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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ARCO PLATFORM LTDCOM CL AG045531061,38633,930SH SOLE 33,93000
ATLASSIAN CORP PLCCL AG062421041,0125,565SH SOLE 5,56500
ATLANTICA SUSTAINABLE INFR PSHSG0751N10355719,480SH SOLE 19,48000
BIOHAVEN PHARMACTL HLDG CO LCOMG111961058,319127,961SH SOLE 127,96100
CARDTRONICS PLCSHS CL AG1991C1051,29065,130SH SOLE 65,13000
CLARIVATE PLCORD SHSG218101093,137101,215SH SOLE 101,21500
HELEN OF TROY LTDCOMG4388N10612,49564,566SH SOLE 64,56600
HORIZON THERAPEUTICS PUB LSHSG4618810119,932256,585SH SOLE 256,58500
ICON PLCSHSG4705A1006043,160SH SOLE 3,16000
MARVELL TECHNOLOGY GROUP LTDORDG5876H10590022,660SH SOLE 22,66000
MEDTRONIC PLCSHSG5960L10350480SH SOLE 48000
PAGSEGURO DIGITAL LTDCOM CL AG6870710192424,510SH SOLE 24,51000
QUOTIENT LTDSHSG732681071,436279,305SH SOLE 279,30500
STERIS PLCSHS USDG8473T1001,3077,420SH SOLE 7,42000
TRANE TECHNOLOGIES PLCSHSG8994E1035094,200SH SOLE 4,20000
AUDIOCODES LTDORDM153421045,856186,151SH SOLE 186,15100
WIX COM LTDSHSM980681051,8017,065SH SOLE 7,06500
ASML HOLDING N VN Y REGISTRY SHSN0705921029,23179,160SH SOLE 79,16000
ELASTIC N VORD SHSN145061041,99018,445SH SOLE 18,44500
FERRARI N VCOMN3167Y1035873,190SH SOLE 3,19000
ABBVIE INCCOM00287Y10918200SH SOLE 20000
ADOBE SYSTEMS INCORPORATEDCOM00724F10145,99793,790SH SOLE 93,79000
AECOMCOM00766T1002,97070,974SH SOLE 70,97400
ADVANCED DRAIN SYS INC DELCOM00790R1045,39186,331SH SOLE 86,33100
AGNICO EAGLE MINES LTDCOM0084741082,98537,500SH SOLE 37,50000
AIR PRODS & CHEMS INCCOM0091581062,2167,440SH SOLE 7,44000
ALBEMARLE CORPCOM0126531017358,230SH SOLE 8,23000
ALIGN TECHNOLOGY INCCOM0162551016742,060SH SOLE 2,06000
ALPHABET INCCAP STK CL A02079K3057350SH SOLE 5000
ALPHABET INCCAP STK CL C02079K107514350SH SOLE 35000
AMAZON COM INCCOM02313510697,46930,955SH SOLE 30,95510
AMERESCO INCCL A02361E1083,864115,677SH SOLE 115,67720
AMERICAN EXPRESS COCOM0258161092682,675SH SOLE 2,67500
AMICUS THERAPEUTICS INCCOM03152W1095,192367,705SH SOLE 367,70500
ANSYS INCCOM03662Q1052,7068,270SH SOLE 8,27000
APOLLO GLOBAL MGMT INCCOM CL A03768E1052485,550SH SOLE 5,55000
APPLE INCCOM037833100115,8241,000,120SH SOLE 1,000,12000
ARROWHEAD PHARMACEUTICALS INCOM04280A1003,43379,730SH SOLE 79,73000
ASCENDIS PHARMA A/SSPONSORED ADR04351P1016013,895SH SOLE 3,89500
ASTEC INDS INCCOM0462241013,81970,400SH SOLE 70,40000
AVAYA HLDGS CORPCOM05351X1015,899388,124SH SOLE 388,12400
AVANTOR INCCOM05352A1002,485110,515SH SOLE 110,51500
