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   8,098,531 105,794 SH   SOLE   105,794 0 0
ALCON AG ORD SHS H01301128   693,315 10,114 SH   SOLE   10,114 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,022,104 34,307 SH   SOLE   34,307 0 0
AMAZON COM INC COM 023135106   5,167,764 61,521 SH   SOLE   61,521 0 0
AON PLC SHS CL A G0403H108   7,391,848 24,628 SH   SOLE   24,628 0 0
ATKORE INC COM 047649108   11,485,590 101,266 SH   SOLE   101,266 0 0
CME GROUP INC COM 12572Q105   1,667,475 9,916 SH   SOLE   9,916 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   7,727,042 139,679 SH   SOLE   139,679 0 0
CONSTELLATION BRANDS INC CL A 21036P108   2,763,619 11,925 SH   SOLE   11,925 0 0
DESCARTES SYS GROUP INC COM 249906108   26,807,660 384,945 SH   SOLE   384,945 0 0
DOLLAR TREE INC COM 256746108   1,384,132 9,786 SH   SOLE   9,786 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   27,155,846 1,236,605 SH   SOLE   1,236,605 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   20,164,120 738,342 SH   SOLE   738,342 0 0
ENPRO INDS INC COM 29355X107   17,969,609 165,329 SH   SOLE   165,329 0 0
FEDERAL SIGNAL CORP COM 313855108   4,338,857 93,369 SH   SOLE   93,369 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,002,714 52,703 SH   SOLE   52,703 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   937,944 117,243 SH   SOLE   117,243 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   1,965,789 46,048 SH   SOLE   46,048 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   3,564,982 52,112 SH   SOLE   52,112 0 0
HILLMAN SOLUTIONS CORP COM 431636109   12,006,027 1,665,191 SH   SOLE   1,665,191 0 0
ICICI BANK LIMITED ADR 45104G104   6,990,812 319,361 SH   SOLE   319,361 0 0
INGEVITY CORP COM 45688C107   27,310,292 387,710 SH   SOLE   387,710 0 0
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354   2,887,961 45,195 SH   SOLE   45,195 0 0
JD.COM INC SPON ADR CL A 47215P106   3,109,827 55,404 SH   SOLE   55,404 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   12,808,311 1,663,417 SH   SOLE   1,663,417 0 0
LINDE PLC SHS G5494J103   8,348,869 25,533 SH   SOLE   25,533 0 0
LITHIA MTRS INC COM 536797103   929,929 4,542 SH   SOLE   4,542 0 0
MALIBU BOATS INC COM CL A 56117J100   15,218,962 285,534 SH   SOLE   285,534 0 0
MARATHON OIL CORP COM 565849106   3,745,838 138,376 SH   SOLE   138,376 0 0
MARTIN MARIETTA MATLS INC COM 573284106   3,895,104 11,525 SH   SOLE   11,525 0 0
MEDTRONIC PLC SHS G5960L103   5,302,758 68,229 SH   SOLE   68,229 0 0
META PLATFORMS INC CL A 30303M102   3,796,607 31,549 SH   SOLE   31,549 0 0
MICROSOFT CORP COM 594918104   7,062,219 29,448 SH   SOLE   29,448 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   32,839,234 739,789 SH   SOLE   739,789 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   1,439,598 41,344 SH   SOLE   41,344 0 0
NEW YORK TIMES CO CL A 650111107   17,322,149 533,646 SH   SOLE   533,646 0 0
NOVO-NORDISK A S ADR 670100205   3,839,054 28,366 SH   SOLE   28,366 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   20,043,852 666,130 SH   SOLE   666,130 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   2,860,820 313,000 SH   SOLE   313,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   3,656,000 400,000 SH Call SOLE   400,000 0 0
PINDUODUO INC SPONSORED ADS 722304102   928,528 11,386 SH   SOLE   11,386 0 0
PROGYNY INC COM 74340E103   21,454,438 688,746 SH   SOLE   688,746 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111   569,964 197,904 SH   SOLE   197,904 0 0
RH COM 74967X103   2,535,900 9,491 SH   SOLE   9,491 0 0
RXO INC COMMON STOCK 74982T103   3,078,284 178,970 SH   SOLE   178,970 0 0
S&P GLOBAL INC COM 78409V104   4,995,965 14,916 SH   SOLE   14,916 0 0
SAP SE SPON ADR 803054204   679,919 6,589 SH   SOLE   6,589 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,721,249 9,708 SH   SOLE   9,708 0 0
SERVICENOW INC COM 81762P102   5,511,493 14,195 SH   SOLE   14,195 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   860,338 13,238 SH   SOLE   13,238 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   21,647,065 184,513 SH   SOLE   184,513 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   594,596 25,574 SH   SOLE   25,574 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   23,788,451 461,822 SH   SOLE   461,822 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   12,082,142 158,392 SH   SOLE   158,392 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,255,900 3,284 SH   SOLE   3,284 0 0
SPROUT SOCIAL INC COM CL A 85209W109   24,036,829 425,732 SH   SOLE   425,732 0 0
STELLANTIS N.V SHS N82405106   3,891,655 274,078 SH   SOLE   274,078 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,277,542 70,849 SH   SOLE   70,849 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   697,724 1,267 SH   SOLE   1,267 0 0
T-MOBILE US INC COM 872590104   11,643,940 83,171 SH   SOLE   83,171 0 0
TREX CO INC COM 89531P105   19,734,500 466,206 SH   SOLE   466,206 0 0
UNIVAR SOLUTIONS INC COM 91336L107   2,778,748 87,382 SH   SOLE   87,382 0 0
VAIL RESORTS INC COM 91879Q109   27,847,146 116,833 SH   SOLE   116,833 0 0
VISTRA CORP COM 92840M102   51,040 2,200 SH Call SOLE   2,200 0 0
VISTRA CORP COM 92840M102   7,501,882 323,357 SH   SOLE   323,357 0 0
WESCO INTL INC COM 95082P105   20,729,865 165,574 SH   SOLE   165,574 0 0
WILLIAMS SONOMA INC COM 969904101   678,028 5,900 SH Put SOLE   5,900 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   10,338,826 228,887 SH   SOLE   228,887 0 0
XOMETRY INC CLASS A COM 98423F109   12,916,753 400,768 SH   SOLE   400,768 0 0
XPO INC COM 983793100   1,114,283 33,472 SH   SOLE   33,472 0 0
YANDEX N V SHS CLASS A N97284108   392,873 62,824 SH   SOLE   62,824 0 0
YETI HLDGS INC COM 98585X104   11,663,713 282,346 SH   SOLE   282,346 0 0