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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10X GENOMICS INC CL A COM 88025U109   1,239,571 22,153 SH   SOLE   22,153 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,355,083 20,530 SH   SOLE   20,530 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   1,470,678 46,979 SH   SOLE   46,979 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,294,153 6,534 SH   SOLE   6,534 0 0
ADOBE INC COM 00724F101   3,785,090 6,343 SH   SOLE   6,343 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,582,870 24,303 SH   SOLE   24,303 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   1,281,162 9,216 SH   SOLE   9,216 0 0
ALIGN TECHNOLOGY INC COM 016255101   4,191,505 15,293 SH   SOLE   15,293 0 0
ALKERMES PLC SHS G01767105   1,741,265 62,737 SH   SOLE   62,737 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   4,537,409 23,686 SH   SOLE   23,686 0 0
ALPHABET INC CAP STK CL A 02079K305   10,610,315 75,948 SH   SOLE   75,948 0 0
AMAZON COM INC COM 023135106   10,956,906 72,111 SH   SOLE   72,111 0 0
AMERICAN EXPRESS CO COM 025816109   1,521,803 8,123 SH   SOLE   8,123 0 0
ANALOG DEVICES INC COM 032654105   1,975,573 9,949 SH   SOLE   9,949 0 0
APPFOLIO INC COM CL A 03783C100   1,310,837 7,569 SH   SOLE   7,569 0 0
APPLE INC COM 037833100   14,818,265 76,972 SH   SOLE   76,972 0 0
APPLIED MATLS INC COM 038222105   2,297,089 14,173 SH   SOLE   14,173 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   5,375,564 45,207 SH   SOLE   45,207 0 0
ARGENX SE SPONSORED ADR 04016X101   3,278,751 8,625 SH   SOLE   8,625 0 0
ARISTA NETWORKS INC COM 040413106   3,168,383 13,457 SH   SOLE   13,457 0 0
ATI INC COM 01741R102   1,718,450 37,818 SH   SOLE   37,818 0 0
AXON ENTERPRISE INC COM 05464C101   1,841,038 7,126 SH   SOLE   7,126 0 0
AXONICS INC COM 05465P101   2,135,300 34,302 SH   SOLE   34,302 0 0
AZEK CO INC CL A 05478C105   1,724,459 45,078 SH   SOLE   45,078 0 0
BAXTER INTL INC COM 071813109   1,679,830 43,457 SH   SOLE   43,457 0 0
BEIGENE LTD SPONSORED ADR 07725L102   1,791,246 9,926 SH   SOLE   9,926 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   6,713,071 69,616 SH   SOLE   69,616 0 0
BLACKSTONE INC COM 09260D107   4,246,746 32,434 SH   SOLE   32,434 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   2,416,444 26,186 SH   SOLE   26,186 0 0
BOISE CASCADE CO DEL COM 09739D100   1,092,504 8,436 SH   SOLE   8,436 0 0
BOSTON SCIENTIFIC CORP COM 101137107   2,227,689 38,528 SH   SOLE   38,528 0 0
BOX INC CL A 10316T104   1,454,029 56,798 SH   SOLE   56,798 0 0
BROADCOM INC COM 11135F101   5,927,576 5,308 SH   SOLE   5,308 0 0
CAVA GROUP INC COM 148929102   1,093,366 25,436 SH   SOLE   25,436 0 0
CELSIUS HLDGS INC COM NEW 15118V207   1,762,910 32,344 SH   SOLE   32,344 0 0
CERTARA INC COM 15687V109   1,818,021 103,326 SH   SOLE   103,326 0 0
CHARLES RIV LABS INTL INC COM 159864107   3,174,986 13,430 SH   SOLE   13,430 0 0
CHART INDS INC COM 16115Q308   1,701,594 12,470 SH   SOLE   12,470 0 0
CHENIERE ENERGY INC COM NEW 16411R208   1,546,472 9,058 SH   SOLE   9,058 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,675,058 2,483 SH   SOLE   2,483 0 0
CIRRUS LOGIC INC COM 172755100   1,529,925 18,383 SH   SOLE   18,383 0 0
CLOUDFLARE INC CL A COM 18915M107   3,277,833 39,371 SH   SOLE   39,371 0 0
COHEN & STEERS INC COM 19247A100   1,138,976 15,035 SH   SOLE   15,035 0 0
COMMVAULT SYS INC COM 204166102   1,627,591 20,378 SH   SOLE   20,378 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   1,728,606 39,697 SH   SOLE   39,697 0 0
