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 31,633 817,434 SH   SOLE   817,434 0 0
TC ENERGY CORP COM 87807B107 1,717 37,125 SH   SOLE   37,125 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 2,869 200,000 SH   SOLE   200,000 0 0
WEST FRASER TIMBER CO LTD COM 952845105 15,966 166,900 SH   SOLE   166,900 0 0
ABBVIE INC COM 00287Y109 12,976 95,442 SH   SOLE   95,442 0 0
AMGEN COM 031162100 535 2,360 SH   SOLE   2,360 0 0
BK OF AMERICA CORP COM 060505104 48,577 1,091,000 SH   SOLE   1,091,000 0 0
BROADCOM INC COM 11135F101 8,689 13,062 SH   SOLE   13,062 0 0
CIGNA CORP NEW COM 125523100 3,493 15,134 SH   SOLE   15,134 0 0
CISCO SYS INC COM 17275R102 17,082 268,501 SH   SOLE   268,501 0 0
CITIGROUP INC COM NEW 172967424 2,955 48,900 SH   SOLE   48,900 0 0
CLEARWAY ENERGY INC CL A 18539C105 2,344 70,000 SH   SOLE   70,000 0 0
JPMORGAN CHASE & CO COM 46625H100 6,749 42,600 SH   SOLE   42,600 0 0
METLIFE INC COM 59156R108 684 10,932 SH   SOLE   10,932 0 0
MICROSOFT CORP COM 594918104 32,123 94,661 SH   SOLE   94,661 0 0
STRYKER CORP COM 863667101 16,467 60,826 SH   SOLE   60,826 0 0
UNITED RENTALS INC COM 911363109 5,262 15,946 SH   SOLE   15,946 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,995 103,000 SH   SOLE   103,000 0 0
VISA INC COM CL A 92826C839 48,788 223,908 SH   SOLE   223,908 0 0
ATLANTICA YIELD PLC SHS G0751N103 8,817 245,000 SH   SOLE   245,000 0 0
ICON PLC SHS G4705A100 32,749 105,835 SH   SOLE   105,835 0 0
LAUDER ESTEE COS INC CL A 518439104 8,128 22,124 SH   SOLE   22,124 0 0
ALPHABET INC CAP STK CL A 02079K305 11,317 3,870 SH   SOLE   3,870 0 0
MASTERCARD INC CL A 57636Q104 12,039 33,336 SH   SOLE   33,336 0 0
KLA-TENCOR CORP COM 482480100 11,312 26,475 SH   SOLE   26,475 0 0
TARGET CORP COM 87612E106 12,537 54,052 SH   SOLE   54,052 0 0
LOWES COS INC COM 548661107 62,806 244,939 SH   SOLE   244,939 0 0
GILEAD SCIENCES INC COM 375558103 330 4,500 SH   SOLE   4,500 0 0
BALL CORP COM 058498106 6,769 70,919 SH   SOLE   70,919 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,143 7,726 SH   SOLE   7,726 0 0
DARLING INGREDIENTS INC COM 237266101 7,180 105,781 SH   SOLE   105,781 0 0
ZOETIS INC CL A 98978V103 6,972 28,445 SH   SOLE   28,445 0 0
INTUIT COM 461202103 4,506 7,002 SH   SOLE   7,002 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 46,642 424,002 SH   SOLE   424,002 0 0
AVERY DENNISON CORP COM 053611109 2,388 11,091 SH   SOLE   11,091 0 0
PAYPAL HLDGS INC COM 70450Y103 4,606 24,002 SH   SOLE   24,002 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 15,866 237,200 SH   SOLE   237,200 0 0
COLGATE PALMOLIVE CO COM 194162103 4,837 57,184 SH   SOLE   57,184 0 0
NVIDIA CORP COM 67066G104 18,157 61,358 SH   SOLE   61,358 0 0
ADOBE SYS INC COM 00724F101 399 700 SH   SOLE   700 0 0
AVANGRID INC COM 05351W103 897 18,000 SH   SOLE   18,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 63,321 759,240 SH   SOLE   759,240 0 0
LINDE PLC SHS G5494J103 30,322 88,054 SH   SOLE   88,054 0 0
SERVICE CORP INTL COM 817565104 42,042 594,358 SH   SOLE   594,358 0 0
AON PLC SHS CL A G0403H108 3,621 12,077 SH   SOLE   12,077 0 0
SEMPRA ENERGY COM 816851109 2,109 16,000 SH   SOLE   16,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 3,684 12,500 SH   SOLE   12,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 7,768 26,679 SH   SOLE   26,679 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 5,977 275,500 SH   SOLE   275,500 0 0
