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
ABBOTT LABORATORIESCommon Stock0028241001,1539,764SH SOLE 9,76400
ACTIVISION BLIZZARD INCCommon Stock00507V1092913,756SH SOLE 3,75600
ADOBE INCCommon Stock00724F1011,8193,160SH SOLE 3,16000
ADVANCED DRAINAGE SYSTEMSCommon Stock00790R1041,91917,738SH SOLE 17,73800
ADVANCED MICRO DEVICESCommon Stock0079031071,88618,332SH SOLE 18,33200
AFLAC INCCommon Stock0010551021,25824,123SH SOLE 24,12300
AGRIFY CORPCommon Stock00853E10789148,048SH SOLE 48,04800
AIRBNB INC-CLASS ACommon Stock0090661014162,480SH SOLE 2,48000
ALEAFIA HEALTH INCCommon Stock00BDRXWQ29673,394,099SH SOLE 3,394,09900
ALTRIA GROUP INCCommon Stock02209S1031152,530SH SOLE 2,53000
AMPHENOL CORP-CL ACommon Stock0320951011,99327,212SH SOLE 27,21200
ANHEUSER-BUSCH INBEV-SPNADR03524A1081132,006SH SOLE 2,00600
ANSYS INCCommon Stock03662Q1059852,894SH SOLE 2,89400
ATAI LIFE SCIENCES NVCommon StockN0731H10317411,758SH SOLE 11,75800
AXON ENTERPRISE INCCommon Stock05464C1011,83710,496SH SOLE 10,49600
BATH & BODY WORKS INCCommon Stock0708301041,91630,402SH SOLE 30,40200
BJ'S RESTAURANTS INCCommon Stock09180C106611,471SH SOLE 1,47100
BLOOMIN' BRANDS INCCommon Stock0942351082319,226SH SOLE 9,22600
BLUEGREEN VACATIONS HOLDICommon Stock09630810164725,081SH SOLE 25,08100
BOOKING HOLDINGS INCCommon Stock09857L10818879SH SOLE 7900
BOSTON BEER COMPANY INC-ACommon Stock100557107150295SH SOLE 29500
BOYD GAMING CORPCommon Stock1033041011,16218,365SH SOLE 18,36500
BRINKER INTERNATIONAL INCCommon Stock1096411001593,236SH SOLE 3,23600
BRITISH AMERICAN TOB-SP AADR1104481071163,297SH SOLE 3,29700
BROADCOM INCCommon Stock11135F1012,0004,124SH SOLE 4,12400
BROADRIDGE FINANCIAL SOLUCommon Stock11133T1031,1616,967SH SOLE 6,96700
BROWN-FORMAN CORP-CLASS BCommon Stock115637209851,273SH SOLE 1,27300
BURLINGTON STORES INCCommon Stock1220171061,9066,722SH SOLE 6,72200
CAESARS ENTERTAINMENT INCCommon Stock12769G1004203,743SH SOLE 3,74300
CANOPY GROWTH CORPCommon Stock13803510010,472755,559SH SOLE 755,55900
CARDIOL THERAPEUTICS INC-Common Stock00BHZT9695,3761,029,930SH SOLE 1,029,93000
CARNIVAL CORPCommon Stock1436583002078,269SH SOLE 8,26900
CARRIER GLOBAL CORPCommon Stock14448C1041,80234,820SH SOLE 34,82000
CARROLS RESTAURANT GROUPCommon Stock14574X104328,851SH SOLE 8,85100
CBDMD INCCommon Stock12482W1013,2151,545,824SH SOLE 1,545,82400
CENTURY CASINOS INCCommon Stock15649210054940,789SH SOLE 40,78900
CERNER CORPCommon Stock15678210496013,612SH SOLE 13,61200
CHARLOTTES WEB HOLDINGS ICommon Stock00BGHY2B13,3971,358,680SH SOLE 1,358,68000