AVIENT CORPORATIONCOM05368V1066,705253,397SH SOLE 253,39700
AXON ENTERPRISE INCCOM05464C1011,79319,770SH SOLE 19,77000
AXONICS MODULATION TECHNOLOGCOM05465P10114,014274,564SH SOLE 274,56400
BP PLCSPONSORED ADR05562210419210,997SH SOLE 10,99700
BRP GROUP INCCOM CL A05589G1025,193208,474SH SOLE 208,47400
BALLARD PWR SYS INC NEWCOM0585861081,859123,090SH SOLE 123,09000
BANDWIDTH INCCOM CL A05988J10310,27158,834SH SOLE 58,83400
BARRICK GOLD CORPCOM0679011087,768276,340SH SOLE 276,34000
BERRY GLOBAL GROUP INCCOM08579W1038,982185,895SH SOLE 185,89500
BHP GROUP LTDSPONSORED ADS0886061081,32025,530SH SOLE 25,53000
BIOMARIN PHARMACEUTICAL INCCOM09061G1011702,240SH SOLE 2,24000
BOEING COCOM0970231055623,400SH SOLE 3,40000
BORGWARNER INCCOM09972410640110,340SH SOLE 10,34000
BOX INCCL A10316T1045,439313,310SH SOLE 313,31000
BRIGHT HORIZONS FAM SOL IN DCOM1091941005233,440SH SOLE 3,44000
BRINKER INTL INCCOM10964110010,087236,121SH SOLE 236,12100
BROADCOM INCCOM11135F1014,24811,660SH SOLE 11,66000
BROWN & BROWN INCCOM1152361012,46854,520SH SOLE 54,52000
BRUNSWICK CORPCOM1170431098,190139,021SH SOLE 139,02100
BUILDERS FIRSTSOURCE INCCOM12008R1079,892303,256SH SOLE 303,25600
CME GROUP INCCOM12572Q1055693,400SH SOLE 3,40000
CNOOC LIMITEDSPONSORED ADR1261321091211,260SH SOLE 1,26000
CABOT OIL & GAS CORPCOM1270971031,739100,175SH SOLE 100,17500
CAESARS ENTERTAINMENT INC NECOM12769G1005,14991,855SH SOLE 91,85500
CALIX INCCOM13100M5094,349244,623SH SOLE 244,62300
CANADIAN PAC RY LTDCOM13645T10028,09792,293SH SOLE 92,29300
CAREDX INCCOM14167L10312,096318,815SH SOLE 318,81500
CARPARTS COM INCCOM14427M1073,616334,515SH SOLE 334,51500
CASEYS GEN STORES INCCOM1475281036,91538,925SH SOLE 38,92500
CASTLE BIOSCIENCES INCCOM14843C1058,494165,098SH SOLE 165,09800
CATERPILLAR INC DELCOM1491231011,74411,690SH SOLE 11,69000
CENTENE CORP DELCOM15135B1012764,740SH SOLE 4,74000
CERENCE INCCOM1567271098,772179,500SH SOLE 179,50000
CHEGG INCCOM1630921096,37489,219SH SOLE 89,21900
CHEMOCENTRYX INCCOM16383L1064,68485,472SH SOLE 85,47200
CHENIERE ENERGY INCCOM NEW16411R2081,96242,396SH SOLE 42,39600
CHENIERE ENERGY PARTNERS LPCOM UNIT16411Q1011,24137,306SH SOLE 37,30600
CHEVRON CORP NEWCOM1667641003,84353,375SH SOLE 53,37500
CHIPOTLE MEXICAN GRILL INCCOM169656105696560SH SOLE 56000
CHURCH & DWIGHT INCCOM1713401023804,060SH SOLE 4,06000
CINTAS CORPCOM172908105246740SH SOLE 74000
CITIGROUP INCCOM NEW1729674248,140188,810SH SOLE 188,81000