NEXTERA ENERGY INC COM 65339F101 21,751 234,450 SH   SOLE   234,450 0 0
NISOURCE INC COM 65473P105 1,322 48,000 SH   SOLE   48,000 0 0
WEC ENERGY GROUP INC COM 92939U106 2,720 28,000 SH   SOLE   28,000 0 0
WILLIAMS COS INC DEL COM 969457100 2,074 80,000 SH   SOLE   80,000 0 0
DTE ENERGY CO COM 233331107 1,336 11,200 SH   SOLE   11,200 0 0
ALLIANT ENERGY CORP COM 018802108 3,042 49,500 SH   SOLE   49,500 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,677 16,000 SH   SOLE   16,000 0 0
UNION PAC CORP COM 907818108 46,881 187,850 SH   SOLE   187,850 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 1,395 47,250 SH   SOLE   47,250 0 0
XCEL ENERGY INC COM 98389B100 4,231 62,000 SH   SOLE   62,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 13,328 38,420 SH   SOLE   38,420 0 0
CLARIVATE PLC ORD SHS G21810109 36,276 1,537,438 SH   SOLE   1,537,438 0 0
PULTE GROUP INC COM 745867101 50,981 900,000 SH   SOLE   900,000 0 0
CBRE GROUP INC CL A 12504L109 53,083 489,000 SH   SOLE   489,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 30,192 80,300 SH   SOLE   80,300 0 0
DISNEY WALT CO COM 254687106 35,954 230,563 SH   SOLE   230,563 0 0
DESCARTES SYS GROUP INC COM 249906108 22,031 266,900 SH   SOLE   266,900 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 10,815 83,252 SH   SOLE   83,252 0 0
GLOBAL PMTS INC COM 37940X102 35,993 264,063 SH   SOLE   264,063 0 0
GOOSEHEAD INS INC COM CL A 38267D109 8,956 69,680 SH   SOLE   69,680 0 0
HCA HOLDINGS INC COM 40412C101 53,429 206,900 SH   SOLE   206,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 39,478 288,547 SH   SOLE   288,547 0 0
IQVIA HLDGS INC COM 46266C105 57,156 202,300 SH   SOLE   202,300 0 0
KEURIG DR PEPPER INC COM 49271V100 40,702 1,109,500 SH   SOLE   1,109,500 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 64,287 537,000 SH   SOLE   537,000 0 0
M & T BK CORP COM 55261F104 46,427 303,000 SH   SOLE   303,000 0 0
PROSPERITY BANCSHARES INC COM 743606105 42,762 591,000 SH   SOLE   591,000 0 0
POOL CORPORATION COM 73278L105 29,406 52,400 SH   SOLE   52,400 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 33,323 140,000 SH   SOLE   140,000 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 40,290 490,000 SH   SOLE   490,000 0 0
TRANSUNION COM 89400J107 42,186 354,000 SH   SOLE   354,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 43,166 330,000 SH   SOLE   330,000 0 0
VULCAN MATLS CO COM 929160109 51,283 247,900 SH   SOLE   247,900 0 0
WESTERN ALLIANCE BANCORP COM 957638109 68,152 631,886 SH   SOLE   631,886 0 0
WASTE CONNECTIONS INC COM 94106B101 47,164 347,752 SH   SOLE   347,752 0 0
WEX INC COM 96208T104 32,553 230,000 SH   SOLE   230,000 0 0
WATSCO INC COM 942622200 46,970 152,000 SH   SOLE   152,000 0 0
WINTRUST FINL CORP COM 97650W108 53,110 582,826 SH   SOLE   582,826 0 0
ALTRA INDL MOTION CORP COM 02208R106 1,847 35,900 SH   SOLE   35,900 0 0
EVENTBRITE INC COM CL A 29975E109 2,982 172,733 SH   SOLE   172,733 0 0
FIRST MERCHANTS CORP COM 320817109 2,200 53,000 SH   SOLE   53,000 0 0
FORWARD AIR CORP COM 349853101 6,895 57,271 SH   SOLE   57,271 0 0
HORIZON BANCORP IND COM 440407104 2,420 116,400 SH   SOLE   116,400 0 0
HUB GROUP INC CL A 443320106 6,681 79,513 SH   SOLE   79,513 0 0
KINSALE CAP GROUP INC COM 49714P108 8,289 35,148 SH   SOLE   35,148 0 0
MEDPACE HLDGS INC COM 58506Q109 16,280 74,243 SH   SOLE   74,243 0 0
