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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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACTIVISION BLIZZARD INCCOM00507V1092,36830,601SH SOLE 30,60100
ADOBE SYSTEMS INCORPORATEDCOM00724F1011,9043,308SH SOLE 3,30800
ADVANCED MICRO DEVICES INCCOM0079031079719,440SH SOLE 9,44000
AIRBNB INCCOM CL A0090661011,3718,174SH SOLE 8,17400
ALEXANDRIA REAL ESTATE EQ INCOM0152711095062,649SH SOLE 2,64900
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1027565,109SH SOLE 5,10900
ALPHABET INCCAP STK CL A02079K3052,117792SH SOLE 79200
ALTERYX INCCOM CL A02156B1031,39619,094SH SOLE 19,09400
AMAZON COM INCCOM0231351066,3111,921SH SOLE 1,92100
AMERIPRISE FINL INCCOM03076C1061,9267,294SH SOLE 7,29400
AMGEN INCCOM0311621004,47421,039SH SOLE 21,03900
ANAPLAN INCCOM03272L1081,24820,496SH SOLE 20,49600
ANTHEM INCCOM0367521031,9755,297SH SOLE 5,29700
APPLE INCCOM0378331002,18615,451SH SOLE 15,45100
ARLO TECHNOLOGIES INCCOM04206A10113521,025SH SOLE 21,02500
ARROWHEAD PHARMACEUTICALS INCOM04280A1004366,984SH SOLE 6,98400
ASANA INCCL A04342Y1041,55915,012SH SOLE 15,01200
ASTRAZENECA PLCSPONSORED ADR04635310882713,774SH SOLE 13,77400
AT&T INCCOM00206R1021,28447,553SH SOLE 47,55300
AVALONBAY CMNTYS INCCOM0534841012,24510,131SH SOLE 10,13100
BAIDU INCSPON ADR REP A0567521084352,832SH SOLE 2,83200
BANDWIDTH INCCOM CL A05988J1037998,849SH SOLE 8,84900
BERRY GLOBAL GROUP INCCOM08579W1034236,952SH SOLE 6,95200
BIOGEN INCCOM09062X1032,0757,333SH SOLE 7,33300
BLACKLINE INCCOM09239B1098757,408SH SOLE 7,40800
BOOKING HOLDINGS INCCOM09857L1081,294545SH SOLE 54500
BOX INCCL A10316T10466027,869SH SOLE 27,86900
BRISTOL-MYERS SQUIBB COCOM1101221081,89532,020SH SOLE 32,02000
BROWN FORMAN CORPCL A1156371005338,506SH SOLE 8,50600
CANADA GOOSE HLDGS INCSHS SUB VTG13508610673520,617SH SOLE 20,61700
CARDINAL HEALTH INCCOM14149Y1081,80636,522SH SOLE 36,52200
CARGURUS INCCOM CL A14178810989428,469SH SOLE 28,46900
CATERPILLAR INCCOM1491231013,21916,769SH SOLE 16,76900
CAVCO INDS INC DELCOM1495681071,1875,013SH SOLE 5,01300
CENTENE CORP DELCOM15135B1011,24720,016SH SOLE 20,01600
CHECK POINT SOFTWARE TECH LTORDM224651044664,123SH SOLE 4,12300
CHEVRON CORP NEWCOM1667641002032,004SH SOLE 2,00400
CHEWY INCCL A16679L1092343,430SH SOLE 3,43000
CIGNA CORP NEWCOM1255231001,7918,946SH SOLE 8,94600
CISCO SYS INCCOM17275R1022,28742,021SH SOLE 42,02100
COINBASE GLOBAL INCCOM CL A19260Q1074451,958SH SOLE 1,95800
COMPASS INCCL A20464U10094271,039SH SOLE 71,03900
CONSTELLATION BRANDS INCCL A21036P1081,1795,597SH SOLE 5,59700
CORPORACION AMER ARPTS S ACOML1995B10713524,000SH SOLE 24,00000
COSTAR GROUP INCCOM22160N1091,80620,987SH SOLE 20,98700
COSTCO WHSL CORP NEWCOM22160K1051,1402,536SH SOLE 2,53600
COUPA SOFTWARE INCCOM22266L1063281,497SH SOLE 1,49700
CROWDSTRIKE HLDGS INCCL A22788C1055,41922,050SH SOLE 22,05000
D R HORTON INCCOM23331A1091,11013,224SH SOLE 13,22400
DATADOG INCCL A COM23804L1031,3849,788SH SOLE 9,78800
DATTO HLDG CORPCOM23821D10056323,542SH SOLE 23,54200
DEERE & COCOM2441991054251,269SH SOLE 1,26900
DELL TECHNOLOGIES INCCL C24703L2022,00119,232SH SOLE 19,23200
DIGITAL TURBINE INCCOM NEW25400W1025407,853SH SOLE 7,85300
DISCOVERY INCCOM SER C25470F30263726,247SH SOLE 26,24700
