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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 3,755 1,296 SH   SOLE   1,296 0 0
AMAZON COM INC COM 023135106 3,334 1,000 SH Put SOLE   0 0 0
AMERESCO INC CL A 02361E108 3,693 45,339 SH   SOLE   45,339 0 0
ANALOG DEVICES INC COM 032654105 3,371 19,176 SH   SOLE   19,176 0 0
AVANTOR INC COM 05352A100 5,024 119,236 SH   SOLE   119,236 0 0
AZENTA INC COM 114340102 3,506 34,022 SH   SOLE   34,022 0 0
BALL CORP COM 058498106 4,609 47,901 SH   SOLE   47,901 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 4,224 283,332 SH   SOLE   283,332 0 0
BOOT BARN HLDGS INC COM 099406100 2,153 17,500 SH Put SOLE   0 0 0
BRP GROUP INC COM CL A 05589G102 4,884 135,242 SH   SOLE   135,242 0 0
CLARIVATE PLC ORD SHS G21810109 3,089 131,290 SH   SOLE   131,290 0 0
DISNEY WALT CO COM 254687106 4,647 30,000 SH   SOLE   30,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 2,252 200,000 SH Call SOLE   0 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 4,291 381,040 SH   SOLE   381,040 0 0
EATON CORP PLC SHS G29183103 3,577 20,700 SH   SOLE   20,700 0 0
ETSY INC COM 29786A106 2,189 10,000 SH Put SOLE   0 0 0
HMN FINL INC COM 40424G108 618 25,057 SH   SOLE   25,057 0 0
HOLOGIC INC COM 436440101 3,124 40,793 SH   SOLE   40,793 0 0
HUBSPOT INC COM 443573100 1,648 2,500 SH Put SOLE   0 0 0
IES HLDGS INC COM 44951W106 3,198 63,161 SH   SOLE   63,161 0 0
IMMUNIC INC COM 4525EP101 1,148 120,000 SH   SOLE   120,000 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4,882 30,000 SH Put SOLE   0 0 0
IQVIA HLDGS INC COM 46266C105 4,827 17,104 SH   SOLE   17,104 0 0
ISHARES TR RUS 2000 VAL ETF 464287630 4,982 30,000 SH Put SOLE   0 0 0
JACOBS ENGR GROUP INC COM 469814107 4,845 34,801 SH   SOLE   34,801 0 0
JOHNSON CTLS INTL PLC SHS G51502105 4,624 56,873 SH   SOLE   56,873 0 0
LPL FINL HLDGS INC COM 50212V100 4,280 26,736 SH   SOLE   26,736 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 4,354 51,585 SH   SOLE   51,585 0 0
NVIDIA CORPORATION COM 67066G104 3,823 13,000 SH Put SOLE   0 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104 4,248 300,000 SH   SOLE   300,000 0 0
PENTAIR PLC SHS G7S00T104 2,556 35,000 SH Put SOLE   0 0 0
PIPER SANDLER COMPANIES COM 724078100 6,694 37,500 SH Put SOLE   0 0 0
QUANTA SVCS INC COM 74762E102 4,535 39,564 SH   SOLE   39,564 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 4,578 284,384 SH   SOLE   284,384 0 0
RH COM 74967X103 804 1,500 SH   SOLE   1,500 0 0
ROLLINS INC COM 775711104 6,842 200,000 SH Put SOLE   0 0 0
SOUTHWEST AIRLS CO COM 844741108 1,714 40,000 SH   SOLE   40,000 0 0
SVB FINANCIAL GROUP COM 78486Q101 2,374 3,500 SH Put SOLE   0 0 0
TESLA INC COM 88160R101 3,170 3,000 SH Put SOLE   0 0 0
TJX COS INC NEW COM 872540109 4,252 56,000 SH   SOLE   56,000 0 0
TRUPANION INC COM 898202106 990 7,500 SH Put SOLE   0 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,524 181,122 SH   SOLE   181,122 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 2,309 3,881 SH   SOLE   3,881 0 0