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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Aerojet Rocketdyne Holdings, I COM 007800105 894 22,714 SH   SOLE   22,714 0 0
Airbnb, Inc. COM 009066101 3,705 21,572 SH   SOLE   21,572 0 0
Alphabet, Inc. - Class C COM 02079K107 16,858 6,036 SH   SOLE   6,036 0 0
Amazon.com, Inc. COM 023135106 15,778 4,840 SH   SOLE   4,840 0 0
American National Group, Inc. COM 02772A109 14,144 74,800 SH   SOLE   74,800 0 0
Ametek, Inc. COM 031100100 1,971 14,797 SH   SOLE   14,797 0 0
Anaplan, Inc. COM 03272L108 6,530 100,380 SH   SOLE   100,380 0 0
Apple, Inc. COM 037833100 18,771 107,505 SH   SOLE   107,505 0 0
Atlassian Corp. Plc - CL A COM G06242104 4,042 13,755 SH   SOLE   13,755 0 0
Bank of America Corp. COM 060505104 14,483 351,348 SH   SOLE   351,348 0 0
Boeing Co. COM 097023105 4,799 25,062 SH   SOLE   25,062 0 0
Boeing Co. OPTION 097023905 21,850 114,100 SH Call SOLE   0 0 0
Butterfly Networks, Inc. COM 124155102 688 144,490 SH   SOLE   144,490 0 0
Callon Petroleum Co. COM 13123X508 1,808 30,604 SH   SOLE   30,604 0 0
Cerner Corp. COM 156782104 15,968 170,670 SH   SOLE   170,670 0 0
Change Healthcare, Inc. COM 15912K100 578 26,523 SH   SOLE   26,523 0 0
Chipotle Mexican Grill, Inc. COM 169656105 6,178 3,905 SH   SOLE   3,905 0 0
Coherent, Inc. COM 192479103 16,010 58,566 SH   SOLE   58,566 0 0
Cornerstone Building Brands, I COM 21925D109 7,904 325,000 SH   SOLE   325,000 0 0
DexCom, Inc. COM 252131107 6,522 12,749 SH   SOLE   12,749 0 0
Dutch Bros Inc. COM 26701L100 511 9,250 SH   SOLE   9,250 0 0
Elmira Savings Bank COM 289660102 5,834 254,438 SH   SOLE   254,438 0 0
First Horizon Corp. COM 320517105 3,171 135,000 SH   SOLE   135,000 0 0
Gartner, Inc. COM 366651107 3,440 11,564 SH   SOLE   11,564 0 0
Goldman Sachs Group, Inc. COM 38141G104 14,111 42,747 SH   SOLE   42,747 0 0
Houghton Mifflin Harcourt Comp COM 44157R109 1,502 71,490 SH   SOLE   71,490 0 0
Humana, Inc. COM 444859102 9,156 21,041 SH   SOLE   21,041 0 0
Illumina, Inc. COM 452327109 4,023 11,515 SH   SOLE   11,515 0 0
Intersect ENT, Inc. COM 46071F103 2,880 102,827 SH   SOLE   102,827 0 0
Intuitive Surgical, Inc. COM 46120E602 6,635 21,995 SH   SOLE   21,995 0 0
Investors Bancorp, Inc. COM 46146L101 11,316 757,909 SH   SOLE   757,909 0 0
L3Harris Technologies, Inc. COM 502431109 1,130 4,549 SH   SOLE   4,549 0 0
Level One Bancorp, Inc. COM 52730D208 10,450 261,714 SH   SOLE   261,714 0 0
Lululemon Athletica, Inc. COM 550021109 8,377 22,935 SH   SOLE   22,935 0 0
Mandiant, Inc. COM 562662106 1,116 50,000 SH   SOLE   50,000 0 0
Marriott International, Inc. COM 571903202 2,799 15,928 SH   SOLE   15,928 0 0
Marrone Bio Innovations, Inc. COM 57165B106 766 709,229 SH   SOLE   709,229 0 0