COPART INC COM 217204106   2,387,769 48,725 SH   SOLE   48,725 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,938,423 8,994 SH   SOLE   8,994 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,649,803 74,278 SH   SOLE   74,278 0 0
CROCS INC COM 227046109   1,168,311 12,504 SH   SOLE   12,504 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,629,298 18,131 SH   SOLE   18,131 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   1,624,340 7,412 SH   SOLE   7,412 0 0
CYTOKINETICS INC COM NEW 23282W605   2,689,720 32,218 SH   SOLE   32,218 0 0
DATADOG INC CL A COM 23804L103   4,136,290 34,080 SH   SOLE   34,080 0 0
DECKERS OUTDOOR CORP COM 243537107   4,302,294 6,433 SH   SOLE   6,433 0 0
DEXCOM INC COM 252131107   4,374,662 35,244 SH   SOLE   35,244 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,037,497 6,689 SH   SOLE   6,689 0 0
DICKS SPORTING GOODS INC COM 253393102   2,816,047 19,177 SH   SOLE   19,177 0 0
DISNEY WALT CO COM 254687106   1,097,565 12,156 SH   SOLE   12,156 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,154,309 32,751 SH   SOLE   32,751 0 0
DUOLINGO INC CL A COM 26603R106   1,651,963 7,287 SH   SOLE   7,287 0 0
DUTCH BROS INC CL A 26701L100   1,039,589 32,862 SH   SOLE   32,862 0 0
E L F BEAUTY INC COM 26856L103   2,381,651 16,494 SH   SOLE   16,494 0 0
EATON CORP PLC SHS G29183103   2,933,810 12,175 SH   SOLE   12,175 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,278,903 16,767 SH   SOLE   16,767 0 0
EVERCORE INC CLASS A 29977A105   2,024,647 11,839 SH   SOLE   11,839 0 0
EXACT SCIENCES CORP COM 30063P105   3,645,586 49,268 SH   SOLE   49,268 0 0
EXTREME NETWORKS COM 30226D106   1,025,738 58,099 SH   SOLE   58,099 0 0
FAIR ISAAC CORP COM 303250104   5,063,395 4,343 SH   SOLE   4,343 0 0
FEDEX CORP COM 31428X106   1,927,822 7,620 SH   SOLE   7,620 0 0
FTAI AVIATION LTD SHS G3730V105   1,882,592 40,560 SH   SOLE   40,560 0 0
GAP INC COM 364760108   1,282,968 61,342 SH   SOLE   61,342 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   2,260,502 29,230 SH   SOLE   29,230 0 0
GLAUKOS CORP COM 377322102   2,254,938 28,364 SH   SOLE   28,364 0 0
GOOSEHEAD INS INC COM CL A 38267D109   1,351,496 17,838 SH   SOLE   17,838 0 0
GRANITE CONSTR INC COM 387328107   1,823,965 35,866 SH   SOLE   35,866 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   1,094,317 40,613 SH   SOLE   40,613 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   1,076,511 17,603 SH   SOLE   17,603 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   4,831,855 130,732 SH   SOLE   130,732 0 0
HAMILTON LANE INC CL A 407497106   1,830,163 16,139 SH   SOLE   16,139 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   2,236,539 12,288 SH   SOLE   12,288 0 0
HOME DEPOT INC COM 437076102   3,608,157 10,413 SH   SOLE   10,413 0 0
HOULIHAN LOKEY INC CL A 441593100   1,228,050 10,241 SH   SOLE   10,241 0 0
HYATT HOTELS CORP COM CL A 448579102   3,394,440 26,024 SH   SOLE   26,024 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105   1,825,130 29,350 SH   SOLE   29,350 0 0
IDEXX LABS INC COM 45168D104   10,060,881 18,122 SH   SOLE   18,122 0 0
IMMUNOVANT INC COM 45258J102   1,137,721 27,005 SH   SOLE   27,005 0 0
IMPINJ INC COM 453204109   1,186,991 13,180 SH   SOLE   13,180 0 0
INARI MED INC COM 45332Y109   1,674,408 25,774 SH   SOLE   25,774 0 0
INSMED INC COM PAR $.01 457669307   1,851,444 59,724 SH   SOLE   59,724 0 0
INSPIRE MED SYS INC COM 457730109   1,107,500 5,444 SH   SOLE   5,444 0 0
INSULET CORP COM 45784P101   2,864,240 13,202 SH   SOLE   13,202 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   2,316,708 32,354 SH   SOLE   32,354 0 0
INTUIT COM 461202103   4,643,843 7,427 SH   SOLE   7,427 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   7,937,877 23,528 SH   SOLE   23,528 0 0