DISCOVERY INCCOM SER A25470F1041,91915,620SH SOLE 15,62000
DISNEY WALT COCOM2546871063,21919,026SH SOLE 19,02600
DOCUSIGN INCCOM2561631066312,450SH SOLE 2,45000
DOLLAR GEN CORP NEWCOM2566771051,2976,112SH SOLE 6,11200
DOLLAR TREE INCCOM2567461082222,323SH SOLE 2,32300
DOXIMITY INCCL A26622P1075116,326SH SOLE 6,32600
DRAFTKINGS INCCOM CL A26142R1041,50931,334SH SOLE 31,33400
DUOS TECHNOLOGIES GROUP INCCOM2660424076210,000SH SOLE 10,00000
DYNATRACE INCCOM NEW2681501091,24817,589SH SOLE 17,58900
ELASTIC N VORD SHSN145061043,14821,132SH SOLE 21,13200
ELECTRONIC ARTS INCCOM2855121096964,891SH SOLE 4,89100
EVERQUOTE INCCOM CL A30041R10844924,084SH SOLE 24,08400
FACEBOOK INCCL A30303M1021,2653,728SH SOLE 3,72800
FARFETCH LTDORD SH CL A30744W10746912,520SH SOLE 12,52000
FASTLY INCCL A31188V1001,02225,272SH SOLE 25,27200
FEDEX CORPCOM31428X1066,67330,431SH SOLE 30,43100
FIDELITY NATL INFORMATION SVCOM31620M1065624,615SH SOLE 4,61500
FISERV INCCOM3377381089058,339SH SOLE 8,33900
FLEETCOR TECHNOLOGIES INCCOM3390411055372,054SH SOLE 2,05400
FREEPORT-MCMORAN INCCL B35671D85750515,510SH SOLE 15,51000
FUBOTV INCCOM35953D10478832,879SH SOLE 32,87900
GILEAD SCIENCES INCCOM3755581031,58022,616SH SOLE 22,61600
GLOBAL PMTS INCCOM37940X1024562,891SH SOLE 2,89100
GOLDMAN SACHS GROUP INCCOM38141G1048512,252SH SOLE 2,25200
GOPRO INCCL A38268T10314515,450SH SOLE 15,45000
GRUPO AEROPORTUARIO DEL CENTSPON ADR4005011024509,602SH SOLE 9,60200
GRUPO AEROPUERTO DEL PACIFICSPON ADR B4005061011,66714,331SH SOLE 14,33100
HEXCEL CORP NEWCOM42829110892015,495SH SOLE 15,49500
HORMEL FOODS CORPCOM44045210077318,844SH SOLE 18,84400
JACOBS ENGR GROUP INCCOM4698141074,99937,721SH SOLE 37,72100
JAMF HLDG CORPCOM47074L10571618,581SH SOLE 18,58100
JFROG LTDORD SHSM6191J10059317,699SH SOLE 17,69900
JPMORGAN CHASE & COCOM46625H1004,08424,951SH SOLE 24,95100
L3HARRIS TECHNOLOGIES INCCOM5024311091,7287,846SH SOLE 7,84600
LAM RESEARCH CORPCOM5128071083,1575,547SH SOLE 5,54700
LEIDOS HOLDINGS INCCOM5253271029269,630SH SOLE 9,63000
LKQ CORPCOM5018892082,01840,100SH SOLE 40,10000
LOCKHEED MARTIN CORPCOM5398301094981,444SH SOLE 1,44400
MARVELL TECHNOLOGY INCCOM5738741041,32621,985SH SOLE 21,98500
MASTEC INCCOM5763231092,26526,257SH SOLE 26,25700
MERCK & CO INCCOM58933Y1051,56120,784SH SOLE 20,78400
MICRON TECHNOLOGY INCCOM5951121031,50321,173SH SOLE 21,17300
MICROSOFT CORPCOM5949181049373,323SH SOLE 3,32300
NETAPP INCCOM64110D1041,28814,353SH SOLE 14,35300
NEXTERA ENERGY PARTNERS LPCOM UNIT PART IN65341B10680310,662SH SOLE 10,66200
NIO INCSPON ADS62914V10644812,578SH SOLE 12,57800
NUTANIX INCCL A67059N1082,34962,305SH SOLE 62,30500
NVIDIA CORPORATIONCOM67066G1042331,125SH SOLE 1,12500
OLD DOMINION FREIGHT LINE INCOM6795801002,4628,608SH SOLE 8,60800
ON SEMICONDUCTOR CORPCOM68218910515,493338,504SH SOLE 338,50400
OPEN TEXT CORPCOM6837151064549,321SH SOLE 9,32100
ORACLE CORPCOM68389X1051,35115,500SH SOLE 15,50000
OWENS CORNING NEWCOM6907421015986,996SH SOLE 6,99600
PALANTIR TECHNOLOGIES INCCL A69608A10826711,105SH SOLE 11,10500
PAYCOM SOFTWARE INCCOM70432V1025371,084SH SOLE 1,08400
PEGASYSTEMS INCCOM7055731031,38910,926SH SOLE 10,92600
PINDUODUO INCSPONSORED ADS7223041027698,476SH SOLE 8,47600
