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 4,020 34,029 SH   SOLE   34,029 0 0
Akoustis Technologies Inc Common Stock 00973N102 3,686 380,000 SH   SOLE   380,000 0 0
Albemarle Corp Common Stock 012653101 4,142 18,916 SH   SOLE   18,916 0 0
Allegion plc Common Stock G0176J109 8,592 65,000 SH   SOLE   65,000 0 0
Alarm.com Holdings Inc Common Stock 011642105 11,729 150,000 SH   SOLE   150,000 0 0
Ameresco Inc Common Stock 02361E108 7,590 129,900 SH   SOLE   129,900 0 0
Amazon.com Inc Common Stock 023135106 2,963 902 SH   SOLE   902 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 14,385 383,000 SH   SOLE   383,000 0 0
Ashland Global Holdings Inc Common Stock 044186104 13,368 150,000 SH   SOLE   150,000 0 0
Autohome Inc ADR 05278C107 610 13,000 SH   SOLE   13,000 0 0
Activision Blizzard Inc Common Stock 00507V109 2,457 31,743 SH   SOLE   31,743 0 0
Alteryx Inc Common Stock 02156B103 1,828 25,000 SH   SOLE   25,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 14,140 95,508 SH   SOLE   95,508 0 0
Bandwidth Inc Common Stock 05988J103 6,320 70,000 SH   SOLE   70,000 0 0
Bright Horizons Family Solutio Common Stock 109194100 13,420 96,258 SH   SOLE   96,258 0 0
Biohaven Pharmaceutical Holdin Common Stock G11196105 6,946 50,000 SH   SOLE   50,000 0 0
Baidu Inc ADR 056752108 3,075 20,000 SH   SOLE   20,000 0 0
Cognex Corp Common Stock 192422103 5,214 65,000 SH   SOLE   65,000 0 0
Cooper Cos Inc/The Common Stock 216648402 16,044 38,818 SH   SOLE   38,818 0 0
Wolfspeed Inc Common Stock 225447101 3,633 45,000 SH   SOLE   45,000 0 0
Cerence Inc Common Stock 156727109 11,533 120,000 SH   SOLE   120,000 0 0
Cavco Industries Inc Common Stock 149568107 14,204 60,000 SH   SOLE   60,000 0 0
CryoPort Inc Common Stock 229050307 7,076 106,400 SH   SOLE   106,400 0 0
Darling Ingredients Inc Common Stock 237266101 30,558 425,000 SH   SOLE   425,000 0 0
Digimarc Corp Common Stock 25381B101 3,444 100,000 SH   SOLE   100,000 0 0
Everbridge Inc Common Stock 29978A104 7,552 50,000 SH   SOLE   50,000 0 0
East West Bancorp Inc Common Stock 27579R104 25,378 327,288 SH   SOLE   327,288 0 0
Exact Sciences Corp Common Stock 30063P105 5,488 57,500 SH   SOLE   57,500 0 0
First Horizon Corp Common Stock 320517105 9,774 600,000 SH   SOLE   600,000 0 0
Fair Isaac Corp Common Stock 303250104 9,948 25,000 SH   SOLE   25,000 0 0
Fidelity National Information Common Stock 31620M106 4,444 36,524 SH   SOLE   36,524 0 0
First Republic Bank/CA Common Stock 33616C100 5,904 30,609 SH   SOLE   30,609 0 0
Alphabet Inc Common Stock 02079K107 7,036 2,640 SH   SOLE   2,640 0 0
Graphic Packaging Holding Co Common Stock 388689101 28,414 1,492,353 SH   SOLE   1,492,353 0 0
Gates Industrial Corp PLC Common Stock G39108108 8,623 530,000 SH   SOLE   530,000 0 0
Global Water Resources Inc Common Stock 379463102 6,739 360,000 SH   SOLE   360,000 0 0
Home Depot Inc/The Common Stock 437076102 4,819 14,680 SH   SOLE   14,680 0 0
HDFC Bank Ltd ADR 40415F101 7,072 96,760 SH   SOLE   96,760 0 0
IAC/InterActiveCorp Common Stock 44891N208 6,124 47,000 SH   SOLE   47,000 0 0
