CL A 852234103   1,795,904 28,579 SH   SOLE   28,579 0 0
Bruker Corp COM 116794108   625,197 9,147 SH   SOLE   9,147 0 0
Catalent, Inc. COM 148806102   399,464 8,875 SH   SOLE   8,875 0 0
Cloudflare Inc CL A COM 18915M107   901,126 19,932 SH   SOLE   19,932 0 0
Coherent Corp COM 19247G107   318,252 9,067 SH   SOLE   9,067 0 0
Coinbase Global Inc COM CL A 19260Q107   279,475 7,897 SH   SOLE   7,897 0 0
Confluent Inc COM CL A 20717M103   700,960 31,518 SH   SOLE   31,518 0 0
CrowdStrike Holdings Inc CL A 22788C105   836,318 7,943 SH   SOLE   7,943 0 0
Datadog Inc COM CL A 23804L103   749,626 10,199 SH   SOLE   10,199 0 0
Descartes Systems Group COM 249906108   674,224 9,678 SH   SOLE   9,678 0 0
Dexcom Inc COM 252131107   1,620,011 14,306 SH   SOLE   14,306 0 0
Dynatrace Inc COM NEW 268150109   803,764 20,986 SH   SOLE   20,986 0 0
Edwards Lifesciences Corp COM 28176E108   314,183 4,211 SH   SOLE   4,211 0 0
Enphase Energy Inc COM 29355A107   1,539,417 5,810 SH   SOLE   5,810 0 0
ENVESTNET INC COM 29404K106   665,620 10,788 SH   SOLE   10,788 0 0
EURONET WORLDWIDE INC COM 298736109   1,019,209 10,799 SH   SOLE   10,799 0 0
Exact Science Corp COM 30063P105   651,156 13,152 SH   SOLE   13,152 0 0
Fate Therapeutics, Inc. COM 31189P102   150,462 14,912 SH   SOLE   14,912 0 0
Fidelity National Information Services Inc COM 31620M106   357,977 5,276 SH   SOLE   5,276 0 0
First Solar Inc COM 336433107   988,914 6,602 SH   SOLE   6,602 0 0
Fiserv Inc COM 337738108   547,799 5,420 SH   SOLE   5,420 0 0
Fleetcor Technologies Inc COM 339041105   432,934 2,357 SH   SOLE   2,357 0 0
Fortinet Inc COM 34959E109   1,021,361 20,891 SH   SOLE   20,891 0 0
GLOBAL PAYMENTS INC COM 37940X102   426,083 4,290 SH   SOLE   4,290 0 0
Guardant Health Inc COM 40131M109   369,186 13,573 SH   SOLE   13,573 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   488,906 7,815 SH   SOLE   7,815 0 0
Inari Medical Inc COM 45332Y109   417,335 6,566 SH   SOLE   6,566 0 0
Inspire Medical Systems Inc COM 457730109   1,194,667 4,743 SH   SOLE   4,743 0 0
Insulet Corp COM 45784P101   1,602,365 5,443 SH   SOLE   5,443 0 0
Intellia Therapeutics COM 45826J105   430,263 12,332 SH   SOLE   12,332 0 0
Intercept Pharmaceuticals, Inc. COM 45845P108   269,221 21,764 SH   SOLE   21,764 0 0
Intra Cellular Therapies, Inc. COM 46116X101   502,475 9,495 SH   SOLE   9,495 0 0
INTUIT COM COM 461202103   1,194,516 3,069 SH   SOLE   3,069 0 0
Intuitive Surgical Inc COM 46120E602   642,943 2,423 SH   SOLE   2,423 0 0
Ionis Pharmaceuticals, Inc. COM 462222100   524,059 13,875 SH   SOLE   13,875 0 0
IQVIA Holdings Inc COM 46266C105   682,284 3,330 SH   SOLE   3,330 0 0
Iridium Communications Inc COM 46269C102   821,680 15,986 SH   SOLE   15,986 0 0
JACK HENRY & ASSOCIATES INC COM 426281101   715,758 4,077 SH   SOLE   4,077 0 0
Kymera Therapeutics, Inc. COM 501575104   677,040 27,125 SH   SOLE   27,125 0 0
Lantheus Holdings Inc COM 516544103   407,272 7,992 SH   SOLE   7,992 0 0
Lattice Semiconductor Corp COM 518415104   1,014,074 15,630 SH   SOLE   15,630 0 0
Legend Biotech Corp SPONSORED ADS 52490G102   998,849 20,009 SH   SOLE   20,009 0 0
LENDINGCLUB CORP COM 52603A208   837,470 95,167 SH   SOLE   95,167 0 0
LIGHTSPEED POS INC SUB VTG SHS 53229C107   611,905 42,846 SH   SOLE   42,846 0 0
Madrigal Pharmaceuticals, Inc. COM 558868105   1,656,167 5,706 SH   SOLE   5,706 0 0
Marathon Digital Holdings Inc COM 565788106   123,968 36,248 SH   SOLE   36,248 0 0
Marqeta Inc CLASS A COM 57142B104   954,345 156,194 SH   SOLE   156,194 0 0
Marvell Technology Inc COM 573874104   959,410 25,902 SH   SOLE   25,902 0 0
Maxar Technologies Inc COM 57778K105   1,908,223 36,881 SH   SOLE   36,881 0 0
Moderna, Inc. COM 60770K107   672,857 3,746 SH   SOLE   3,746 0 0
