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
ADVANCED MICRO DEVICES INC COM 007903107 7,461 72,505 SH   SOLE   72,505 0 0
AECOM COM 00766T100 6,010 95,175 SH   SOLE   95,175 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,118 45,183 SH   SOLE   45,183 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,485 33,322 SH   SOLE   33,322 0 0
ALPHABET INC CAP STK CL A 02079K305 8,288 3,100 SH   SOLE   3,100 0 0
AMBARELLA INC SHS G037AX101 4,672 30,000 SH   SOLE   30,000 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 7,612 200,000 SH Put SOLE   200,000 0 0
ANALOG DEVICES INC COM 032654105 11,729 70,033 SH   SOLE   70,033 0 0
ANAPLAN INC COM 03272L108 3,958 65,000 SH   SOLE   65,000 0 0
ANSYS INC COM 03662Q105 7,141 20,975 SH   SOLE   20,975 0 0
ANTHEM INC NOTE 2.750%10/1 94973VBG1 528 100,000 PRN   SOLE   100,000 0 0
AXON ENTERPRISE INC COM 05464C101 5,730 32,737 SH   SOLE   32,737 0 0
B & G FOODS INC NEW COM 05508R106 22,268 745,000 SH Put SOLE   745,000 0 0
BEYOND MEAT INC COM 08862E109 5,263 50,000 SH Put SOLE   50,000 0 0
BIO-TECHNE CORP COM 09073M104 33,264 68,647 SH   SOLE   68,647 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 4,403 104,032 SH   SOLE   104,032 0 0
BROOKS AUTOMATION INC NEW COM 114340102 11,167 109,107 SH   SOLE   109,107 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,887 45,480 SH   SOLE   45,480 0 0
CAE INC COM 124765108 16,373 548,128 SH   SOLE   548,128 0 0
CHARLES RIV LABS INTL INC COM 159864107 49,391 119,687 SH   SOLE   119,687 0 0
CHEMOURS CO COM 163851108 7,178 247,000 SH Put SOLE   247,000 0 0
CLEAN HARBORS INC COM 184496107 10,283 99,000 SH Call SOLE   99,000 0 0
CLEAN HARBORS INC COM 184496107 34,992 336,881 SH   SOLE   336,881 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 29,572 130,000 SH Put SOLE   130,000 0 0
COUPA SOFTWARE INC COM 22266L106 3,288 15,000 SH   SOLE   15,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 10,075 40,991 SH   SOLE   40,991 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 5,636 32,520 SH   SOLE   32,520 0 0
DANAHER CORPORATION COM 235851102 10,737 35,268 SH   SOLE   35,268 0 0
DATADOG INC CL A COM 23804L103 4,192 29,660 SH   SOLE   29,660 0 0
DOMINOS PIZZA INC COM 25754A201 6,119 12,830 SH   SOLE   12,830 0 0
EASTGROUP PPTYS INC COM 277276101 23,561 141,400 SH   SOLE   141,400 0 0
ELASTIC N V ORD SHS N14506104 7,905 53,060 SH   SOLE   53,060 0 0
EMPIRE ST RLTY TR INC CL A 292104106 1,976 197,000 SH Put SOLE   197,000 0 0
ENTEGRIS INC COM 29362U104 11,063 87,868 SH   SOLE   87,868 0 0
EXPONENT INC COM 30214U102 22,891 202,308 SH   SOLE   202,308 0 0
FACEBOOK INC CL A 30303M102 11,837 34,876 SH   SOLE   34,876 0 0
FAIR ISAAC CORP COM 303250104 13,958 35,077 SH   SOLE   35,077 0 0
FIRST INDL RLTY TR INC COM 32054K103 260 5,000 SH   SOLE   5,000 0 0
FOOT LOCKER INC COM 344849104 12,191 267,000 SH Put SOLE   267,000 0 0
FORD MTR CO DEL COM 345370860 9,813 693,000 SH Put SOLE   693,000 0 0
GAMESTOP CORP NEW CL A 36467W109 8,598 49,000 SH Put SOLE   49,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 252 5,438 SH   SOLE   5,438 0 0
GENERAL MTRS CO COM 37045V100 105 2,000 SH   SOLE   2,000 0 0
GENERAL MTRS CO COM 37045V100 10,542 200,000 SH Put SOLE   200,000 0 0
INMODE LTD SHS M5425M103 20,374 127,777 SH   SOLE   127,777 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,322 7,365 SH   SOLE   7,365 0 0
INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 387 17,500 SH   SOLE   17,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 18,310 65,060 SH   SOLE   65,060 0 0
LANDSTAR SYS INC COM 515098101 7,023 44,500 SH   SOLE   44,500 0 0
LEMONADE INC COM 52567D107 16,753 250,000 SH Put SOLE   250,000 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 8,890 362,707 SH   SOLE   362,707 0 0
