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
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
ENBRIDGE INC COM 29250N105 6,684 182,000 SH   SOLE   182,000 0 0
BROOKFIELD RENEWABLE ENRGY P PARTNERSHIP UNIT G16258108 424 10,000 SH   SOLE   10,000 0 0
TC ENERGY CORP COM 87807B107 1,958 42,250 SH   SOLE   42,250 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 2,922 185,000 SH   SOLE   185,000 0 0
ABBVIE INC COM 00287Y109 8,484 79,439 SH   SOLE   79,439 0 0
AMGEN COM 031162100 615 2,460 SH   SOLE   2,460 0 0
BK OF AMERICA CORP COM 060505104 42,544 1,091,000 SH   SOLE   1,091,000 0 0
BROADCOM INC COM 11135F101 4,134 9,048 SH   SOLE   9,048 0 0
CIGNA CORP NEW COM 125523100 2,920 11,871 SH   SOLE   11,871 0 0
CISCO SYS INC COM 17275R102 16,136 311,543 SH   SOLE   311,543 0 0
CITIGROUP INC COM NEW 172967424 2,735 37,475 SH   SOLE   37,475 0 0
CLEARWAY ENERGY INC CL A 18539C105 1,857 70,000 SH   SOLE   70,000 0 0
ENBRIDGE INC COM 29250N105 13,845 377,819 SH   SOLE   377,819 0 0
JPMORGAN CHASE & CO COM 46625H100 5,223 33,789 SH   SOLE   33,789 0 0
METLIFE INC COM 59156R108 598 9,732 SH   SOLE   9,732 0 0
MICROSOFT CORP COM 594918104 17,697 76,168 SH   SOLE   76,168 0 0
STRYKER CORP COM 863667101 10,318 42,415 SH   SOLE   42,415 0 0
UNITED RENTALS INC COM 911363109 4,332 12,997 SH   SOLE   12,997 0 0
UNITEDHEALTH GROUP INC COM 91324P102 31,632 84,600 SH   SOLE   84,600 0 0
VISA INC COM CL A 92826C839 46,013 217,005 SH   SOLE   217,005 0 0
ATLANTICA YIELD PLC SHS G0751N103 8,314 234,000 SH   SOLE   234,000 0 0
ICON PLC SHS G4705A100 9,755 49,566 SH   SOLE   49,566 0 0
LAUDER ESTEE COS INC CL A 518439104 5,350 18,128 SH   SOLE   18,128 0 0
ALPHABET INC CAP STK CL A 02079K305 6,798 3,320 SH   SOLE   3,320 0 0
MASTERCARD INC CL A 57636Q104 8,840 24,663 SH   SOLE   24,663 0 0
KLA-TENCOR CORP COM 482480100 7,049 22,213 SH   SOLE   22,213 0 0
TARGET CORP COM 87612E106 9,596 48,014 SH   SOLE   48,014 0 0
LOWES COS INC COM 548661107 46,811 246,240 SH   SOLE   246,240 0 0
GILEAD SCIENCES INC COM 375558103 262 4,000 SH   SOLE   4,000 0 0
BALL CORP COM 058498106 2,252 26,642 SH   SOLE   26,642 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,322 7,356 SH   SOLE   7,356 0 0
DARLING INGREDIENTS INC COM 237266101 3,410 46,689 SH   SOLE   46,689 0 0
ZOETIS INC CL A 98978V103 3,643 23,183 SH   SOLE   23,183 0 0
INTUIT COM 461202103 1,812 4,846 SH   SOLE   4,846 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 42,485 298,036 SH   SOLE   298,036 0 0
AVERY DENNISON CORP COM 053611109 2,194 11,843 SH   SOLE   11,843 0 0
PAYPAL HLDGS INC COM 70450Y103 6,059 25,606 SH   SOLE   25,606 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,367 40,869 SH   SOLE   40,869 0 0
COLGATE PALMOLIVE CO COM 194162103 3,942 49,653 SH   SOLE   49,653 0 0
NVIDIA CORP COM 67066G104 6,542 12,700 SH   SOLE   12,700 0 0
ADOBE SYS INC COM 00724F101 1,682 3,611 SH   SOLE   3,611 0 0
AVANGRID INC COM 05351W103 747 15,000 SH   SOLE   15,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 54,201 751,440 SH   SOLE   751,440 0 0
