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
ACUITY BRANDS INC COM 00508Y102 12,375 75,000 SH   SOLE   75,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,299 131,200 SH   SOLE   131,200 0 0
AECOM COM 00766T100 12,178 189,960 SH   SOLE   189,960 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 8,010 63,000 SH Call SOLE   63,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 21,972 172,820 SH   SOLE   172,820 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,304 52,055 SH   SOLE   52,055 0 0
AMERISOURCEBERGEN CORP COM 03073E105 8,450 71,570 SH   SOLE   71,570 0 0
ANALOG DEVICES INC COM 032654105 9,699 62,540 SH   SOLE   62,540 0 0
ANSYS INC COM 03662Q105 6,172 18,177 SH   SOLE   18,177 0 0
APPLE INC COM 037833100 4,000 32,750 SH   SOLE   32,750 0 0
APPLIED MATLS INC COM 038222105 15,407 115,320 SH   SOLE   115,320 0 0
ASSURED GUARANTY LTD COM G0585R106 10,528 249,000 SH Put SOLE   249,000 0 0
AXON ENTERPRISE INC COM 05464C101 15,524 109,000 SH   SOLE   109,000 0 0
B & G FOODS INC NEW COM 05508R106 12,424 400,000 SH Put SOLE   400,000 0 0
BHP GROUP LTD SPONSORED ADS 088606108 13,412 193,280 SH   SOLE   193,280 0 0
BIO-TECHNE CORP COM 09073M104 29,454 77,120 SH   SOLE   77,120 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 6,629 184,142 SH   SOLE   184,142 0 0
BROOKS AUTOMATION INC NEW COM 114340102 20,860 255,480 SH   SOLE   255,480 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,260 38,394 SH   SOLE   38,394 0 0
CAE INC COM 124765108 12,566 441,060 SH   SOLE   441,060 0 0
CHARLES RIV LABS INTL INC COM 159864107 57,479 198,321 SH   SOLE   198,321 0 0
CHEMOURS CO COM 163851108 12,420 445,000 SH Put SOLE   445,000 0 0
CHUBB LIMITED COM H1467J104 6,178 39,110 SH   SOLE   39,110 0 0
CITIGROUP INC COM NEW 172967424 16,005 220,000 SH Put SOLE   220,000 0 0
CLEAN HARBORS INC COM 184496107 16,425 195,400 SH   SOLE   195,400 0 0
CME GROUP INC COM 12572Q105 17,386 85,130 SH   SOLE   85,130 0 0
COGNEX CORP COM 192422103 6,639 80,000 SH   SOLE   80,000 0 0
CREE INC COM 225447101 11,601 107,287 SH   SOLE   107,287 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 12,583 68,942 SH   SOLE   68,942 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 215 1,250 SH   SOLE   1,250 0 0
CYRUSONE INC COM 23283R100 217 3,200 SH   SOLE   3,200 0 0
DANAHER CORPORATION COM 235851102 26,279 116,752 SH   SOLE   116,752 0 0
EASTGROUP PPTYS INC COM 277276101 6,548 45,700 SH   SOLE   45,700 0 0
ELASTIC N V ORD SHS N14506104 3,317 29,830 SH   SOLE   29,830 0 0
ENTEGRIS INC COM 29362U104 13,347 119,387 SH   SOLE   119,387 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 6,391 156,630 SH   SOLE   156,630 0 0
EXACT SCIENCES CORP COM 30063P105 2,443 18,540 SH   SOLE   18,540 0 0
EXPEDIA GROUP INC COM NEW 30212P303 10,327 60,000 SH   SOLE   60,000 0 0
EXPONENT INC COM 30214U102 15,514 159,197 SH   SOLE   159,197 0 0
FACEBOOK INC CL A 30303M102 12,959 44,000 SH   SOLE   44,000 0 0
FAIR ISAAC CORP COM 303250104 14,708 30,261 SH   SOLE   30,261 0 0
FEDEX CORP COM 31428X106 6,220 21,897 SH   SOLE   21,897 0 0
FIRST INDL RLTY TR INC COM 32054K103 229 5,000 SH   SOLE   5,000 0 0
FORD MTR CO DEL COM 345370860 8,575 700,000 SH Put SOLE   700,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 231 5,438 SH   SOLE   5,438 0 0
INMODE LTD SHS M5425M103 7,435 102,730 SH   SOLE   102,730 0 0
INPHI CORP COM 45772F107 34,503 193,391 SH   SOLE   193,391 0 0
IPG PHOTONICS CORP COM 44980X109 5,894 27,940 SH   SOLE   27,940 0 0
IQIYI INC SPONSORED ADS 46267X108 2,493 150,000 SH Put SOLE   150,000 0 0
IQVIA HLDGS INC COM 46266C105 8,504 44,030 SH   SOLE   44,030 0 0
L BRANDS INC COM 501797104 9,279 150,000 SH Call SOLE   150,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 15,302 60,000 SH   SOLE   60,000 0 0