CHECK POINT SOFTWARE TECHCommon StockM224651048977,932SH SOLE 7,93200
CHEESECAKE FACTORY INC/THCommon Stock1630721011172,496SH SOLE 2,49600
CHIPOTLE MEXICAN GRILL INCommon Stock1696561052,1231,168SH SOLE 1,16800
CHOICE HOTELS INTL INCCommon Stock1699051062782,197SH SOLE 2,19700
CHURCH & DWIGHT CO INCCommon Stock1713401021,00812,203SH SOLE 12,20300
CHUY'S HOLDINGS INCCommon Stock17160410164520,466SH SOLE 20,46600
CLOUDFLARE INC - CLASS ACommon Stock18915M1071,84516,380SH SOLE 16,38000
COMPASS PATHWAYS PLCADR20451W10135611,909SH SOLE 11,90900
CONSTELLATION BRANDS INC-Common Stock21036P108205975SH SOLE 97500
CRACKER BARREL OLD COUNTRCommon Stock22410J10643304SH SOLE 30400
CROCS INCCommon Stock2270461092,04414,248SH SOLE 14,24800
CYBIN INCCommon Stock23256X10020292,147SH SOLE 92,14700
DANAHER CORPCommon Stock2358511021,4664,816SH SOLE 4,81600
DARDEN RESTAURANTS INCCommon Stock2371941051991,311SH SOLE 1,31100
DAVE & BUSTER'S ENTERTAINCommon Stock238337109411,061SH SOLE 1,06100
DEL TACO RESTAURANTS INCCommon Stock24549610456564,716SH SOLE 64,71600
DENNY'S CORPCommon Stock24869P104472,906SH SOLE 2,90600
DIAGEO PLC-SPONSORED ADRADR25243Q205108560SH SOLE 56000
DINE BRANDS GLOBAL INCCommon Stock254423106971,198SH SOLE 1,19800
DOMINO'S PIZZA INCCommon Stock25754A2012,1234,451SH SOLE 4,45100
DOORDASH INC - ACommon Stock25809K10592446SH SOLE 44600
DRAFTKINGS INC - CL ACommon Stock26142R1041813,757SH SOLE 3,75700
DUCKHORN PORTFOLIO INC/THCommon Stock26414D10632514,220SH SOLE 14,22000
EL POLLO LOCO HOLDINGS INCommon Stock2686031071327,826SH SOLE 7,82600
EMERALD HEALTH THERAPEUTICommon Stock00BYQ0XN52171,888,554SH SOLE 1,888,55400
ENPHASE ENERGY INCCommon Stock29355A1071,60210,680SH SOLE 10,68000
ENTOURAGE HEALTH CORPCommon Stock00BNTZ8B3137722,108SH SOLE 722,10800
ENVERIC BIOSCIENCES INCCommon Stock29405E1097435,754SH SOLE 35,75400
EPAM SYSTEMS INCCommon Stock29414B1041,9853,480SH SOLE 3,48000
ETSY INCCommon Stock29786A1061,9419,332SH SOLE 9,33200
EXPEDIA GROUP INCCommon Stock30212P3031891,156SH SOLE 1,15600
FACTSET RESEARCH SYSTEMSCommon Stock3030751051,2633,198SH SOLE 3,19800
FIELD TRIP HEALTH LTDCommon Stock31656R10219442,352SH SOLE 42,35200
FIESTA RESTAURANT GROUPCommon Stock31660B10119918,118SH SOLE 18,11800
FISERV INCCommon Stock3377381081,0179,370SH SOLE 9,37000
FULL HOUSE RESORTS INCCommon Stock3596781091,164109,731SH SOLE 109,73100
GAMESTOP CORP-CLASS ACommon Stock36467W1091,6649,482SH SOLE 9,48200
GAMING AND LEISURE PROPERREIT36467J10895820,675SH SOLE 20,67500
GENERAC HOLDINGS INCCommon Stock3687361041,9944,880SH SOLE 4,88000
