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
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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
10X Genomics Inc COM CL A 88025U109   571,848 10,250 SH   SOLE   10,250 0 0
A10 Networks COM 002121101   254,671 16,441 SH   SOLE   16,441 0 0
Abbott Laboratories COM 002824100   323,019 3,190 SH   SOLE   3,190 0 0
ACI Worldwide COM 004498101   482,591 17,887 SH   SOLE   17,887 0 0
Advanced Micro Devices COM 007903107   809,073 8,255 SH   SOLE   8,255 0 0
AFFIRM HOLDINGS INC COM CL A 00827B106   295,263 26,199 SH   SOLE   26,199 0 0
Agilent Technologies Inc COM 00846U101   399,664 2,889 SH   SOLE   2,889 0 0
Akamai COM 00971T101   234,743 2,998 SH   SOLE   2,998 0 0
Alnylam Pharmaceuticals, Inc. COM 02043Q107   754,806 3,768 SH   SOLE   3,768 0 0
Arvinas, Inc. COM 04335A105   193,426 7,080 SH   SOLE   7,080 0 0
AST SpaceMobile COM CL A 00217D100   376,179 74,051 SH   SOLE   74,051 0 0
Avidity Biosciences, Inc. COM 05370A108   376,305 24,515 SH   SOLE   24,515 0 0
Axonics Inc COM 05465P101   580,737 10,644 SH   SOLE   10,644 0 0
Bicycle Therapeutics Plc Sponsored Adr SPONSORED ADS 088786108   322,645 15,169 SH   SOLE   15,169 0 0
BioNtech SE SPONSORED ADS 09075V102   733,593 5,889 SH   SOLE   5,889 0 0
Block Inc COM CL A 852234103   1,519,430 22,133 SH   SOLE   22,133 0 0
Bruker Corp COM 116794108   654,372 8,300 SH   SOLE   8,300 0 0
C3.ai Inc CL A 12468P104   421,337 12,551 SH   SOLE   12,551 0 0
Catalent, Inc. COM 148806102   528,900 8,049 SH   SOLE   8,049 0 0
Cloudflare Inc CL A COM 18915M107   596,499 9,674 SH   SOLE   9,674 0 0
Coherent Corp COM 19247G107   252,166 6,622 SH   SOLE   6,622 0 0
Coinbase Global Inc COM CL A 19260Q107   834,760 12,354 SH   SOLE   12,354 0 0
Confluent Inc COM CL A 20717M103   564,562 23,455 SH   SOLE   23,455 0 0
CrowdStrike Holdings Inc CL A 22788C105   549,315 4,002 SH   SOLE   4,002 0 0
Datadog Inc COM CL A 23804L103   542,044 7,460 SH   SOLE   7,460 0 0
Descartes Systems Group COM 249906108   691,607 8,569 SH   SOLE   8,569 0 0
Dexcom Inc COM 252131107   1,457,130 12,542 SH   SOLE   12,542 0 0
Dynatrace Inc COM NEW 268150109   628,113 14,849 SH   SOLE   14,849 0 0
Edwards Lifesciences Corp COM 28176E108   305,439 3,692 SH   SOLE   3,692 0 0
Enphase Energy Inc COM 29355A107   521,074 2,478 SH   SOLE   2,478 0 0
ENVESTNET INC COM 29404K106   503,623 8,584 SH   SOLE   8,584 0 0
EURONET WORLDWIDE INC COM 298736109   962,228 8,599 SH   SOLE   8,599 0 0
Exact Science Corp COM 30063P105   781,849 11,530 SH   SOLE   11,530 0 0
F5 Inc COM 315616102   264,864 1,818 SH   SOLE   1,818 0 0
Fate Therapeutics, Inc. COM 31189P102   74,300 13,035 SH   SOLE   13,035 0 0
Fair ISAAC Corp COM 303250104   293,724 418 SH   SOLE   418 0 0
Fidelity National Information Services Inc COM 31620M106   228,240 4,201 SH   SOLE   4,201 0 0
First Solar Inc COM 336433107   777,345 3,574 SH   SOLE   3,574 0 0
Fiserv Inc COM 337738108   487,837 4,316 SH   SOLE   4,316 0 0
