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
BROOKFIELD ASSET MANAGE;CL A BAM;A CNEquity1125851046,446,552150,000SH SOLE0150,00000
SHOPIFY INC ; CLASS AEquity82509L1073,855,6647,500SH SOLE07,50000
ALCON INCEquity04324924636,802,637511,292SH SOLE0511,29200
STELLANTIS NVEquityN8240510631,146,1202,104,752SH SOLE02,104,75200
QIAGEN N.V. QIA GREquityN7248212334,576,298776,472SH SOLE0776,47200
FERGUSON PLC FERG LNEquityG3421J106872,3087,102SH SOLE07,10200
YUM CHINA HOLDINGS INCEquity98850P1094,327,62012,450SH SOLE012,45000
FLEX LTD FLEX USEquityY2573F1021,113,00060,000SH SOLE060,00000
CYBERARK SOFTWARE LTD;ISRAELEquityM2682V1084,218,75025,000SH SOLE025,00000
LIVANOVA PLCEquityG5509L10111,019,146134,659SH SOLE0134,65900
LUXFER HOLDINGS PLCEquityG5698W1163,867,360230,200SH SOLE0230,20000
HORIZON THERAPEUTICS PLCEquityG4618810119,489,311185,242SH SOLE0185,24200
GLOBANT SAEquityL44385109838,6243,200SH SOLE03,20000
YANDEX NV;AEquityN972849581,167,651450,000SH SOLE0450,00000
SPOTIFY TECHNOLOGY SAEquityL8681T102194,574,1681,288,400SH SOLE01,288,40000
ELASTIC NVEquityN145061041,245,30014,000SH SOLE014,00000
CLARIVATE PLCEquityG218109595,349,926319,208SH SOLE0319,20800
IRONSOURCE LTD;AEquityM5R75Y101144,00030,000SH SOLE030,00000
AMBARELLA INCEquityG037AX1011,573,80015,000SH SOLE015,00000
ACADIA HEALTHCARE CO INCEquity00404A1092,621,20040,000SH SOLE040,00000
ADAPTHEALTH CORPEquity00653Q1022,641,744164,800SH SOLE0164,80000
ADOBE INC ADBE USEquity00724F101136,511,498299,617SH SOLE0299,61700
ADVANCED MICRO DEVICESEquity0079031072,186,80020,000SH SOLE020,00000
ADVANCED DRAINAGE SYSTEMS INEquity00790R1047,580,07863,800SH SOLE063,80000
ALIBABA GROUP HOLDING;SP ADR BABA USEquity ADR01609W102587,5205,400SH SOLE05,40000
ALPHABET INC;CL C GOOG USEquity02079K10734,912,37512,500SH SOLE012,50000
ALPHABET INC;CL A GOOGL USEquity02079K305477,841,493171,802SH SOLE0171,80200
AMAZON.COM INC AMZN USEquity02313510690,013,73927,612SH SOLE027,61200
AMERICAN EXPRESS CO AXP USEquity02581610926,928,000144,000SH SOLE0144,00000
AMERICAN TOWER CORP AMT USREIT03027X100256,169,0341,019,700SH SOLE01,019,70000
ANSYS INC ANSS USEquity03662Q105170,514,520536,800SH SOLE0536,80000
APPLE INC AAPL USEquity037833100108,655,612622,276SH SOLE0622,27600
APPLIED MATERIALS INC AMAT USEquity0382221051,647,50012,500SH SOLE012,50000
ASANA INC ; CL AEquity04342Y1042,997,75075,000SH SOLE075,00000
AURINIA PHARMACEUTICALS INCEquity05156V1025,527,670446,500SH SOLE0446,50000
AUTODESK INC ADSK USEquity052769106199,538,415930,900SH SOLE0930,90000
AVALARA INCEquity05338G1063,781,38038,000SH SOLE038,00000
AXON ENTERPRISE INCEquity05464C1011,652,76012,000SH SOLE012,00000
BADGER METER INCEquity0565251087,976,80080,000SH SOLE080,00000
BANCO SANTANDER;CHILE;ADREquity05965X1091,174,68052,000SH SOLE052,00000