GH RESEARCH PLCCommon StockG3855L106833,768SH SOLE 3,76800
GOLDEN ENTERTAINMENT INCCommon Stock38101310159812,186SH SOLE 12,18600
GREEN ORGANIC DUTCHMAN HOCommon Stock00BG0DCR1140778,107SH SOLE 778,10700
GREENBROOK TMS INCCommon Stock39370430910313,796SH SOLE 13,79600
GREENLANE HOLDINGS INC -Common Stock3953301031,413596,019SH SOLE 596,01900
GROWGENERATION CORPCommon Stock39986L10935,9591,457,610SH SOLE 1,457,61000
HEICO CORPCommon Stock4228061091,0628,056SH SOLE 8,05600
HEMPFUSION WELLNESS INCCommon Stock4238211071,5316,378,837SH SOLE 6,378,83700
HERSHEY CO/THECommon Stock4278661081,1927,040SH SOLE 7,04000
HIGH TIDE INCCommon Stock42981E4011,953312,516SH SOLE 312,51600
HILTON GRAND VACATIONS INCommon Stock43283X1051813,803SH SOLE 3,80300
HILTON WORLDWIDE HOLDINGSCommon Stock43300A2031701,285SH SOLE 1,28500
HONEYWELL INTERNATIONAL ICommon Stock4385161061,9359,114SH SOLE 9,11400
HUBSPOT INCCommon Stock4435731002,2163,278SH SOLE 3,27800
HYATT HOTELS CORP - CL ACommon Stock44857910268882SH SOLE 88200
HYDROFARM HOLDINGS GROUPCommon Stock44888K20911,165294,971SH SOLE 294,97100
IDEX CORPCommon Stock45167R1041,9029,191SH SOLE 9,19100
IM CANNABIS CORPCommon Stock44969Q2081,470416,393SH SOLE 416,39300
INNOVATIVE INDUSTRIAL PROREIT45781V10194,386408,297SH SOLE 408,29700
INTERCONTINENTAL EXCHANGECommon Stock45866F1041,0729,338SH SOLE 9,33800
INTERCONTINENTAL HOTELS-AADR45857P806851,328SH SOLE 1,32800
INTERCURE LTDCommon Stock00BMV1MP41,000144,910SH SOLE 144,91000
INTERNATIONAL GAME TECHNOCommon StockG4863A10829711,280SH SOLE 11,28000
INTUIT INCCommon Stock4612021032,0463,792SH SOLE 3,79200
INVESCO QQQ TRUST SERIESMutual Fund46090E10347,983134,045SH SOLE 134,04500
INVESCO S&P 500 EQUAL WEIMutual Fund46137V357119,240795,890SH SOLE 795,89000
INVESCO S&P 500 PURE GROWMutual Fund46137V26670,629366,787SH SOLE 366,78700
INVESCO SENIOR LOAN ETFMutual Fund46138G50829013,107SH SOLE 13,10700
ISHARES 0-5 YEAR TIPS BONMutual Fund46429B7471,57714,932SH SOLE 14,93200
ISHARES 0-5 YR HY CORP BOMutual Fund46434V4071092,388SH SOLE 2,38800
ISHARES 3-7 YEAR TREASURYMutual Fund4642886619527,314SH SOLE 7,31400
ISHARES AGENCY BOND ETFMutual Fund4642881661,60513,544SH SOLE 13,54400
ISHARES SHORT TREASURY BOMutual Fund4642886794984,506SH SOLE 4,50600
JACK IN THE BOX INCCommon Stock4663671096596,769SH SOLE 6,76900
JAZZ PHARMACEUTICALS PLCCommon StockG508711052,78221,366SH SOLE 21,36600
JUST EAT TAKEAWAY-SPONS AADR48214T305402,734SH SOLE 2,73400
KHIRON LIFE SCIENCES CORPCommon Stock00BDGH0L6176639,337SH SOLE 639,33700
LVMH MOET HENNESSY-UNSP AADR5024413062161,509SH SOLE 1,50900