Mastercard Inc. - Class A COM 57636Q104 14,050 39,315 SH   SOLE   39,315 0 0
Meta Platforms, Inc. COM 30303M102 6,360 28,602 SH   SOLE   28,602 0 0
Metromile, Inc. COM 591697107 150 114,000 SH   SOLE   114,000 0 0
Microsoft Corp. COM 594918104 16,376 53,115 SH   SOLE   53,115 0 0
Mimecast Limited COM G14838109 883 11,100 SH   SOLE   11,100 0 0
MoneyGram International, Inc. COM 60935Y208 2,260 214,013 SH   SOLE   214,013 0 0
MongoDB, Inc. COM 60937P106 3,053 6,883 SH   SOLE   6,883 0 0
MSCI, Inc. COM 55354G100 3,005 5,975 SH   SOLE   5,975 0 0
Netflix, Inc. COM 64110L106 205 546 SH   SOLE   546 0 0
Nike, Inc. Class B COM 654106103 10,403 77,314 SH   SOLE   77,314 0 0
NVIDIA Corp. COM 67066G104 10,837 39,717 SH   SOLE   39,717 0 0
NXP Semiconductors NV COM N6596X109 7,668 41,430 SH   SOLE   41,430 0 0
PayPal Holdings, Inc. COM 70450Y103 216 1,870 SH   SOLE   1,870 0 0
People's United Financial, Inc COM 712704105 31,130 1,557,289 SH   SOLE   1,557,289 0 0
Pioneer Natural Resources Comp COM 723787107 8,840 35,356 SH   SOLE   35,356 0 0
Preferred Apartment Communitie COM 74039L103 6,861 275,100 SH   SOLE   275,100 0 0
Prudential Bancorp, Inc. COM 74431A101 6,814 413,997 SH   SOLE   413,997 0 0
Randolph Bancorp, Inc. COM 752378109 2,812 106,468 SH   SOLE   106,468 0 0
Renewable Energy Group, Inc. COM 75972A301 12,538 206,730 SH   SOLE   206,730 0 0
Rivian Automotive, Inc. OPTION 76954A903 2,084 41,500 SH Call SOLE   0 0 0
Rogers Corporation COM 775133101 21,703 79,879 SH   SOLE   79,879 0 0
Salesforce, Inc. COM 79466L302 4,803 22,622 SH   SOLE   22,622 0 0
Sherwin-Williams Company/The COM 824348106 4,233 16,959 SH   SOLE   16,959 0 0
Simon Property Group, Inc. COM 828806109 5,925 45,040 SH   SOLE   45,040 0 0
SPDR Gold Shares COM 78463V107 3,489 19,315 SH   SOLE   19,315 0 0
Spirit AeroSystems Holdings, I COM 848574109 2,368 48,434 SH   SOLE   48,434 0 0
SPX FLOW, Inc. COM 78469X107 9,280 107,632 SH   SOLE   107,632 0 0
Take-Two Interactive Software, COM 874054109 8,120 52,815 SH   SOLE   52,815 0 0
TEGNA, Inc. COM 87901J105 694 31,000 SH   SOLE   31,000 0 0
TJX Company, Inc. COM 872540109 2,953 48,748 SH   SOLE   48,748 0 0
TransDigm Group, Inc. COM 893641100 5,008 7,686 SH   SOLE   7,686 0 0
Verso Corp. COM 92531L207 19,956 739,387 SH   SOLE   739,387 0 0
Volt Information Services, Inc COM 928703107 5,305 887,183 SH   SOLE   887,183 0 0
Vonage Holdings Corp. COM 92886T201 21,974 1,082,996 SH   SOLE   1,082,996 0 0
Walt Disney Company/The COM 254687106 4,435 32,338 SH   SOLE   32,338 0 0
Welbilt, Inc. COM 949090104 21,976 925,319 SH   SOLE   925,319 0 0
Willis Towers Watson PLC COM G96629103 2,680 11,345 SH   SOLE   11,345 0 0
Workday, Inc. - Class A COM 98138H101 1,182 4,935 SH   SOLE   4,935 0 0