CLOUDERA INCCOM18914U1003,332305,966SH SOLE 305,96600
COCA COLA COCOM1912161003376,820SH SOLE 6,82000
COGNEX CORPCOM19242210389713,780SH SOLE 13,78000
COLFAX CORPCOM19401410610,524335,594SH SOLE 335,59400
CONCHO RES INCCOM20605P1013,09970,250SH SOLE 70,25000
CONOCOPHILLIPSCOM20825C1042,45474,725SH SOLE 74,72500
COSTAR GROUP INCCOM22160N109509600SH SOLE 60000
COSTCO WHSL CORP NEWCOM22160K1059942,800SH SOLE 2,80000
COUPA SOFTWARE INCCOM22266L1066972,540SH SOLE 2,54000
CROCS INCCOM2270461098,359195,627SH SOLE 195,62700
CUMMINS INCCOM2310211061,9079,030SH SOLE 9,03000
D R HORTON INCCOM23331A1097529,940SH SOLE 9,94000
DANA INCORPORATEDCOM2358252058,746709,917SH SOLE 709,91700
DANAHER CORPORATIONCOM23585110239,601183,910SH SOLE 183,91000
DARLING INGREDIENTS INCCOM23726610187224,210SH SOLE 24,21000
DEXCOM INCCOM25213110725,43961,710SH SOLE 61,71000
DIAMONDBACK ENERGY INCCOM25278X1092,53684,213SH SOLE 84,21300
DICKS SPORTING GOODS INCCOM2533931024898,440SH SOLE 8,44000
DIGITAL TURBINE INCCOM NEW25400W1023,621110,592SH SOLE 110,59200
DISNEY WALT COCOM DISNEY2546871062482,000SH SOLE 2,00000
DOCUSIGN INCCOM2561631067643,550SH SOLE 3,55000
DOLLAR GEN CORP NEWCOM2566771058484,045SH SOLE 4,04500
DRAFTKINGS INCCOM CL A26142R1042,83048,100SH SOLE 48,10000
DYCOM INDS INCCOM2674751017,727146,286SH SOLE 146,28600
EOG RES INCCOM26875P1012,98282,980SH SOLE 82,98000
EQT CORPCOM26884L1091,496115,710SH SOLE 115,71000
EDWARDS LIFESCIENCES CORPCOM28176E10818,193227,930SH SOLE 227,93000
ELEMENT SOLUTIONS INCCOM28618M1064,687445,989SH SOLE 445,98900
EMERGENT BIOSOLUTIONS INCCOM29089Q10511,100107,424SH SOLE 107,42400
ENBRIDGE INCCOM29250N10596232,935SH SOLE 32,93500
ENCORE CAP GROUP INCCOM2925541023,38887,786SH SOLE 87,78600
ENERGY TRANSFER LPCOM UT LTD PTN29273V100925170,663SH SOLE 170,66300
ENPHASE ENERGY INCCOM29355A10716,099194,924SH SOLE 194,92400
ENTEGRIS INCCOM29362U1042,73436,775SH SOLE 36,77500
ENTERPRISE PRODS PARTNERS LCOM2937921073,007190,426SH SOLE 190,42600
EPAM SYS INCCOM29414B1048572,650SH SOLE 2,65000
EQUITRANS MIDSTREAM CORPCOM294600101934110,433SH SOLE 110,43300
ETSY INCCOM29786A1061,1949,815SH SOLE 9,81500
EVERBRIDGE INCCOM29978A1046,89754,853SH SOLE 54,85300
FACEBOOK INCCL A30303M10261,604235,220SH SOLE 235,22000
FASTENAL COCOM3119001041563,460SH SOLE 3,46000
FEDEX CORPCOM31428X1062521,000SH SOLE 1,00000
FERRO CORPCOM3154051003,858311,128SH SOLE 311,12800
F5 NETWORKS INCCOM31561610217140SH SOLE 14000
FIRST TR EXCHANGE-TRADED FDGBL WND ENRG ETF33736G1061,07061,059SH SOLE 61,05900