BAXTER INTERNATIONAL INC BAX USEquity0718131093,385,24143,658SH SOLE043,65800
BENTLEY SYSTEMS INC;CLASS BEquity08265T2083,353,26275,900SH SOLE075,90000
BLACK KNIGHT INCEquity09215C1055,651,87997,463SH SOLE097,46300
BOX INC ; CLASS AEquity10316T1042,615,40090,000SH SOLE090,00000
BRIGHT HORIZONS FAMILY SOLUTEquity109194100165,252,1261,245,400SH SOLE01,245,40000
BRINKS CO;THEEquity1096961049,653,144141,958SH SOLE0141,95800
BROOKFIELD INFRASTRUCTURE;AEquity11275Q1076,789,60090,000SH SOLE090,00000
BROWN;FORMAN CORP;CLASS B BF;B USEquity11563720915,347,580229,000SH SOLE0229,00000
CBOE GLOBAL MARKETS INCEquity12503M1083,843,71133,593SH SOLE033,59300
CME GROUP INC CME USEquity12572Q10549,355,950207,500SH SOLE0207,50000
CADENCE DESIGN SYS INC CDNS USEquity127387108275,059,3501,672,500SH SOLE01,672,50000
CALIX INCEquity13100M50911,249,672262,169SH SOLE0262,16900
CANADA GOOSE HOLDINGS INCEquity1350861061,316,50050,000SH SOLE050,00000
CANO HEALTH INCEquity13781Y1031,207,135190,100SH SOLE0190,10000
CAPITAL ONE FINANCIAL CORP COF USEquity14040H10511,503,76187,621SH SOLE087,62100
CAPITAL ONE FINANCIAL CORPEquity CFD14040H105017,344SH SOLE017,34400
CITIZENS FINANCIAL GROUP CFG USEquity1746101057,835,834172,862SH SOLE0172,86200
CLOUDFLARE INC ; CLASS AEquity18915M10717,236,800144,000SH SOLE0144,00000
COMCAST CORP;CLASS A CMCSA USEquity20030N1015,699,773121,738SH SOLE0121,73800
CORTEVA INCEquity22052L1042,323,16940,417SH SOLE040,41700
COSTCO WHOLESALE CORP COST USEquity22160K10526,546,68546,100SH SOLE046,10000
COSTAR GROUP INCEquity22160N1098,326,250125,000SH SOLE0125,00000
CROWDSTRIKE HOLDINGS INC ; AEquity22788C10516,122,68071,000SH SOLE071,00000
DANAHER CORP DHR USEquity23585110227,866,35095,000SH SOLE095,00000
DATADOG INC ; CLASS AEquity23804L1038,027,91053,000SH SOLE053,00000
DATTO HOLDING CORPEquity23821D1001,870,40070,000SH SOLE070,00000
WALT DISNEY CO;THE DIS USEquity25468710620,711,160151,000SH SOLE0151,00000
DOCUSIGN INCEquity256163106185,799,6401,734,500SH SOLE01,734,50000
DUPONT DE NEMOURS INC DD USEquity26614N1022,986,17140,584SH SOLE040,58400
DYNATRACE INCEquity2681501096,405,600136,000SH SOLE0136,00000
EBAY INC EBAY USEquity2786421039,488,612165,711SH SOLE0165,71100
ECOLAB INC ECL USEquity278865100152,595,335864,269SH SOLE0864,26900
8X8 INCEquity2829141002,810,164223,206SH SOLE0223,20600
ELECTRONIC ARTS INC EA USEquity2855121098,352,19066,020SH SOLE066,02000
ENVISTA HOLDINGS CORPEquity29415F1049,707,854199,299SH SOLE0199,29900
EQUIFAX INC EFX USEquity2944291057,203,57230,382SH SOLE030,38200
EQUINIX INC EQIX USREIT29444U700212,994,006287,201SH SOLE0287,20100
ETSY INC ETSY UWEquity29786A1063,355,56027,000SH SOLE027,00000
EVERBRIDGE INCEquity29978A1041,276,25229,245SH SOLE029,24500
EVOQUA WATER TECHNOLOGIES COEquity30057T1053,993,30085,000SH SOLE085,00000
EXPONENT INCEquity30214U102432,2004,000SH SOLE04,00000
