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
Abbott Laboratories Common Stock 002824100 3,945 34,029 SH   SOLE   34,029 0 0
Akoustis Technologies Inc Common Stock 00973N102 4,070 380,000 SH   SOLE   380,000 0 0
Albemarle Corp Common Stock 012653101 4,029 23,916 SH   SOLE   23,916 0 0
Allegion plc Common Stock G0176J109 9,055 65,000 SH   SOLE   65,000 0 0
Allakos Inc Common Stock 01671P100 2,390 28,000 SH   SOLE   28,000 0 0
Alarm.com Holdings Inc Common Stock 011642105 11,435 135,000 SH   SOLE   135,000 0 0
Ameresco Inc Common Stock 02361E108 8,774 139,900 SH   SOLE   139,900 0 0
Amazon.com Inc Common Stock 023135106 4,135 1,202 SH   SOLE   1,202 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 12,938 383,000 SH   SOLE   383,000 0 0
Ashland Global Holdings Inc Common Stock 044186104 13,125 150,000 SH   SOLE   150,000 0 0
Autohome Inc ADR 05278C107 1,471 23,000 SH   SOLE   23,000 0 0
Activision Blizzard Inc Common Stock 00507V109 3,698 38,743 SH   SOLE   38,743 0 0
Alteryx Inc Common Stock 02156B103 2,151 25,000 SH   SOLE   25,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 21,659 95,508 SH   SOLE   95,508 0 0
Bandwidth Inc Common Stock 05988J103 7,586 55,000 SH   SOLE   55,000 0 0
Baxter International Inc Common Stock 071813109 2,045 25,400 SH   SOLE   25,400 0 0
Bright Horizons Family Solutio Common Stock 109194100 12,101 82,258 SH   SOLE   82,258 0 0
Biohaven Pharmaceutical Holdin Common Stock G11196105 4,854 50,000 SH   SOLE   50,000 0 0
Baidu Inc ADR 056752108 4,078 20,000 SH   SOLE   20,000 0 0
Cognex Corp Common Stock 192422103 5,463 65,000 SH   SOLE   65,000 0 0
Cooper Cos Inc/The Common Stock 216648402 14,590 36,818 SH   SOLE   36,818 0 0
Cree Inc Common Stock 225447101 4,407 45,000 SH   SOLE   45,000 0 0
Cerence Inc Common Stock 156727109 13,872 130,000 SH   SOLE   130,000 0 0
Cavco Industries Inc Common Stock 149568107 12,220 55,000 SH   SOLE   55,000 0 0
CryoPort Inc Common Stock 229050307 6,714 106,400 SH   SOLE   106,400 0 0
Darling Ingredients Inc Common Stock 237266101 23,625 350,000 SH   SOLE   350,000 0 0
Digimarc Corp Common Stock 25381B101 2,513 75,000 SH   SOLE   75,000 0 0
New Oriental Education & Techn ADR 647581107 610 74,500 SH   SOLE   74,500 0 0
Everbridge Inc Common Stock 29978A104 6,804 50,000 SH   SOLE   50,000 0 0
East West Bancorp Inc Common Stock 27579R104 20,237 282,288 SH   SOLE   282,288 0 0
Exact Sciences Corp Common Stock 30063P105 7,148 57,500 SH   SOLE   57,500 0 0
First Horizon Corp Common Stock 320517105 8,640 500,000 SH   SOLE   500,000 0 0
Fair Isaac Corp Common Stock 303250104 12,567 25,000 SH   SOLE   25,000 0 0
Fidelity National Information Common Stock 31620M106 5,174 36,524 SH   SOLE   36,524 0 0
First Republic Bank/CA Common Stock 33616C100 6,478 34,609 SH   SOLE   34,609 0 0
Alphabet Inc Common Stock 02079K107 6,993 2,790 SH   SOLE   2,790 0 0
Graphic Packaging Holding Co Common Stock 388689101 27,071 1,492,353 SH   SOLE   1,492,353 0 0
Gates Industrial Corp PLC Common Stock G39108108 9,035 500,000 SH   SOLE   500,000 0 0
Global Water Resources Inc Common Stock 379463102 6,149 360,000 SH   SOLE   360,000 0 0
Home Depot Inc/The Common Stock 437076102 4,681 14,680 SH   SOLE   14,680 0 0
