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
ENBRIDGE INC COM 29250N105 11,017 275,615 SH   SOLE   275,615 0 0
TC ENERGY CORP COM 87807B107 1,837 37,125 SH   SOLE   37,125 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 2,757 185,000 SH   SOLE   185,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 8,849 126,900 SH   SOLE   126,900 0 0
ABBVIE INC COM 00287Y109 9,317 82,965 SH   SOLE   82,965 0 0
AMGEN COM 031162100 499 2,060 SH   SOLE   2,060 0 0
BK OF AMERICA CORP COM 060505104 44,606 1,091,000 SH   SOLE   1,091,000 0 0
BROADCOM INC COM 11135F101 5,696 11,936 SH   SOLE   11,936 0 0
CIGNA CORP NEW COM 125523100 3,273 13,827 SH   SOLE   13,827 0 0
CISCO SYS INC COM 17275R102 15,886 300,209 SH   SOLE   300,209 0 0
CITIGROUP INC COM NEW 172967424 3,080 44,206 SH   SOLE   44,206 0 0
CLEARWAY ENERGY INC CL A 18539C105 1,763 70,000 SH   SOLE   70,000 0 0
ENBRIDGE INC COM 29250N105 15,050 377,819 SH   SOLE   377,819 0 0
JPMORGAN CHASE & CO COM 46625H100 5,956 38,639 SH   SOLE   38,639 0 0
METLIFE INC COM 59156R108 579 9,732 SH   SOLE   9,732 0 0
MICROSOFT CORP COM 594918104 25,981 95,733 SH   SOLE   95,733 0 0
STRYKER CORP COM 863667101 11,924 45,777 SH   SOLE   45,777 0 0
UNITED RENTALS INC COM 911363109 4,747 15,066 SH   SOLE   15,066 0 0
UNITEDHEALTH GROUP INC COM 91324P102 40,997 103,000 SH   SOLE   103,000 0 0
VISA INC COM CL A 92826C839 61,481 260,564 SH   SOLE   260,564 0 0
ATLANTICA YIELD PLC SHS G0751N103 8,659 230,000 SH   SOLE   230,000 0 0
ICON PLC SHS G4705A100 20,716 96,791 SH   SOLE   96,791 0 0
LAUDER ESTEE COS INC CL A 518439104 6,477 20,398 SH   SOLE   20,398 0 0
ALPHABET INC CAP STK CL A 02079K305 13,373 5,470 SH   SOLE   5,470 0 0
MASTERCARD INC CL A 57636Q104 19,009 51,656 SH   SOLE   51,656 0 0
KLA-TENCOR CORP COM 482480100 7,729 23,768 SH   SOLE   23,768 0 0
TARGET CORP COM 87612E106 12,419 51,354 SH   SOLE   51,354 0 0
LOWES COS INC COM 548661107 57,588 296,532 SH   SOLE   296,532 0 0
GILEAD SCIENCES INC COM 375558103 272 4,000 SH   SOLE   4,000 0 0
BALL CORP COM 058498106 4,797 58,766 SH   SOLE   58,766 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,782 7,443 SH   SOLE   7,443 0 0
DARLING INGREDIENTS INC COM 237266101 5,308 80,830 SH   SOLE   80,830 0 0
ZOETIS INC CL A 98978V103 4,414 23,483 SH   SOLE   23,483 0 0
INTUIT COM 461202103 2,218 4,514 SH   SOLE   4,514 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 42,348 298,418 SH   SOLE   298,418 0 0
AVERY DENNISON CORP COM 053611109 1,877 8,945 SH   SOLE   8,945 0 0
PAYPAL HLDGS INC COM 70450Y103 6,283 21,464 SH   SOLE   21,464 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 8,980 148,200 SH   SOLE   148,200 0 0
COLGATE PALMOLIVE CO COM 194162103 4,103 50,501 SH   SOLE   50,501 0 0
NVIDIA CORP COM 67066G104 13,806 17,233 SH   SOLE   17,233 0 0
ADOBE SYS INC COM 00724F101 13,118 22,211 SH   SOLE   22,211 0 0
AVANGRID INC COM 05351W103 771 15,000 SH   SOLE   15,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 55,684 743,540 SH   SOLE   743,540 0 0
LINDE PLC SHS G5494J103 16,547 56,996 SH   SOLE   56,996 0 0
SERVICE CORP INTL COM 817565104 39,515 737,016 SH   SOLE   737,016 0 0