EXSCIENTIA PLCEquity30223G102144,00010,000SH SOLE010,00000
META PLATFORMS INC;CLASS A FB USEquity30303M10220,225,19990,957SH SOLE090,95700
FACTSET RESEARCH SYSTEMS INCEquity3030751051,736,6004,000SH SOLE04,00000
FIRST REPUBLIC BANK;CA FRC USEquity33616C100119,940,546739,917SH SOLE0739,91700
FORTINET INC FTNT USEquity34959E10918,795,70055,000SH SOLE055,00000
FORTIVE CORP FTV USEquity34959J1084,258,70269,895SH SOLE069,89500
ARTHUR J GALLAGHER & CO AJG USEquity36357610926,190,000150,000SH SOLE0150,00000
HCA HEALTHCARE INC HCA USEquity40412C1018,736,61334,860SH SOLE034,86000
HDFC BANK LTD;ADREquity ADR40415F1011,563,30225,490SH SOLE025,49000
HALLIBURTON CO HAL USEquity4062161014,675,354123,458SH SOLE0123,45800
HEADHUNTER GROUP PLC;ADREquity42207L106494,186240,000SH SOLE0240,00000
HINGHAM INSTITUTION FOR SVGSEquity4333231024,290,00012,500SH SOLE012,50000
HOLOGIC INC HOLX USEquity436440101768,20010,000SH SOLE010,00000
HONEYWELL INTERNATIONAL INC HON USEquity4385161067,108,00736,530SH SOLE036,53000
HUBSPOT INCEquity4435731009,498,80020,000SH SOLE020,00000
ICICI BANK LTD;SPON ADR IBN UNEquity ADR45104G104412,89221,800SH SOLE021,80000
ILLINOIS TOOL WORKS ITW USEquity4523081097,438,51635,523SH SOLE035,52300
ILLUMINA INC ILMN USEquity452327109230,743,760660,400SH SOLE0660,40000
INTEGRAL AD SCIENCE HOLDINGEquity45828L1081,035,00075,000SH SOLE075,00000
INTERCONTINENTAL EXCHANGE IN ICE USEquity45866F1047,623,19257,699SH SOLE057,69900
INTL FLAVORS & FRAGRANCES IFF USEquity4595061011,238,3119,429SH SOLE09,42900
INTUIT INC INTU USEquity461202103146,944,704305,600SH SOLE0305,60000
INTUITIVE SURGICAL INC ISRG USEquity46120E602268,676,208890,600SH SOLE0890,60000
IQVIA HOLDINGS INC IQV USEquity46266C105237,990,6961,029,327SH SOLE01,029,32700
ITAU UNIBANCO H;SPON PRF ADREquity ADR4655621063,383,421592,543SH SOLE0592,54300
JPMORGAN CHASE & CO JPM USEquity46625H1003,408,00025,000SH SOLE025,00000
ZIFF DAVIS INCEquity48123V1021,451,70015,000SH SOLE015,00000
KLA CORP KLAC USEquity4824801002,928,4808,000SH SOLE08,00000
LAM RESEARCH CORP LRCX USEquity51280710811,289,81021,000SH SOLE021,00000
ESTEE LAUDER COMPANIES;CL A EL USEquity51843910413,616,00050,000SH SOLE050,00000
LEMONADE INCEquity52567D1072,135,97081,000SH SOLE081,00000
LIVE NATION ENTERTAINMENT INEquity5380341099,175,92078,000SH SOLE078,00000
LOWES COS INC LOW USEquity5486611078,648,07142,772SH SOLE042,77200
LULULEMON ATHLETICA INC LULU USEquity55002110910,956,90030,000SH SOLE030,00000
LUMENTUM HOLDINGS INC LITE USEquity55024U1091,464,00015,000SH SOLE015,00000
MASIMO CORPEquity574795100146,646,1041,007,600SH SOLE01,007,60000
MASTERCARD INC ; A MA USEquity57636Q10450,994,195142,689SH SOLE0142,68900
MCDONALDS CORP MCD USEquity5801351019,891,20040,000SH SOLE040,00000
MERCADOLIBRE INCEquity58733R1021,308,4281,100SH SOLE01,10000
