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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABCAM PLC ADS 000380204 BBG00XRJJM98 9,272,891 409,761 SH   SOLE   409,761 0 0
ACTIVISION BLIZZARD INC COM 00507V109 BBG001S6C009 226,246,128 2,416,385 SH   SOLE   2,416,385 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 25,422,656 247,254 SH   SOLE   247,254 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 44,555,557 1,958,486 SH   SOLE   1,958,486 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 33,806,166 265,939 SH   SOLE   265,939 0 0
AMEDISYS INC COM 023436108 BBG001S5NN72 32,720,635 350,328 SH   SOLE   350,328 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 BBG0068Q7725 11,459,962 599,998 SH   SOLE   599,998 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 22,908,866 113,686 SH   SOLE   113,686 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 8,413,168 40,661 SH   SOLE   40,661 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 BBG0029SNS07 79,533,904 1,511,764 SH   SOLE   1,511,764 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 10,658,532 117,011 SH   SOLE   117,011 0 0
ENETI INC COM Y2294C107 BBG005KLVW22 1,327,062 131,653 SH   SOLE   131,653 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 7,085,539 110,195 SH   SOLE   110,195 0 0
FRONTLINE PLC COM M46528101 BBG001S66K75 23,549,369 1,253,960 SH   SOLE   1,253,960 0 0
HASHICORP INC COM CL A 418100103 BBG007PZ2T94 6,919,933 303,107 SH   SOLE   303,107 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 131,055,714 1,132,818 SH   SOLE   1,132,818 0 0
HUBSPOT INC COM 443573100 BBG001T53670 15,317,735 31,102 SH   SOLE   31,102 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 21,799,504 402,725 SH   SOLE   402,725 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 14,872,378 218,615 SH   SOLE   218,615 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 16,599,897 47,996 SH   SOLE   47,996 0 0
NATIONAL INSTRS CORP COM 636518102 BBG001S8FKK6 47,933,526 803,984 SH   SOLE   803,984 0 0
NEW RELIC INC COM 64829B100 BBG001V14078 32,895,718 384,206 SH   SOLE   384,206 0 0
NUTANIX INC CL A 67059N108 BBG001V13SG8 12,232,939 350,715 SH   SOLE   350,715 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 51,009,972 117,267 SH   SOLE   117,267 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 17,948,144 169,450 SH   SOLE   169,450 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 7,864,985 120,407 SH   SOLE   120,407 0 0
SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 22,875,731 510,733 SH   SOLE   510,733 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 113,210,241 533,633 SH   SOLE   533,633 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 41,607,108 811,846 SH   SOLE   811,846 0 0
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 11,444,153 74,911 SH   SOLE   74,911 0 0
SPLUNK INC COM 848637104 BBG001TWMNG3 24,921,000 170,400 SH   SOLE   170,400 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG001S68BK8 43,220,835 1,759,806 SH   SOLE   1,759,806 0 0
UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 21,286,125 655,361 SH   SOLE   655,361 0 0
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 176,432,341 1,059,781 SH   SOLE   1,059,781 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 31,852,034 765,858 SH   SOLE   765,858 0 0