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
AFFIRM HLDGS INC COM CL A 00827B106 119,399,720 1,464,129 SH SOLE 1,464,129 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 27,977,728 92,940 SH SOLE 92,940 0 0
ALPHATEC HLDGS INC COM NEW 02081G201 22,297,961 2,577,799 SH SOLE 2,577,799 0 0
AMAZON COM INC COM 023135106 21,137,421 88,686 SH SOLE 88,686 0 0
BLOOM ENERGY CORP COM CL A 093712107 111,063,960 366,911 SH SOLE 366,911 0 0
BWX TECHNOLOGIES INC COM 05605H100 40,593,868 208,548 SH SOLE 208,548 0 0
CARVANA CO CL A 146869102 41,529,261 630,952 SH SOLE 630,952 0 0
CENCORA INC COM 03073E105 67,203,788 237,486 SH SOLE 237,486 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 78,863,986 2,319,529 SH SOLE 2,319,529 0 0
CLOUDFLARE INC CL A COM 18915M107 94,431,083 384,993 SH SOLE 384,993 0 0
COSTAR GROUP INC COM 22160N109 6,472,111 228,535 SH SOLE 228,535 0 0
COUPANG INC CL A 22266T109 120,722,803 6,950,075 SH SOLE 6,950,075 0 0
DATADOG INC CL A COM 23804L103 34,897,353 134,035 SH SOLE 134,035 0 0
DISNEY WALT CO COM 254687106 26,102,423 271,194 SH SOLE 271,194 0 0
DOORDASH INC CL A 25809K105 124,054,537 672,273 SH SOLE 672,273 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 4,640,995 183,729 SH SOLE 183,729 0 0
EMCOR GROUP INC COM 29084Q100 55,813,579 67,255 SH SOLE 67,255 0 0
EVERCORE INC CLASS A 29977A105 4,668,509 13,673 SH SOLE 13,673 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 43,925,723 203,059 SH SOLE 203,059 0 0
FORMFACTOR INC COM 346375108 114,102,059 713,450 SH SOLE 713,450 0 0
FTAI AVIATION LTD SHS G3730V105 63,145,489 233,414 SH SOLE 233,414 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 86,880,027 23,045,100 SH SOLE 23,045,100 0 0
GUARDANT HEALTH INC COM 40131M109 29,675,184 197,795 SH SOLE 197,795 0 0
HOWMET AEROSPACE INC COM 443201108 87,367,132 324,954 SH SOLE 324,954 0 0
IDEXX LABS INC COM 45168D104 33,395,774 63,437 SH SOLE 63,437 0 0
INSMED INC COM PAR $.01 457669307 18,196,835 170,670 SH SOLE 170,670 0 0
INSULET CORP COM 45784P101 23,767,900 156,111 SH SOLE 156,111 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 135,845,281 741,878 SH SOLE 741,878 0 0
LUMENTUM HLDGS INC COM 55024U109 82,762,461 96,453 SH SOLE 96,453 0 0
MATCH GROUP INC NEW COM 57667L107 7,345,476 193,048 SH SOLE 193,048 0 0
MERCADOLIBRE INC COM 58733R102 22,697,499 13,372 SH SOLE 13,372 0 0
MKS INC. COM 55306N104 131,387,248 295,385 SH SOLE 295,385 0 0
MONDAY COM LTD SHS M7S64H106 33,650,564 464,851 SH SOLE 464,851 0 0
MONGODB INC CL A 60937P106 101,958,414 303,538 SH SOLE 303,538 0 0
NATERA INC COM 632307104 19,277,293 71,016 SH SOLE 71,016 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 31,922,035 1,512,176 SH SOLE 1,512,176 0 0
NRG ENERGY INC COM NEW 629377508 15,193,892 104,025 SH SOLE 104,025 0 0
ONDAS INC COM NEW 68236H204 27,737,636 3,366,218 SH SOLE 3,366,218 0 0
PROGRESSIVE CORP COM 743315103 4,525,629 20,717 SH SOLE 20,717 0 0
Q2 HLDGS INC COM 74736L109 88,608,137 1,842,165 SH SOLE 1,842,165 0 0
REDDIT INC CL A 75734B100 104,208,059 600,346 SH SOLE 600,346 0 0
ROCKET LAB CORP COM 773121108 68,722,719 676,072 SH SOLE 676,072 0 0
ROKU INC COM CL A 77543R102 39,094,034 283,003 SH SOLE 283,003 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,299,650 4,093 SH SOLE 4,093 0 0
SEMTECH CORP COM 816850101 143,604,326 887,268 SH SOLE 887,268 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 17,765,495 155,592 SH SOLE 155,592 0 0
SOFI TECHNOLOGIES INC COM 83406F102 28,309,946 1,578,915 SH SOLE 1,578,915 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 134,669,257 293,314 SH SOLE 293,314 0 0
STARBUCKS CORP COM 855244109 38,776,609 379,456 SH SOLE 379,456 0 0
TALEN ENERGY CORP COM 87422Q109 75,972,813 197,712 SH SOLE 197,712 0 0
TARGA RES CORP COM 87612G101 52,496,985 195,782 SH SOLE 195,782 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 108,902,268 540,968 SH SOLE 540,968 0 0
UBER TECHNOLOGIES INC COM 90353T100 28,904,121 400,556 SH SOLE 400,556 0 0
VALERO ENERGY CORP COM 91913Y100 36,249,862 139,187 SH SOLE 139,187 0 0
VARONIS SYS INC COM 922280102 157,343,286 3,749,840 SH SOLE 3,749,840 0 0
WABTEC COM 929740108 68,158,654 252,814 SH SOLE 252,814 0 0
WINGSTOP INC COM 974155103 94,777,756 546,553 SH SOLE 546,553 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 77,393,453 919,053 SH SOLE 919,053 0 0