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 12,804 321,615 SH   SOLE   321,615 0 0
TC ENERGY CORP COM 87807B107 1,791 37,125 SH   SOLE   37,125 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 2,696 185,000 SH   SOLE   185,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 11,890 139,900 SH   SOLE   139,900 0 0
ABBVIE INC COM 00287Y109 10,175 93,481 SH   SOLE   93,481 0 0
AMGEN COM 031162100 443 2,060 SH   SOLE   2,060 0 0
BK OF AMERICA CORP COM 060505104 47,006 1,091,000 SH   SOLE   1,091,000 0 0
BROADCOM INC COM 11135F101 6,315 12,898 SH   SOLE   12,898 0 0
CIGNA CORP NEW COM 125523100 3,087 15,134 SH   SOLE   15,134 0 0
CISCO SYS INC COM 17275R102 16,614 299,429 SH   SOLE   299,429 0 0
CITIGROUP INC COM NEW 172967424 3,476 48,584 SH   SOLE   48,584 0 0
CLEARWAY ENERGY INC CL A 18539C105 1,974 70,000 SH   SOLE   70,000 0 0
ENBRIDGE INC COM 29250N105 15,043 377,819 SH   SOLE   377,819 0 0
JPMORGAN CHASE & CO COM 46625H100 7,047 42,469 SH   SOLE   42,469 0 0
METLIFE INC COM 59156R108 609 9,732 SH   SOLE   9,732 0 0
MICROSOFT CORP COM 594918104 28,606 100,715 SH   SOLE   100,715 0 0
STRYKER CORP COM 863667101 12,485 46,606 SH   SOLE   46,606 0 0
UNITED RENTALS INC COM 911363109 5,773 15,946 SH   SOLE   15,946 0 0
UNITEDHEALTH GROUP INC COM 91324P102 41,247 103,000 SH   SOLE   103,000 0 0
VISA INC COM CL A 92826C839 50,727 223,808 SH   SOLE   223,808 0 0
ATLANTICA YIELD PLC SHS G0751N103 8,272 240,000 SH   SOLE   240,000 0 0
ICON PLC SHS G4705A100 27,440 102,561 SH   SOLE   102,561 0 0
LAUDER ESTEE COS INC CL A 518439104 6,778 22,124 SH   SOLE   22,124 0 0
ALPHABET INC CAP STK CL A 02079K305 12,979 4,830 SH   SOLE   4,830 0 0
MASTERCARD INC CL A 57636Q104 10,644 30,140 SH   SOLE   30,140 0 0
KLA-TENCOR CORP COM 482480100 8,801 26,238 SH   SOLE   26,238 0 0
TARGET CORP COM 87612E106 13,027 55,242 SH   SOLE   55,242 0 0
LOWES COS INC COM 548661107 61,900 298,839 SH   SOLE   298,839 0 0
GILEAD SCIENCES INC COM 375558103 284 4,000 SH   SOLE   4,000 0 0
BALL CORP COM 058498106 6,254 69,683 SH   SOLE   69,683 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,411 7,607 SH   SOLE   7,607 0 0
DARLING INGREDIENTS INC COM 237266101 6,762 92,857 SH   SOLE   92,857 0 0
ZOETIS INC CL A 98978V103 5,398 27,683 SH   SOLE   27,683 0 0
INTUIT COM 461202103 2,907 5,314 SH   SOLE   5,314 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 42,040 340,818 SH   SOLE   340,818 0 0
AVERY DENNISON CORP COM 053611109 2,202 10,345 SH   SOLE   10,345 0 0
PAYPAL HLDGS INC COM 70450Y103 6,178 23,851 SH   SOLE   23,851 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 10,528 173,200 SH   SOLE   173,200 0 0
COLGATE PALMOLIVE CO COM 194162103 4,392 56,984 SH   SOLE   56,984 0 0
NVIDIA CORP COM 67066G104 16,057 78,237 SH   SOLE   78,237 0 0
ADOBE SYS INC COM 00724F101 10,717 18,550 SH   SOLE   18,550 0 0
AVANGRID INC COM 05351W103 729 15,000 SH   SOLE   15,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 57,111 755,990 SH   SOLE   755,990 0 0
LINDE PLC SHS G5494J103 25,213 84,297 SH   SOLE   84,297 0 0
SERVICE CORP INTL COM 817565104 36,004 592,616 SH   SOLE   592,616 0 0
AON PLC SHS CL A G0403H108 3,600 12,363 SH   SOLE   12,363 0 0