AON PLC SHS CL A G0403H108 4,633 19,076 SH   SOLE   19,076 0 0
SEMPRA ENERGY COM 816851109 2,274 17,000 SH   SOLE   17,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,275 12,500 SH   SOLE   12,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,745 24,733 SH   SOLE   24,733 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 6,016 253,900 SH   SOLE   253,900 0 0
NEXTERA ENERGY INC COM 65339F101 3,204 43,250 SH   SOLE   43,250 0 0
NISOURCE INC COM 65473P105 1,182 48,000 SH   SOLE   48,000 0 0
WEC ENERGY GROUP INC COM 92939U106 2,864 32,175 SH   SOLE   32,175 0 0
WILLIAMS COS INC DEL COM 969457100 1,660 63,500 SH   SOLE   63,500 0 0
DTE ENERGY CO COM 233331107 1,167 9,010 SH   SOLE   9,010 0 0
ALLIANT ENERGY CORP COM 018802108 3,277 58,800 SH   SOLE   58,800 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,668 17,000 SH   SOLE   17,000 0 0
UNION PAC CORP COM 907818108 41,070 187,850 SH   SOLE   187,850 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 1,033 47,250 SH   SOLE   47,250 0 0
XCEL ENERGY INC COM 98389B100 4,554 69,300 SH   SOLE   69,300 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,106 19,800 SH   SOLE   19,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 10,893 38,420 SH   SOLE   38,420 0 0
CLARIVATE PLC ORD SHS G21810109 42,026 1,537,438 SH   SOLE   1,537,438 0 0
PULTE GROUP INC COM 745867101 45,325 816,000 SH   SOLE   816,000 0 0
CBRE GROUP INC CL A 12504L109 33,482 389,300 SH   SOLE   389,300 0 0
CERNER CORP COM 156782104 44,629 569,500 SH   SOLE   569,500 0 0
CHARLES RIV LABS INTL INC COM 159864107 36,198 97,400 SH   SOLE   97,400 0 0
DISNEY WALT CO COM 254687106 24,202 139,163 SH   SOLE   139,163 0 0
DESCARTES SYS GROUP INC COM 249906108 18,776 266,900 SH   SOLE   266,900 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 10,607 99,700 SH   SOLE   99,700 0 0
GLOBAL PMTS INC COM 37940X102 38,604 205,863 SH   SOLE   205,863 0 0
GOOSEHEAD INS INC COM CL A 38267D109 8,889 69,680 SH   SOLE   69,680 0 0
HCA HOLDINGS INC COM 40412C101 42,596 206,900 SH   SOLE   206,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 33,576 282,724 SH   SOLE   282,724 0 0
IQVIA HLDGS INC COM 46266C105 44,760 183,300 SH   SOLE   183,300 0 0
KEURIG DR PEPPER INC COM 49271V100 39,093 1,109,500 SH   SOLE   1,109,500 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 42,951 485,400 SH   SOLE   485,400 0 0
M & T BK CORP COM 55261F104 40,559 278,100 SH   SOLE   278,100 0 0
PROSPERITY BANCSHARES INC COM 743606105 39,835 554,300 SH   SOLE   554,300 0 0
POOL CORPORATION COM 73278L105 24,377 52,400 SH   SOLE   52,400 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 20,657 120,800 SH   SOLE   120,800 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 35,961 490,000 SH   SOLE   490,000 0 0
TRANSUNION COM 89400J107 38,744 354,000 SH   SOLE   354,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 41,343 282,700 SH   SOLE   282,700 0 0
VULCAN MATLS CO COM 929160109 43,152 247,900 SH   SOLE   247,900 0 0
WESTERN ALLIANCE BANCORP COM 957638109 59,084 639,886 SH   SOLE   639,886 0 0
WASTE CONNECTIONS INC COM 94106B101 41,795 347,752 SH   SOLE   347,752 0 0
