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
Accenture Plc COM G1151C101 430 1,344 SH   SOLE   1,344 0 0
Advanced Micro Devices COM 007903107 6,277 61,000 SH   SOLE   61,000 0 0
Align Technology Inc COM 016255101 268 402 SH   SOLE   402 0 0
Alphabet Inc Cl A COM 02079K305 583 218 SH   SOLE   218 0 0
Ambarella Inc COM G037AX101 1,342 8,620 SH   SOLE   8,620 0 0
Apple Inc COM 037833100 806 5,697 SH   SOLE   5,697 0 0
Atkore Inc COM 047649108 668 7,680 SH   SOLE   7,680 0 0
Avis Budget Group Inc COM 053774105 503 4,321 SH   SOLE   4,321 0 0
Bank Of America Corp COM 060505104 1,929 45,435 SH   SOLE   45,435 0 0
Boston Scientific Corp COM 101137107 911 21,000 SH   SOLE   21,000 0 0
Builders Firstsource Inc COM 12008R107 407 7,861 SH   SOLE   7,861 0 0
Celsius Holdings Inc COM 15118V207 471 5,225 SH   SOLE   5,225 0 0
Cloudflare Inc Cl A COM 18915M107 282 2,506 SH   SOLE   2,506 0 0
Continental Res Inc COM 212015101 227 4,924 SH   SOLE   4,924 0 0
Copart Inc COM 217204106 595 4,289 SH   SOLE   4,289 0 0
Crocs Inc COM 227046109 468 3,260 SH   SOLE   3,260 0 0
Crowdstrike Holdings A COM 22788C105 7,313 29,753 SH   SOLE   29,753 0 0
Datadog Inc Cl A COM 23804L103 2,305 16,308 SH   SOLE   16,308 0 0
Devon Energy Corp COM 25179M103 272 7,659 SH   SOLE   7,659 0 0
Dexcom Inc COM 252131107 5,875 10,743 SH   SOLE   10,743 0 0
Diamondback Energy Inc COM 25278X109 634 6,700 SH   SOLE   6,700 0 0
Dlocal Limited Cl A COM G29018101 276 5,058 SH   SOLE   5,058 0 0
Dynatrace Inc COM 268150109 731 10,300 SH   SOLE   10,300 0 0
Ebay Inc COM 278642103 419 6,021 SH   SOLE   6,021 0 0
Edwards Lifesciences COM 28176E108 657 5,800 SH   SOLE   5,800 0 0
Fubotv Inc COM 35953D104 770 32,133 SH   SOLE   32,133 0 0
Generac Hldgs Inc COM 368736104 247 604 SH   SOLE   604 0 0
Globant SA COM L44385109 465 1,656 SH   SOLE   1,656 0 0
Goldman Sachs Group Inc COM 38141G104 4,302 11,379 SH   SOLE   11,379 0 0
Horizon Therap Public COM G46188101 602 5,500 SH   SOLE   5,500 0 0
Intl Game Technology Plc COM G4863A108 632 24,000 SH   SOLE   24,000 0 0
Kulicke & Soffa Ind Inc COM 501242101 1,344 23,057 SH   SOLE   23,057 0 0
Lendingclub Corporation COM 52603A208 1,354 47,956 SH   SOLE   47,956 0 0
Livent Corporation COM 53814L108 438 18,949 SH   SOLE   18,949 0 0
Louisiana Pacific Corp COM 546347105 481 7,845 SH   SOLE   7,845 0 0
Lululemon Athletica COM 550021109 837 2,069 SH   SOLE   2,069 0 0
Macy's Inc COM 55616P104 761 33,662 SH   SOLE   33,662 0 0
Magnolia O&G Corp Cl A COM 559663109 334 18,776 SH   SOLE   18,776 0 0
Maravai Lifesciences ClA COM 56600D107 785 16,000 SH   SOLE   16,000 0 0
Matson Inc COM 57686G105 472 5,851 SH   SOLE   5,851 0 0
Mercadolibre Inc COM 58733R102 815 485 SH   SOLE   485 0 0
Microsoft Corp COM 594918104 763 2,707 SH   SOLE   2,707 0 0
monday.com Ltd COM M7S64H106 471 1,443 SH   SOLE   1,443 0 0
Morgan Stanley COM 617446448 420 4,318 SH   SOLE   4,318 0 0
Netflix Inc COM 64110L106 1,142 1,871 SH   SOLE   1,871 0 0
Nvidia Corp COM 67066G104 13,935 67,268 SH   SOLE   67,268 0 0
O N Semiconductor Corp COM 682189105 2,552 55,756 SH   SOLE   55,756 0 0
Palantir TechnologiesClA COM 69608A108 6,719 279,500 SH   SOLE   279,500 0 0
Power Integrations Inc COM 739276103 436 4,403 SH   SOLE   4,403 0 0
Quanta Services Inc COM 74762E102 396 3,477 SH   SOLE   3,477 0 0
Red Rock Resorts Cl A COM 75700L108 220 4,300 SH   SOLE   4,300 0 0
Regeneron Pharmaceutical COM 75886F107 910 1,503 SH   SOLE   1,503 0 0
Repligen Corp COM 759916109 479 1,658 SH   SOLE   1,658 0 0
S V B Financial Group COM 78486Q101 4,431 6,850 SH   SOLE   6,850 0 0
SeaWorld Entertainment COM 81282V100 466 8,416 SH   SOLE   8,416 0 0
Servicenow Inc COM 81762P102 530 851 SH   SOLE   851 0 0
Shockwave Medical Inc COM 82489T104 427 2,073 SH   SOLE   2,073 0 0
Signet Jewelers Ltd COM G81276100 521 6,602 SH   SOLE   6,602 0 0
Sitime Corporation COM 82982T106 473 2,316 SH   SOLE   2,316 0 0
Square Inc Cl A COM 852234103 1,631 6,800 SH   SOLE   6,800 0 0
Tandem Diabetes Care Inc COM 875372203 457 3,825 SH   SOLE   3,825 0 0
Targa Resources Corp COM 87612G101 292 5,928 SH   SOLE   5,928 0 0
Terex Corp COM 880779103 433 10,294 SH   SOLE   10,294 0 0
Ternium Sa Adr COM 880890108 457 10,814 SH   SOLE   10,814 0 0
Tesla Inc COM 88160R101 37,195 47,964 SH   SOLE   47,964 0 0
Tradeweb Markets Cl A COM 892672106 283 3,500 SH   SOLE   3,500 0 0
Ulta Beauty Inc COM 90384S303 558 1,545 SH   SOLE   1,545 0 0
United States Steel Corp COM 912909108 458 20,844 SH   SOLE   20,844 0 0
Vail Resorts Inc COM 91879Q109 309 926 SH   SOLE   926 0 0
ZIM Integ Shipping Svcs COM M9T951109 719 14,175 SH   SOLE   14,175 0 0
Zoominfo Techs Cl A COM 98980F104 2,905 47,474 SH   SOLE   47,474 0 0
CHINA SOUTH PUBLISHING -A COM CNE100000 21 14,900 SH   SOLE   14,900 0 0
CGN Meiya Power COM bmg202981 19 18,000 SH   SOLE   18,000 0 0
CHINA SUNTIEN GREEN ENERGY-H COM CNE100000 15 15,000 SH   SOLE   15,000 0 0
CIFI HOLDINGS GROUP CO LTD COM KYG2140A1 7 10,000 SH   SOLE   10,000 0 0