MARRIOTT INTERNATIONAL -CCommon Stock5719032021971,333SH SOLE 1,33300
MARRIOTT VACATIONS WORLDCommon Stock57164Y107103656SH SOLE 65600
MCDONALD'S CORPCommon Stock5801351013241,342SH SOLE 1,34200
MIDDLEBY CORPCommon Stock5962781011,4008,211SH SOLE 8,21100
MILLER INDUSTRIES INC/TENCommon Stock60055120495528,050SH SOLE 28,05000
MIND MEDICINE MINDMED INCCommon Stock60255C109355152,518SH SOLE 152,51800
MOLSON COORS BEVERAGE COCommon Stock60871R2091473,168SH SOLE 3,16800
MONARCH CASINO & RESORT ICommon Stock60902710799214,812SH SOLE 14,81200
MONGODB INCCommon Stock60937P1062,5045,310SH SOLE 5,31000
MONOLITHIC POWER SYSTEMSCommon Stock6098391052,0994,330SH SOLE 4,33000
MOODY'S CORPCommon Stock6153691051,3083,684SH SOLE 3,68400
NIKE INC -CL BCommon Stock6541061031,77812,242SH SOLE 12,24200
NORWEGIAN CRUISE LINE HOLCommon StockG6672110433312,458SH SOLE 12,45800
NUMINUS WELLNESS INCCommon Stock67054W10388142,546SH SOLE 142,54600
NVIDIA CORPCommon Stock67066G1042,0149,722SH SOLE 9,72200
OLD DOMINION FREIGHT LINECommon Stock6795801002,1457,501SH SOLE 7,50100
ONE GROUP HOSPITALITY INCCommon Stock88338K10319218,000SH SOLE 18,00000
ORGANIGRAM HOLDINGS INCCommon Stock68620P101530230,601SH SOLE 230,60100
PAPA JOHN'S INTL INCCommon Stock6988131022652,086SH SOLE 2,08600
PENN NATIONAL GAMING INCCommon Stock7075691095898,122SH SOLE 8,12200
PERNOD RICARD SA UNSPON AADR7142642072184,938SH SOLE 4,93800
PHARMACIELO LTDCommon Stock00BH4KPJ8509382,339SH SOLE 382,33900
PHILIP MORRIS INTERNATIONCommon Stock7181721091171,234SH SOLE 1,23400
PLAYA HOTELS & RESORTS NVCommon StockN7054410637545,235SH SOLE 45,23500
POOL CORPCommon Stock73278L1051,7874,114SH SOLE 4,11400
POWER REITREIT73933H10112,596252,105SH SOLE 252,10500
PSYBIO THERAPEUTICS CORPCommon Stock69369710454225,864SH SOLE 225,86400
RCI HOSPITALITY HOLDINGSCommon Stock74934Q10883312,154SH SOLE 12,15400
RED ROCK RESORTS INC-CLASCommon Stock75700L10882616,124SH SOLE 16,12400
RESTAURANT BRANDS INTERNCommon Stock76131D103901,471SH SOLE 1,47100
RHCommon Stock74967X1031,9742,960SH SOLE 2,96000
RIV CAPITAL INCCommon Stock00BMFBP8411,4567,688,846SH SOLE 7,688,84600
ROCKWELL AUTOMATION INCCommon Stock7739031091,8946,440SH SOLE 6,44000
ROSS STORES INCCommon Stock7782961039438,664SH SOLE 8,66400
ROYAL CARIBBEAN CRUISES LCommon StockV7780T1031241,398SH SOLE 1,39800
RUTH'S HOSPITALITY GROUPCommon Stock7833321091557,492SH SOLE 7,49200
SEELOS THERAPEUTICS INCCommon Stock81577F10912551,760SH SOLE 51,76000
SERVICE CORP INTERNATIONACommon Stock8175651041,91131,708SH SOLE 31,70800
SHAKE SHACK INC - CLASS ACommon Stock81904710163801SH SOLE 80100
