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
Abbott Laboratories Common Stock 002824100 4,028 34,029 SH   SOLE   34,029 0 0
Akoustis Technologies Inc Common Stock 00973N102 4,550 700,000 SH   SOLE   700,000 0 0
Albemarle Corp Common Stock 012653101 3,741 16,916 SH   SOLE   16,916 0 0
Allegion plc Common Stock G0176J109 8,782 80,000 SH   SOLE   80,000 0 0
Alarm.com Holdings Inc Common Stock 011642105 10,634 160,000 SH   SOLE   160,000 0 0
Ameresco Inc Common Stock 02361E108 9,763 122,801 SH   SOLE   122,801 0 0
Evoqua Water Technologies Corp Common Stock 30057T105 14,095 300,000 SH   SOLE   300,000 0 0
Ashland Global Holdings Inc Common Stock 044186104 12,793 130,000 SH   SOLE   130,000 0 0
Alibaba Group Holding Ltd ADR 01609W102 5,277 48,508 SH   SOLE   48,508 0 0
Bandwidth Inc Common Stock 05988J103 5,182 160,000 SH   SOLE   160,000 0 0
Bright Horizons Family Solutio Common Stock 109194100 12,374 93,258 SH   SOLE   93,258 0 0
Biohaven Pharmaceutical Holdin Common Stock G11196105 5,336 45,000 SH   SOLE   45,000 0 0
Baidu Inc ADR 056752108 662 5,000 SH   SOLE   5,000 0 0
Cognex Corp Common Stock 192422103 4,629 60,000 SH   SOLE   60,000 0 0
Cooper Cos Inc/The Common Stock 216648402 18,507 44,318 SH   SOLE   44,318 0 0
Cerence Inc Common Stock 156727109 4,332 120,000 SH   SOLE   120,000 0 0
Cavco Industries Inc Common Stock 149568107 15,174 63,000 SH   SOLE   63,000 0 0
CryoPort Inc Common Stock 229050307 642 18,400 SH   SOLE   18,400 0 0
Darling Ingredients Inc Common Stock 237266101 28,133 350,000 SH   SOLE   350,000 0 0
Everbridge Inc Common Stock 29978A104 2,618 60,000 SH   SOLE   60,000 0 0
East West Bancorp Inc Common Stock 27579R104 24,835 314,288 SH   SOLE   314,288 0 0
Fair Isaac Corp Common Stock 303250104 19,125 41,000 SH   SOLE   41,000 0 0
Fidelity National Information Common Stock 31620M106 3,668 36,524 SH   SOLE   36,524 0 0
First Republic Bank/CA Common Stock 33616C100 4,638 28,609 SH   SOLE   28,609 0 0
Alphabet Inc Common Stock 02079K107 7,653 2,740 SH   SOLE   2,740 0 0
Graphic Packaging Holding Co Common Stock 388689101 29,907 1,492,353 SH   SOLE   1,492,353 0 0
Gates Industrial Corp PLC Common Stock G39108108 11,295 750,000 SH   SOLE   750,000 0 0
Global Water Resources Inc Common Stock 379463102 5,990 360,000 SH   SOLE   360,000 0 0
Home Depot Inc/The Common Stock 437076102 3,646 12,180 SH   SOLE   12,180 0 0
HDFC Bank Ltd ADR 40415F101 4,279 69,760 SH   SOLE   69,760 0 0
IAC/InterActiveCorp Common Stock 44891N208 5,014 50,000 SH   SOLE   50,000 0 0
IAA Inc Common Stock 449253103 3,825 100,000 SH   SOLE   100,000 0 0
JD.com Inc ADR 47215P106 5,208 90,000 SH   SOLE   90,000 0 0
Kadant Inc Common Stock 48282T104 11,846 61,000 SH   SOLE   61,000 0 0
LCI Industries Common Stock 50189K103 12,457 120,000 SH   SOLE   120,000 0 0
Eli Lilly & Co Common Stock 532457108 4,107 14,340 SH   SOLE   14,340 0 0