FISERV INCCOM3377381082662,580SH SOLE 2,58000
FIVE9 INCCOM3383071011,1528,883SH SOLE 8,88300
FLOOR & DECOR HLDGS INCCL A3397501017,15695,664SH SOLE 95,66400
FORTERRA INCCOM34960W1068,004677,130SH SOLE 677,13000
FREEPORT-MCMORAN INCCL B35671D8571,19176,170SH SOLE 76,17000
FRESHPET INCCOM35803910510,29392,187SH SOLE 92,18700
GDS HLDGS LTDSPONSORED ADS36165L1082,22427,180SH SOLE 27,18000
GENTEX CORPCOM3719011098,545331,838SH SOLE 331,83800
GIBRALTAR INDS INCCOM3746891079,986153,298SH SOLE 153,29800
GILEAD SCIENCES INCCOM3755581035598,850SH SOLE 8,85000
GRACO INCCOM3841091041,61526,330SH SOLE 26,33000
GREEN DOT CORPCL A39304D10213,333263,453SH SOLE 263,45300
HCA HEALTHCARE INCCOM40412C10136,335291,430SH SOLE 291,43000
HDFC BANK LTDSPONSORED ADS40415F10171714,360SH SOLE 14,36000
HALLIBURTON COCOM4062161018690SH SOLE 69000
HALOZYME THERAPEUTICS INCCOM40637H10915,732598,617SH SOLE 598,61700
HARLEY DAVIDSON INCCOM41282210811430SH SOLE 43000
HESS CORPCOM42809H1072,83369,220SH SOLE 69,22000
HESS MIDSTREAM LPCL A SHS42810310549232,560SH SOLE 32,56000
HOME DEPOT INCCOM43707610235,549128,009SH SOLE 128,00900
HUNT J B TRANS SVCS INCCOM4456581077155,660SH SOLE 5,66000
IRHYTHM TECHNOLOGIES INCCOM4500561066,07025,493SH SOLE 25,49300
IDEXX LABS INCCOM45168D1047231,840SH SOLE 1,84000
ILLINOIS TOOL WKS INCCOM452308109149770SH SOLE 77000
ILLUMINA INCCOM4523271096952,250SH SOLE 2,25000
INCYTE CORPCOM45337C1022292,550SH SOLE 2,55000
INSMED INCCOM PAR $.014576693077,944247,168SH SOLE 247,16800
INSPIRE MED SYS INCCOM4577301097,51758,246SH SOLE 58,24600
INSPERITY INCCOM45778Q1079,333142,506SH SOLE 142,50600
INOVALON HLDGS INCCOM CL A45781D1019,702366,798SH SOLE 366,79800
INSULET CORPCOM45784P1017693,250SH SOLE 3,25000
INTEL CORPCOM4581401001142,200SH SOLE 2,20000
INTUITIVE SURGICAL INCCOM NEW46120E602426600SH SOLE 60000
INVESCO EXCH TRADED FD TR IISOLAR ETF46138G7061,17118,070SH SOLE 18,07000
ISHARES TRMSCI EAFE ETF46428746533,766530,500SH SOLE 530,50000
ISHARES TRMSCI EMG MKT ETF46428723432,724742,200SH SOLE 742,20000
ISHARES TRRUS 1000 VAL ETF46428759831,304265,000SH SOLE 265,00000
ISHARES TRRUS 2000 GRW ETF464287648111500SH SOLE 50000
ISHARES TRRUS MD CP GR ETF4642874819515,500SH SOLE 5,50000
I3 VERTICALS INCCOM CL A46571Y1074,521179,065SH SOLE 179,06500
JPMORGAN CHASE & COCOM46625H100220SH SOLE 2000
KLA CORPCOM NEW4824801009224,760SH SOLE 4,76000
KANSAS CITY SOUTHERNCOM NEW48517030225,307139,950SH SOLE 139,95000
KEYSIGHT TECHNOLOGIES INCCOM49338L1038658,755SH SOLE 8,75500