PINTEREST INCCL A72352L1062064,047SH SOLE 4,04700
PRICE T ROWE GROUP INCCOM74144T1081,3316,765SH SOLE 6,76500
PROGRESS SOFTWARE CORPCOM74331210094219,154SH SOLE 19,15400
PURE STORAGE INCCL A74624M1022,35993,779SH SOLE 93,77900
QUALCOMM INCCOM7475251033662,835SH SOLE 2,83500
QUANTA SVCS INCCOM74762E1022,07818,260SH SOLE 18,26000
RAYTHEON TECHNOLOGIES CORPCOM75513E1012,04623,803SH SOLE 23,80300
REALTY INCOME CORPCOM7561091041,19518,423SH SOLE 18,42300
REGENERON PHARMACEUTICALSCOM75886F1072,2213,670SH SOLE 3,67000
RESTAURANT BRANDS INTL INCCOM76131D1033966,476SH SOLE 6,47600
RHCOM74967X1031,4522,177SH SOLE 2,17700
ROKU INCCOM CL A77543R1028332,659SH SOLE 2,65900
SAILPOINT TECHNOLOGIES HLDGSCOM78781P10543810,203SH SOLE 10,20300
SAP SESPON ADR8030542041,3159,735SH SOLE 9,73500
SCHWAB CHARLES CORPCOM8085131052,66636,599SH SOLE 36,59900
SEA LTDSPONSORD ADS81141R1006942,176SH SOLE 2,17600
SHIFT4 PMTS INCCL A82452J1095977,703SH SOLE 7,70300
SIGNATURE BK NEW YORK N YCOM82669G1045081,866SH SOLE 1,86600
SIMON PPTY GROUP INC NEWCOM8288061092,67020,543SH SOLE 20,54300
SKECHERS U S A INCCL A8305661051,50235,666SH SOLE 35,66600
SKILLZ INCCOM83067L10931932,492SH SOLE 32,49200
SMARTSHEET INCCOM CL A83200N1031,11916,256SH SOLE 16,25600
SONOS INCCOM83570H10880324,805SH SOLE 24,80500
SPLUNK INCCOM8486371041,3229,137SH SOLE 9,13700
SPOTIFY TECHNOLOGY S ASHSL8681T1021,5827,022SH SOLE 7,02200
STEM INCCOM85859N10241917,518SH SOLE 17,51800
STITCH FIX INCCOM CL A8608971073408,504SH SOLE 8,50400
SUMO LOGIC INCCOM86646P10376547,452SH SOLE 47,45200
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391001,93017,289SH SOLE 17,28900
TANGER FACTORY OUTLET CTRS ICOM87546510674745,833SH SOLE 45,83300
TELADOC HEALTH INCCOM87918A1051,1699,221SH SOLE 9,22100
TESLA INCCOM88160R1015,8277,514SH SOLE 7,51400
THE TRADE DESK INCCOM CL A88339J1056168,758SH SOLE 8,75800
TORONTO DOMINION BK ONTCOM NEW89116050971610,830SH SOLE 10,83000
TRINSEO S ASHSL9340P1014798,866SH SOLE 8,86600
TWITTER INCCOM90184L1022,28137,772SH SOLE 37,77200
UIPATH INCCL A90364P1054268,100SH SOLE 8,10000
UNDER ARMOUR INCCL A90431110739222,364SH SOLE 22,36400
UNION PAC CORPCOM9078181083741,906SH SOLE 1,90600
UNITED RENTALS INCCOM9113631095,97717,032SH SOLE 17,03200
UNITEDHEALTH GROUP INCCOM91324P1022,0095,141SH SOLE 5,14100
UNITY SOFTWARE INCCOM91332U1018356,617SH SOLE 6,61700
UPSTART HLDGS INCCOM91680M1072,3187,325SH SOLE 7,32500
VAIL RESORTS INCCOM91879Q1092,5627,671SH SOLE 7,67100
VEEVA SYS INCCL A COM9224751084421,535SH SOLE 1,53500
VERIZON COMMUNICATIONS INCCOM92343V1041,15321,354SH SOLE 21,35400
VERTEX PHARMACEUTICALS INCCOM92532F1001,4347,905SH SOLE 7,90500
VISA INCCOM CL A92826C8392,2219,973SH SOLE 9,97300
VMWARE INCCL A COM9285634021,74611,745SH SOLE 11,74500
WARNER MUSIC GROUP CORPCOM CL A93455020355913,089SH SOLE 13,08900
WILLIS TOWERS WATSON PLC LTDSHSG966291031,1604,980SH SOLE 4,98000
WIX COM LTDNOTE 7/092940WAB54512,301SH SOLE 2,30100
XILINX INCCOM9839191019045,986SH SOLE 5,98600
YEXT INCCOM98585N10699682,781SH SOLE 82,78100
ZILLOW GROUP INCCL C CAP STK98954M2002,02222,937SH SOLE 22,93700
ZOOM VIDEO COMMUNICATIONS INCL A98980L1015422,071SH SOLE 2,07100
ZSCALER INCCOM98980G1029713,704SH SOLE 3,70400
ZYNGA INCCL A98986T10860079,623SH SOLE 79,62300