LINDE PLC SHS G5494J103 10,450 37,415 SH   SOLE   37,415 0 0
SERVICE CORP INTL COM 817565104 38,064 739,603 SH   SOLE   739,603 0 0
AON PLC SHS CL A G0403H108 4,351 18,735 SH   SOLE   18,735 0 0
SEMPRA ENERGY COM 816851109 2,526 19,200 SH   SOLE   19,200 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,974 11,000 SH   SOLE   11,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 6,240 26,311 SH   SOLE   26,311 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 3,787 169,400 SH   SOLE   169,400 0 0
NEXTERA ENERGY INC COM 65339F101 3,237 43,600 SH   SOLE   43,600 0 0
NISOURCE INC COM 65473P105 936 39,000 SH   SOLE   39,000 0 0
WEC ENERGY GROUP INC COM 92939U106 3,316 35,500 SH   SOLE   35,500 0 0
WILLIAMS COS INC DEL COM 969457100 1,326 56,000 SH   SOLE   56,000 0 0
DTE ENERGY CO COM 233331107 1,375 10,300 SH   SOLE   10,300 0 0
ALLIANT ENERGY CORP COM 018802108 3,185 58,800 SH   SOLE   58,800 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,733 18,000 SH   SOLE   18,000 0 0
UNION PAC CORP COM 907818108 49,267 222,700 SH   SOLE   222,700 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 1,283 54,000 SH   SOLE   54,000 0 0
XCEL ENERGY INC COM 98389B100 5,084 77,000 SH   SOLE   77,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,301 22,200 SH   SOLE   22,200 0 0
APPLE INC COM 037833100 8,458 70,500 SH   SOLE   70,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 13,549 50,620 SH   SOLE   50,620 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 11,268 41,530 SH   SOLE   41,530 0 0
SYNOPSYS INC COM 871607107 10,282 42,890 SH   SOLE   42,890 0 0
CLARIVATE PLC ORD SHS G21810109 35,542 1,414,038 SH   SOLE   1,414,038 0 0
PULTE GROUP INC COM 745867101 43,048 816,000 SH   SOLE   816,000 0 0
CBRE GROUP INC CL A 12504L109 30,801 389,300 SH   SOLE   389,300 0 0
CERNER CORP COM 156782104 30,814 430,000 SH   SOLE   430,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 26,372 91,600 SH   SOLE   91,600 0 0
DISNEY WALT CO COM DISNEY 254687106 25,833 139,163 SH   SOLE   139,163 0 0
DESCARTES SYS GROUP INC COM 249906108 15,820 266,900 SH   SOLE   266,900 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 29,530 307,700 SH   SOLE   307,700 0 0
GLOBAL PMTS INC COM 37940X102 35,259 172,463 SH   SOLE   172,463 0 0
GOOSEHEAD INS INC COM CL A 38267D109 21,974 207,843 SH   SOLE   207,843 0 0
HCA HOLDINGS INC COM 40412C101 39,037 206,900 SH   SOLE   206,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 30,859 277,250 SH   SOLE   277,250 0 0
IQVIA HLDGS INC COM 46266C105 32,451 170,000 SH   SOLE   170,000 0 0
KEURIG DR PEPPER INC COM 49271V100 38,738 1,109,500 SH   SOLE   1,109,500 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 40,533 485,400 SH   SOLE   485,400 0 0
M & T BK CORP COM 55261F104 42,791 278,100 SH   SOLE   278,100 0 0
PROSPERITY BANCSHARES INC COM 743606105 16,823 220,900 SH   SOLE   220,900 0 0
POOL CORPORATION COM 73278L105 17,928 52,400 SH   SOLE   52,400 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 20,853 120,800 SH   SOLE   120,800 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 33,587 490,000 SH   SOLE   490,000 0 0
