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

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OMB Number:3235-0006
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON.COM INCCOM023135106108,29335,000SH SOLE 35,00000
CODEXIS INCCOM19200510656,1842,454,500SH SOLE 2,454,50000
ASPEN AEROGELS INCCOM04523Y10541,1892,025,000SH SOLE 2,025,00000
CATERPILLAR INCCOM14912310134,781150,000SH SOLE 150,00000
HILTON WORLDWIDE HLDGS INCCOM43300A20333,253275,000SH SOLE 275,00000
TRIPADVISOR INCCOM89694520132,274600,000SH SOLE 600,00000
ATLAS AIR WORLDWIDE HLDINGS INCOM NEW04916420531,731525,000SH SOLE 525,00000
TRIMBLE INCCOM89623910031,116400,000SH SOLE 400,00000
MODERNA INCCOM60770K10730,773235,000SH SOLE 235,00000
AXON ENTERPRISE INCCOM05464C10130,620215,000SH SOLE 215,00000
ZOOM VIDEO COMMUNICATIONS INCCL A98980L10128,91690,000SH SOLE 90,00000
HEI CO CORP NEWCOM42280610928,305225,000SH SOLE 225,00000
SP PLUS CORPCOM78469C10327,852849,400SH SOLE 849,40000
ALASKA AIR GROUP INCCOM01165910926,646385,000SH SOLE 385,00000
NOVANTA INCCOM67000B10425,059190,000SH SOLE 190,00000
TWILIO INCCL A90138F10223,85370,000SH SOLE 70,00000
WAYFAIR INCCL A94419L10122,03370,000SH SOLE 70,00000
TERADYNE INCCOM88077010221,902180,000SH SOLE 180,00000
UBER TECHNOLOGIES INCCOM90353T10021,804400,000SH SOLE 400,00000
ALPHABET INCCAP STK SL A02079K30520,62510,000SH SOLE 10,00000
DISNEY WALT COCOM25468710620,297110,000SH SOLE 110,00000
BROOKS AUTOMATION INCCOM11434010219,596240,000SH SOLE 240,00000
SOUTHWEST AIRLS COCOM84474110819,539320,000SH SOLE 320,00000
JETBLUE AWYS CORPCOM47714310119,323950,000SH SOLE 950,00000
VALMONT INDS INCCOM92025310119,01480,000SH SOLE 80,00000
BOOKING HOLDINGS INCCOM09857L10818,6398,000SH SOLE 8,00000
DOCUSIGN INCCOM25616310618,22190,000SH SOLE 90,00000
DAVE & BUSTER'S ENTMT INCCOM23833710916,765350,000SH SOLE 350,00000
TECHTARGET INCCOM87874R10016,668240,000SH SOLE 240,00000
MICROSOFT CORPCOM59491810416,50470,000SH SOLE 70,00000
FIVE9 INCCOM33830710115,633100,000SH SOLE 100,00000
TECK RESOURCES LTDCL B87874220415,344800,000SH SOLE 800,00000
FACEBOOK INCCL A30303M10214,72750,000SH SOLE 50,00000
AMERESCO INCCL A02361E10814,589300,000SH SOLE 300,00000
HEICO CORP NEWCL A42280620814,200125,000SH SOLE 125,00000
DELTA AIR LINES INC DELCOM NEW24736170213,036270,000SH SOLE 270,00000
TWITTER INCCOM90184L10212,726200,000SH SOLE 200,00000
HESS CORPCOM42809H10712,029170,000SH SOLE 170,00000
RODGERS SILICON VALLEY AQ COCOM77487310311,979900,000SH SOLE 900,00000
PATRICK INDS INCCOM70334310311,900140,000SH SOLE 140,00000
SENSATA TECHNOLOGIES HLDG PLSHSG8060N10211,590200,000SH SOLE 200,00000
GENERAL MTRS COCOM37045V10011,492200,000SH SOLE 200,00000
API GROUP CORPCOM STK00187Y10011,374550,000SH SOLE 550,00000
NVIDIA CORPORATIONCOM67066G10410,67920,000SH SOLE 20,00000
GARMIN LTDCOM00B3Z5T1410,54880,000SH SOLE 80,00000
F5 NETWORKS INCCOM31561610210,43150,000SH SOLE 50,00000
INNOSPEC INCCOM45768S10510,269100,000SH SOLE 100,00000
SOUTHERN COPPER CORPCOM84265V10510,181150,000SH SOLE 150,00000
SERVICENOW INCCOM81762P10210,00220,000SH SOLE 20,00000
FREEPORT-MCMORAN INCCL B35671D8579,879300,000SH SOLE 300,00000
GLENCORE PLCCOM00B4T3BW69,8002,500,000SH SOLE 2,500,00000
BORGWARNER INCCOM0997241069,272200,000SH SOLE 200,00000
AMERICAN SUPERCONDUCTOR CORPSHS NEW0301112078,722460,000SH SOLE 460,00000
GIBRALTAR INDS INCCOM3746891078,05388,000SH SOLE 88,00000
RINGCENTRAL INCCL A76680R2067,44725,000SH SOLE 25,00000
ALTIMETER GROWTH CORP 2COM CL AG0371B1097,266700,000SH SOLE 700,00000
ENVIRONMENTAL IMPACT ACQU COCOM CL A29408N1065,814600,000SH SOLE 600,00000
FORTRESS TRANS INFRST INVS LCOM REP LTD LIAB34960P1015,638200,000SH SOLE 200,00000
LIBERTY MEDIA ACQUISITION COUNIT 01/22/202653073L2035,087475,000SH SOLE 475,00000
VERRA MOBILITY CORPCOM92511U1024,061300,000SH SOLE 300,00000
MOTORSPORT GAMES INCCOM CL A62011B1023,419147,000SH SOLE 147,00000
RODGERS SILICON VALLEY AQ CO*W EXP 11/30/2027748731111,778450,000SH SOLE 450,00000
ENVIRONMENTAL IMPACT ACQU CO*W EXP 09/30/20229408N114261300,000SH SOLE 300,00000
IONEER LTDCOM00BGYBHZ4130500,000SH SOLE 500,00000