Fleetcor Technologies Inc COM 339041105   395,765 1,877 SH   SOLE   1,877 0 0
Fortinet Inc COM 34959E109   397,032 5,974 SH   SOLE   5,974 0 0
GLOBAL PAYMENTS INC COM 37940X102   359,500 3,416 SH   SOLE   3,416 0 0
Globalstar COM 378973408   420,995 362,927 SH   SOLE   362,927 0 0
Guardant Health Inc COM 40131M109   278,936 11,900 SH   SOLE   11,900 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   756,747 9,223 SH   SOLE   9,223 0 0
Inari Medical Inc COM 45332Y109   355,437 5,757 SH   SOLE   5,757 0 0
Inspire Medical Systems Inc COM 457730109   973,263 4,158 SH   SOLE   4,158 0 0
Insulet Corp COM 45784P101   1,522,077 4,772 SH   SOLE   4,772 0 0
Intellia Therapeutics COM 45826J105   405,758 10,887 SH   SOLE   10,887 0 0
Intercept Pharmaceuticals, Inc. COM 45845P108   266,344 19,832 SH   SOLE   19,832 0 0
Intra Cellular Therapies, Inc. COM 46116X101   462,820 8,547 SH   SOLE   8,547 0 0
INTUIT COM COM 461202103   1,030,759 2,312 SH   SOLE   2,312 0 0
Intuitive Surgical Inc COM 46120E602   542,618 2,124 SH   SOLE   2,124 0 0
Ionis Pharmaceuticals, Inc. COM 462222100   441,175 12,344 SH   SOLE   12,344 0 0
IQVIA Holdings Inc COM 46266C105   600,051 3,017 SH   SOLE   3,017 0 0
Iridium Communications Inc COM 46269C102   801,622 12,944 SH   SOLE   12,944 0 0
JACK HENRY & ASSOCIATES INC COM 426281101   509,584 3,381 SH   SOLE   3,381 0 0
Kymera Therapeutics, Inc. COM 501575104   704,572 23,779 SH   SOLE   23,779 0 0
L3harris Technologies COM 502431109   387,574 1,975 SH   SOLE   1,975 0 0
Lantheus Holdings Inc COM 516544103   578,415 7,006 SH   SOLE   7,006 0 0
Lattice Semiconductor Corp COM 518415104   815,952 8,544 SH   SOLE   8,544 0 0
Legend Biotech Corp SPONSORED ADS 52490G102   863,620 17,910 SH   SOLE   17,910 0 0
LENDINGCLUB CORP COM 52603A208   250,100 34,688 SH   SOLE   34,688 0 0
LIGHTSPEED POS INC SUB VTG SHS 53229C107   517,589 34,040 SH   SOLE   34,040 0 0
Madrigal Pharmaceuticals, Inc. COM 558868105   1,285,916 5,308 SH   SOLE   5,308 0 0
Marqeta Inc CLASS A COM 57142B104   560,332 122,611 SH   SOLE   122,611 0 0
Marvell Technology Inc COM 573874104   520,812 12,028 SH   SOLE   12,028 0 0
Microstrategy CLASS A NEW 594972408   499,575 1,709 SH   SOLE   1,709 0 0
Moderna, Inc. COM 60770K107   522,940 3,405 SH   SOLE   3,405 0 0
N-Able Inc COMMON STOCK 62878D100   339,451 25,716 SH   SOLE   25,716 0 0
Nanostring Technologies, Inc. COM 63009R109   219,166 22,138 SH   SOLE   22,138 0 0
nCino COM 63947X101   442,150 17,843 SH   SOLE   17,843 0 0
Neogen COM 640491106   548,451 29,614 SH   SOLE   29,614 0 0
Neurocrine Biosciences, Inc. COM 64125C109   740,019 7,311 SH   SOLE   7,311 0 0
Nkarta, Inc. COM 65487U108   71,394 20,111 SH   SOLE   20,111 0 0
Nurix Therapeutics, Inc. COM 67080M103   292,454 32,934 SH   SOLE   32,934 0 0
Nuvei Corp SUB VTG SHS 67079A102   306,925 7,045 SH   SOLE   7,045 0 0
Nvidia Corp COM 67066G104   905,252 3,259 SH   SOLE   3,259 0 0
Okta Inc CL A 679295105   360,569 4,181 SH   SOLE   4,181 0 0
Omnicell Inc COM 68213N109   167,268 2,851 SH   SOLE   2,851 0 0