TREX CO INC COM 89531P105 12,810 142,400 SH   SOLE   142,400 0 0
TRANSUNION COM 89400J107 31,745 354,000 SH   SOLE   354,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 33,733 247,700 SH   SOLE   247,700 0 0
VULCAN MATLS CO COM 929160109 39,438 228,700 SH   SOLE   228,700 0 0
WESTERN ALLIANCE BANCORP COM 957638109 61,033 629,956 SH   SOLE   629,956 0 0
WASTE CONNECTIONS INC COM 94106B101 37,474 347,752 SH   SOLE   347,752 0 0
WEX INC COM 96208T104 37,120 174,500 SH   SOLE   174,500 0 0
WATSCO INC COM 942622200 23,011 88,400 SH   SOLE   88,400 0 0
WINTRUST FINL CORP COM 97650W108 43,118 549,276 SH   SOLE   549,276 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 682 10,767 SH   SOLE   10,767 0 0
ALTRA INDL MOTION CORP COM 02208R106 2,292 41,300 SH   SOLE   41,300 0 0
AXOS FINANCIAL INC COM 05465C100 1,625 34,100 SH   SOLE   34,100 0 0
BANDWIDTH INC COM CL A 05988J103 7,054 57,645 SH   SOLE   57,645 0 0
CHEESECAKE FACTORY INC COM 163072101 5,499 92,200 SH   SOLE   92,200 0 0
CHEGG INC COM 163092109 5,772 69,200 SH   SOLE   69,200 0 0
EVENTBRITE INC COM CL A 29975E109 8,365 381,363 SH   SOLE   381,363 0 0
EVERBRIDGE INC COM 29978A104 11,703 99,593 SH   SOLE   99,593 0 0
EVERQUOTE INC COM CL A 30041R108 5,371 154,706 SH   SOLE   154,706 0 0
FB FINL CORP COM 30257X104 2,477 54,500 SH   SOLE   54,500 0 0
FIRST MERCHANTS CORP COM 320817109 2,505 53,000 SH   SOLE   53,000 0 0
FRESHPET INC COM 358039105 6,143 40,300 SH   SOLE   40,300 0 0
FORWARD AIR CORP COM 349853101 2,665 29,800 SH   SOLE   29,800 0 0
HORIZON BANCORP IND COM 440407104 2,198 116,400 SH   SOLE   116,400 0 0
HUB GROUP INC CL A 443320106 2,516 37,000 SH   SOLE   37,000 0 0
KINSALE CAP GROUP INC COM 49714P108 5,697 35,148 SH   SOLE   35,148 0 0
MEDPACE HLDGS INC COM 58506Q109 12,496 76,839 SH   SOLE   76,839 0 0
1LIFE HEALTHCARE INC COM 68269G107 15,691 414,780 SH   SOLE   414,780 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 9,270 908,788 SH   SOLE   908,788 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 12,292 173,693 SH   SOLE   173,693 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 2,813 43,400 SH   SOLE   43,400 0 0
PHREESIA INC COM 71944F106 12,534 240,304 SH   SOLE   240,304 0 0
Q2 HLDGS INC COM 74736L109 4,624 46,951 SH   SOLE   46,951 0 0
REDFIN CORP COM 75737F108 8,033 124,801 SH   SOLE   124,801 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 1,896 51,600 SH   SOLE   51,600 0 0
STITCH FIX INC COM CL A 860897107 9,386 194,548 SH   SOLE   194,548 0 0
SITIME CORP COM 82982T106 12,895 136,670 SH   SOLE   136,670 0 0
SIMULATIONS PLUS INC COM 829214105 4,258 69,763 SH   SOLE   69,763 0 0
SPS COMM INC COM 78463M107 4,520 47,000 SH   SOLE   47,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 14,716 275,961 SH   SOLE   275,961 0 0
SHOTSPOTTER INC COM 82536T107 1,512 43,260 SH   SOLE   43,260 0 0
NEURONETICS INC COM 64131A105 4,997 410,754 SH   SOLE   410,754 0 0
SWITCH INC CL A 87105L104 3,737 237,945 SH   SOLE   237,945 0 0
