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
ABIOMED INC COM 003654100 4,989 13,886 SH   SOLE   0 0 13,886
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 2,625 59,804 SH   SOLE   0 0 59,804
ACADIA HEALTHCARE COMPANY IN COM 00404A109 2,360 38,896 SH   SOLE   0 0 38,896
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,761 6,631 SH   SOLE   0 0 6,631
ADVANCED MICRO DEVICES INC COM 007903107 2,768 19,232 SH   SOLE   0 0 19,232
AIR LEASE CORP CL A 00912X302 2,062 46,648 SH   SOLE   0 0 46,648
ALBEMARLE CORP COM 012653101 1,895 8,107 SH   SOLE   0 0 8,107
ALIGN TECHNOLOGY INC COM 016255101 15,267 23,219 SH   SOLE   0 0 23,219
ALPHABET INC CAP STK CL A 02079K305 11,918 4,113 SH   SOLE   0 0 4,113
AMAZON COM INC COM 023135106 10,402 3,119 SH   SOLE   0 0 3,119
AMERICAN EXPRESS CO COM 025816109 1,609 9,838 SH   SOLE   0 0 9,838
AMN HEALTHCARE SVCS INC COM 001744101 3,030 24,759 SH   SOLE   0 0 24,759
ANALOG DEVICES INC COM 032654105 2,220 12,625 SH   SOLE   0 0 12,625
APELLIS PHARMACEUTICALS INC COM 03753U106 2,701 57,055 SH   SOLE   0 0 57,055
APPLE INC COM 037833100 16,396 92,318 SH   SOLE   0 0 92,318
APPLIED MATLS INC COM 038222105 3,189 20,266 SH   SOLE   0 0 20,266
ARGENX SE SPONSORED ADR 04016X101 7,404 21,125 SH   SOLE   0 0 21,125
AXONICS INC COM 05465P101 2,245 40,103 SH   SOLE   0 0 40,103
AZEK CO INC CL A 05478C105 1,742 37,671 SH   SOLE   0 0 37,671
AZENTA INC COM 114340102 2,216 21,504 SH   SOLE   0 0 21,504
BEST BUY INC COM 086516101 800 7,876 SH   SOLE   0 0 7,876
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 946 26,739 SH   SOLE   0 0 26,739
BILL COM HLDGS INC COM 090043100 8,614 34,576 SH   SOLE   0 0 34,576
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 2,603 18,882 SH   SOLE   0 0 18,882
BLACKROCK INC COM 09247X101 1,972 2,154 SH   SOLE   0 0 2,154
BLACKSTONE INC COM 09260D107 13,747 106,237 SH   SOLE   0 0 106,237
BLINK CHARGING CO COM 09354A100 917 34,630 SH   SOLE   0 0 34,630
BLOCK INC CL A 852234103 6,269 38,814 SH   SOLE   0 0 38,814
BLUEPRINT MEDICINES CORP COM 09627Y109 12,082 112,715 SH   SOLE   0 0 112,715
BOISE CASCADE CO DEL COM 09739D100 2,512 35,255 SH   SOLE   0 0 35,255
BOOKING HOLDINGS INC COM 09857L108 2,631 1,096 SH   SOLE   0 0 1,096
BOX INC CL A 10316T104 2,390 91,236 SH   SOLE   0 0 91,236
BRILLIANT EARTH GROUP INC CL A COM 109504100 1,317 72,936 SH   SOLE   0 0 72,936
BROADCOM INC COM 11135F101 4,964 7,460 SH   SOLE   0 0 7,460
CALLAWAY GOLF CO COM 131193104 2,368 86,330 SH   SOLE   0 0 86,330
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 1,129 30,477 SH   SOLE   0 0 30,477
CAREDX INC COM 14167L103 3,503 76,998 SH   SOLE   0 0 76,998
CASELLA WASTE SYS INC CL A 147448104 1,455 17,021 SH   SOLE   0 0 17,021
CHART INDS INC COM 16115Q308 1,830 11,474 SH   SOLE   0 0 11,474
CHEMOCENTRYX INC COM 16383L106 1,967 53,979 SH   SOLE   0 0 53,979
CHIPOTLE MEXICAN GRILL INC COM 169656105 11,640 6,658 SH   SOLE   0 0 6,658
CIRRUS LOGIC INC COM 172755100 2,606 28,314 SH   SOLE   0 0 28,314
