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
AAR CORP COM 000361105 19,200 592,057 SH   SOLE   592,057 0 0
ALCOA CORP COM 013872106 2,749 56,175 SH   SOLE   56,175 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,089 20,865 SH   SOLE   20,865 0 0
AMAZON COM INC COM 023135106 7,562 2,302 SH   SOLE   2,302 0 0
AMPLITUDE INC COM CL A 03213A104 7,614 140,116 SH   SOLE   140,116 0 0
ANALOG DEVICES INC COM 032654105 5,177 30,914 SH   SOLE   30,914 0 0
AON PLC SHS CL A G0403H108 12,330 43,148 SH   SOLE   43,148 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 307 60,034 SH   SOLE   60,034 0 0
ASTEC INDS INC COM 046224101 19,341 359,431 SH   SOLE   359,431 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 1,158 19,277 SH   SOLE   19,277 0 0
ATKORE INC COM 047649108 34,497 396,880 SH   SOLE   396,880 0 0
AZEK CO INC CL A 05478C105 23,490 643,021 SH   SOLE   643,021 0 0
BANCO MACRO SA SPON ADR B 05961W105 216 12,689 SH   SOLE   12,689 0 0
BILIBILI INC SPONS ADS REP Z 090040106 628 9,495 SH   SOLE   9,495 0 0
BOOT BARN HLDGS INC COM 099406100 21,866 246,047 SH   SOLE   246,047 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,654 43,938 SH   SOLE   43,938 0 0
CANADIAN NAT RES LTD COM 136385101 3,849 105,330 SH   SOLE   105,330 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 4,813 87,049 SH   SOLE   87,049 0 0
COMCAST CORP NEW CL A 20030N101 5,693 101,789 SH   SOLE   101,789 0 0
CONSTELLIUM SE CL A SHS F21107101 2,292 122,041 SH   SOLE   122,041 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105 737 33,783 SH   SOLE   33,783 0 0
CRH PLC ADR 12626K203 708 15,137 SH   SOLE   15,137 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,479 69,818 SH   SOLE   69,818 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 7,080 91,201 SH   SOLE   91,201 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 20,597 602,946 SH   SOLE   602,946 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 27,806 962,485 SH   SOLE   962,485 0 0
DYNATRACE INC COM NEW 268150109 7,121 100,335 SH   SOLE   100,335 0 0
ELASTIC N V ORD SHS N14506104 1,574 10,567 SH   SOLE   10,567 0 0
ENPRO INDS INC COM 29355X107 17,060 195,823 SH   SOLE   195,823 0 0
EQT CORP COM 26884L109 407 19,900 SH   SOLE   19,900 0 0
FACEBOOK INC CL A 30303M102 3,833 11,293 SH   SOLE   11,293 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,355 62,836 SH   SOLE   62,836 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,628 38,034 SH   SOLE   38,034 0 0
FINCH THERAPEUTICS GROUP INC COM 31773D101 3,016 231,991 SH   SOLE   231,991 0 0
FISERV INC COM 337738108 1,653 15,237 SH   SOLE   15,237 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 651 11,493 SH   SOLE   11,493 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109 560 30,000 SH   SOLE   30,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100 218 21,698 SH   SOLE   21,698 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 3,809 52,112 SH   SOLE   52,112 0 0
ICICI BANK LIMITED ADR 45104G104 7,654 405,634 SH   SOLE   405,634 0 0
INGEVITY CORP COM 45688C107 15,249 213,659 SH   SOLE   213,659 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 4,760 67,758 SH   SOLE   67,758 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 2,779 55,152 SH   SOLE   55,152 0 0
KORNIT DIGITAL LTD SHS M6372Q113 34,316 237,084 SH   SOLE   237,084 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 30,188 313,269 SH   SOLE   313,269 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 17,724 1,214,814 SH   SOLE   1,214,814 0 0
LINDE PLC SHS G5494J103 17,499 59,382 SH   SOLE   59,382 0 0
LITHIA MTRS INC COM 536797103 6,359 20,058 SH   SOLE   20,058 0 0
MALIBU BOATS INC COM CL A 56117J100 18,763 268,116 SH   SOLE   268,116 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 7,195 45,732 SH   SOLE   45,732 0 0
MEDTRONIC PLC SHS G5960L103 7,811 62,311 SH   SOLE   62,311 0 0
MERCADOLIBRE INC COM 58733R102 677 403 SH   SOLE   403 0 0
MICROSOFT CORP COM 594918104 9,784 34,706 SH   SOLE   34,706 0 0
MISTER CAR WASH INC COM 60646V105 17,680 968,780 SH   SOLE   968,780 0 0
NCINO INC COM 63947U107 1,940 27,308 SH   SOLE   27,308 0 0
NEW YORK TIMES CO CL A 650111107 12,250 248,637 SH   SOLE   248,637 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 3,233 58,738 SH   SOLE   58,738 0 0
OLO INC CL A 68134L109 23,649 787,525 SH   SOLE   787,525 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 11,052 1,108,506 SH   SOLE   1,108,506 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 742 14,337 SH   SOLE   14,337 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111 1,015 197,904 SH   SOLE   197,904 0 0
RADIUS GLOBAL INFRASTRCTRE I COM CL A 750481103 1,693 103,678 SH   SOLE   103,678 0 0
REVOLVE GROUP INC CL A 76156B107 23,614 382,288 SH   SOLE   382,288 0 0
RH COM 74967X103 14,884 22,318 SH   SOLE   22,318 0 0
SEA LTD SPONSORD ADS 81141R100 3,178 9,970 SH   SOLE   9,970 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 24,123 401,644 SH   SOLE   401,644 0 0
SNAP INC CL A 83304A106 1,562 21,152 SH   SOLE   21,152 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 17,395 155,626 SH   SOLE   155,626 0 0
SPLUNK INC COM 848637104 3,998 27,626 SH   SOLE   27,626 0 0
SPROUT SOCIAL INC COM CL A 85209W109 33,809 277,234 SH   SOLE   277,234 0 0
SQUARE INC CL A 852234103 471 1,964 SH   SOLE   1,964 0 0
STELLANTIS N.V SHS N82405106 12,674 661,435 SH   SOLE   661,435 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,251 38,075 SH   SOLE   38,075 0 0
TARGA RES CORP COM 87612G101 1,755 35,659 SH   SOLE   35,659 0 0
TELLURIAN INC NEW COM 87968A104 267 68,361 SH   SOLE   68,361 0 0
T-MOBILE US INC COM 872590104 7,614 59,596 SH   SOLE   59,596 0 0
VAIL RESORTS INC COM 91879Q109 16,357 48,965 SH   SOLE   48,965 0 0
VIDLER WATER RESOUCES INC COM 92660E107 266 23,331 SH   SOLE   23,331 0 0
VIVOS THERAPEUTICS INC COM 92859E108 143 35,276 SH   SOLE   35,276 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 23,614 744,440 SH   SOLE   744,440 0 0
XPO LOGISTICS INC COM 983793100 11,977 150,499 SH   SOLE   150,499 0 0