SHERWIN-WILLIAMS CO/THECommon Stock8243481061,2284,391SH SOLE 4,39100
SILGAN HOLDINGS INCCommon Stock8270481091,10328,746SH SOLE 28,74600
SMALL PHARMA INCCommon Stock83166410767207,046SH SOLE 207,04600
SMITH & WESSON BRANDS INCCommon Stock83175410627012,988SH SOLE 12,98800
SMITH (A.O.) CORPCommon Stock8318652091,79029,309SH SOLE 29,30900
SPDR BBG BARC ST HIGH YIEMutual Fund78468R4082559,321SH SOLE 9,32100
STARBUCKS CORPCommon Stock8552441092071,881SH SOLE 1,88100
STEPAN COCommon Stock8585861001,0179,004SH SOLE 9,00400
STRYKER CORPCommon Stock8636671011,1584,390SH SOLE 4,39000
STURM RUGER & CO INCCommon Stock8641591085257,112SH SOLE 7,11200
TAKE-TWO INTERACTIVE SOFTCommon Stock874054109129837SH SOLE 83700
TARGET HOSPITALITY CORPCommon Stock87615L10732787,644SH SOLE 87,64400
TEMPUR SEALY INTERNATIONACommon Stock88023U1012,05444,250SH SOLE 44,25000
TEXAS ROADHOUSE INCCommon Stock8826811091271,390SH SOLE 1,39000
THERMO FISHER SCIENTIFICCommon Stock8835561021,3042,283SH SOLE 2,28300
TILRAY INC-CLASS 2 COMMONCommon Stock88688T10014,2731,264,206SH SOLE 1,264,20600
TORO COCommon Stock8910921081,77918,267SH SOLE 18,26700
TRANE TECHNOLOGIES PLCCommon StockG8994E1031,92211,133SH SOLE 11,13300
TRAVEL & LEISURE COCommon Stock8941641021522,787SH SOLE 2,78700
TREX COMPANY INCCommon Stock89531P1051,29012,658SH SOLE 12,65800
TURNING POINT BRANDS INCCommon Stock90041L1052595,434SH SOLE 5,43400
TURTLE BEACH CORPCommon Stock90045020642015,092SH SOLE 15,09200
UNIVERSAL CORP/VACommon Stock9134561092034,196SH SOLE 4,19600
VAIL RESORTS INCCommon Stock91879Q109206617SH SOLE 61700
VALENS CO INC/THECommon Stock00BKMPJ384,2911,841,563SH SOLE 1,841,56300
VECTOR GROUP LTDCommon Stock92240M10855043,136SH SOLE 43,13600
VERTIV HOLDINGS COCommon Stock92537N1081,70370,700SH SOLE 70,70000
VICI PROPERTIES INCREIT92565210990331,782SH SOLE 31,78200
VILLAGE FARMS INTERNATIONCommon Stock92707Y10837,9264,547,433SH SOLE 4,547,43300
WALT DISNEY CO/THECommon Stock2546871061,1917,041SH SOLE 7,04100
WATSCO INCCommon Stock9426222001,8977,168SH SOLE 7,16800
WENDY'S CO/THECommon Stock95058W1001647,546SH SOLE 7,54600
WINGSTOP INCCommon Stock9741551035513,359SH SOLE 3,35900
WYNDHAM HOTELS & RESORTSCommon Stock98311A1054926,370SH SOLE 6,37000
YUM CHINA HOLDINGS INCCommon Stock98850P1092634,523SH SOLE 4,52300
YUM! BRANDS INCCommon Stock9884981012,14617,546SH SOLE 17,54600
ZEBRA TECHNOLOGIES CORP-CCommon Stock9892071051,8253,540SH SOLE 3,54000
ZOETIS INCCommon Stock98978V1031,2556,463SH SOLE 6,46300
ZSCALER INCCommon Stock98980G1022,1158,065SH SOLE 8,06500