COMMVAULT SYS INC COM 204166102 1,136 16,474 SH   SOLE   0 0 16,474
CONSTRUCTION PARTNERS INC COM CL A 21044C107 1,826 62,124 SH   SOLE   0 0 62,124
CONTAINER STORE GROUP INC COM 210751103 959 96,110 SH   SOLE   0 0 96,110
COSTCO WHSL CORP NEW COM 22160K105 2,099 3,698 SH   SOLE   0 0 3,698
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,427 11,085 SH   SOLE   0 0 11,085
CROCS INC COM 227046109 1,571 12,257 SH   SOLE   0 0 12,257
CRYOPORT INC COM PAR $0.001 229050307 2,650 44,793 SH   SOLE   0 0 44,793
CYTOKINETICS INC COM NEW 23282W605 1,664 36,487 SH   SOLE   0 0 36,487
D R HORTON INC COM 23331A109 1,943 17,911 SH   SOLE   0 0 17,911
DECKERS OUTDOOR CORP COM 243537107 7,258 19,810 SH   SOLE   0 0 19,810
DEERE & CO COM 244199105 1,639 4,778 SH   SOLE   0 0 4,778
DEXCOM INC COM 252131107 7,591 14,131 SH   SOLE   0 0 14,131
DIAMONDBACK ENERGY INC COM 25278X109 1,576 14,617 SH   SOLE   0 0 14,617
DICKS SPORTING GOODS INC COM 253393102 4,547 39,551 SH   SOLE   0 0 39,551
DINE BRANDS GLOBAL INC COM 254423106 1,303 17,201 SH   SOLE   0 0 17,201
DOXIMITY INC CL A 26622P107 2,938 58,604 SH   SOLE   0 0 58,604
EDWARDS LIFESCIENCES CORP COM 28176E108 10,801 83,404 SH   SOLE   0 0 83,404
ETSY INC COM 29786A106 546 2,496 SH   SOLE   0 0 2,496
EVENTBRITE INC COM CL A 29975E109 2,026 116,153 SH   SOLE   0 0 116,153
EVERCORE INC CLASS A 29977A105 3,272 24,085 SH   SOLE   0 0 24,085
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,666 57,016 SH   SOLE   0 0 57,016
EXACT SCIENCES CORP COM 30063P105 4,795 61,579 SH   SOLE   0 0 61,579
EXPEDIA GROUP INC COM NEW 30212P303 10,298 56,971 SH   SOLE   0 0 56,971
EXPEDITORS INTL WASH INC COM 302130109 11,653 86,751 SH   SOLE   0 0 86,751
EXPONENT INC COM 30214U102 2,646 22,647 SH   SOLE   0 0 22,647
FAIR ISAAC CORP COM 303250104 5,331 12,286 SH   SOLE   0 0 12,286
FATE THERAPEUTICS INC COM 31189P102 7,567 129,196 SH   SOLE   0 0 129,196
FEDEX CORP COM 31428X106 1,993 7,706 SH   SOLE   0 0 7,706
FIRST FINL BANKSHARES INC COM 32020R109 3,325 65,418 SH   SOLE   0 0 65,418
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,863 13,866 SH   SOLE   0 0 13,866
GENERAC HLDGS INC COM 368736104 8,928 25,370 SH   SOLE   0 0 25,370
GLAUKOS CORP COM 377322102 875 19,675 SH   SOLE   0 0 19,675
GLOBUS MED INC CL A 379577208 2,227 30,855 SH   SOLE   0 0 30,855
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 11,937 131,428 SH   SOLE   0 0 131,428
HALOZYME THERAPEUTICS INC COM 40637H109 11,890 295,656 SH   SOLE   0 0 295,656
HAMILTON LANE INC CL A 407497106 2,646 25,525 SH   SOLE   0 0 25,525
HOME DEPOT INC COM 437076102 4,383 10,563 SH   SOLE   0 0 10,563
HONEYWELL INTL INC COM 438516106 1,098 5,266 SH   SOLE   0 0 5,266
HUB GROUP INC CL A 443320106 2,845 33,736 SH   SOLE   0 0 33,736
IDEXX LABS INC COM 45168D104 19,571 29,714 SH   SOLE   0 0 29,714
ILLUMINA INC COM 452327109 8,650 22,724 SH   SOLE   0 0 22,724
INARI MED INC COM 45332Y109 1,671 18,295 SH   SOLE   0 0 18,295
INCYTE CORP COM 45337C102 5,307 72,248 SH   SOLE   0 0 72,248
INSMED INC COM PAR $.01 457669307 2,829 103,776 SH   SOLE   0 0 103,776
