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
A S M L Holding N.V. NY COM N07059210 760 1,100 SH   SOLE   1,100 0 0
Academy Sports & Outdoor COM 00402L107 1,371 33,256 SH   SOLE   33,256 0 0
Adobe Inc COM 00724F101 2,050 3,500 SH   SOLE   3,500 0 0
Advanced Micro Devices COM 007903107 15,405 164,000 SH   SOLE   164,000 0 0
Align Technology Inc COM 016255101 4,118 6,740 SH   SOLE   6,740 0 0
Alphabet Inc Cl A COM 02079K305 625 256 SH   SOLE   256 0 0
Amazon.com Inc COM 023135106 7,912 2,300 SH   SOLE   2,300 0 0
Apple Inc COM 037833100 973 7,106 SH   SOLE   7,106 0 0
Applied Materials Inc COM 038222105 9,307 65,361 SH   SOLE   65,361 0 0
Arista Networks Inc COM 040413106 208 573 SH   SOLE   573 0 0
Asana Inc Class A COM 04342Y104 577 9,299 SH   SOLE   9,299 0 0
Avery Dennison Corp COM 053611109 250 1,191 SH   SOLE   1,191 0 0
Bank Of America Corp COM 060505104 701 17,012 SH   SOLE   17,012 0 0
Biogen Inc COM 09062X103 599 1,730 SH   SOLE   1,730 0 0
Boston Scientific Corp COM 101137107 684 16,000 SH   SOLE   16,000 0 0
Burlington Stores Inc COM 122017106 708 2,200 SH   SOLE   2,200 0 0
Celsius Holdings Inc COM 15118V207 402 5,282 SH   SOLE   5,282 0 0
Charter Comm COM 16119P108 338 468 SH   SOLE   468 0 0
Childrens Place Inc COM 168905107 869 9,334 SH   SOLE   9,334 0 0
Cleveland-Cliffs Inc COM 185899101 7,165 332,350 SH   SOLE   332,350 0 0
Cloudflare Inc Cl A COM 18915M107 646 6,100 SH   SOLE   6,100 0 0
Continental Res Inc COM 212015101 1,510 39,710 SH   SOLE   39,710 0 0
Copart Inc COM 217204106 923 7,000 SH   SOLE   7,000 0 0
Crocs Inc COM 227046109 1,273 10,926 SH   SOLE   10,926 0 0
Crowdstrike Holdings A COM 22788C105 30,741 122,325 SH   SOLE   122,325 0 0
D T E Energy Co COM 233331107 235 1,813 SH   SOLE   1,813 0 0
Diamondback Energy Inc COM 25278X109 1,352 14,400 SH   SOLE   14,400 0 0
Docusign Inc COM 256163106 6,643 23,760 SH   SOLE   23,760 0 0
Dropbox Inc Cl A COM 26210C104 547 18,057 SH   SOLE   18,057 0 0
Dynatrace Inc COM 268150109 883 15,117 SH   SOLE   15,117 0 0
Ebay Inc COM 278642103 421 6,000 SH   SOLE   6,000 0 0
Edwards Lifesciences COM 28176E108 922 8,900 SH   SOLE   8,900 0 0
Estee Lauder Cos Cl A COM 518439104 1,241 3,900 SH   SOLE   3,900 0 0
F T I Consulting Inc COM 302941109 236 1,728 SH   SOLE   1,728 0 0
Facebook Inc Cl A COM 30303M102 653 1,877 SH   SOLE   1,877 0 0
Fidelity National Finl COM 31620R303 227 5,222 SH   SOLE   5,222 0 0
Franco Nevada Corp COM 351858105 474 3,265 SH   SOLE   3,265 0 0
Generac Hldgs Inc COM 368736104 789 1,900 SH   SOLE   1,900 0 0
Goldman Sachs Group Inc COM 38141G104 3,227 8,503 SH   SOLE   8,503 0 0
Inmode Ltd COM M5425M103 1,017 10,740 SH   SOLE   10,740 0 0
Intl Game Technology Plc COM G4863A108 318 13,285 SH   SOLE   13,285 0 0
Invesco Ltd COM G491BT108 319 11,931 SH   SOLE   11,931 0 0
Invesco Qqq Trust Sr 1 COM 46090E103 51,394 145,006 SH   SOLE   145,006 0 0
Jefferies Financial Grp COM 47233W109 939 27,442 SH   SOLE   27,442 0 0
Kornit Digital Ltd COM M6372Q113 528 4,246 SH   SOLE   4,246 0 0