WEX INC COM 96208T104 41,419 215,630 SH   SOLE   215,630 0 0
WATSCO INC COM 942622200 41,574 146,000 SH   SOLE   146,000 0 0
WINTRUST FINL CORP COM 97650W108 42,110 558,791 SH   SOLE   558,791 0 0
ALTRA INDL MOTION CORP COM 02208R106 2,968 46,600 SH   SOLE   46,600 0 0
AXOS FINANCIAL INC COM 05465C100 1,585 34,100 SH   SOLE   34,100 0 0
BANDWIDTH INC COM CL A 05988J103 4,732 33,690 SH   SOLE   33,690 0 0
CHEESECAKE FACTORY INC COM 163072101 4,839 92,200 SH   SOLE   92,200 0 0
CHEGG INC COM 163092109 3,879 45,671 SH   SOLE   45,671 0 0
EVENTBRITE INC COM CL A 29975E109 5,385 280,374 SH   SOLE   280,374 0 0
EVERBRIDGE INC COM 29978A104 6,783 48,336 SH   SOLE   48,336 0 0
FB FINL CORP COM 30257X104 2,043 54,500 SH   SOLE   54,500 0 0
FIRST MERCHANTS CORP COM 320817109 2,221 53,000 SH   SOLE   53,000 0 0
FRESHPET INC COM 358039105 4,425 26,789 SH   SOLE   26,789 0 0
FORWARD AIR CORP COM 349853101 5,135 57,271 SH   SOLE   57,271 0 0
HORIZON BANCORP IND COM 440407104 2,060 116,400 SH   SOLE   116,400 0 0
HUB GROUP INC CL A 443320106 5,271 79,513 SH   SOLE   79,513 0 0
KINSALE CAP GROUP INC COM 49714P108 5,715 35,148 SH   SOLE   35,148 0 0
MEDPACE HLDGS INC COM 58506Q109 14,540 81,827 SH   SOLE   81,827 0 0
1LIFE HEALTHCARE INC COM 68269G107 13,999 414,780 SH   SOLE   414,780 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 10,215 1,086,120 SH   SOLE   1,086,120 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 10,773 177,493 SH   SOLE   177,493 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 2,765 43,400 SH   SOLE   43,400 0 0
PHREESIA INC COM 71944F106 8,502 137,359 SH   SOLE   137,359 0 0
Q2 HLDGS INC COM 74736L109 4,978 46,951 SH   SOLE   46,951 0 0
REDFIN CORP COM 75737F108 6,405 100,169 SH   SOLE   100,169 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 1,726 51,600 SH   SOLE   51,600 0 0
STITCH FIX INC COM CL A 860897107 12,127 194,548 SH   SOLE   194,548 0 0
SITIME CORP COM 82982T106 9,838 76,230 SH   SOLE   76,230 0 0
SIMULATIONS PLUS INC COM 829214105 2,541 45,348 SH   SOLE   45,348 0 0
SPS COMM INC COM 78463M107 5,162 50,900 SH   SOLE   50,900 0 0
SPROUT SOCIAL INC COM CL A 85209W109 14,172 150,970 SH   SOLE   150,970 0 0
NEURONETICS INC COM 64131A105 6,552 410,754 SH   SOLE   410,754 0 0
TRISTATE CAP HLDGS INC COM 89678F100 1,524 74,200 SH   SOLE   74,200 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,432 39,082 SH   SOLE   39,082 0 0
VERITEX HLDGS INC COM 923451108 1,752 49,500 SH   SOLE   49,500 0 0
VERACYTE INC COM 92337F107 2,336 56,623 SH   SOLE   56,623 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,781 38,700 SH   SOLE   38,700 0 0
YETI HLDGS INC COM 98585X104 12,304 132,403 SH   SOLE   132,403 0 0
FIRST SOLAR INC COM 336433107 8,379 90,398 SH   SOLE   90,398 0 0
JOHNSON CTLS INTL PLC SHS G51502105 16,994 248,548 SH   SOLE   248,548 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,811 67,500 SH   SOLE   67,500 0 0
AMEREN CORP COM 023608102 2,357 29,500 SH   SOLE   29,500 0 0
KRANESHARES TR GLOBAL CARBON 500767678 665 18,000 SH   SOLE   18,000 0 0
POWER INTEGRATIONS INC COM 739276103 4,341 52,298 SH   SOLE   52,298 0 0