MICROSOFT CORP MSFT UWEquity594918104150,452,814487,992SH SOLE0487,99200
MONDELEZ INTERNATIONAL INC;A MDLZ USEquity6092071059,002,275143,394SH SOLE0143,39400
MOODYS CORP MCO USEquity61536910524,968,34074,000SH SOLE074,00000
MORGAN STANLEY MS USEquity61744644815,469,800177,000SH SOLE0177,00000
MOTOROLA SOLUTIONS INC MSI USEquity62007630718,407,20076,000SH SOLE076,00000
NVR INCEquity62944T105189,278,23042,370SH SOLE042,37000
NASDAQ INC NDAQ USEquity631103108151,431,509849,784SH SOLE0849,78400
NATUS MEDICAL INCEquity6390501032,944,411112,040SH SOLE0112,04000
NETFLIX INC NFLX USEquity64110L1069,739,34026,000SH SOLE026,00000
NETSTREIT CORPEquity64119V3035,367,648239,200SH SOLE0239,20000
NEW RELIC INCEquity64829B1002,675,20040,000SH SOLE040,00000
NEXTERA ENERGY INC NEE USEquity65339F1018,360,87798,700SH SOLE098,70000
NVIDIA CORP NVDA USEquity67066G10483,631,590306,500SH SOLE0306,50000
OKTA INCEquity6792951058,755,68058,000SH SOLE058,00000
OTIS WORLDWIDE CORPEquity68902V10713,081,500170,000SH SOLE0170,00000
PTC INCEquity69370C100128,596,1361,193,800SH SOLE01,193,80000
PALO ALTO NETWORKS INC PANW USEquity697435105250,809,279402,900SH SOLE0402,90000
PAR TECHNOLOGY CORP;DELEquity6988841035,607,260139,000SH SOLE0139,00000
PAYPAL HOLDINGS INC PYPL USEquity70450Y103188,440,1101,629,400SH SOLE01,629,40000
PEGASYSTEMS INCEquity705573103725,8509,000SH SOLE09,00000
PFIZER INC PFE UNEquity71708110335,235,300670,000SH SOLE0670,00000
PINDUODUO INC;ADREquity7223041023,409,35085,000SH SOLE085,00000
PLANET FITNESS INC ; CL AEquity72703H10111,033,088130,600SH SOLE0130,60000
POWER INTEGRATIONS INCEquity7392761032,317,00025,000SH SOLE025,00000
PROGRESSIVE CORP PGR USEquity7433151037,523,34066,000SH SOLE066,00000
PROGYNY INCEquity74340E1036,682,000130,000SH SOLE0130,00000
RAPID7 INCEquity7534221047,230,60065,000SH SOLE065,00000
RELIANCE STEEL & ALUMINUM RS UNEquity75950910217,830,23797,247SH SOLE097,24700
RINGCENTRAL INC;CLASS AEquity76680R2064,360,21237,200SH SOLE037,20000
ROPER TECHNOLOGIES INC ROP UNEquity77669610615,583,59033,000SH SOLE033,00000
S&P GLOBAL INC SPGI USEquity78409V1046,834,00916,661SH SOLE016,66100
SPS COMMERCE INCEquity78463M1072,755,20021,000SH SOLE021,00000
SVB FINANCIAL GROUPEquity78486Q10124,931,33044,564SH SOLE044,56400
SAILPOINT TECHNOLOGIES HOLDIEquity78781P1053,326,70065,000SH SOLE065,00000
SALESFORCE INC CRM USEquity79466L30215,435,66472,700SH SOLE072,70000
SCHWAB (CHARLES) CORP SCHW USEquity808513105176,944,9382,098,742SH SOLE02,098,74200
SEA LTD;ADR SE USEquity81141R1005,869,71049,000SH SOLE049,00000
SENTINELONE INC ;CLASS A S USEquity81730H1091,162,20030,000SH SOLE030,00000
SERVICENOW INC NOW USEquity81762P10213,643,80524,500SH SOLE024,50000
SHERWIN;WILLIAMS CO;THE SHW USEquity82434810614,977,20060,000SH SOLE060,00000