IAA Inc Common Stock 449253103 6,548 120,000 SH   SOLE   120,000 0 0
JD.com Inc ADR 47215P106 7,224 100,000 SH   SOLE   100,000 0 0
Kadant Inc Common Stock 48282T104 13,267 65,000 SH   SOLE   65,000 0 0
LCI Industries Common Stock 50189K103 16,492 122,500 SH   SOLE   122,500 0 0
Eli Lilly & Co Common Stock 532457108 5,393 23,340 SH   SOLE   23,340 0 0
Loop Industries Inc Common Stock 543518104 3,429 300,000 SH   SOLE   300,000 0 0
Grand Canyon Education Inc Common Stock 38526M106 15,466 175,821 SH   SOLE   175,821 0 0
Live Nation Entertainment Inc Common Stock 538034109 4,557 50,000 SH   SOLE   50,000 0 0
Mastercard Inc Common Stock 57636Q104 7,104 20,432 SH   SOLE   20,432 0 0
Masimo Corp Common Stock 574795100 9,746 36,000 SH   SOLE   36,000 0 0
Maximus Inc Common Stock 577933104 21,632 260,000 SH   SOLE   260,000 0 0
MSA Safety Inc Common Stock 553498106 3,643 25,000 SH   SOLE   25,000 0 0
Microsoft Corp Common Stock 594918104 8,458 30,003 SH   SOLE   30,003 0 0
Vail Resorts Inc Common Stock 91879Q109 10,022 30,000 SH   SOLE   30,000 0 0
MasTec Inc Common Stock 576323109 10,354 120,000 SH   SOLE   120,000 0 0
Mueller Water Products Inc Common Stock 624758108 8,752 575,000 SH   SOLE   575,000 0 0
National Bank Holdings Corp Common Stock 633707104 10,525 260,000 SH   SOLE   260,000 0 0
Nasdaq Inc Common Stock 631103108 6,486 33,605 SH   SOLE   33,605 0 0
Sunnova Energy International I Common Stock 86745K104 2,685 81,500 SH   SOLE   81,500 0 0
Napco Security Technologies In Common Stock 630402105 7,539 175,000 SH   SOLE   175,000 0 0
NetEase Inc ADR 64110W102 7,729 90,500 SH   SOLE   90,500 0 0
NVIDIA Corp Common Stock 67066G104 6,212 29,988 SH   SOLE   29,988 0 0
Prosperity Bancshares Inc Common Stock 743606105 17,071 240,000 SH   SOLE   240,000 0 0
Park City Group Inc Common Stock 700215304 2,453 450,000 SH   SOLE   450,000 0 0
Planet Fitness Inc Common Stock 72703H101 7,070 90,000 SH   SOLE   90,000 0 0
Insulet Corp Common Stock 45784P101 5,400 19,000 SH   SOLE   19,000 0 0
Pool Corp Common Stock 73278L105 21,201 48,806 SH   SOLE   48,806 0 0
PTC Therapeutics Inc Common Stock 69366J200 2,791 75,000 SH   SOLE   75,000 0 0
PayPal Holdings Inc Common Stock 70450Y103 4,305 16,543 SH   SOLE   16,543 0 0
Rollins Inc Common Stock 775711104 4,593 130,000 SH   SOLE   130,000 0 0
Service Corp International/US Common Stock 817565104 20,117 333,841 SH   SOLE   333,841 0 0
SolarEdge Technologies Inc Common Stock 83417M104 2,811 10,600 SH   SOLE   10,600 0 0
Sprouts Farmers Market Inc Common Stock 85208M102 14,303 617,300 SH   SOLE   617,300 0 0
SVB Financial Group Common Stock 78486Q101 13,375 20,676 SH   SOLE   20,676 0 0
Simply Good Foods Co/The Common Stock 82900L102 5,518 160,000 SH   SOLE   160,000 0 0
ShotSpotter Inc Common Stock 82536T107 3,091 85,000 SH   SOLE   85,000 0 0
Trip.com Group Ltd ADR 89677Q107 1,230 40,000 SH   SOLE   40,000 0 0
Teladoc Health Inc Common Stock 87918A105 5,136 40,500 SH   SOLE   40,500 0 0