SEMPRA ENERGY COM 816851109 2,039 16,000 SH   SOLE   16,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,053 12,500 SH   SOLE   12,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,922 25,633 SH   SOLE   25,633 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 5,064 231,500 SH   SOLE   231,500 0 0
NEXTERA ENERGY INC COM 65339F101 13,230 168,850 SH   SOLE   168,850 0 0
NISOURCE INC COM 65473P105 1,163 48,000 SH   SOLE   48,000 0 0
WEC ENERGY GROUP INC COM 92939U106 3,671 41,250 SH   SOLE   41,250 0 0
WILLIAMS COS INC DEL COM 969457100 2,102 80,000 SH   SOLE   80,000 0 0
DTE ENERGY CO COM 233331107 1,267 11,200 SH   SOLE   11,200 0 0
ALLIANT ENERGY CORP COM 018802108 2,809 49,500 SH   SOLE   49,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 2,060 20,950 SH   SOLE   20,950 0 0
UNION PAC CORP COM 907818108 37,880 187,850 SH   SOLE   187,850 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 1,155 47,250 SH   SOLE   47,250 0 0
XCEL ENERGY INC COM 98389B100 3,886 62,000 SH   SOLE   62,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,077 19,800 SH   SOLE   19,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 11,444 38,420 SH   SOLE   38,420 0 0
CLARIVATE PLC ORD SHS G21810109 33,570 1,537,438 SH   SOLE   1,537,438 0 0
PULTE GROUP INC COM 745867101 43,142 900,000 SH   SOLE   900,000 0 0
CBRE GROUP INC CL A 12504L109 38,402 389,300 SH   SOLE   389,300 0 0
CERNER CORP COM 156782104 30,584 430,000 SH   SOLE   430,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 40,851 96,500 SH   SOLE   96,500 0 0
DISNEY WALT CO COM 254687106 39,824 230,563 SH   SOLE   230,563 0 0
DESCARTES SYS GROUP INC COM 249906108 21,265 266,900 SH   SOLE   266,900 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,498 99,700 SH   SOLE   99,700 0 0
GLOBAL PMTS INC COM 37940X102 42,443 264,063 SH   SOLE   264,063 0 0
GOOSEHEAD INS INC COM CL A 38267D109 10,501 69,680 SH   SOLE   69,680 0 0
HCA HOLDINGS INC COM 40412C101 52,183 206,900 SH   SOLE   206,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 33,671 287,967 SH   SOLE   287,967 0 0
IQVIA HLDGS INC COM 46266C105 49,120 202,300 SH   SOLE   202,300 0 0
KEURIG DR PEPPER INC COM 49271V100 38,439 1,109,500 SH   SOLE   1,109,500 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 49,106 537,000 SH   SOLE   537,000 0 0
M & T BK CORP COM 55261F104 46,359 303,000 SH   SOLE   303,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 42,354 591,000 SH   SOLE   591,000 0 0
POOL CORPORATION COM 73278L105 23,419 52,400 SH   SOLE   52,400 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 28,589 140,000 SH   SOLE   140,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 34,300 490,000 SH   SOLE   490,000 0 0
TRANSUNION COM 89400J107 40,184 354,000 SH   SOLE   354,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 40,515 282,700 SH   SOLE   282,700 0 0
VULCAN MATLS CO COM 929160109 43,074 247,900 SH   SOLE   247,900 0 0
WESTERN ALLIANCE BANCORP COM 957638109 69,296 637,236 SH   SOLE   637,236 0 0
WASTE CONNECTIONS INC COM 94106B101 44,001 347,752 SH   SOLE   347,752 0 0
WEX INC COM 96208T104 37,188 212,300 SH   SOLE   212,300 0 0
