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
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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
ACTIVISION BLIZZARD INC COM 00507V109   4,004,836 42,773 SH   SOLE   42,773 0 0
ALCON AG ORD SHS H01301128   2,008,877 26,069 SH   SOLE   26,069 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,278,425 37,796 SH   SOLE   37,796 0 0
AMAZON COM INC COM 023135106   9,431,668 74,195 SH   SOLE   74,195 0 0
AON PLC SHS CL A G0403H108   6,474,998 19,971 SH   SOLE   19,971 0 0
APA CORPORATION COM 03743Q108   1,430,732 34,811 SH   SOLE   34,811 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   293,905 4,340 SH   SOLE   4,340 0 0
ATKORE INC COM 047649108   22,586,471 151,394 SH   SOLE   151,394 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102   15,126,847 1,595,659 SH   SOLE   1,595,659 0 0
BOOT BARN HLDGS INC COM 099406100   23,666,723 291,498 SH   SOLE   291,498 0 0
BRUNSWICK CORP COM 117043109   25,811,512 326,728 SH   SOLE   326,728 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   7,314,159 117,064 SH   SOLE   117,064 0 0
CRH PLC ORD G25508105   7,042,547 128,678 SH   SOLE   128,678 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   13,383,121 81,719 SH   SOLE   81,719 0 0
DESCARTES SYS GROUP INC COM 249906108   21,532,248 293,263 SH   SOLE   293,263 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   22,497,123 804,906 SH   SOLE   804,906 0 0
ENPRO INDS INC COM 29355X107   21,360,586 176,257 SH   SOLE   176,257 0 0
FEDERAL SIGNAL CORP COM 313855108   25,271,703 423,099 SH   SOLE   423,099 0 0
FIVE9 INC COM 338307101   2,724,713 42,375 SH   SOLE   42,375 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,416,200 37,978 SH   SOLE   37,978 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   3,131,324 53,390 SH   SOLE   53,390 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,894,044 32,097 SH   SOLE   32,097 0 0
HILLMAN SOLUTIONS CORP COM 431636109   14,816,843 1,795,981 SH   SOLE   1,795,981 0 0
ICICI BANK LIMITED ADR 45104G104   8,036,258 347,589 SH   SOLE   347,589 0 0
INGEVITY CORP COM 45688C107   13,690,589 287,557 SH   SOLE   287,557 0 0
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108   14,423,925 1,213,114 SH   SOLE   1,213,114 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   5,281,070 48,001 SH   SOLE   48,001 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   323,668 4,330 SH   SOLE   4,330 0 0
ISHARES TR MSCI EAFE ETF 464287465   725,865 10,532 SH   SOLE   10,532 0 0
JD.COM INC SPON ADR CL A 47215P106   528,651 18,148 SH   SOLE   18,148 0 0
KRAFT HEINZ CO COM 500754106   1,747,699 51,953 SH   SOLE   51,953 0 0
LAS VEGAS SANDS CORP COM 517834107   1,870,226 40,799 SH   SOLE   40,799 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   11,393,906 1,582,487 SH   SOLE   1,582,487 0 0
LINDE PLC SHS G54950103   20,429,355 54,866 SH   DFND   0 54,866 0
LINDE PLC SHS G54950103   8,749,853 23,499 SH   SOLE   23,499 0 0
MARATHON OIL CORP COM 565849106   4,892,040 182,880 SH   SOLE   182,880 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,270,818 15,839 SH   SOLE   15,839 0 0
MEDTRONIC PLC SHS G5960L103   5,633,692 71,895 SH   SOLE   71,895 0 0
META PLATFORMS INC CL A 30303M102   3,220,653 10,728 SH   SOLE   10,728 0 0
MICROSOFT CORP COM 594918104   9,631,638 30,504 SH   SOLE   30,504 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   16,559,843 565,955 SH   SOLE   565,955 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   2,437,729 41,635 SH   SOLE   41,635 0 0
NEW YORK TIMES CO CL A 650111107   21,649,611 525,476 SH   SOLE   525,476 0 0
NOBLE CORP PLC ORD SHS A G65431127   5,100,100 100,693 SH   SOLE   100,693 0 0
NOVO-NORDISK A S ADR 670100205   5,652,103 62,152 SH   SOLE   62,152 0 0
NVIDIA CORPORATION COM 67066G104   2,559,046 5,883 SH   SOLE   5,883 0 0
NVIDIA CORPORATION COM 67066G104   12,870,484 29,588 SH   DFND   0 29,588 0
OPTION CARE HEALTH INC COM NEW 68404L201   19,853,745 613,717 SH   SOLE   613,717 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   995,312 10,149 SH   SOLE   10,149 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   1,814,089 399,579 SH   SOLE   399,579 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111   311,655 187,744 SH   SOLE   187,744 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   477,332 85,086 SH   SOLE   85,086 0 0
RH COM 74967X103   551,719 2,087 SH   SOLE   2,087 0 0
S&P GLOBAL INC COM 78409V104   4,271,277 11,689 SH   SOLE   11,689 0 0
SALESFORCE INC COM 79466L302   3,287,267 16,211 SH   SOLE   16,211 0 0
SAP SE SPON ADR 803054204   1,160,906 8,977 SH   SOLE   8,977 0 0
SERVICENOW INC COM 81762P102   2,129,638 3,810 SH   SOLE   3,810 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   14,972,347 91,602 SH   SOLE   91,602 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   16,534,767 259,491 SH   SOLE   259,491 0 0
SONY GROUP CORP SPONSORED ADR 835699307   15,085,645 183,056 SH   SOLE   183,056 0 0
SPLUNK INC COM 848637104   2,973,555 20,332 SH   SOLE   20,332 0 0
STELLANTIS N.V SHS N82405106   2,802,494 145,563 SH   SOLE   145,563 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,883,088 79,207 SH   SOLE   79,207 0 0
TRADEWEB MKTS INC CL A 892672106   10,196,628 127,140 SH   SOLE   127,140 0 0
TREX CO INC COM 89531P105   20,765,242 336,934 SH   SOLE   336,934 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,191,811 112,890 SH   SOLE   112,890 0 0
VAIL RESORTS INC COM 91879Q109   19,498,362 87,874 SH   SOLE   87,874 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   1,440,615 36,741 SH   SOLE   36,741 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768   13,568,123 253,515 SH   SOLE   253,515 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   898,989 27,738 SH   SOLE   27,738 0 0
VERMILION ENERGY INC COM 923725105   1,469,149 100,489 SH   SOLE   100,489 0 0
VISTRA CORP COM 92840M102   1,565,333 47,177 SH   SOLE   47,177 0 0
VITAL ENERGY INC COM 516806205   736,199 13,284 SH   SOLE   13,284 0 0
VMWARE INC CL A COM 928563402   4,111,390 24,696 SH   SOLE   24,696 0 0
WAYFAIR INC CL A 94419L101   1,266,095 20,903 SH   SOLE   20,903 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   4,833,091 116,208 SH   SOLE   116,208 0 0
XPO INC COM 983793100   7,176,021 96,116 SH   SOLE   96,116 0 0
YUM CHINA HLDGS INC COM 98850P109   2,267,470 40,694 SH   SOLE   40,694 0 0