Loop Industries Inc Common Stock 543518104 3,113 350,000 SH   SOLE   350,000 0 0
Grand Canyon Education Inc Common Stock 38526M106 9,888 101,821 SH   SOLE   101,821 0 0
Live Nation Entertainment Inc Common Stock 538034109 5,294 45,000 SH   SOLE   45,000 0 0
Mastercard Inc Common Stock 57636Q104 4,296 12,022 SH   SOLE   12,022 0 0
Masimo Corp Common Stock 574795100 6,549 45,000 SH   SOLE   45,000 0 0
Maximus Inc Common Stock 577933104 17,239 230,000 SH   SOLE   230,000 0 0
MSA Safety Inc Common Stock 553498106 3,981 30,000 SH   SOLE   30,000 0 0
Microsoft Corp Common Stock 594918104 9,250 30,003 SH   SOLE   30,003 0 0
Vail Resorts Inc Common Stock 91879Q109 7,027 27,000 SH   SOLE   27,000 0 0
MasTec Inc Common Stock 576323109 14,807 170,000 SH   SOLE   170,000 0 0
Mueller Water Products Inc Common Stock 624758108 3,876 300,000 SH   SOLE   300,000 0 0
National Bank Holdings Corp Common Stock 633707104 11,480 285,000 SH   SOLE   285,000 0 0
Nasdaq Inc Common Stock 631103108 4,206 23,605 SH   SOLE   23,605 0 0
Sunnova Energy International I Common Stock 86745K104 2,156 93,500 SH   SOLE   93,500 0 0
Napco Security Technologies In Common Stock 630402105 6,772 330,000 SH   SOLE   330,000 0 0
NetEase Inc ADR 64110W102 5,426 60,500 SH   SOLE   60,500 0 0
NVIDIA Corp Common Stock 67066G104 2,623 9,612 SH   SOLE   9,612 0 0
Prosperity Bancshares Inc Common Stock 743606105 18,039 260,000 SH   SOLE   260,000 0 0
Park City Group Inc Common Stock 700215304 2,323 440,000 SH   SOLE   440,000 0 0
Planet Fitness Inc Common Stock 72703H101 8,870 105,000 SH   SOLE   105,000 0 0
Insulet Corp Common Stock 45784P101 3,996 15,000 SH   SOLE   15,000 0 0
Pool Corp Common Stock 73278L105 18,524 43,806 SH   SOLE   43,806 0 0
PTC Therapeutics Inc Common Stock 69366J200 2,798 75,000 SH   SOLE   75,000 0 0
PayPal Holdings Inc Common Stock 70450Y103 578 5,000 SH   SOLE   5,000 0 0
Rollins Inc Common Stock 775711104 4,557 130,000 SH   SOLE   130,000 0 0
Service Corp International/US Common Stock 817565104 25,988 394,841 SH   SOLE   394,841 0 0
SolarEdge Technologies Inc Common Stock 83417M104 3,739 11,600 SH   SOLE   11,600 0 0
Sprouts Farmers Market Inc Common Stock 85208M102 11,458 358,300 SH   SOLE   358,300 0 0
SVB Financial Group Common Stock 78486Q101 7,819 13,976 SH   SOLE   13,976 0 0
Simply Good Foods Co/The Common Stock 82900L102 6,641 175,000 SH   SOLE   175,000 0 0
ShotSpotter Inc Common Stock 82536T107 670 24,181 SH   SOLE   24,181 0 0
Trip.com Group Ltd ADR 89677Q107 231 10,000 SH   SOLE   10,000 0 0
Teradyne Inc Common Stock 880770102 8,867 75,000 SH   SOLE   75,000 0 0
Thermo Fisher Scientific Inc Common Stock 883556102 3,721 6,300 SH   SOLE   6,300 0 0
Trex Co Inc Common Stock 89531P105 6,843 104,738 SH   SOLE   104,738 0 0
Trupanion Inc Common Stock 898202106 5,347 60,000 SH   SOLE   60,000 0 0
