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
ADVANCED MICRO DEVICES INC COM 007903107 17,049 155,922 SH   SOLE N/A 155,922 0 0
ALPHABET INC CAP STK CL A 02079K305 19,428 6,985 SH   SOLE N/A 6,985 0 0
AMAZON COM INC COM 023135106 15,873 4,869 SH   SOLE N/A 4,869 0 0
AMPHENOL CORP NEW CL A 032095101 10,891 144,542 SH   SOLE N/A 144,542 0 0
APPLE INC COM 037833100 31,748 181,820 SH   SOLE N/A 181,820 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,395 12,569 SH   SOLE N/A 12,569 0 0
AVANTOR INC COM 05352A100 7,111 210,254 SH   SOLE N/A 210,254 0 0
BALL CORP COM 058498106 8,837 98,194 SH   SOLE N/A 98,194 0 0
BANK OF MONTREAL BIG OIL 3X LEV 06367V105 18,982 44,294 SH   SOLE N/A 44,294 0 0
BARK INC COM 68622E104 654 176,802 SH   SOLE N/A 176,802 0 0
BLACKSTONE INC COM 09260D107 8,430 66,412 SH   SOLE N/A 66,412 0 0
BOYD GAMING CORP COM 103304101 3,210 48,794 SH   SOLE N/A 48,794 0 0
C3 AI INC CL A 12468P104 586 25,824 SH   SOLE N/A 25,824 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 10,908 140,998 SH   SOLE N/A 140,998 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 11,886 259,129 SH   SOLE N/A 259,129 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,383 8,034 SH   SOLE N/A 8,034 0 0
CHEGG INC COM 163092109 2,653 73,131 SH   SOLE N/A 73,131 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,489 5,998 SH   SOLE N/A 5,998 0 0
COUPA SOFTWARE INC COM 22266L106 13,376 131,610 SH   SOLE N/A 131,610 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 11,820 304,790 SH   SOLE N/A 304,790 0 0
EQUIFAX INC COM 294429105 2,819 11,890 SH   SOLE N/A 11,890 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 14,879 98,059 SH   SOLE N/A 98,059 0 0
HYATT HOTELS CORP COM CL A 448579102 13,507 141,512 SH   SOLE N/A 141,512 0 0
IDEXX LABS INC COM 45168D104 6,021 11,007 SH   SOLE N/A 11,007 0 0
LINDE PLC SHS G5494J103 8,304 25,995 SH   SOLE N/A 25,995 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,512 49,001 SH   SOLE N/A 49,001 0 0
MICRON TECHNOLOGY INC COM 595112103 3,052 39,187 SH   SOLE N/A 39,187 0 0
MICROSOFT CORP COM 594918104 28,540 92,570 SH   SOLE N/A 92,570 0 0
MSCI INC COM 55354G100 16,051 31,918 SH   SOLE N/A 31,918 0 0
NOVANTA INC COM 67000B104 8,656 60,830 SH   SOLE N/A 60,830 0 0
NVIDIA CORPORATION COM 67066G104 14,863 54,472 SH   SOLE N/A 54,472 0 0
NXP SEMICONDUCTORS N V COM N6596X109 15,900 85,907 SH   SOLE N/A 85,907 0 0
PALO ALTO NETWORKS INC COM 697435105 16,894 27,139 SH   SOLE N/A 27,139 0 0
PROGYNY INC COM 74340E103 8,170 158,949 SH   SOLE N/A 158,949 0 0
RED ROCK RESORTS INC CL A 75700L108 4,641 95,578 SH   SOLE N/A 95,578 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3,063 18,944 SH   SOLE N/A 18,944 0 0
TAPESTRY INC COM 876030107 2,062 55,512 SH   SOLE N/A 55,512 0 0
TECHTARGET INC COM 87874R100 4,064 50,005 SH   SOLE N/A 50,005 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 17,040 28,850 SH   SOLE N/A 28,850 0 0
UNION PAC CORP COM 907818108 9,532 34,888 SH   SOLE N/A 34,888 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 9,460 675,717 SH   SOLE N/A 675,717 0 0
VISA INC COM CL A 92826C839 15,391 69,400 SH   SOLE N/A 69,400 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 9,086 107,291 SH   SOLE N/A 107,291 0 0
ZOETIS INC CL A 98978V103 8,862 46,989 SH   SOLE N/A 46,989 0 0