HDFC Bank Ltd ADR 40415F101 7,075 96,760 SH   SOLE   96,760 0 0
IAC/InterActiveCorp Common Stock 44891N208 6,938 45,000 SH   SOLE   45,000 0 0
IAA Inc Common Stock 449253103 5,727 105,000 SH   SOLE   105,000 0 0
JD.com Inc ADR 47215P106 11,173 140,000 SH   SOLE   140,000 0 0
Kadant Inc Common Stock 48282T104 11,446 65,000 SH   SOLE   65,000 0 0
LCI Industries Common Stock 50189K103 16,099 122,500 SH   SOLE   122,500 0 0
Eli Lilly & Co Common Stock 532457108 5,127 22,340 SH   SOLE   22,340 0 0
Loop Industries Inc Common Stock 543518104 3,083 250,000 SH   SOLE   250,000 0 0
Grand Canyon Education Inc Common Stock 38526M106 15,099 167,821 SH   SOLE   167,821 0 0
Live Nation Entertainment Inc Common Stock 538034109 4,380 50,000 SH   SOLE   50,000 0 0
Mastercard Inc Common Stock 57636Q104 5,634 15,432 SH   SOLE   15,432 0 0
Masimo Corp Common Stock 574795100 7,274 30,000 SH   SOLE   30,000 0 0
Maximus Inc Common Stock 577933104 22,872 260,000 SH   SOLE   260,000 0 0
MSA Safety Inc Common Stock 553498106 3,312 20,000 SH   SOLE   20,000 0 0
Microsoft Corp Common Stock 594918104 7,315 27,003 SH   SOLE   27,003 0 0
Vail Resorts Inc Common Stock 91879Q109 9,496 30,000 SH   SOLE   30,000 0 0
MasTec Inc Common Stock 576323109 11,671 110,000 SH   SOLE   110,000 0 0
Mueller Water Products Inc Common Stock 624758108 8,292 575,000 SH   SOLE   575,000 0 0
National Bank Holdings Corp Common Stock 633707104 9,530 252,522 SH   SOLE   252,522 0 0
Nasdaq Inc Common Stock 631103108 6,084 34,605 SH   SOLE   34,605 0 0
Sunnova Energy International I Common Stock 86745K104 3,069 81,500 SH   SOLE   81,500 0 0
Napco Security Technologies In Common Stock 630402105 6,365 175,000 SH   SOLE   175,000 0 0
NetEase Inc ADR 64110W102 6,973 60,500 SH   SOLE   60,500 0 0
Nuance Communications Inc Common Stock 67020Y100 517 9,505 SH   SOLE   9,505 0 0
NVIDIA Corp Common Stock 67066G104 6,998 8,747 SH   SOLE   8,747 0 0
Prosperity Bancshares Inc Common Stock 743606105 17,232 240,000 SH   SOLE   240,000 0 0
Park City Group Inc Common Stock 700215304 2,480 450,000 SH   SOLE   450,000 0 0
Planet Fitness Inc Common Stock 72703H101 5,644 75,000 SH   SOLE   75,000 0 0
Insulet Corp Common Stock 45784P101 5,216 19,000 SH   SOLE   19,000 0 0
Pool Corp Common Stock 73278L105 25,138 54,806 SH   SOLE   54,806 0 0
PTC Therapeutics Inc Common Stock 69366J200 3,170 75,000 SH   SOLE   75,000 0 0
PayPal Holdings Inc Common Stock 70450Y103 4,530 15,543 SH   SOLE   15,543 0 0
Reed's Inc Common Stock 758338107 918 900,000 SH   SOLE   900,000 0 0
Rollins Inc Common Stock 775711104 3,933 115,000 SH   SOLE   115,000 0 0
Service Corp International/US Common Stock 817565104 20,838 388,841 SH   SOLE   388,841 0 0
SolarEdge Technologies Inc Common Stock 83417M104 2,930 10,600 SH   SOLE   10,600 0 0
Sprouts Farmers Market Inc Common Stock 85208M102 14,843 597,300 SH   SOLE   597,300 0 0
SVB Financial Group Common Stock 78486Q101 10,670 19,176 SH   SOLE   19,176 0 0
Simply Good Foods Co/The Common Stock 82900L102 5,842 160,000 SH   SOLE   160,000 0 0
ShotSpotter Inc Common Stock 82536T107 4,145 85,000 SH   SOLE   85,000 0 0
TAL Education Group ADR 874080104 394 15,600 SH   SOLE   15,600 0 0
