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
ADOBE INC COM 00724F101 3,460,738 16,880 SH SOLE 16,880 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,904,550 5,000 SH SOLE 5,000 0 0
ALIGHT INC COM CL A 01626W101 889,464 1,588,329 SH SOLE 1,588,329 0 0
ANTERO RESOURCES CORP COM 03674X106 9,993,816 284,400 SH SOLE 284,400 0 0
APPIAN CORP CL A 03782L101 508,380 22,200 SH SOLE 22,200 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 2,965,062 113,084 SH SOLE 113,084 0 0
ARS PHARMACEUTICALS INC COM 82835W108 4,862,382 607,039 SH SOLE 607,039 0 0
ATLAS ENERGY SOLUTIONS INC COM NEW 642045108 3,840,232 231,200 SH SOLE 231,200 0 0
ATLASSIAN CORPORATION CL A 049468101 4,628,505 59,500 SH SOLE 59,500 0 0
BILL HOLDINGS INC COM 090043100 7,933,504 219,400 SH SOLE 219,400 0 0
BLACKLINE INC COM 09239B109 6,715,383 239,237 SH SOLE 239,237 0 0
BORR DRILLING LTD SHS G1466R173 4,374,983 1,059,318 SH SOLE 1,059,318 0 0
BUNGE GLOBAL SA COM SHS H11356104 971,243 9,100 SH SOLE 9,100 0 0
CARDIOL THERAPEUTICS INC COM CL A 14161Y200 5,420,651 5,113,822 SH SOLE 5,113,822 0 0
CELANESE CORP DEL COM 150870103 2,916,400 63,400 SH SOLE 63,400 0 0
CERTARA INC COM 15687V109 8,467,323 1,292,721 SH SOLE 1,292,721 0 0
COMCAST CORP NEW CL A 20030N101 4,419,000 180,000 SH SOLE 180,000 0 0
CONAGRA BRANDS INC COM 205887102 629,928 46,800 SH SOLE 46,800 0 0
CORE LABORATORIES INC COM 21867A105 362,280 31,097 SH SOLE 31,097 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 8,570,862 107,109 SH SOLE 107,109 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,442,068 34,900 SH SOLE 34,900 0 0
DIVERSIFIED ENERGY CO COMMON STOCK 25520W107 25,345,338 1,828,668 SH SOLE 1,828,668 0 0
DNOW INC COM 67011P100 9,382,485 723,399 SH SOLE 723,399 0 0
ELASTIC N V ORD SHS N14506104 1,026,360 18,000 SH SOLE 18,000 0 0
ENOVIS CORPORATION COM 194014502 643,770 31,100 SH SOLE 31,100 0 0
EPAM SYS INC COM 29414B104 6,386,088 80,480 SH SOLE 80,480 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 11,239,308 130,979 SH SOLE 130,979 0 0
EVOLENT HEALTH INC CL A 30050B101 2,392,692 441,456 SH SOLE 441,456 0 0
EXPAND ENERGY CORPORATION COM 165167735 7,450,223 81,700 SH SOLE 81,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 11,384,492 292,811 SH SOLE 292,811 0 0
FISERV INC COM 337738108 2,653,605 54,100 SH SOLE 54,100 0 0
GENERAL MILLS INC COM 370334104 633,360 18,200 SH SOLE 18,200 0 0
GITLAB INC CLASS A COM 37637K108 1,114,345 36,500 SH SOLE 36,500 0 0
GLOBAL PMTS INC COM 37940X102 9,589,167 132,155 SH SOLE 132,155 0 0
HERON THERAPEUTICS INC COM 427746102 2,778,807 6,510,795 SH SOLE 6,510,795 0 0
HUBSPOT INC COM 443573100 2,730,350 14,960 SH SOLE 14,960 0 0
INTUIT COM 461202103 2,589,120 9,920 SH SOLE 9,920 0 0
ISHARES INC MSCI STH KOR ETF 464286772 410,665 2,034 SH SOLE 2,034 0 0
LUMENTUM HLDGS INC COM 55024U109 240,257 280 SH SOLE 280 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 2,243,943 42,620 SH SOLE 42,620 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 9,954,953 1,595,345 SH SOLE 1,595,345 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,489,450 5,000 SH SOLE 5,000 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 647,320 2,037,520 SH SOLE 2,037,520 0 0
MICRON TECHNOLOGY INC COM 595112103 1,154,290 1,000 SH SOLE 1,000 0 0
MOSAIC CO COM 61945C103 1,301,066 61,400 SH SOLE 61,400 0 0
NIKE INC CL B 654106103 821,000 20,000 SH SOLE 20,000 0 0
NOBLE CORP PLC ORD SHS A G65431127 6,822,319 182,904 SH SOLE 182,904 0 0
NUTRIEN LTD COM 67077M108 1,038,675 16,500 SH SOLE 16,500 0 0
ORTHOFIX MED INC COM 68752M108 536,701 58,720 SH SOLE 58,720 0 0
PATTERSON-UTI ENERGY INC COM 703481101 1,678,398 182,832 SH SOLE 182,832 0 0
QUIDELORTHO CORP COM 219798105 2,275,023 129,890 SH SOLE 129,890 0 0
SALESFORCE INC COM 79466L302 1,472,604 9,400 SH SOLE 9,400 0 0
SANDISK CORP COM 80004C200 2,160,044 950 SH SOLE 950 0 0
SCHRODINGER INC COM 80810D103 4,553,283 280,202 SH SOLE 280,202 0 0
SEADRILL LTD COM G7997W102 2,897,012 76,600 SH SOLE 76,600 0 0
SERVICENOW INC COM 81762P102 4,046,653 40,760 SH SOLE 40,760 0 0
SHIFT4 PMTS INC CL A 82452J109 2,217,984 45,600 SH SOLE 45,600 0 0
SLB LIMITED COM STK 806857108 994,886 21,400 SH SOLE 21,400 0 0
SPROUT SOCIAL INC COM CL A 85209W109 1,534,160 203,200 SH SOLE 203,200 0 0
STERLING INFRASTRUCTURE INC COM 859241101 494,383 589 SH SOLE 589 0 0
THE CAMPBELLS COMPANY COM 134429109 636,922 28,600 SH SOLE 28,600 0 0
THERAPEUTICSMD INC COM NEW 88338N206 761,305 344,482 SH SOLE 344,482 0 0
TIDEWATER INC NEW COM 88642R109 999,450 15,000 SH SOLE 15,000 0 0
VALARIS LTD CL A G9460G101 2,337,720 32,200 SH SOLE 32,200 0 0
WORKDAY INC CL A 98138H101 1,946,478 15,900 SH SOLE 15,900 0 0
WORKIVA INC COM CL A 98139A105 2,020,442 41,650 SH SOLE 41,650 0 0