LAM RESEARCH CORP COM 512807108 8,762 14,720 SH   SOLE   14,720 0 0
LAUDER ESTEE COS INC CL A 518439104 5,567 19,140 SH   SOLE   19,140 0 0
LENNOX INTL INC COM 526107107 4,674 15,000 SH   SOLE   15,000 0 0
LOUISIANA PAC CORP COM 546347105 4,519 81,480 SH   SOLE   81,480 0 0
LULULEMON ATHLETICA INC COM 550021109 10,121 33,000 SH   SOLE   33,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,054 25,430 SH   SOLE   25,430 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 213 10,000 SH   SOLE   10,000 0 0
MICRON TECHNOLOGY INC COM 595112103 8,022 90,940 SH   SOLE   90,940 0 0
MICROSOFT CORP COM 594918104 38,485 163,230 SH   SOLE   163,230 0 0
MKS INSTRS INC COM 55306N104 6,336 34,170 SH   SOLE   34,170 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 11,062 220,400 SH   SOLE   220,400 0 0
MP MATERIALS CORP COM CL A 553368101 4,853 135,000 SH   SOLE   135,000 0 0
MP MATERIALS CORP COM CL A 553368101 12,367 344,000 SH Call SOLE   344,000 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103 4,461 157,840 SH   SOLE   157,840 0 0
NEW RELIC INC COM 64829B100 7,846 127,618 SH   SOLE   127,618 0 0
NORTHROP GRUMMAN CORP COM 666807102 3,981 12,300 SH   SOLE   12,300 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 24,828 568,925 SH   SOLE   568,925 0 0
NVIDIA CORPORATION COM 67066G104 9,134 17,107 SH   SOLE   17,107 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,821 43,810 SH   SOLE   43,810 0 0
ON SEMICONDUCTOR CORP NOTE 1.625%10/1 682189AP0 415 200,000 PRN   SOLE   200,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 4,330 130,000 SH   SOLE   130,000 0 0
PAYPAL HLDGS INC COM 70450Y103 20,214 83,240 SH   SOLE   83,240 0 0
PENN NATL GAMING INC COM 707569109 2,621 25,000 SH Call SOLE   25,000 0 0
PINTEREST INC CL A 72352L106 7,786 105,180 SH   SOLE   105,180 0 0
PNC FINL SVCS GROUP INC COM 693475105 4,948 28,210 SH   SOLE   28,210 0 0
PROLOGIS INC. COM 74340W103 215 2,025 SH   SOLE   2,025 0 0
QUEST DIAGNOSTICS INC COM 74834L100 10,909 85,000 SH   SOLE   85,000 0 0
REVOLVE GROUP INC CL A 76156B107 4,493 100,000 SH Call SOLE   100,000 0 0
REVOLVE GROUP INC CL A 76156B107 21,372 475,680 SH   SOLE   475,680 0 0
SERVICENOW INC COM 81762P102 7,347 14,690 SH   SOLE   14,690 0 0
SHERWIN WILLIAMS CO COM 824348106 10,930 14,810 SH   SOLE   14,810 0 0
SHIFT4 PMTS INC CL A 82452J109 13,140 160,230 SH   SOLE   160,230 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 9,205 50,170 SH   SOLE   50,170 0 0
SMITH A O CORP COM 831865209 20,092 297,170 SH   SOLE   297,170 0 0
SONOS INC COM 83570H108 52,376 1,397,810 SH   SOLE   1,397,810 0 0
STEEL DYNAMICS INC COM 858119100 6,091 120,000 SH   SOLE   120,000 0 0
STERIS PLC SHS USD G8473T100 8,460 44,416 SH   SOLE   44,416 0 0
SYNOPSYS INC COM 871607107 8,846 35,700 SH   SOLE   35,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 13,458 113,785 SH   SOLE   113,785 0 0
TECK RESOURCES LTD CL B 878742204 11,076 577,500 SH   SOLE   577,500 0 0
TERADYNE INC COM 880770102 17,149 140,936 SH   SOLE   140,936 0 0
TETRA TECH INC NEW COM 88162G103 10,881 80,174 SH   SOLE   80,174 0 0
TIMKEN CO COM 887389104 4,697 57,870 SH   SOLE   57,870 0 0
TREX CO INC COM 89531P105 6,150 67,180 SH   SOLE   67,180 0 0
UNITED RENTALS INC COM 911363109 11,035 33,510 SH   SOLE   33,510 0 0
UNUM GROUP COM 91529Y106 7,347 264,000 SH Put SOLE   264,000 0 0
VISA INC COM CL A 92826C839 22,560 106,550 SH   SOLE   106,550 0 0
VORNADO RLTY TR SH BEN INT 929042109 20,017 441,000 SH Put SOLE   441,000 0 0
VULCAN MATLS CO COM 929160109 7,589 44,970 SH   SOLE   44,970 0 0
WATERS CORP COM 941848103 16,689 58,730 SH   SOLE   58,730 0 0
WELLPOINT INC NOTE 2.750%10/1 94973VBG1 501 100,000 PRN   SOLE   100,000 0 0
WESTLAKE CHEM CORP COM 960413102 13,175 148,380 SH   SOLE   148,380 0 0
ZSCALER INC COM 98980G102 4,470 26,040 SH   SOLE   26,040 0 0