WATSCO INC COM 942622200 41,308 152,000 SH   SOLE   152,000 0 0
WINTRUST FINL CORP COM 97650W108 46,392 577,376 SH   SOLE   577,376 0 0
ALTRA INDL MOTION CORP COM 02208R106 2,032 35,900 SH   SOLE   35,900 0 0
BANDWIDTH INC COM CL A 05988J103 2,958 33,690 SH   SOLE   33,690 0 0
CHEESECAKE FACTORY INC COM 163072101 4,386 92,200 SH   SOLE   92,200 0 0
CHEGG INC COM 163092109 3,105 45,671 SH   SOLE   45,671 0 0
EVENTBRITE INC COM CL A 29975E109 4,774 252,324 SH   SOLE   252,324 0 0
EVERBRIDGE INC COM 29978A104 7,435 48,336 SH   SOLE   48,336 0 0
FIRST MERCHANTS CORP COM 320817109 2,241 53,000 SH   SOLE   53,000 0 0
FORWARD AIR CORP COM 349853101 4,908 57,271 SH   SOLE   57,271 0 0
HORIZON BANCORP IND COM 440407104 2,149 116,400 SH   SOLE   116,400 0 0
HUB GROUP INC CL A 443320106 5,585 79,513 SH   SOLE   79,513 0 0
KINSALE CAP GROUP INC COM 49714P108 5,814 35,148 SH   SOLE   35,148 0 0
MEDPACE HLDGS INC COM 58506Q109 15,343 81,827 SH   SOLE   81,827 0 0
1LIFE HEALTHCARE INC COM 68269G107 6,660 332,417 SH   SOLE   332,417 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 10,628 1,086,120 SH   SOLE   1,086,120 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 10,062 177,493 SH   SOLE   177,493 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 2,916 43,400 SH   SOLE   43,400 0 0
PHREESIA INC COM 71944F106 8,332 137,359 SH   SOLE   137,359 0 0
Q2 HLDGS INC COM 74736L109 3,854 46,951 SH   SOLE   46,951 0 0
REDFIN CORP COM 75737F108 5,020 100,169 SH   SOLE   100,169 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 1,746 51,600 SH   SOLE   51,600 0 0
STITCH FIX INC COM CL A 860897107 5,189 131,429 SH   SOLE   131,429 0 0
SITIME CORP COM 82982T106 14,518 76,230 SH   SOLE   76,230 0 0
SIMULATIONS PLUS INC COM 829214105 1,790 45,348 SH   SOLE   45,348 0 0
SPS COMM INC COM 78463M107 8,305 50,775 SH   SOLE   50,775 0 0
SPROUT SOCIAL INC COM CL A 85209W109 18,219 150,970 SH   SOLE   150,970 0 0
NEURONETICS INC COM 64131A105 2,651 410,754 SH   SOLE   410,754 0 0
TRISTATE CAP HLDGS INC COM 89678F100 1,597 74,200 SH   SOLE   74,200 0 0
VERACYTE INC COM 92337F107 2,560 56,623 SH   SOLE   56,623 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 3,029 38,700 SH   SOLE   38,700 0 0
YETI HLDGS INC COM 98585X104 11,623 132,403 SH   SOLE   132,403 0 0
FIRST SOLAR INC COM 336433107 9,588 101,914 SH   SOLE   101,914 0 0
JOHNSON CTLS INTL PLC SHS G51502105 20,173 286,221 SH   SOLE   286,221 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,908 61,875 SH   SOLE   61,875 0 0
AMEREN CORP COM 023608102 1,482 18,000 SH   SOLE   18,000 0 0
KRANESHARES TR GLOBAL CARBON 500767678 738 18,000 SH   SOLE   18,000 0 0
LGI HOMES INC COM 50187T106 7,262 48,543 SH   SOLE   48,543 0 0
UPWORK INC COM 91688F104 10,325 234,667 SH   SOLE   234,667 0 0
CERENCE INC COM 156727109 4,221 41,845 SH   SOLE   41,845 0 0
GOHEALTH INC COM CL A 38046W105 1,844 369,970 SH   SOLE   369,970 0 0
CASTLE BIOSCIENCES INC COM 14843C105 5,318 82,054 SH   SOLE   82,054 0 0
PENNANT GROUP INC COM 70805E109 3,028 101,941 SH   SOLE   101,941 0 0
ACCOLADE INC COM 00437E102 5,587 135,076 SH   SOLE   135,076 0 0
SELECTQUOTE INC COM 816307300 2,647 205,902 SH   SOLE   205,902 0 0