TRISTATE CAP HLDGS INC COM 89678F100 1,752 74,200 SH   SOLE   74,200 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,523 39,082 SH   SOLE   39,082 0 0
VERITEX HLDGS INC COM 923451108 1,626 49,500 SH   SOLE   49,500 0 0
VERACYTE INC COM 92337F107 5,671 114,500 SH   SOLE   114,500 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,713 38,700 SH   SOLE   38,700 0 0
YETI HLDGS INC COM 98585X104 13,396 187,090 SH   SOLE   187,090 0 0
FIRST SOLAR INC COM 336433107 5,488 63,399 SH   SOLE   63,399 0 0
CUMMINS INC COM 231021106 7,518 28,520 SH   SOLE   28,520 0 0
PACCAR INC COM 693718108 5,675 60,800 SH   SOLE   60,800 0 0
JOHNSON CTLS INTL PLC SHS G51502105 13,144 216,414 SH   SOLE   216,414 0 0
CLEARWAY ENERGY INC CL C 18539C204 1,878 67,500 SH   SOLE   67,500 0 0
AMEREN CORP COM 023608102 2,408 29,600 SH   SOLE   29,600 0 0
KRANESHARES TR KFA GBL CARBON 500767678 430 15,000 SH   SOLE   15,000 0 0
POWER INTEGRATIONS INC COM 739276103 4,132 52,298 SH   SOLE   52,298 0 0
LGI HOMES INC COM 50187T106 7,266 48,543 SH   SOLE   48,543 0 0
UPWORK INC COM 91688F104 17,220 405,613 SH   SOLE   405,613 0 0
CERENCE INC COM 156727109 3,573 41,845 SH   SOLE   41,845 0 0
GOHEALTH INC COM CL A 38046W105 5,775 511,320 SH   SOLE   511,320 0 0
CASTLE BIOSCIENCES INC COM 14843C105 6,757 108,441 SH   SOLE   108,441 0 0
PENNANT GROUP INC COM 70805E109 4,522 101,941 SH   SOLE   101,941 0 0
ACCOLADE INC COM 00437E102 12,834 288,317 SH   SOLE   288,317 0 0
SELECTQUOTE INC COM 816307300 12,118 430,264 SH   SOLE   430,264 0 0
KORNIT DIGITAL LTD SHS M6372Q113 5,151 55,496 SH   SOLE   55,496 0 0
EVERSOURCE ENERGY COM 30040W108 13,219 153,188 SH   SOLE   153,188 0 0
PHILIP MORRIS INTL INC COM 718172109 7,081 79,222 SH   SOLE   79,222 0 0
EXXON MOBIL CORP COM 30231G102 12,967 228,700 SH   SOLE   228,700 0 0
XYLEM INC COM 98419M100 5,421 51,665 SH   SOLE   51,665 0 0
CHEVRON CORP NEW COM 166764100 9,217 87,000 SH   SOLE   87,000 0 0
COMERICA INC COM 200340107 15,001 207,900 SH   SOLE   207,900 0 0
NIKE INC CL B 654106103 1,522 11,440 SH   SOLE   11,440 0 0
KEYCORP NEW COM 493267108 13,515 672,600 SH   SOLE   672,600 0 0
SCHLUMBERGER LTD COM 806857108 38,115 1,400,000 SH   SOLE   1,400,000 0 0
TERMINIX GLOBAL HOLDINGS INC COM 88087E100 35,718 758,100 SH   SOLE   758,100 0 0
HUNT J B TRANS SVCS INC COM 445658107 41,369 244,173 SH   SOLE   244,173 0 0
MEDIAALPHA INC CL A 58450V104 6,946 199,924 SH   SOLE   199,924 0 0
CHANNELADVISOR CORP COM 159179100 4,988 224,682 SH   SOLE   224,682 0 0
WORLD FUEL SVCS CORP COM 981475106 5,913 165,927 SH   SOLE   165,927 0 0
SILICON LABORATORIES INC COM 826919102 8,229 59,818 SH   SOLE   59,818 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 5,827 136,625 SH   SOLE   136,625 0 0
MA COM TECHNOLOGY SOLUTIONS COM 55405Y100 11,230 196,894 SH   SOLE   196,894 0 0
TREAN INS GROUP INC COM 89457R101 7,650 467,879 SH   SOLE   467,879 0 0
FUSION FUEL GREEN PLC *W EXP 07/01/202 G3R25D100 68 15,000 SH   SOLE   15,000 0 0
FUSION FUEL GREEN PLC CL A G3R25D118 521 39,000 SH   SOLE   39,000 0 0