KINDER MORGAN INC DELCOM49456B10179864,710SH SOLE 64,71000
KNIGHT SWIFT TRANSN HLDGS INCL A49904910410,400255,540SH SOLE 255,54000
KOPPERS HOLDINGS INCCOM50060P1064,993238,797SH SOLE 238,79700
LKQ CORPCOM5018892082,00972,440SH SOLE 72,44000
LPL FINL HLDGS INCCOM50212V1009,043117,945SH SOLE 117,94500
L3HARRIS TECHNOLOGIES INCCOM5024311094252,505SH SOLE 2,50500
LAM RESEARCH CORPCOM51280710833,839102,000SH SOLE 102,00000
LAS VEGAS SANDS CORPCOM51783410727,013578,924SH SOLE 578,92400
LILLY ELI & COCOM53245710812,56184,860SH SOLE 84,86000
LINCOLN ELEC HLDGS INCCOM5339001066176,700SH SOLE 6,70000
LITHIA MTRS INCCL A53679710311,67851,234SH SOLE 51,23400
LITTELFUSE INCCOM53700810410,76260,683SH SOLE 60,68300
LIVEPERSON INCCOM53814610113,759264,643SH SOLE 264,64300
LOUISIANA PAC CORPCOM5463471056,464219,043SH SOLE 219,04300
LULULEMON ATHLETICA INCCOM55002110921,72365,953SH SOLE 65,95300
MPLX LPCOM UNIT REP LTD55336V1002,711172,224SH SOLE 172,22400
MSCI INCCOM55354G10016,43946,075SH SOLE 46,07500
MACOM TECH SOLUTIONS HLDGS ICOM55405Y1008,227241,898SH SOLE 241,89800
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP5590801062,43771,259SH SOLE 71,25900
MARATHON PETE CORPCOM56585A10231010,581SH SOLE 10,58100
MARKETAXESS HLDGS INCCOM57060D108429890SH SOLE 89000
MASCO CORPCOM57459910670812,850SH SOLE 12,85000
MASTERCARD INCORPORATEDCL A57636Q10445,545134,682SH SOLE 134,68200
MAXLINEAR INCCOM57776J1005,043216,997SH SOLE 216,99700
MEDPACE HLDGS INCCOM58506Q1099,83488,001SH SOLE 88,00100
MERIT MED SYS INCCOM5898891044,16795,783SH SOLE 95,78300
MICROSOFT CORPCOM594918104106,355505,660SH SOLE 505,66000
MICROCHIP TECHNOLOGY INC.COM59501710438,566375,300SH SOLE 375,30000
MIRATI THERAPEUTICS INCCOM60468T1057,70946,428SH SOLE 46,42800
MODEL N INCCOM6075251025,004141,824SH SOLE 141,82400
MOLINA HEALTHCARE INCCOM60855R1002,84515,545SH SOLE 15,54500
MONGODB INCCL A60937P1064,44619,204SH SOLE 19,20400
MOOG INCCL A61539420255860SH SOLE 86000
MURPHY OIL CORPCOM6267171023290SH SOLE 29000
MURPHY USA INCCOM626755102970SH SOLE 7000
MYRIAD GENETICS INCCOM62855J1043240SH SOLE 24000
MYOKARDIA INCCOM62857M10512,54792,031SH SOLE 92,03100
NATERA INCCOM63230710416,621230,079SH SOLE 230,07900
NATIONAL VISION HLDGS INCCOM63845R1079,632251,895SH SOLE 251,89500
NAVISTAR INTL CORP NEWCOM63934E1084,718108,367SH SOLE 108,36700
NEOGENOMICS INCCOM NEW64049M2099,097246,597SH SOLE 246,59700
NEUROCRINE BIOSCIENCES INCCOM64125C1093063,180SH SOLE 3,18000
NEVRO CORPCOM64157F10310,91878,380SH SOLE 78,38000