KORNIT DIGITAL LTD SHS M6372Q113 8,610 59,786 SH   SOLE   59,786 0 0
EVERSOURCE ENERGY COM 30040W108 13,628 165,938 SH   SOLE   165,938 0 0
PHILIP MORRIS INTL INC COM 718172109 8,543 85,881 SH   SOLE   85,881 0 0
EXXON MOBIL CORP COM 30231G102 7,035 117,500 SH   SOLE   117,500 0 0
XYLEM INC COM 98419M100 11,711 91,665 SH   SOLE   91,665 0 0
COMERICA INC COM 200340107 3,961 48,000 SH   SOLE   48,000 0 0
KEYCORP NEW COM 493267108 3,979 181,000 SH   SOLE   181,000 0 0
SCHLUMBERGER LTD COM 806857108 42,455 1,400,000 SH   SOLE   1,400,000 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 33,776 800,000 SH   SOLE   800,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 44,224 259,973 SH   SOLE   259,973 0 0
MEDIAALPHA INC CL A 58450V104 3,770 199,924 SH   SOLE   199,924 0 0
CHANNELADVISOR CORP COM 159179100 5,805 224,682 SH   SOLE   224,682 0 0
WORLD FUEL SVCS CORP COM 981475106 8,736 260,671 SH   SOLE   260,671 0 0
SILICON LABORATORIES INC COM 826919102 9,225 65,665 SH   SOLE   65,665 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 2,758 62,494 SH   SOLE   62,494 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 11,452 178,968 SH   SOLE   178,968 0 0
TREAN INS GROUP INC COM 89457R101 4,751 467,879 SH   SOLE   467,879 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100 52 15,000 SH   SOLE   15,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 542 50,000 SH   SOLE   50,000 0 0
PENTAIR PLC SHS G7S00T104 10,184 136,100 SH   SOLE   136,100 0 0
QIAGEN NV SHS NEW N72482123 9,404 182,234 SH   SOLE   182,234 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 58,309 2,132,343 SH   SOLE   2,132,343 0 0
AMN HEALTHCARE SVCS INC COM 001744101 1,453 12,955 SH   SOLE   12,955 0 0
BEACON ROOFING SUPPLY INC COM 073685109 42,526 860,062 SH   SOLE   860,062 0 0
CACTUS INC CL A 127203107 1,306 35,443 SH   SOLE   35,443 0 0
CROCS INC COM 227046109 1,621 10,825 SH   SOLE   10,825 0 0
FORESTAR GROUP INC COM 346232101 5,396 284,214 SH   SOLE   284,214 0 0
FULLER H B CO COM 359694106 43,734 660,588 SH   SOLE   660,588 0 0
GENTEX CORP COM 371901109 763 22,800 SH   SOLE   22,800 0 0
INGREDION INC COM 457187102 5,085 55,943 SH   SOLE   55,943 0 0
TJX COS INC NEW COM 872540109 3,444 49,269 SH   SOLE   49,269 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 104 930 SH   SOLE   930 0 0
TEXAS INSTRS INC COM 882508104 12,997 67,300 SH   SOLE   67,300 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 4,907 189,233 SH   SOLE   189,233 0 0
AXONICS MODULATION TECHNOLOG COM 05465P101 6,205 94,245 SH   SOLE   94,245 0 0
AZEK CO INC CL A 05478C105 5,951 161,407 SH   SOLE   161,407 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 5,508 131,181 SH   SOLE   131,181 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 6,460 159,930 SH   SOLE   159,930 0 0
CAREDX INC COM 14167L103 4,586 75,732 SH   SOLE   75,732 0 0
CERTARA INC COM 15687V109 9,792 300,724 SH   SOLE   300,724 0 0
DOLBY LABORATORIES INC COM 25659T107 928 10,460 SH   SOLE   10,460 0 0
E L F BEAUTY INC COM 26856L103 1,335 44,500 SH   SOLE   44,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 939 42,200 SH   SOLE   42,200 0 0
ENDAVA PLC ADS 29260V105 1,381 10,275 SH   SOLE   10,275 0 0
