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
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 110,686,186 1,293,214 SH   SOLE   1,293,214 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 50,561,700 131,203 SH   SOLE   131,203 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 6,584,205 316,853 SH   SOLE   316,853 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 45,003,350 435,699 SH   SOLE   435,699 0 0
ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 16,095,256 95,885 SH   SOLE   95,885 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 BBG0068Q7725 17,888,352 605,154 SH   SOLE   605,154 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 16,497,929 79,256 SH   SOLE   79,256 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 10,442,741 76,080 SH   SOLE   76,080 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 15,951,351 53,349 SH   SOLE   53,349 0 0
EURONAV NV SHS B38564108 BBG001SKWXZ6 3,071,228 200,080 SH   SOLE   200,080 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG001SCW8R8 43,409,123 2,441,458 SH   SOLE   2,441,458 0 0
FRONTLINE PLC COM M46528101 BBG001S66K75 223,790,240 2,945,330 SH   SOLE   2,945,330 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 8,782,046 256,111 SH   SOLE   256,111 0 0
GLOBANT S A COM L44385109 BBG00564Y4W2 13,500,975 82,318 SH   SOLE   82,318 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 129,431,636 1,185,923 SH   SOLE   1,185,923 0 0
HUBSPOT INC COM 443573100 BBG001T53670 35,348,294 82,445 SH   SOLE   82,445 0 0
INTUIT COM 461202103 BBG001S6TWR2 34,324,452 76,990 SH   SOLE   76,990 0 0
LIFE STORAGE INC COM 53223X107 BBG001S7X2Q2 16,740,193 127,700 SH Call SOLE   127,700 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 31,554,182 728,734 SH   SOLE   728,734 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 BBG00MT6CG16 30,319,326 593,798 SH   SOLE   593,798 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 26,975,481 115,715 SH   SOLE   115,715 0 0
NATIONAL INSTRS CORP COM 636518102 BBG001S8FKK6 15,645,957 298,530 SH   SOLE   298,530 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 73,835,433 265,815 SH   SOLE   265,815 0 0
OAK STR HEALTH INC COM 67181A107 BBG00W0L8HN1 1,934,000 50,000 SH   SOLE   50,000 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 43,471,929 214,708 SH   SOLE   214,708 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 8,481,140 18,250 SH   SOLE   18,250 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 64,157,970 979,212 SH   SOLE   979,212 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 15,284,877 250,942 SH   SOLE   250,942 0 0
TOAST INC CL A 888787108 BBG00BTJVKB1 18,546,194 1,044,856 SH   SOLE   1,044,856 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG001S68BK8 49,409,428 1,163,396 SH   SOLE   1,163,396 0 0
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 127,695,332 1,022,790 SH   SOLE   1,022,790 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 42,552,788 907,696 SH   SOLE   907,696 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 8,932,235 43,247 SH   SOLE   43,247 0 0