TSMC ADR 874039100 5,455 52,322 SH   SOLE   52,322 0 0
Tyler Technologies Inc Common Stock 902252105 8,898 20,000 SH   SOLE   20,000 0 0
UnitedHealth Group Inc Common Stock 91324P102 7,324 14,361 SH   SOLE   14,361 0 0
Veeva Systems Inc Common Stock 922475108 2,125 10,000 SH   SOLE   10,000 0 0
Western Alliance Bancorp Common Stock 957638109 9,938 120,000 SH   SOLE   120,000 0 0
Willdan Group Inc Common Stock 96924N100 2,455 80,000 SH   SOLE   80,000 0 0
Watsco Inc Common Stock 942622200 13,709 45,000 SH   SOLE   45,000 0 0
Xylem Inc/NY Common Stock 98419M100 2,723 31,936 SH   SOLE   31,936 0 0
YETI Holdings Inc Common Stock 98585X104 9,999 166,700 SH   SOLE   166,700 0 0
Apple Inc Common Stock 037833100 7,164 41,031 SH   SOLE   41,031 0 0
LHC Group Inc Common Stock 50187A107 15,041 89,213 SH   SOLE   89,213 0 0
Infosys Ltd ADR 456788108 2,489 100,000 SH   SOLE   100,000 0 0
OptimizeRx Corp Common Stock 68401U204 4,148 110,000 SH   SOLE   110,000 0 0
LivePerson Inc Common Stock 538146101 2,808 115,000 SH   SOLE   115,000 0 0
Advanced Drainage Systems Inc Common Stock 00790R104 5,346 45,000 SH   SOLE   45,000 0 0
Pinduoduo Inc ADR 722304102 321 8,000 SH   SOLE   8,000 0 0
ZTO Express Cayman Inc ADR 98980A105 625 25,000 SH   SOLE   25,000 0 0
Energy Recovery Inc Common Stock 29270J100 7,049 350,000 SH   SOLE   350,000 0 0
Veritone Inc Common Stock 92347M100 5,118 280,000 SH   SOLE   280,000 0 0
Crown Holdings Inc Common Stock 228368106 18,764 150,000 SH   SOLE   150,000 0 0
Dynatrace Inc Common Stock 268150109 3,297 70,000 SH   SOLE   70,000 0 0
Overstock.com Inc Common Stock 690370101 4,401 100,000 SH   SOLE   100,000 0 0
Paya Holdings Inc Common Stock 70434P103 7,618 1,300,000 SH   SOLE   1,300,000 0 0
TripAdvisor Inc Common Stock 896945201 4,068 150,000 SH   SOLE   150,000 0 0
Clean Harbors Inc Common Stock 184496107 16,188 145,000 SH   SOLE   145,000 0 0
Axon Enterprise Inc Common Stock 05464C101 6,887 50,000 SH   SOLE   50,000 0 0
Brunswick Corp/DE Common Stock 117043109 13,751 170,000 SH   SOLE   170,000 0 0
Heska Corp Common Stock 42805E306 4,356 31,500 SH   SOLE   31,500 0 0
Ping Identity Holding Corp Common Stock 72341T103 6,035 220,000 SH   SOLE   220,000 0 0
Regeneron Pharmaceuticals Inc Common Stock 75886F107 5,098 7,300 SH   SOLE   7,300 0 0
Freshpet Inc Common Stock 358039105 4,619 45,000 SH   SOLE   45,000 0 0
Verra Mobility Corp Common Stock 92511U102 8,153 500,803 SH   SOLE   500,803 0 0
GXO Logistics Inc Common Stock 36262G101 8,775 123,000 SH   SOLE   123,000 0 0
Intuit Inc Common Stock 461202103 1,298 2,700 SH   SOLE   2,700 0 0
Bilibili Inc ADR 090040106 128 5,000 SH   SOLE   5,000 0 0
Open Lending Corp Common Stock 68373J104 4,728 250,000 SH   SOLE   250,000 0 0
Wolfspeed Inc Common Stock 977852102 4,554 40,000 SH   SOLE   40,000 0 0
Quanta Services Inc Common Stock 74762E102 2,632 20,000 SH   SOLE   20,000 0 0