Outset Medical Inc COM 690145107   494,776 26,890 SH   SOLE   26,890 0 0
Pacific Biosciences of California Inc COM 69404D108   885,071 76,431 SH   SOLE   76,431 0 0
Palantir Technologies Inc CL A 69608A108   845,744 100,088 SH   SOLE   100,088 0 0
Palo Alto Networks Inc COM 697435105   481,373 2,410 SH   SOLE   2,410 0 0
Paypal Holdings Inc COM 70450Y103   1,498,448 19,732 SH   SOLE   19,732 0 0
Planet Labs PBC COM CL A 72703X106   611,877 155,694 SH   SOLE   155,694 0 0
Procept Biorobotics Corp COM 74276L105   552,153 19,442 SH   SOLE   19,442 0 0
Qualys COM 74758T303   323,100 2,485 SH   SOLE   2,485 0 0
Rapid7 Inc COM 753422104   369,254 8,043 SH   SOLE   8,043 0 0
Riot Blockchain Inc COM 767292105   597,682 59,828 SH   SOLE   59,828 0 0
Rocket Lab USA Inc COM 773122106   660,261 163,431 SH   SOLE   163,431 0 0
Schrodinger Inc COM 80810D103   857,884 32,582 SH   SOLE   32,582 0 0
SentinelOne Inc CL A 81730H109   316,337 19,336 SH   SOLE   19,336 0 0
ServiceNow Inc COM 81762P102   565,100 1,216 SH   SOLE   1,216 0 0
SHIFT4 PAYMENTS INC CL A 82452J109   1,664,947 21,965 SH   SOLE   21,965 0 0
Shockwave Medical Inc COM 82489T104   1,432,379 6,606 SH   SOLE   6,606 0 0
SHOPIFY INC CL A 82509L107   847,963 17,688 SH   SOLE   17,688 0 0
Smartsheet Inc COM CL A 83200N103   445,400 9,318 SH   SOLE   9,318 0 0
Snowflake Inc CL A 833445109   547,884 3,551 SH   SOLE   3,551 0 0
SOFI TECHNOLOGIES INC COM 83406F102   281,126 46,314 SH   SOLE   46,314 0 0
SolarEdge Technologies Inc COM 83417M104   915,801 3,013 SH   SOLE   3,013 0 0
Splunk COM 848637104   283,997 2,962 SH   SOLE   2,962 0 0
Sunpower Corp COM 867652406   305,975 22,108 SH   SOLE   22,108 0 0
Tandem Diabetes Care Inc COM 875372203   299,621 7,378 SH   SOLE   7,378 0 0
Teladoc Health Inc COM 87918A105   221,834 8,565 SH   SOLE   8,565 0 0
Teledyne Technologies Inc COM 879360105   565,463 1,264 SH   SOLE   1,264 0 0
Tenable Holdings Inc COM 88025T102   424,834 8,942 SH   SOLE   8,942 0 0
Teradyne Inc COM 880770102   690,859 6,426 SH   SOLE   6,426 0 0
Tetra Tech Inc COM 88162G103   503,754 3,429 SH   SOLE   3,429 0 0
Thermo Fisher Scientific Inc COM 883556102   367,724 638 SH   SOLE   638 0 0
TPI Composites Inc COM 87266J104   357,518 27,396 SH   SOLE   27,396 0 0
TransMedics Group Inc COM 89377M109   1,149,278 15,176 SH   SOLE   15,176 0 0
Trimble COM 896239100   382,142 7,290 SH   SOLE   7,290 0 0
UiPath Inc CL A 90364P105   805,003 45,843 SH   SOLE   45,843 0 0
Varonis Systems Inc COM 922280102   325,333 12,508 SH   SOLE   12,508 0 0
Veeva System, Inc. CL A COM 922475108   467,562 2,544 SH   SOLE   2,544 0 0
Virgin Galactic Holdings Inc COM 92766K106   230,660 56,953 SH   SOLE   56,953 0 0
WEX INC COM 96208T104   405,294 2,204 SH   SOLE   2,204 0 0
Wolfspeed Inc COM 977852102   609,101 9,378 SH   SOLE   9,378 0 0
Workiva COM CL A 98139A105   465,453 4,545 SH   SOLE   4,545 0 0
Xylem Inc COM 98419M100   415,868 3,972 SH   SOLE   3,972 0 0
Zscaler Inc COM 98980G102   449,445 3,847 SH   SOLE   3,847 0 0