1LIFE HEALTHCARE INC COM 68269G107 7,758 447,267 SH   SOLE   447,267 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 10,981 1,086,120 SH   SOLE   1,086,120 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 10,714 175,693 SH   SOLE   175,693 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 3,103 43,400 SH   SOLE   43,400 0 0
PHREESIA INC COM 71944F106 1,993 46,917 SH   SOLE   46,917 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 1,804 51,600 SH   SOLE   51,600 0 0
SITIME CORP COM 82982T106 13,246 45,583 SH   SOLE   45,583 0 0
SIMULATIONS PLUS INC COM 829214105 401 8,147 SH   SOLE   8,147 0 0
SPS COMM INC COM 78463M107 6,731 47,425 SH   SOLE   47,425 0 0
SPROUT SOCIAL INC COM CL A 85209W109 5,656 60,448 SH   SOLE   60,448 0 0
NEURONETICS INC COM 64131A105 1,725 410,754 SH   SOLE   410,754 0 0
TRISTATE CAP HLDGS INC COM 89678F100 2,255 74,200 SH   SOLE   74,200 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 3,420 38,700 SH   SOLE   38,700 0 0
YETI HLDGS INC COM 98585X104 6,895 83,750 SH   SOLE   83,750 0 0
FIRST SOLAR INC COM 336433107 9,129 103,644 SH   SOLE   103,644 0 0
JOHNSON CTLS INTL PLC SHS G51502105 28,345 349,833 SH   SOLE   349,833 0 0
CLEARWAY ENERGY INC CL C 18539C204 2,464 69,000 SH   SOLE   69,000 0 0
AMEREN CORP COM 023608102 1,603 18,000 SH   SOLE   18,000 0 0
KRANESHARES TR GLOBAL CARBON 500767678 407 8,000 SH   SOLE   8,000 0 0
LGI HOMES INC COM 50187T106 7,350 48,543 SH   SOLE   48,543 0 0
UPWORK INC COM 91688F104 4,846 140,370 SH   SOLE   140,370 0 0
CASTLE BIOSCIENCES INC COM 14843C105 2,293 52,282 SH   SOLE   52,282 0 0
PENNANT GROUP INC COM 70805E109 2,330 101,941 SH   SOLE   101,941 0 0
KORNIT DIGITAL LTD SHS M6372Q113 4,976 32,913 SH   SOLE   32,913 0 0
EVERSOURCE ENERGY COM 30040W108 14,921 163,725 SH   SOLE   163,725 0 0
PHILIP MORRIS INTL INC COM 718172109 7,987 84,725 SH   SOLE   84,725 0 0
EXXON MOBIL CORP COM 30231G102 14,744 242,500 SH   SOLE   242,500 0 0
COMERICA INC COM 200340107 9,956 114,400 SH   SOLE   114,400 0 0
KEYCORP NEW COM 493267108 9,925 427,900 SH   SOLE   427,900 0 0
SCHLUMBERGER LTD COM 806857108 41,755 1,400,000 SH   SOLE   1,400,000 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 17,335 385,357 SH   SOLE   385,357 0 0
HUNT J B TRANS SVCS INC COM 445658107 52,979 259,973 SH   SOLE   259,973 0 0
CHANNELADVISOR CORP COM 159179100 3,924 156,750 SH   SOLE   156,750 0 0
WORLD FUEL SVCS CORP COM 981475106 4,539 171,234 SH   SOLE   171,234 0 0
SILICON LABORATORIES INC COM 826919102 13,550 65,665 SH   SOLE   65,665 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 15,933 205,818 SH   SOLE   205,818 0 0
TREAN INS GROUP INC COM 89457R101 2,976 346,252 SH   SOLE   346,252 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100 29 15,000 SH   SOLE   15,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 453 55,000 SH   SOLE   55,000 0 0
PENTAIR PLC SHS G7S00T104 10,489 145,000 SH   SOLE   145,000 0 0
QIAGEN NV SHS NEW N72482123 90,029 1,623,594 SH   SOLE   1,623,594 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 27,790 1,321,743 SH   SOLE   1,321,743 0 0
AMN HEALTHCARE SVCS INC COM 001744101 1,866 15,305 SH   SOLE   15,305 0 0
BEACON ROOFING SUPPLY INC COM 073685109 48,826 860,062 SH   SOLE   860,062 0 0
CACTUS INC CL A 127203107 710 18,643 SH   SOLE   18,643 0 0
CROCS INC COM 227046109 1,534 11,950 SH   SOLE   11,950 0 0
FORESTAR GROUP INC COM 346232101 6,143 284,214 SH   SOLE   284,214 0 0
FULLER H B CO COM 359694106 53,118 660,588 SH   SOLE   660,588 0 0