INSPIRE MED SYS INC COM 457730109 2,655 11,540 SH   SOLE   0 0 11,540
INTEGRAL AD SCIENCE HLDNG CO COM 45828L108 1,224 55,089 SH   SOLE   0 0 55,089
INTRA-CELLULAR THERAPIES INC COM 46116X101 2,042 39,071 SH   SOLE   0 0 39,071
INTUIT COM 461202103 3,803 5,912 SH   SOLE   0 0 5,912
INTUITIVE SURGICAL INC COM NEW 46120E602 12,039 33,518 SH   SOLE   0 0 33,518
INVITAE CORP COM 46185L103 1,730 113,245 SH   SOLE   0 0 113,245
IQVIA HLDGS INC COM 46266C105 10,014 35,494 SH   SOLE   0 0 35,494
KLA CORP COM NEW 482480100 13,823 32,135 SH   SOLE   0 0 32,135
LAM RESEARCH CORP COM 512807108 3,415 4,748 SH   SOLE   0 0 4,748
LATTICE SEMICONDUCTOR CORP COM 518415104 3,983 51,671 SH   SOLE   0 0 51,671
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 3,619 77,718 SH   SOLE   0 0 77,718
LGI HOMES INC COM 50187T106 1,710 11,055 SH   SOLE   0 0 11,055
LIVE OAK BANCSHARES INC COM 53803X105 1,683 19,267 SH   SOLE   0 0 19,267
LIVENT CORP COM 53814L108 1,631 66,868 SH   SOLE   0 0 66,868
LULULEMON ATHLETICA INC COM 550021109 1,996 5,100 SH   SOLE   0 0 5,100
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 2,957 17,493 SH   SOLE   0 0 17,493
MARTIN MARIETTA MATLS INC COM 573284106 1,652 3,750 SH   SOLE   0 0 3,750
MASIMO CORP COM 574795100 6,624 22,639 SH   SOLE   0 0 22,639
MATCH GROUP INC NEW COM 57667L107 5,159 38,989 SH   SOLE   0 0 38,989
META PLATFORMS INC CL A 30303M102 7,032 20,909 SH   SOLE   0 0 20,909
MILLERKNOLL INC COM 600544100 1,630 41,576 SH   SOLE   0 0 41,576
MODEL N INC COM 607525102 1,579 52,585 SH   SOLE   0 0 52,585
MONGODB INC CL A 60937P106 10,751 20,297 SH   SOLE   0 0 20,297
MONTROSE ENVIRONMENTAL GROUP COM 615111101 1,734 24,564 SH   SOLE   0 0 24,564
NATERA INC COM 632307104 4,740 50,720 SH   SOLE   0 0 50,720
NETFLIX INC COM 64110L106 1,949 3,235 SH   SOLE   0 0 3,235
NIKE INC CL B 654106103 3,462 20,769 SH   SOLE   0 0 20,769
NOVAVAX INC COM NEW 670002401 2,943 20,578 SH   SOLE   0 0 20,578
NVIDIA CORPORATION COM 67066G104 7,383 25,098 SH   SOLE   0 0 25,098
OASIS PETROLEUM INC COM NEW 674215207 2,478 19,674 SH   SOLE   0 0 19,674
OKTA INC CL A 679295105 6,099 27,192 SH   SOLE   0 0 27,192
ONTO INNOVATION INC COM 683344105 3,279 32,392 SH   SOLE   0 0 32,392
PACWEST BANCORP DEL COM 695263103 2,718 60,153 SH   SOLE   0 0 60,153
PALO ALTO NETWORKS INC COM 697435105 9,464 17,006 SH   SOLE   0 0 17,006
PARKER-HANNIFIN CORP COM 701094104 1,464 4,601 SH   SOLE   0 0 4,601
PAYPAL HLDGS INC COM 70450Y103 1,520 8,057 SH   SOLE   0 0 8,057
PORTILLOS INC COM CL A 73642K106 826 21,997 SH   SOLE   0 0 21,997
POWER INTEGRATIONS INC COM 739276103 2,446 26,344 SH   SOLE   0 0 26,344
PROSHARES TR PSHS ULT SEMICDT 74347R669 5,275 5,274,185 SH   SOLE   0 0 5,274,185
RAPID7 INC COM 753422104 2,122 18,033 SH   SOLE   0 0 18,033
RH COM 74967X103 7,983 14,903 SH   SOLE   0 0 14,903
ROBLOX CORP CL A 771049103 1,050 10,174 SH   SOLE   0 0 10,174
SAIA INC COM 78709Y105 1,570 4,658 SH   SOLE   0 0 4,658
SALESFORCE COM INC COM 79466L302 2,386 9,392 SH   SOLE   0 0 9,392
