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
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
8X8 INC NEW COM 282914100   3,451,092 798,864 SH   SOLE   798,864 0 0
AES CORP COM 00130H105   13,801,378 479,881 SH   SOLE   479,881 0 0
ALTERYX INC COM CL A 02156B103   1,479,564 29,200 SH   SOLE   29,200 0 0
ANALOG DEVICES INC COM 032654105   1,282,387 7,818 SH   SOLE   7,818 0 0
APPLIED MATLS INC COM 038222105   2,782,049 28,569 SH   SOLE   28,569 0 0
AZUL S A SPONSR ADR PFD 05501U106   747,192 122,290 SH   SOLE   122,290 0 0
BARNES & NOBLE ED INC COM 06777U101   1,891,748 1,080,999 SH   SOLE   1,080,999 0 0
BLACKBAUD INC COM 09227Q100   1,606,113 27,287 SH   SOLE   27,287 0 0
BLACKLINE INC COM 09239B109   12,514,373 186,032 SH   SOLE   186,032 0 0
BWX TECHNOLOGIES INC COM 05605H100   1,130,934 19,472 SH   SOLE   19,472 0 0
CLARIVATE PLC ORD SHS G21810109   867,360 104,000 SH   SOLE   104,000 0 0
CONSOLIDATED COMM HLDGS INC COM 209034107   1,955,242 546,157 SH   SOLE   546,157 0 0
COSTAR GROUP INC COM 22160N109   5,719,106 74,005 SH   SOLE   74,005 0 0
DESPEGAR COM CORP ORD SHS G27358103   1,477,378 287,988 SH   SOLE   287,988 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   8,825,041 391,528 SH   SOLE   391,528 0 0
ENTEGRIS INC COM 29362U104   11,631,140 177,331 SH   SOLE   177,331 0 0
FIVE9 INC COM 338307101   44,471,983 655,349 SH   SOLE   655,349 0 0
FLEX LTD ORD Y2573F102   49,408,023 2,302,331 SH   SOLE   2,302,331 0 0
FLEX LTD ORD Y2573F102   3,646,054 169,900 SH Call SOLE   169,900 0 0
FRESHWORKS INC CLASS A COM 358054104   440,800 29,966 SH   SOLE   29,966 0 0
FRONTDOOR INC COM 35905A109   1,684,322 80,977 SH   SOLE   80,977 0 0
GENERAL ELECTRIC CO COM NEW 369604301   1,297,656 15,487 SH   SOLE   15,487 0 0
GENTEX CORP COM 371901109   1,361,237 49,917 SH   SOLE   49,917 0 0
GITLAB INC CLASS A COM 37637K108   16,914,040 372,228 SH   SOLE   372,228 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,473,296 174,765 SH   SOLE   174,765 0 0
META PLATFORMS INC CL A 30303M102   6,896,565 57,309 SH   SOLE   57,309 0 0
MICROSOFT CORP COM 594918104   2,991,275 12,473 SH   SOLE   12,473 0 0
MONGODB INC CL A 60937P106   35,659,731 181,161 SH   SOLE   181,161 0 0
NEOGAMES S A SHS L6673X107   348,732 28,608 SH   SOLE   28,608 0 0
NETFLIX INC COM 64110L106   20,031,493 67,931 SH   SOLE   67,931 0 0
NVIDIA CORPORATION COM 67066G104   5,626,390 38,500 SH   SOLE   38,500 0 0
OKTA INC CL A 679295105   1,366,600 20,000 SH   SOLE   20,000 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108   608,191 75,929 SH   SOLE   75,929 0 0
PINDUODUO INC SPONSORED ADS 722304102   2,854,250 35,000 SH   SOLE   35,000 0 0
QORVO INC COM 74736K101   1,252,826 13,822 SH   SOLE   13,822 0 0
RAPID7 INC COM 753422104   327,601 9,641 SH   SOLE   9,641 0 0
REDFIN CORP COM 75737F108   3,638,102 858,043 SH   SOLE   858,043 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,125,456 12,350 SH   SOLE   12,350 0 0
SMARTSHEET INC COM CL A 83200N103   2,807,509 71,329 SH   SOLE   71,329 0 0
SNAP INC CL A 83304A106   644,400 72,000 SH   SOLE   72,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,729,263 59,902 SH   SOLE   59,902 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,252,411 57,087 SH   SOLE   57,087 0 0
TERADYNE INC COM 880770102   1,397,600 16,000 SH   SOLE   16,000 0 0
VARONIS SYS INC COM 922280102   1,349,905 56,387 SH   SOLE   56,387 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   1,894,120 187,166 SH   SOLE   187,166 0 0
XOMETRY INC CLASS A COM 98423F109   1,465,627 45,474 SH   SOLE   45,474 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,550,545 51,496 SH   SOLE   51,496 0 0