PENTAIR PLC SHS G7S00T104 6,513 104,900 SH   SOLE   104,900 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 53,978 1,984,118 SH   SOLE   1,984,118 0 0
AMN HEALTHCARE SVCS INC COM 001744101 390 5,300 SH   SOLE   5,300 0 0
BEACON ROOFING SUPPLY INC COM 073685109 36,587 707,062 SH   SOLE   707,062 0 0
CACTUS INC CL A 127203107 356 11,800 SH   SOLE   11,800 0 0
CROCS INC COM 227046109 303 3,900 SH   SOLE   3,900 0 0
FORESTAR GROUP INC COM 346232101 6,649 284,214 SH   SOLE   284,214 0 0
FULLER H B CO COM 359694106 36,700 575,188 SH   SOLE   575,188 0 0
GENTEX CORP COM 371901109 416 11,600 SH   SOLE   11,600 0 0
HAEMONETICS CORP COM 405024100 3,522 31,342 SH   SOLE   31,342 0 0
INGREDION INC COM 457187102 4,560 49,440 SH   SOLE   49,440 0 0
KIRBY CORP COM 497266106 405 6,400 SH   SOLE   6,400 0 0
MAXIMUS INC COM 577933104 614 6,900 SH   SOLE   6,900 0 0
TJX COS INC NEW COM 872540109 2,908 43,700 SH   SOLE   43,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 7,951 69,071 SH   SOLE   69,071 0 0
TEXAS INSTRS INC COM 882508104 9,169 49,300 SH   SOLE   49,300 0 0
TIMKEN CO COM 887389104 419 5,100 SH   SOLE   5,100 0 0
VALMONT INDS INC COM 920253101 310 1,300 SH   SOLE   1,300 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 6,655 189,233 SH   SOLE   189,233 0 0
AXONICS MODULATION TECHNOLOG COM 05465P101 6,903 119,954 SH   SOLE   119,954 0 0
AZEK CO INC CL A 05478C105 6,691 161,407 SH   SOLE   161,407 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 6,331 175,923 SH   SOLE   175,923 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,883 159,930 SH   SOLE   159,930 0 0
CAREDX INC COM 14167L103 6,061 96,308 SH   SOLE   96,308 0 0
CERTARA INC COM 15687V109 10,671 403,824 SH   SOLE   403,824 0 0
DOLBY LABORATORIES INC COM 25659T107 512 5,200 SH   SOLE   5,200 0 0
E L F BEAUTY INC COM 26856L103 384 14,200 SH   SOLE   14,200 0 0
ELEMENT SOLUTIONS INC COM 28618M106 388 21,000 SH   SOLE   21,000 0 0
ENDAVA PLC ADS 29260V105 401 4,700 SH   SOLE   4,700 0 0
EVOLENT HEALTH INC CL A 30050B101 200 10,000 SH   SOLE   10,000 0 0
HEALTH CATALYST INC COM 42225T107 8,569 185,061 SH   SOLE   185,061 0 0
INSTALLED BLDG PRODS INC COM 45780R101 899 8,125 SH   SOLE   8,125 0 0
KADANT INC COM 48282T104 307 1,700 SH   SOLE   1,700 0 0
LOVESAC COMPANY COM 54738L109 7,316 131,656 SH   SOLE   131,656 0 0
MOSAIC CO NEW COM 61945C103 7,590 242,000 SH   SOLE   242,000 0 0
NUTRIEN LTD COM 67077M108 7,110 130,500 SH   SOLE   130,500 0 0
PERSONALIS INC COM 71535D106 3,428 150,119 SH   SOLE   150,119 0 0
PRIMERICA INC COM 74164M108 612 4,100 SH   SOLE   4,100 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 35,936 759,500 SH   SOLE   759,500 0 0
SUNOPTA INC COM 8676EP108 566 39,700 SH   SOLE   39,700 0 0
SYNEOS HEALTH INC CL A 87166B102 11 145 SH   SOLE   145 0 0
2U INC COM 90214J101 5,541 149,533 SH   SOLE   149,533 0 0
FERRARI N V COM N3167Y103 62,429 297,488 SH   SOLE   297,488 0 0
QIAGEN NV SHS NEW N72482123 53,325 1,109,129 SH   SOLE   1,109,129 0 0
FERGUSON PLC NEW SHS G3421J106 698 5,781 SH   SOLE   5,781 0 0