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
Expires: July 31, 2015
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 8,393,811 59,153 SH SOLE 59,153 0 0
AerCap Holdings N.V. COM N00985106 3,176,784 27,152 SH SOLE 27,152 0 0
Air Lease Corp COM 00912X302 5,499,405 94,023 SH SOLE 94,023 0 0
Amazon.Com Inc COM 023135106 10,956,556 49,941 SH SOLE 49,941 0 0
APi Group Corp COM 00187Y100 5,110,411 100,106 SH SOLE 100,106 0 0
Ascendis Pharma A/S COM 04351P101 27,731,987 160,672 SH SOLE 160,672 0 0
Ashland Inc COM 044186104 2,287,891 45,503 SH SOLE 45,503 0 0
Aura Biosciences Inc COM 05153U107 569,698 91,006 SH SOLE 91,006 0 0
Autoliv Inc COM 052800109 2,708,428 24,204 SH SOLE 24,204 0 0
Ball Corp COM 058498106 3,573,157 63,704 SH SOLE 63,704 0 0
Cameco Corp COM 13321L108 3,377,688 45,503 SH SOLE 45,503 0 0
Charles Schwab Corp COM 808513105 3,321,227 36,401 SH SOLE 36,401 0 0
Cidara Therapeutics Inc COM 171757206 1,330,514 27,315 SH SOLE 27,315 0 0
Coinbase Global Inc COM 19260Q107 6,379,268 18,201 SH SOLE 18,201 0 0
Dollar Tree Inc COM 256746108 5,569,019 56,230 SH SOLE 56,230 0 0
Eaton Corporation PLC COM G29183103 8,032,275 22,500 SH SOLE 22,500 0 0
EQT Corp COM 26884L109 2,122,965 36,402 SH SOLE 36,402 0 0
Freeport-McMoRan Inc COM 35671D857 2,169,797 50,053 SH SOLE 50,053 0 0
Galaxy Digital Inc COM 36317J209 1,752,000 80,000 SH SOLE 80,000 0 0
Ge Healthcare Technologies Inc COM 36266G107 4,381,463 59,153 SH SOLE 59,153 0 0
Hexcel Corp COM 428291108 3,341,553 59,153 SH SOLE 59,153 0 0
Insmed Inc COM 457669307 2,747,573 27,301 SH SOLE 27,301 0 0
Legend Biotech Corp COM 52490G102 1,808,677 50,963 SH SOLE 50,963 0 0
Mbx Biosciences Inc COM 55287L101 566,735 49,670 SH SOLE 49,670 0 0
NRG Energy Inc COM 629377508 8,768,310 54,604 SH SOLE 54,604 0 0
Nutanix Inc COM 67059N108 2,782,569 36,402 SH SOLE 36,402 0 0
ON Semiconductor Corp COM 682189105 2,861,796 54,604 SH SOLE 54,604 0 0
Oric Pharmaceuticals Inc COM 68622P109 2,309,277 227,515 SH SOLE 227,515 0 0
PAR Technology Corp COM 698884103 7,570,695 109,135 SH SOLE 109,135 0 0
Peloton Interactive Inc COM 70614W100 947,372 136,509 SH SOLE 136,509 0 0
Pinterest Inc COM 72352L106 3,100,312 86,456 SH SOLE 86,456 0 0
Qualcomm Inc COM 747525103 5,558,811 34,904 SH SOLE 34,904 0 0
Robinhood Markets Inc COM 770700102 5,112,573 54,604 SH SOLE 54,604 0 0
Rocket Companies Inc COM 77311W101 2,085,920 147,103 SH SOLE 147,103 0 0
Sensata Technologies Holding PLC COM G8060N102 2,466,160 81,905 SH SOLE 81,905 0 0
Soleno Therapeutics Inc COM 834203309 3,049,759 36,402 SH SOLE 36,402 0 0
Sweetgreen Inc COM 87043Q108 880,197 59,153 SH SOLE 59,153 0 0
Taiwan Semiconductor Manufacturing Co Ltd COM 874039100 11,336,504 50,053 SH SOLE 50,053 0 0
Talen Energy Corp COM 87422Q109 2,646,007 9,100 SH SOLE 9,100 0 0
Teva Pharmaceutical Industries Ltd COM 881624209 1,143,937 68,254 SH SOLE 68,254 0 0
Valvoline Inc COM 92047W101 4,900,378 129,400 SH SOLE 129,400 0 0
Vistra Corp COM 92840M102 5,682,509 29,320 SH SOLE 29,320 0 0
Zillow Group Inc COM 98954M200 1,274,980 18,201 SH SOLE 18,201 0 0