LGI HOMES INC COM 50187T106 7,775 48,543 SH   SOLE   48,543 0 0
UPWORK INC COM 91688F104 13,898 234,667 SH   SOLE   234,667 0 0
CERENCE INC COM 156727109 4,562 41,845 SH   SOLE   41,845 0 0
GOHEALTH INC COM CL A 38046W105 4,323 369,970 SH   SOLE   369,970 0 0
CASTLE BIOSCIENCES INC COM 14843C105 6,123 82,054 SH   SOLE   82,054 0 0
PENNANT GROUP INC COM 70805E109 4,189 101,941 SH   SOLE   101,941 0 0
ACCOLADE INC COM 00437E102 7,431 135,076 SH   SOLE   135,076 0 0
SELECTQUOTE INC COM 816307300 4,074 205,902 SH   SOLE   205,902 0 0
KORNIT DIGITAL LTD SHS M6372Q113 7,580 60,886 SH   SOLE   60,886 0 0
EVERSOURCE ENERGY COM 30040W108 13,330 166,370 SH   SOLE   166,370 0 0
PHILIP MORRIS INTL INC COM 718172109 8,433 86,104 SH   SOLE   86,104 0 0
EXXON MOBIL CORP COM 30231G102 10,427 166,500 SH   SOLE   166,500 0 0
XYLEM INC COM 98419M100 10,930 91,665 SH   SOLE   91,665 0 0
CHEVRON CORP NEW COM 166764100 5,395 52,000 SH   SOLE   52,000 0 0
KEYCORP NEW COM 493267108 4,259 207,600 SH   SOLE   207,600 0 0
SCHLUMBERGER LTD COM 806857108 44,639 1,400,000 SH   SOLE   1,400,000 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 39,427 822,500 SH   SOLE   822,500 0 0
HUNT J B TRANS SVCS INC COM 445658107 39,468 244,173 SH   SOLE   244,173 0 0
MEDIAALPHA INC CL A 58450V104 8,758 199,924 SH   SOLE   199,924 0 0
CHANNELADVISOR CORP COM 159179100 5,582 224,682 SH   SOLE   224,682 0 0
WORLD FUEL SVCS CORP COM 981475106 8,171 260,671 SH   SOLE   260,671 0 0
SILICON LABORATORIES INC COM 826919102 9,718 63,417 SH   SOLE   63,417 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 2,819 62,494 SH   SOLE   62,494 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 11,346 178,968 SH   SOLE   178,968 0 0
TREAN INS GROUP INC COM 89457R101 7,191 467,879 SH   SOLE   467,879 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100 70 15,000 SH   SOLE   15,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 645 45,000 SH   SOLE   45,000 0 0
PENTAIR PLC SHS G7S00T104 9,089 136,100 SH   SOLE   136,100 0 0
QIAGEN NV SHS NEW N72482123 6,905 139,876 SH   SOLE   139,876 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 57,371 1,984,118 SH   SOLE   1,984,118 0 0
AMN HEALTHCARE SVCS INC COM 001744101 1,132 11,955 SH   SOLE   11,955 0 0
BEACON ROOFING SUPPLY INC COM 073685109 44,534 836,012 SH   SOLE   836,012 0 0
CACTUS INC CL A 127203107 980 26,943 SH   SOLE   26,943 0 0
CROCS INC COM 227046109 1,252 10,825 SH   SOLE   10,825 0 0
FORESTAR GROUP INC COM 346232101 5,907 284,214 SH   SOLE   284,214 0 0
FULLER H B CO COM 359694106 41,713 660,588 SH   SOLE   660,588 0 0
GENTEX CORP COM 371901109 668 20,100 SH   SOLE   20,100 0 0
INGREDION INC COM 457187102 4,298 47,743 SH   SOLE   47,743 0 0
KIRBY CORP COM 497266106 944 15,675 SH   SOLE   15,675 0 0
MAXIMUS INC COM 577933104 1,344 15,250 SH   SOLE   15,250 0 0
TJX COS INC NEW COM 872540109 2,800 41,969 SH   SOLE   41,969 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 88 730 SH   SOLE   730 0 0
TEXAS INSTRS INC COM 882508104 12,980 67,300 SH   SOLE   67,300 0 0
VALMONT INDS INC COM 920253101 755 3,278 SH   SOLE   3,278 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 5,375 189,233 SH   SOLE   189,233 0 0