Nanostring Technologies, Inc. COM 63009R109   195,751 24,561 SH   SOLE   24,561 0 0
nCino COM 63947X101   577,000 21,823 SH   SOLE   21,823 0 0
Neurocrine Biosciences, Inc. COM 64125C109   955,401 7,999 SH   SOLE   7,999 0 0
Nkarta, Inc. COM 65487U108   134,320 22,424 SH   SOLE   22,424 0 0
Nurix Therapeutics, Inc. COM 67080M103   405,469 36,928 SH   SOLE   36,928 0 0
Nuvei Corp SUB VTG SHS 67079A102   225,015 8,860 SH   SOLE   8,860 0 0
Nvidia Corp COM 67066G104   1,097,365 7,509 SH   SOLE   7,509 0 0
Okta Inc CL A 679295105   301,199 4,408 SH   SOLE   4,408 0 0
Omnicell Inc COM 68213N109   163,966 3,252 SH   SOLE   3,252 0 0
Outset Medical Inc COM 690145107   791,951 30,672 SH   SOLE   30,672 0 0
Pacific Biosciences of California Inc COM 69404D108   713,124 87,179 SH   SOLE   87,179 0 0
Palantir Technologies Inc CL A 69608A108   1,092,125 170,113 SH   SOLE   170,113 0 0
Palo Alto Networks Inc COM 697435105   1,153,717 8,268 SH   SOLE   8,268 0 0
Paypal Holdings Inc COM 70450Y103   1,802,436 25,308 SH   SOLE   25,308 0 0
Pegasystems Inc COM 705573103   373,627 10,912 SH   SOLE   10,912 0 0
Planet Labs PBC COM CL A 72703X106   863,540 198,515 SH   SOLE   198,515 0 0
Procept Biorobotics Corp COM 74276L105   921,191 22,176 SH   SOLE   22,176 0 0
Rapid7 Inc COM 753422104   436,269 12,839 SH   SOLE   12,839 0 0
Riot Blockchain Inc COM 767292105   321,060 94,708 SH   SOLE   94,708 0 0
Rocket Lab USA Inc COM 773122106   581,308 154,193 SH   SOLE   154,193 0 0
Schrodinger Inc COM 80810D103   776,345 41,538 SH   SOLE   41,538 0 0
Seagen, Inc. COM 81181C104   509,799 3,967 SH   SOLE   3,967 0 0
SentinelOne Inc CL A 81730H109   400,729 27,466 SH   SOLE   27,466 0 0
ServiceNow Inc COM 81762P102   635,598 1,637 SH   SOLE   1,637 0 0
SHIFT4 PAYMENTS INC CL A 82452J109   1,542,773 27,584 SH   SOLE   27,584 0 0
Shockwave Medical Inc COM 82489T104   1,549,271 7,535 SH   SOLE   7,535 0 0
SHOPIFY INC CL A 82509L107   771,013 22,213 SH   SOLE   22,213 0 0
Silvergate Capital Corporation CL A 82837P408   338,552 19,457 SH   SOLE   19,457 0 0
Snowflake Inc CL A 833445109   691,432 4,817 SH   SOLE   4,817 0 0
SOFI TECHNOLOGIES INC COM 83406F102   715,592 155,226 SH   SOLE   155,226 0 0
SolarEdge Technologies Inc COM 83417M104   1,247,521 4,404 SH   SOLE   4,404 0 0
Sunpower Corp COM 867652406   449,380 24,924 SH   SOLE   24,924 0 0
Tandem Diabetes Care Inc COM 875372203   378,299 8,416 SH   SOLE   8,416 0 0
Teladoc Health Inc COM 87918A105   231,061 9,770 SH   SOLE   9,770 0 0
Teledyne Technologies Inc COM 879360105   646,654 1,617 SH   SOLE   1,617 0 0
Tenable Holdings Inc COM 88025T102   1,015,400 26,616 SH   SOLE   26,616 0 0
Teradyne Inc COM 880770102   770,514 8,821 SH   SOLE   8,821 0 0
Tesla Inc COM 88160R101   266,931 2,167 SH   SOLE   2,167 0 0
Tetra Tech Inc COM 88162G103   549,689 3,786 SH   SOLE   3,786 0 0
Thermo Fisher Scientific Inc COM 883556102   400,352 727 SH   SOLE   727 0 0
TPI Composites Inc COM 87266J104   317,950 31,356 SH   SOLE   31,356 0 0
TransMedics Group Inc COM 89377M109   1,070,533 17,345 SH   SOLE   17,345 0 0
Twilio Inc CL A 90138F102   341,006 6,965 SH   SOLE   6,965 0 0
UiPath Inc CL A 90364P105   554,931 43,661 SH   SOLE   43,661 0 0
Varonis Systems Inc COM 922280102   371,692 15,526 SH   SOLE   15,526 0 0
Veeva System, Inc. CL A COM 922475108   453,801 2,812 SH   SOLE   2,812 0 0
Virgin Galactic Holdings Inc COM 92766K106   188,379 54,132 SH   SOLE   54,132 0 0
WEX INC COM 96208T104   452,983 2,768 SH   SOLE   2,768 0 0
Wolfspeed Inc COM 977852102   742,042 10,748 SH   SOLE   10,748 0 0
Xylem Inc COM 98419M100   492,810 4,457 SH   SOLE   4,457 0 0
Zscaler Inc COM 98980G102   699,487 6,251 SH   SOLE   6,251 0 0