GENTEX CORP COM 371901109 934 26,900 SH   SOLE   26,900 0 0
INGREDION INC COM 457187102 5,496 56,957 SH   SOLE   56,957 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 124 1,030 SH   SOLE   1,030 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 4,188 189,233 SH   SOLE   189,233 0 0
AZEK CO INC CL A 05478C105 7,333 161,407 SH   SOLE   161,407 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 4,908 131,181 SH   SOLE   131,181 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 9,312 227,980 SH   SOLE   227,980 0 0
CAREDX INC COM 14167L103 1,963 43,374 SH   SOLE   43,374 0 0
CERTARA INC COM 15687V109 8,572 300,724 SH   SOLE   300,724 0 0
E L F BEAUTY INC COM 26856L103 1,452 44,500 SH   SOLE   44,500 0 0
ELEMENT SOLUTIONS INC COM 28618M106 1,332 55,450 SH   SOLE   55,450 0 0
ENDAVA PLC ADS 29260V105 2,332 14,125 SH   SOLE   14,125 0 0
HEALTH CATALYST INC COM 42225T107 2,376 58,591 SH   SOLE   58,591 0 0
INSTALLED BLDG PRODS INC COM 45780R101 7,799 56,228 SH   SOLE   56,228 0 0
KADANT INC COM 48282T104 1,798 7,840 SH   SOLE   7,840 0 0
LOVESAC COMPANY COM 54738L109 10,781 162,443 SH   SOLE   162,443 0 0
MOSAIC CO NEW COM 61945C103 17,172 438,000 SH   SOLE   438,000 0 0
NUTRIEN LTD COM 67077M108 14,916 199,900 SH   SOLE   199,900 0 0
PRIMERICA INC COM 74164M108 1,688 10,990 SH   SOLE   10,990 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 48,668 1,150,956 SH   SOLE   1,150,956 0 0
DEERE & CO COM 244199105 15,173 44,358 SH   SOLE   44,358 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 5,102 625,000 SH   SOLE   625,000 0 0
BUNGE LIMITED COM G16962105 15,995 173,800 SH   SOLE   173,800 0 0
CVS HEALTH CORP COM 126650100 14,498 139,800 SH   SOLE   139,800 0 0
HOME DEPOT INC COM 437076102 11,624 28,350 SH   SOLE   28,350 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,290 15,960 SH   SOLE   15,960 0 0
SIMPLY GOOD FOODS CO COM 82900L102 11,734 284,054 SH   SOLE   284,054 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1,444 32,000 SH   SOLE   32,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 48,325 478,200 SH   SOLE   478,200 0 0
ALPHA TEKNOVA INC COM 02080L102 5,482 265,934 SH   SOLE   265,934 0 0
TREMOR INTL LTD ADS 89484T104 6,092 400,000 SH   SOLE   400,000 0 0
VERRA MOBILITY CORP COM 92511U102 7,106 461,589 SH   SOLE   461,589 0 0
PUBMATIC INC COM CL A 74467Q103 8,099 233,983 SH   SOLE   233,983 0 0
DATTO HLDG CORP COM 23821D100 8,408 316,255 SH   SOLE   316,255 0 0
HAYWARD HLDGS INC COM 421298100 12,104 477,568 SH   SOLE   477,568 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 1,390 123,107 SH   SOLE   123,107 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,150 7,611 SH   SOLE   7,611 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 1,053 45,485 SH   SOLE   45,485 0 0
STEEL DYNAMICS INC COM 858119100 11,822 191,000 SH   SOLE   191,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 12,945 311,000 SH   SOLE   311,000 0 0
FIFTH THIRD BANCORP COM 316773100 9,925 227,600 SH   SOLE   227,600 0 0
APPLE INC COM 037833100 14,481 81,250 SH   SOLE   81,250 0 0
FOX FACTORY HLDG CORP COM 35138V102 1,494 8,900 SH   SOLE   8,900 0 0
EAGLE MATERIALS INC COM 26969P108 1,614 9,725 SH   SOLE   9,725 0 0
TOPBUILD CORP COM 89055F103 1,496 5,475 SH   SOLE   5,475 0 0
SHUTTERSTOCK INC COM 825690100 2,023 18,000 SH   SOLE   18,000 0 0
FERRARI N V COM N3167Y103 111,650 433,498 SH   SOLE   433,498 0 0
STELLANTIS N.V SHS N82405106 365 19,314 SH   SOLE   19,314 0 0