Trip.com Group Ltd ADR 89677Q107 1,418 40,000 SH   SOLE   40,000 0 0
Teladoc Health Inc Common Stock 87918A105 5,404 32,500 SH   SOLE   32,500 0 0
Teradyne Inc Common Stock 880770102 10,181 76,000 SH   SOLE   76,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 3,733 7,400 SH   SOLE   7,400 0 0
Trex Co Inc Common Stock 89531P105 10,092 98,738 SH   SOLE   98,738 0 0
Trupanion Inc Common Stock 898202106 3,798 33,000 SH   SOLE   33,000 0 0
TSMC ADR 874039100 5,206 43,322 SH   SOLE   43,322 0 0
Tyler Technologies Inc Common Stock 902252105 9,500 21,000 SH   SOLE   21,000 0 0
UnitedHealth Group Inc Common Stock 91324P102 5,230 13,061 SH   SOLE   13,061 0 0
Veeva Systems Inc Common Stock 922475108 3,420 11,000 SH   SOLE   11,000 0 0
Western Alliance Bancorp Common Stock 957638109 10,678 115,000 SH   SOLE   115,000 0 0
Willdan Group Inc Common Stock 96924N100 3,011 80,000 SH   SOLE   80,000 0 0
Watsco Inc Common Stock 942622200 10,892 38,000 SH   SOLE   38,000 0 0
Xylem Inc/NY Common Stock 98419M100 4,911 40,936 SH   SOLE   40,936 0 0
YETI Holdings Inc Common Stock 98585X104 12,000 130,700 SH   SOLE   130,700 0 0
Apple Inc Common Stock 037833100 5,209 38,031 SH   SOLE   38,031 0 0
LHC Group Inc Common Stock 50187A107 12,817 64,000 SH   SOLE   64,000 0 0
Infosys Ltd ADR 456788108 2,119 100,000 SH   SOLE   100,000 0 0
Turning Point Therapeutics Inc Common Stock 90041T108 2,731 35,000 SH   SOLE   35,000 0 0
Acceleron Pharma Inc Common Stock 00434H108 2,761 22,000 SH   SOLE   22,000 0 0
Arena Pharmaceuticals Inc Common Stock 040047607 3,205 47,000 SH   SOLE   47,000 0 0
OptimizeRx Corp Common Stock 68401U204 6,809 110,000 SH   SOLE   110,000 0 0
LivePerson Inc Common Stock 538146101 7,905 125,000 SH   SOLE   125,000 0 0
EverQuote Inc Common Stock 30041R108 3,595 110,000 SH   SOLE   110,000 0 0
Advanced Drainage Systems Inc Common Stock 00790R104 3,497 30,000 SH   SOLE   30,000 0 0
Pinduoduo Inc ADR 722304102 1,016 8,000 SH   SOLE   8,000 0 0
ZTO Express Cayman Inc ADR 98980A105 1,214 40,000 SH   SOLE   40,000 0 0
Energy Recovery Inc Common Stock 29270J100 3,645 160,000 SH   SOLE   160,000 0 0
Veritone Inc Common Stock 92347M100 2,464 125,000 SH   SOLE   125,000 0 0
Crown Holdings Inc Common Stock 228368106 10,221 100,000 SH   SOLE   100,000 0 0
Dynatrace Inc Common Stock 268150109 2,337 40,000 SH   SOLE   40,000 0 0
Oatly Group AB ADR 67421J108 404 16,500 SH   SOLE   16,500 0 0
Overstock.com Inc Common Stock 690370101 6,454 70,000 SH   SOLE   70,000 0 0
Paya Holdings Inc Common Stock 70434P103 4,290 389,332 SH   SOLE   389,332 0 0
TripAdvisor Inc Common Stock 896945201 6,045 150,000 SH   SOLE   150,000 0 0
View Inc Common Stock 92671V106 3,816 450,000 SH   SOLE   450,000 0 0
Vimeo Inc Common Stock 92719V100 5,635 115,000 SH   SOLE   115,000 0 0
Clean Harbors Inc Common Stock 184496107 12,341 132,500 SH   SOLE   132,500 0 0
Axon Enterprise Inc Common Stock 05464C101 7,072 40,000 SH   SOLE   40,000 0 0
Brunswick Corp/DE Common Stock 117043109 5,479 55,000 SH   SOLE   55,000 0 0
Heska Corp Common Stock 42805E306 6,432 28,000 SH   SOLE   28,000 0 0
Ping Identity Holding Corp Common Stock 72341T103 2,290 100,000 SH   SOLE   100,000 0 0