HEALTH CATALYST INC COM 42225T107 7,381 147,225 SH   SOLE   147,225 0 0
INSTALLED BLDG PRODS INC COM 45780R101 6,305 56,228 SH   SOLE   56,228 0 0
KADANT INC COM 48282T104 1,354 6,390 SH   SOLE   6,390 0 0
LOVESAC COMPANY COM 54738L109 9,001 131,656 SH   SOLE   131,656 0 0
MOSAIC CO NEW COM 61945C103 14,485 396,900 SH   SOLE   396,900 0 0
NUTRIEN LTD COM 67077M108 13,438 207,000 SH   SOLE   207,000 0 0
PRIMERICA INC COM 74164M108 1,426 9,165 SH   SOLE   9,165 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 44,744 1,050,956 SH   SOLE   1,050,956 0 0
SYNEOS HEALTH INC CL A 87166B102 22 245 SH   SOLE   245 0 0
2U INC COM 90214J101 6,060 181,381 SH   SOLE   181,381 0 0
DEERE & CO COM 244199105 11,553 32,913 SH   SOLE   32,913 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 5,984 625,000 SH   SOLE   625,000 0 0
BRF SA SPONSORED ADR 10552T107 6,474 1,286,000 SH   SOLE   1,286,000 0 0
BUNGE LIMITED COM G16962105 11,045 136,500 SH   SOLE   136,500 0 0
CVS HEALTH CORP COM 126650100 9,356 107,800 SH   SOLE   107,800 0 0
HOME DEPOT INC COM 437076102 9,554 28,350 SH   SOLE   28,350 0 0
BELLRING BRANDS INC COM CL A 079823100 10,110 320,000 SH   SOLE   320,000 0 0
FACEBOOK INC CL A 30303M102 14,703 43,288 SH   SOLE   43,288 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,366 13,560 SH   SOLE   13,560 0 0
SIMPLY GOOD FOODS CO COM 82900L102 7,638 216,607 SH   SOLE   216,607 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1,482 32,000 SH   SOLE   32,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 44,764 478,200 SH   SOLE   478,200 0 0
ALPHA TEKNOVA INC COM 02080L102 4,723 192,744 SH   SOLE   192,744 0 0
TREMOR INTL LTD ADS 89484T104 7,408 400,000 SH   SOLE   400,000 0 0
VERRA MOBILITY CORP COM 92511U102 6,101 400,298 SH   SOLE   400,298 0 0
PUBMATIC INC COM CL A 74467Q103 4,496 173,650 SH   SOLE   173,650 0 0
DATTO HLDG CORP COM 23821D100 5,282 221,738 SH   SOLE   221,738 0 0
HAYWARD HLDGS INC COM 421298100 8,777 379,140 SH   SOLE   379,140 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 1,530 123,107 SH   SOLE   123,107 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,169 19,728 SH   SOLE   19,728 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 1,617 63,563 SH   SOLE   63,563 0 0
STEEL DYNAMICS INC COM 858119100 8,818 148,000 SH   SOLE   148,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 6,349 57,600 SH   SOLE   57,600 0 0
FREEPORT-MCMORAN INC CL B 35671D857 8,077 244,000 SH   SOLE   244,000 0 0
FIFTH THIRD BANCORP COM 316773100 3,900 90,000 SH   SOLE   90,000 0 0
AMAZON COM INC COM 023135106 8,585 2,600 SH   SOLE   2,600 0 0
APPLE INC COM 037833100 14,286 100,000 SH   SOLE   100,000 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,025 7,000 SH   SOLE   7,000 0 0
EAGLE MATERIALS INC COM 26969P108 1,188 8,725 SH   SOLE   8,725 0 0
TOPBUILD CORP COM 89055F103 519 2,450 SH   SOLE   2,450 0 0
SHUTTERSTOCK INC COM 825690100 1,377 12,050 SH   SOLE   12,050 0 0
FERRARI N V COM N3167Y103 104,064 497,100 SH   SOLE   497,100 0 0
QIAGEN NV SHS NEW N72482123 77,268 1,489,939 SH   SOLE   1,489,939 0 0
STELLANTIS N.V SHS N82405106 271 14,080 SH   SOLE   14,080 0 0