AXONICS MODULATION TECHNOLOG COM 05465P101 5,962 94,245 SH   SOLE   94,245 0 0
AZEK CO INC CL A 05478C105 6,819 161,407 SH   SOLE   161,407 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 5,704 131,181 SH   SOLE   131,181 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 6,435 159,930 SH   SOLE   159,930 0 0
CAREDX INC COM 14167L103 7,176 75,732 SH   SOLE   75,732 0 0
CERTARA INC COM 15687V109 8,458 300,724 SH   SOLE   300,724 0 0
DOLBY LABORATORIES INC COM 25659T107 1,045 10,460 SH   SOLE   10,460 0 0
E L F BEAUTY INC COM 26856L103 1,228 44,500 SH   SOLE   44,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 981 42,200 SH   SOLE   42,200 0 0
ENDAVA PLC ADS 29260V105 1,192 10,275 SH   SOLE   10,275 0 0
HEALTH CATALYST INC COM 42225T107 8,247 147,225 SH   SOLE   147,225 0 0
INSTALLED BLDG PRODS INC COM 45780R101 6,204 51,347 SH   SOLE   51,347 0 0
KADANT INC COM 48282T104 858 4,890 SH   SOLE   4,890 0 0
LOVESAC COMPANY COM 54738L109 10,521 131,656 SH   SOLE   131,656 0 0
MOSAIC CO NEW COM 61945C103 11,178 363,000 SH   SOLE   363,000 0 0
NUTRIEN LTD COM 67077M108 11,685 197,000 SH   SOLE   197,000 0 0
PRIMERICA INC COM 74164M108 1,483 9,690 SH   SOLE   9,690 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 40,543 959,256 SH   SOLE   959,256 0 0
SUNOPTA INC COM 8676EP108 962 78,800 SH   SOLE   78,800 0 0
SYNEOS HEALTH INC CL A 87166B102 22 245 SH   SOLE   245 0 0
2U INC COM 90214J101 7,323 173,981 SH   SOLE   173,981 0 0
DEERE & CO COM 244199105 1,887 5,408 SH   SOLE   5,408 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 6,596 625,000 SH   SOLE   625,000 0 0
ILLUMINA INC COM 452327109 12,942 27,000 SH   SOLE   27,000 0 0
BRF SA SPONSORED ADR 10552T107 7,053 1,286,000 SH   SOLE   1,286,000 0 0
BUNGE LIMITED COM G16962105 9,028 113,500 SH   SOLE   113,500 0 0
US BANCORP DEL COM NEW 902973304 5,042 89,000 SH   SOLE   89,000 0 0
CVS HEALTH CORP COM 126650100 9,000 107,800 SH   SOLE   107,800 0 0
HOME DEPOT INC COM 437076102 9,023 28,350 SH   SOLE   28,350 0 0
BELLRING BRANDS INC COM CL A 079823100 10,001 320,000 SH   SOLE   320,000 0 0
FACEBOOK INC CL A 30303M102 15,231 43,288 SH   SOLE   43,288 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 498 4,810 SH   SOLE   4,810 0 0
SIMPLY GOOD FOODS CO COM 82900L102 7,216 198,707 SH   SOLE   198,707 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1,543 32,000 SH   SOLE   32,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 41,541 318,800 SH   SOLE   318,800 0 0
ALPHA TEKNOVA INC COM 02080L102 2,441 100,000 SH   SOLE   100,000 0 0
TREMOR INTL LTD ADS 89484T104 7,814 400,000 SH   SOLE   400,000 0 0
VERRA MOBILITY CORP COM 92511U102 6,111 400,298 SH   SOLE   400,298 0 0
PUBMATIC INC COM CL A 74467Q103 7,221 173,650 SH   SOLE   173,650 0 0
DATTO HLDG CORP COM 23821D100 2,514 89,597 SH   SOLE   89,597 0 0
HAYWARD HLDGS INC COM 421298100 9,697 379,140 SH   SOLE   379,140 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 1,720 123,107 SH   SOLE   123,107 0 0
FERRARI N V COM N3167Y103 82,538 399,650 SH   SOLE   399,650 0 0
QIAGEN NV SHS NEW N72482123 69,145 1,406,644 SH   SOLE   1,406,644 0 0