NEW FORTRESS ENERGY INCCOM CL A6443931003,37676,717SH SOLE 76,71700
NEW ORIENTAL ED & TECHNOLOGYSPON ADR6475811076494,340SH SOLE 4,34000
NEXTERA ENERGY INCCOM65339F1012,1017,570SH SOLE 7,57000
NEXTERA ENERGY PARTNERS LPCOM UNIT PART IN65341B1065629,380SH SOLE 9,38000
NIKE INCCL B65410610334,925278,200SH SOLE 278,20000
NOBLE MIDSTREAM PARTNERS LPCOM UNIT REPST65506L10535348,236SH SOLE 48,23600
NORDSON CORPCOM6556631022,78714,530SH SOLE 14,53000
NUANCE COMMUNICATIONS INCCOM67020Y10021,144637,050SH SOLE 637,05000
NUSTAR ENERGY LPUNIT COM67058H10217216,180SH SOLE 16,18000
NVIDIA CORPORATIONCOM67066G10459,332109,627SH SOLE 109,62700
OREILLY AUTOMOTIVE INCCOM67103H10722,84249,541SH SOLE 49,54100
OKTA INCCL A6792951053211,500SH SOLE 1,50000
OLLIES BARGAIN OUTLET HLDGSCOM68111610910,375118,775SH SOLE 118,77500
ON SEMICONDUCTOR CORPCOM6821891052,296105,860SH SOLE 105,86000
ONEOK INC NEWCOM68268010365225,110SH SOLE 25,11000
ONTRAK INCCOM6833731045,46791,113SH SOLE 91,11300
OWENS CORNING NEWCOM69074210112,091175,713SH SOLE 175,71300
PNC FINL SVCS GROUP INCCOM6934751058,87080,700SH SOLE 80,70000
PRA GROUP INCCOM69354N106461,150SH SOLE 1,15000
PTC INCCOM69370C1002,48230,000SH SOLE 30,00000
PACCAR INCCOM6937181083283,850SH SOLE 3,85000
PARSLEY ENERGY INCCL A7018771022,498266,895SH SOLE 266,89500
PAYCHEX INCCOM70432610729360SH SOLE 36000
PAYCOM SOFTWARE INCCOM70432V1027002,250SH SOLE 2,25000
PAYPAL HLDGS INCCOM70450Y10341,601211,140SH SOLE 211,14000
PEGASYSTEMS INCCOM7055731032,63221,745SH SOLE 21,74500
PELOTON INTERACTIVE INCCL A COM70614W1003413,440SH SOLE 3,44000
PEMBINA PIPELINE CORPCOM70632710336617,230SH SOLE 17,23000
PENN NATL GAMING INCCOM7075691098,711119,828SH SOLE 119,82800
PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V4081,331187,007SH SOLE 187,00700
PFIZER INCCOM7170811032396,500SH SOLE 6,50000
PHILLIPS 66COM7185461041,21023,340SH SOLE 23,34000
PHILLIPS 66 PARTNERS LPCOM UNIT REP INT7185492071,05645,814SH SOLE 45,81400
PIONEER NAT RES COCOM7237871072,90633,794SH SOLE 33,79400
PLAINS ALL AMERN PIPELINE LUNIT LTD PARTN7265031051,311219,224SH SOLE 219,22400
PLANET FITNESS INCCL A72703H1013,95664,205SH SOLE 64,20500
PLUG POWER INCCOM NEW72919P2021,796133,960SH SOLE 133,96000
PROCTER AND GAMBLE COCOM7427181095283,800SH SOLE 3,80000
PROSHARES TRULTRAPRO SHT QQQ74347G40814600SH SOLE 60000
Q2 HLDGS INCCOM74736L1094,86153,263SH SOLE 53,26300
QORVO INCCOM74736K1012,46419,100SH SOLE 19,10000
QUALCOMM INCCOM7475251038186,950SH SOLE 6,95000