SEAGEN INC COM 81181C104 17,980 116,370 SH   SOLE   0 0 116,370
SEMTECH CORP COM 816850101 1,349 15,182 SH   SOLE   0 0 15,182
SERVICENOW INC COM 81762P102 2,098 3,230 SH   SOLE   0 0 3,230
SHAKE SHACK INC CL A 819047101 1,322 18,312 SH   SOLE   0 0 18,312
SHOPIFY INC CL A 82509L107 11,627 8,439 SH   SOLE   0 0 8,439
SHOTSPOTTER INC COM 82536T107 896 30,190 SH   SOLE   0 0 30,190
SILICON LABORATORIES INC COM 826919102 4,198 20,348 SH   SOLE   0 0 20,348
SILK RD MED INC COM 82710M100 1,712 40,150 SH   SOLE   0 0 40,150
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,030 4,248 SH   SOLE   0 0 4,248
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,727 64,038 SH   SOLE   0 0 64,038
SKYWEST INC COM 830879102 1,694 43,121 SH   SOLE   0 0 43,121
SKYWORKS SOLUTIONS INC COM 83088M102 1,013 6,526 SH   SOLE   0 0 6,526
SONOS INC COM 83570H108 1,858 62,346 SH   SOLE   0 0 62,346
SPROUT SOCIAL INC COM CL A 85209W109 1,712 18,886 SH   SOLE   0 0 18,886
STARBUCKS CORP COM 855244109 1,764 15,076 SH   SOLE   0 0 15,076
STIFEL FINL CORP COM 860630102 2,980 42,325 SH   SOLE   0 0 42,325
STRYKER CORPORATION COM 863667101 9,305 34,790 SH   SOLE   0 0 34,790
SUMMIT MATLS INC CL A 86614U100 3,215 80,083 SH   SOLE   0 0 80,083
SUNPOWER CORP COM 867652406 1,821 87,244 SH   SOLE   0 0 87,244
SVB FINANCIAL GROUP COM 78486Q101 9,398 13,848 SH   SOLE   0 0 13,848
TARGET CORP COM 87612E106 1,771 7,649 SH   SOLE   0 0 7,649
TELADOC HEALTH INC COM 87918A105 3,512 38,247 SH   SOLE   0 0 38,247
TESLA INC COM 88160R101 6,619 6,262 SH   SOLE   0 0 6,262
TETRA TECH INC NEW COM 88162G103 2,713 15,980 SH   SOLE   0 0 15,980
TEXAS INSTRS INC COM 882508104 1,413 7,492 SH   SOLE   0 0 7,492
THE TRADE DESK INC COM CL A 88339J105 9,580 104,564 SH   SOLE   0 0 104,564
THERMO FISHER SCIENTIFIC INC COM 883556102 11,317 16,955 SH   SOLE   0 0 16,955
TJX COS INC NEW COM 872540109 1,425 18,760 SH   SOLE   0 0 18,760
TRADEWEB MKTS INC CL A 892672106 9,967 99,492 SH   SOLE   0 0 99,492
TRAEGER INC COMMON STOCK 89269P103 697 57,284 SH   SOLE   0 0 57,284
TWIST BIOSCIENCE CORP COM 90184D100 1,506 19,445 SH   SOLE   0 0 19,445
ULTA BEAUTY INC COM 90384S303 8,825 21,397 SH   SOLE   0 0 21,397
URBAN OUTFITTERS INC COM 917047102 1,166 39,732 SH   SOLE   0 0 39,732
VARONIS SYS INC COM 922280102 1,368 28,021 SH   SOLE   0 0 28,021
VEEVA SYS INC CL A COM 922475108 13,360 52,272 SH   SOLE   0 0 52,272
VERACYTE INC COM 92337F107 10,808 262,380 SH   SOLE   0 0 262,380
VISA INC COM CL A 92826C839 2,807 12,955 SH   SOLE   0 0 12,955
WARBY PARKER INC CL A COM 93403J106 1,003 21,520 SH   SOLE   0 0 21,520
WINGSTOP INC COM 974155103 2,661 15,407 SH   SOLE   0 0 15,407
WINNEBAGO INDS INC COM 974637100 2,246 29,969 SH   SOLE   0 0 29,969
WORKDAY INC CL A 98138H101 6,966 25,506 SH   SOLE   0 0 25,506
XENCOR INC COM 98401F105 12,469 311,062 SH   SOLE   0 0 311,062
XPO LOGISTICS INC COM 983793100 1,039 13,410 SH   SOLE   0 0 13,410
XYLEM INC COM 98419M100 722 6,020 SH   SOLE   0 0 6,020
ZOETIS INC CL A 98978V103 9,587 39,292 SH   SOLE   0 0 39,292