SHOPIFY INC ; CLASS AEquity82509L1072,027,8803,000SH SOLE03,00000
SHUTTERSTOCK INCEquity8256901002,140,84023,000SH SOLE023,00000
SILICON LABORATORIES INCEquity8269191023,004,00020,000SH SOLE020,00000
SKECHERS USA INC;CL AEquity830566105815,20020,000SH SOLE020,00000
SMARTSHEET INC;CLASS AEquity83200N1031,095,60020,000SH SOLE020,00000
QUIMICA Y MINERA CHIL;SP ADREquity8336351051,326,80015,500SH SOLE015,50000
SONOS INCEquity83570H108564,40020,000SH SOLE020,00000
SPLUNK INC SPLK USEquity848637104105,334,768708,800SH SOLE0708,80000
BLOCK INCEquity8522341036,915,60051,000SH SOLE051,00000
STARBUCKS CORP SBUX USEquity85524410916,192,660178,000SH SOLE0178,00000
STRYKER CORP SYK USEquity86366710116,041,00060,000SH SOLE060,00000
T;MOBILE US INC TMUS USEquity8725901045,647,40044,000SH SOLE044,00000
TAIWAN SEMICONDUCTOR;SP ADREquity ADR8740391004,225,13640,525SH SOLE040,52500
TELADOC HEALTH INCEquity87918A1052,596,68036,000SH SOLE036,00000
TENABLE HOLDINGS INCEquity88025T1021,733,70030,000SH SOLE030,00000
THERMO FISHER SCIENTIFIC INC TMO UNEquity883556102292,616,279495,414SH SOLE0495,41400
TOPBUILD CORPEquity89055F1031,451,1208,000SH SOLE08,00000
TRADEWEB MARKETS INC;CLASS A TW USEquity89267210611,423,100130,000SH SOLE0130,00000
TREX COMPANY INCEquity89531P1051,959,90030,000SH SOLE030,00000
TWILIO INC ; A TWLO USEquity90138F10212,836,72177,888SH SOLE077,88800
2U INCEquity90214J1014,913,600370,000SH SOLE0370,00000
UBIQUITI INCEquity90353W10311,500,82039,500SH SOLE039,50000
UNDER ARMOUR INC;CLASS A UAA UNEquity9043111071,021,20060,000SH SOLE060,00000
UNITEDHEALTH GROUP INC UNH USEquity91324P10262,964,976123,468SH SOLE0123,46800
UPSTART HOLDINGS INCEquity91680M1079,272,65085,000SH SOLE085,00000
UPWORK INCEquity91688F104232,40010,000SH SOLE010,00000
VACCITECH PLCEquity91864C1073,120,000600,000SH SOLE0600,00000
VALE SA;SP ADREquity ADR91912E1054,607,695230,500SH SOLE0230,50000
VARONIS SYSTEMS INCEquity9222801023,327,80070,000SH SOLE070,00000
VERISIGN INC VRSN USEquity92343E102183,907,682826,700SH SOLE0826,70000
VERINT SYSTEMS INCEquity92343X1003,619,00070,000SH SOLE070,00000
VERRA MOBILITY CORPEquity92511U1029,903,775608,340SH SOLE0608,34000
VISA INC;CLASS A SHARES V USEquity92826C839382,486,7191,724,700SH SOLE01,724,70000
WASTE CONNECTIONS INC WCN USEquity94106B101176,860,2001,266,000SH SOLE01,266,00000
WILLSCOT MOBILE MINI HOLDINGEquity971378104469,56012,000SH SOLE012,00000
WORKIVA INCEquity98139A1053,540,00030,000SH SOLE030,00000
XPO LOGISTICS INCEquity9837931001,456,00020,000SH SOLE020,00000
XEROX HOLDINGS CORP XRX USEquity98421M1067,831,224388,261SH SOLE0388,26100
YETI HOLDINGS INCEquity98585X1041,499,50025,000SH SOLE025,00000
ZENDESK INCEquity98936J1018,492,47470,600SH SOLE070,60000
ZSCALER INCEquity98980G1027,720,96032,000SH SOLE032,00000
ZUORA INC ; CLASS AEquity98983V106898,80060,000SH SOLE060,00000