QUIDEL CORPCOM74838J1012,55211,635SH SOLE 11,63500
RHCOM74967X1038,78622,962SH SOLE 22,96200
RPM INTL INCCOM7496851032,58731,225SH SOLE 31,22500
RAPID7 INCCOM7534221048,570139,935SH SOLE 139,93500
RATTLER MIDSTREAM LPCOM UNITS75419T10323940,185SH SOLE 40,18500
REGAL BELOIT CORPCOM75875010311,561123,160SH SOLE 123,16000
RENEWABLE ENERGY GROUP INCCOM NEW75972A30191617,150SH SOLE 17,15000
REPUBLIC SVCS INCCOM7607591004294,600SH SOLE 4,60000
RIO TINTO PLCSPONSORED ADR7672041001,12618,650SH SOLE 18,65000
ROCKWELL AUTOMATION INCCOM7739031096512,950SH SOLE 2,95000
ROYAL DUTCH SHELL PLCSPONS ADR A780259206512,040SH SOLE 2,04000
S&P GLOBAL INCCOM78409V10435,98899,799SH SOLE 99,79900
SBA COMMUNICATIONS CORP NEWCL A78410G1047522,360SH SOLE 2,36000
SPDR GOLD TRGOLD SHS78463V10758,646331,110SH SOLE 331,11000
SPDR SER TRS&P HOMEBUILD78464A88833,352619,000SH SOLE 619,00000
SVB FINANCIAL GROUPCOM78486Q1017413,080SH SOLE 3,08000
SVMK INCCOM78489X10312,976586,875SH SOLE 586,87500
SAILPOINT TECHNLGIES HLDGS ICOM78781P10510,995277,852SH SOLE 277,85200
SAREPTA THERAPEUTICS INCCOM8036071001,2308,760SH SOLE 8,76000
SCHRODINGER INCCOM80810D1033,84680,947SH SOLE 80,94700
SCHWAB CHARLES CORPCOM8085131053399,360SH SOLE 9,36000
SCOTTS MIRACLE GRO COCL A8101861067344,800SH SOLE 4,80000
SEA LTDSPONSORD ADS81141R1001,3498,760SH SOLE 8,76000
SEALED AIR CORP NEWCOM81211K10028720SH SOLE 72000
SELECT SECTOR SPDR TRSBI MATERIALS81369Y10025,965408,000SH SOLE 408,00000
SELECT SECTOR SPDR TRSBI INT-FINL81369Y6058,414349,580SH SOLE 349,58000
SERVICENOW INCCOM81762P10236,83775,952SH SOLE 75,95200
SHOCKWAVE MED INCCOM82489T1047,38697,444SH SOLE 97,44400
SHYFT GROUP INCCOM8256981036,814360,891SH SOLE 360,89100
SKYWORKS SOLUTIONS INCCOM83088M1022,13114,645SH SOLE 14,64500
SOLAREDGE TECHNOLOGIES INCCOM83417M1041,7117,180SH SOLE 7,18000
SOUTHWEST AIRLS COCOM844741108591,560SH SOLE 1,56000
SPLUNK INCCOM84863710417,21691,510SH SOLE 91,51000
SPROUT SOCIAL INCCOM CL A85209W10912,133315,139SH SOLE 315,13900
SQUARE INCCL A8522341037464,590SH SOLE 4,59000
STAMPS COM INCCOM NEW8528572009,46739,291SH SOLE 39,29100
STARBUCKS CORPCOM8552441094234,920SH SOLE 4,92000
STERICYCLE INCCOM8589121089,175145,491SH SOLE 145,49100
STIFEL FINL CORPCOM8606301022,40947,639SH SOLE 47,63900
STRYKER CORPORATIONCOM86366710171340SH SOLE 34000
SUNCOR ENERGY INC NEWCOM8672241072,196179,545SH SOLE 179,54500
SUNRUN INCCOM86771W1056,96690,383SH SOLE 90,38300
SURGERY PARTNERS INCCOM86881A1005,563254,040SH SOLE 254,04000