LIVERAMP HLDGS INC COM 53815P108 17,329 366,900 SH Put SOLE   366,900 0 0
MARVELL TECHNOLOGY INC COM 573874104 12,287 203,738 SH   SOLE   203,738 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,475 9,995 SH   SOLE   9,995 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 201 10,000 SH   SOLE   10,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 4,519 29,440 SH   SOLE   29,440 0 0
MICROSOFT CORP COM 594918104 17,965 63,723 SH   SOLE   63,723 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101 17,493 283,339 SH   SOLE   283,339 0 0
MP MATERIALS CORP COM CL A 553368101 5,083 157,717 SH   SOLE   157,717 0 0
MP MATERIALS CORP COM CL A 553368101 7,220 224,000 SH Call SOLE   224,000 0 0
NANO X IMAGING LTD ORD SHS M70700105 12,240 544,000 SH Put SOLE   544,000 0 0
NEW RELIC INC COM 64829B100 10,681 148,823 SH   SOLE   148,823 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,529 4,245 SH   SOLE   4,245 0 0
NOVANTA INC COM 67000B104 3,863 25,000 SH   SOLE   25,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 36,583 664,668 SH   SOLE   664,668 0 0
NV5 GLOBAL INC COM 62945V109 976 9,900 SH   SOLE   9,900 0 0
NVIDIA CORPORATION COM 67066G104 7,170 34,610 SH   SOLE   34,610 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,778 60,130 SH   SOLE   60,130 0 0
OLIN CORP COM PAR $1 680665205 5,066 105,000 SH   SOLE   105,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 18,206 397,763 SH   SOLE   397,763 0 0
ON SEMICONDUCTOR CORP NOTE 1.625%10/1 682189AP0 450 200,000 PRN   SOLE   200,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 7,665 300,000 SH Put SOLE   300,000 0 0
PAYPAL HLDGS INC COM 70450Y103 16,656 64,011 SH   SOLE   64,011 0 0
PINTEREST INC CL A 72352L106 3,179 62,401 SH   SOLE   62,401 0 0
POOL CORP COM 73278L105 6,893 15,867 SH   SOLE   15,867 0 0
PROCTER AND GAMBLE CO COM 742718109 7,689 55,000 SH   SOLE   55,000 0 0
PROLOGIS INC. COM 74340W103 14,451 115,215 SH   SOLE   115,215 0 0
ROBINHOOD MKTS INC COM CL A 770700102 14,602 347,000 SH Put SOLE   347,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,993 16,982 SH   SOLE   16,982 0 0
SALESFORCE COM INC COM 79466L302 41,573 153,282 SH   SOLE   153,282 0 0
SEMTECH CORP COM 816850101 4,246 54,460 SH   SOLE   54,460 0 0
SHIFT4 PMTS INC CL A 82452J109 2,533 32,677 SH   SOLE   32,677 0 0
SONOS INC COM 83570H108 11,045 341,304 SH   SOLE   341,304 0 0
SONOS INC COM 83570H108 26,338 813,900 SH Call SOLE   813,900 0 0
STEEL DYNAMICS INC COM 858119100 2,766 47,293 SH   SOLE   47,293 0 0
SYNOPSYS INC COM 871607107 8,518 28,450 SH   SOLE   28,450 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,600 59,110 SH   SOLE   59,110 0 0
TECK RESOURCES LTD CL B 878742204 2,491 100,000 SH Call SOLE   100,000 0 0
TECK RESOURCES LTD CL B 878742204 4,690 188,276 SH   SOLE   188,276 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 6,787 15,800 SH   SOLE   15,800 0 0
TERADYNE INC COM 880770102 23,976 219,623 SH   SOLE   219,623 0 0
TETRA TECH INC NEW COM 88162G103 8,308 55,631 SH   SOLE   55,631 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,713 10,000 SH   SOLE   10,000 0 0
TRUPANION INC COM 898202106 23,301 300,000 SH Put SOLE   300,000 0 0
UNITED RENTALS INC COM 911363109 16,297 46,440 SH   SOLE   46,440 0 0
VIACOMCBS INC CL B 92556H206 12,485 316,000 SH Put SOLE   316,000 0 0
VISA INC COM CL A 92826C839 23,000 103,257 SH   SOLE   103,257 0 0
VULCAN MATLS CO COM 929160109 4,593 27,150 SH   SOLE   27,150 0 0
W & T OFFSHORE INC COM 92922P106 186 50,000 SH   SOLE   50,000 0 0
WATERS CORP COM 941848103 4,762 13,327 SH   SOLE   13,327 0 0
WATSCO INC COM 942622200 15,261 57,671 SH   SOLE   57,671 0 0
WELLTOWER INC COM 95040Q104 17,756 215,490 SH   SOLE   215,490 0 0
YUM BRANDS INC COM 988498101 6,641 54,300 SH   SOLE   54,300 0 0
ZSCALER INC COM 98980G102 18,901 72,080 SH   SOLE   72,080 0 0