Teradyne Inc Common Stock 880770102 9,716 89,000 SH   SOLE   89,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 2,800 4,900 SH   SOLE   4,900 0 0
Trex Co Inc Common Stock 89531P105 10,982 107,738 SH   SOLE   107,738 0 0
Trupanion Inc Common Stock 898202106 2,563 33,000 SH   SOLE   33,000 0 0
TSMC ADR 874039100 5,730 51,322 SH   SOLE   51,322 0 0
Tyler Technologies Inc Common Stock 902252105 10,320 22,500 SH   SOLE   22,500 0 0
UnitedHealth Group Inc Common Stock 91324P102 4,635 11,861 SH   SOLE   11,861 0 0
Veeva Systems Inc Common Stock 922475108 3,170 11,000 SH   SOLE   11,000 0 0
Western Alliance Bancorp Common Stock 957638109 12,514 115,000 SH   SOLE   115,000 0 0
Willdan Group Inc Common Stock 96924N100 2,847 80,000 SH   SOLE   80,000 0 0
Watsco Inc Common Stock 942622200 11,114 42,000 SH   SOLE   42,000 0 0
Xylem Inc/NY Common Stock 98419M100 5,063 40,936 SH   SOLE   40,936 0 0
YETI Holdings Inc Common Stock 98585X104 10,685 124,700 SH   SOLE   124,700 0 0
Apple Inc Common Stock 037833100 5,381 38,031 SH   SOLE   38,031 0 0
LHC Group Inc Common Stock 50187A107 12,239 78,000 SH   SOLE   78,000 0 0
Infosys Ltd ADR 456788108 2,893 130,000 SH   SOLE   130,000 0 0
Turning Point Therapeutics Inc Common Stock 90041T108 2,325 35,000 SH   SOLE   35,000 0 0
Acceleron Pharma Inc Common Stock 00434H108 3,786 22,000 SH   SOLE   22,000 0 0
Arena Pharmaceuticals Inc Common Stock 040047607 2,799 47,000 SH   SOLE   47,000 0 0
OptimizeRx Corp Common Stock 68401U204 9,411 110,000 SH   SOLE   110,000 0 0
LivePerson Inc Common Stock 538146101 7,369 125,000 SH   SOLE   125,000 0 0
Advanced Drainage Systems Inc Common Stock 00790R104 4,002 37,000 SH   SOLE   37,000 0 0
Pinduoduo Inc ADR 722304102 725 8,000 SH   SOLE   8,000 0 0
ZTO Express Cayman Inc ADR 98980A105 1,226 40,000 SH   SOLE   40,000 0 0
Energy Recovery Inc Common Stock 29270J100 3,045 160,000 SH   SOLE   160,000 0 0
Veritone Inc Common Stock 92347M100 3,584 150,000 SH   SOLE   150,000 0 0
Crown Holdings Inc Common Stock 228368106 13,101 130,000 SH   SOLE   130,000 0 0
Dynatrace Inc Common Stock 268150109 3,549 50,000 SH   SOLE   50,000 0 0
Overstock.com Inc Common Stock 690370101 9,350 120,000 SH   SOLE   120,000 0 0
Paya Holdings Inc Common Stock 70434P103 7,609 700,000 SH   SOLE   700,000 0 0
TripAdvisor Inc Common Stock 896945201 5,078 150,000 SH   SOLE   150,000 0 0
View Inc Common Stock 92671V106 2,981 550,000 SH   SOLE   550,000 0 0
Vimeo Inc Common Stock 92719V100 3,378 115,000 SH   SOLE   115,000 0 0
Clean Harbors Inc Common Stock 184496107 13,763 132,500 SH   SOLE   132,500 0 0
Axon Enterprise Inc Common Stock 05464C101 7,001 40,000 SH   SOLE   40,000 0 0
Brunswick Corp/DE Common Stock 117043109 9,527 100,000 SH   SOLE   100,000 0 0
Heska Corp Common Stock 42805E306 7,239 28,000 SH   SOLE   28,000 0 0
Ping Identity Holding Corp Common Stock 72341T103 2,457 100,000 SH   SOLE   100,000 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107 2,421 4,000 SH   SOLE   4,000 0 0
Vipshop Holdings Ltd ADR 92763W103 557 50,000 SH   SOLE   50,000 0 0
Freshpet Inc Common Stock 358039105 5,708 40,000 SH   SOLE   40,000 0 0