TC PIPELINES LPUT COM LTD PRT87233Q10872428,300SH SOLE 28,30000
TJX COS INC NEWCOM87254010976113,680SH SOLE 13,68000
TPI COMPOSITES INCCOM87266J1046,208214,376SH SOLE 214,37600
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391001,82522,510SH SOLE 22,51000
TAKE-TWO INTERACTIVE SOFTWARCOM8740541096944,200SH SOLE 4,20000
TANDEM DIABETES CARE INCCOM NEW87537220314,965131,850SH SOLE 131,85000
TARGA RES CORPCOM87612G10141929,840SH SOLE 29,84000
TENABLE HLDGS INCCOM88025T1022,37162,815SH SOLE 62,81500
TESLA INCCOM88160R10120,36147,460SH SOLE 47,46000
TEXAS INSTRS INCCOM8825081043,87727,150SH SOLE 27,15000
TG THERAPEUTICS INCCOM88322Q1083,351125,210SH SOLE 125,21000
THE TRADE DESK INCCOM CL A88339J1056741,300SH SOLE 1,30000
TIMKEN COCOM8873891046,493119,751SH SOLE 119,75100
TOPBUILD CORPCOM89055F10311,42666,939SH SOLE 66,93900
TOTAL SESPONSORED ADS89151E10981123,630SH SOLE 23,63000
TRANSDIGM GROUP INCCOM893641100413870SH SOLE 87000
TRANSUNIONCOM89400J1076237,400SH SOLE 7,40000
TRIMBLE INCCOM8962391001052,160SH SOLE 2,16000
TTEC HLDGS INCCOM89854H1028,122148,898SH SOLE 148,89800
TURNING POINT THERAPEUTICS ICOM90041T1088,23894,298SH SOLE 94,29800
ULTRAGENYX PHARMACEUTICAL INCOM90400D1086,83383,135SH SOLE 83,13500
UNDER ARMOUR INCCL A904311107151,340SH SOLE 1,34000
UNDER ARMOUR INCCL C904311206131,349SH SOLE 1,34900
UNITEDHEALTH GROUP INCCOM91324P10218,60659,680SH SOLE 59,68000
UNIVERSAL DISPLAY CORPCOM91347P10510,05655,640SH SOLE 55,64000
VALERO ENERGY CORPCOM91913Y1002585,955SH SOLE 5,95500
VAREX IMAGING CORPCOM92214X1063260SH SOLE 26000
VARIAN MED SYS INCCOM92220P105112650SH SOLE 65000
VARONIS SYS INCCOM92228010213,070113,241SH SOLE 113,24100
VEEVA SYS INCCL A COM9224751089643,430SH SOLE 3,43000
VERTEX PHARMACEUTICALS INCCOM92532F100253930SH SOLE 93000
VIPER ENERGY PARTNERS LPCOM UNT RP INT92763M10537850,205SH SOLE 50,20500
VISA INCCOM CL A92826C83932,256161,305SH SOLE 161,30500
WALGREENS BOOTS ALLIANCE INCCOM93142710817480SH SOLE 48000
WERNER ENTERPRISES INCCOM9507551081,75341,745SH SOLE 41,74500
WESCO INTL INCCOM95082P1058,849201,014SH SOLE 201,01400
WESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT95866910354968,637SH SOLE 68,63700
WILLIAMS COS INCCOM96945710020710,510SH SOLE 10,51000
WILLSCOT MOBIL MINI HLDNG COCOM CL A97137810411,497689,249SH SOLE 689,24900
XPERI HOLDING CORPCOM98390M1034336SH SOLE 33600
ZEBRA TECHNOLOGIES CORPORATICL A9892071057653,030SH SOLE 3,03000
ZOETIS INCCL A98978V10329,304177,200SH SOLE 177,20000