Lam Research Corp COM 512807108 1,171 1,800 SH   SOLE   1,800 0 0
Lattice Semiconductor COM 518415104 225 4,000 SH   SOLE   4,000 0 0
Leidos Holdings Inc COM 525327102 237 2,349 SH   SOLE   2,349 0 0
Lennox International Inc COM 526107107 481 1,370 SH   SOLE   1,370 0 0
Liberty Broadband Cl C COM 530307305 342 1,971 SH   SOLE   1,971 0 0
Lululemon Athletica COM 550021109 730 2,000 SH   SOLE   2,000 0 0
Macy's Inc COM 55616P104 520 27,431 SH   SOLE   27,431 0 0
Match Group Inc COM 57667L107 1,613 10,000 SH   SOLE   10,000 0 0
Microsoft Corp COM 594918104 1,213 4,476 SH   SOLE   4,476 0 0
Morgan Stanley COM 617446448 550 6,000 SH   SOLE   6,000 0 0
Nike Inc Cl B COM 654106103 587 3,800 SH   SOLE   3,800 0 0
Nvidia Corp COM 67066G104 7,887 9,858 SH   SOLE   9,858 0 0
P P G Industries COM 693506107 248 1,462 SH   SOLE   1,462 0 0
Palantir TechnologiesClA COM 69608A108 8,550 324,360 SH   SOLE   324,360 0 0
Paypal Holdings Inc COM 70450Y103 21,822 74,865 SH   SOLE   74,865 0 0
Pinterest Inc Cl A COM 72352L106 1,540 19,500 SH   SOLE   19,500 0 0
Pool Corp COM 73278L105 229 500 SH   SOLE   500 0 0
R H COM 74967X103 1,678 2,471 SH   SOLE   2,471 0 0
Revolve Group Inc Cl A COM 76156B107 1,675 24,312 SH   SOLE   24,312 0 0
Robert Half Intl Inc COM 770323103 328 3,684 SH   SOLE   3,684 0 0
Roku Inc Cl A COM 77543R102 7,756 16,888 SH   SOLE   16,888 0 0
Sherwin-Williams Co COM 824348106 247 908 SH   SOLE   908 0 0
Shopify Inc Cl A COM 82509L107 26,846 18,375 SH   SOLE   18,375 0 0
Signet Jewelers Ltd COM G81276100 525 6,496 SH   SOLE   6,496 0 0
Skyworks Solutions Inc COM 83088M102 575 3,000 SH   SOLE   3,000 0 0
Snap Inc Cl A COM 83304A106 1,499 22,000 SH   SOLE   22,000 0 0
Snowflake Inc Cl A COM 833445109 7,476 30,920 SH   SOLE   30,920 0 0
Sofi Technologies Inc COM 83406F102 3,270 170,600 SH   SOLE   170,600 0 0
Square Inc Cl A COM 852234103 5,169 21,200 SH   SOLE   21,200 0 0
Tesla Inc COM 88160R101 32,917 48,428 SH   SOLE   48,428 0 0
Tractor Supply Co COM 892356106 237 1,274 SH   SOLE   1,274 0 0
Tradeweb Markets Cl A COM 892672106 609 7,200 SH   SOLE   7,200 0 0
Trane Technologies plc COM G8994E103 829 4,500 SH   SOLE   4,500 0 0
Trip.com Group Ltd Adr COM 89677Q107 574 16,200 SH   SOLE   16,200 0 0
Twilio Inc Cl A COM 90138F102 5,843 14,825 SH   SOLE   14,825 0 0
Urban Outfitters Inc COM 917047102 525 12,735 SH   SOLE   12,735 0 0
Vale Sa Adr COM 91912E105 2,566 112,500 SH   SOLE   112,500 0 0
Veeva Systems Inc Cl A COM 922475108 684 2,200 SH   SOLE   2,200 0 0
Visa Inc Cl A COM 92826C839 329 1,408 SH   SOLE   1,408 0 0
Vista Outdoor Inc COM 928377100 728 15,735 SH   SOLE   15,735 0 0
Walt Disney Company COM 254687106 615 3,500 SH   SOLE   3,500 0 0
Wesco International Inc COM 95082P105 503 4,888 SH   SOLE   4,888 0 0
Zoominfo Techs Cl A COM 98980F104 4,332 83,045 SH   SOLE   83,045 0 0
ADYEN NV COM NL0012969 757 310 SH   SOLE   310 0 0
CGN Meiya Power COM bmg202981 12 30,000 SH   SOLE   30,000 0 0
CHINA SUNTIEN GREEN ENERGY-H COM CNE100000 13 26,000 SH   SOLE   26,000 0 0