IQVIA HLDGS INC COM 46266C105   4,545,755 19,645 SH   SOLE   19,645 0 0
KARUNA THERAPEUTICS INC COM 48576A100   2,377,880 7,514 SH   SOLE   7,514 0 0
KIRBY CORP COM 497266106   1,867,705 23,800 SH   SOLE   23,800 0 0
KLA CORP COM NEW 482480100   3,805,492 6,545 SH   SOLE   6,545 0 0
KRYSTAL BIOTECH INC COM 501147102   1,264,355 10,196 SH   SOLE   10,196 0 0
LAM RESEARCH CORP COM 512807108   3,884,360 4,959 SH   SOLE   4,959 0 0
LEGALZOOM COM INC COM 52466B103   1,226,591 108,404 SH   SOLE   108,404 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   3,628,134 60,258 SH   SOLE   60,258 0 0
LENNAR CORP CL A 526057104   2,292,591 15,386 SH   SOLE   15,386 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   1,179,276 71,320 SH   SOLE   71,320 0 0
LIVERAMP HLDGS INC COM 53815P108   1,896,477 50,072 SH   SOLE   50,072 0 0
LPL FINL HLDGS INC COM 50212V100   3,483,420 15,304 SH   SOLE   15,304 0 0
LULULEMON ATHLETICA INC COM 550021109   3,519,760 6,883 SH   SOLE   6,883 0 0
MAPLEBEAR INC COM 565394103   608,176 25,935 SH   SOLE   25,935 0 0
MEDTRONIC PLC SHS G5960L103   2,156,471 26,166 SH   SOLE   26,166 0 0
META PLATFORMS INC CL A 30303M102   7,825,878 22,107 SH   SOLE   22,107 0 0
MODERNA INC COM 60770K107   1,777,728 17,872 SH   SOLE   17,872 0 0
MOLINA HEALTHCARE INC COM 60855R100   4,012,735 11,103 SH   SOLE   11,103 0 0
MONGODB INC CL A 60937P106   3,944,176 9,647 SH   SOLE   9,647 0 0
NATERA INC COM 632307104   7,440,007 118,812 SH   SOLE   118,812 0 0
NCINO INC COM 63947X101   493,606 14,671 SH   SOLE   14,671 0 0
NETFLIX INC COM 64110L106   4,987,726 10,243 SH   SOLE   10,243 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   4,811,562 36,501 SH   SOLE   36,501 0 0
NIKE INC CL B 654106103   1,620,421 14,932 SH   SOLE   14,932 0 0
NORTHERN OIL & GAS INC COM 665531307   1,213,261 32,751 SH   SOLE   32,751 0 0
NVIDIA CORPORATION COM 67066G104   8,901,985 17,976 SH   SOLE   17,976 0 0
NXP SEMICONDUCTORS N V COM N6596X109   2,062,521 8,979 SH   SOLE   8,979 0 0
ONTO INNOVATION INC COM 683344105   2,400,833 15,721 SH   SOLE   15,721 0 0
PALO ALTO NETWORKS INC COM 697435105   2,495,399 8,464 SH   SOLE   8,464 0 0
PARKER-HANNIFIN CORP COM 701094104   1,682,673 3,651 SH   SOLE   3,651 0 0
PERRIGO CO PLC SHS G97822103   2,327,201 72,307 SH   SOLE   72,307 0 0
PINTEREST INC CL A 72352L106   2,654,052 71,644 SH   SOLE   71,644 0 0
POWER INTEGRATIONS INC COM 739276103   1,365,908 16,627 SH   SOLE   16,627 0 0
PUBMATIC INC COM CL A 74467Q103   673,282 41,293 SH   SOLE   41,293 0 0
QUANTA SVCS INC COM 74762E102   3,975,986 18,418 SH   SOLE   18,418 0 0
QUIDELORTHO CORP COM 219798105   2,145,471 29,101 SH   SOLE   29,101 0 0
RANGE RES CORP COM 75281A109   1,427,079 46,874 SH   SOLE   46,874 0 0
RAPID7 INC COM 753422104   1,832,170 32,073 SH   SOLE   32,073 0 0
REPLIGEN CORP COM 759916109   2,833,110 15,750 SH   SOLE   15,750 0 0
ROBLOX CORP CL A 771049103   3,632,504 79,399 SH   SOLE   79,399 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   4,644,510 155,205 SH   SOLE   155,205 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,988,629 12,851 SH   SOLE   12,851 0 0
ROIVANT SCIENCES LTD SHS G76279101   1,698,395 151,170 SH   SOLE   151,170 0 0
RXO INC COMMON STOCK 74982T103   887,411 38,160 SH   SOLE   38,160 0 0
SALESFORCE INC COM 79466L302   2,919,332 11,090 SH   SOLE   11,090 0 0
SAREPTA THERAPEUTICS INC COM 803607100   2,423,043 25,134 SH   SOLE   25,134 0 0
SERVICENOW INC COM 81762P102   4,221,766 5,971 SH   SOLE   5,971 0 0
SHAKE SHACK INC CL A 819047101   1,772,197 23,905 SH   SOLE   23,905 0 0
SHIFT4 PMTS INC CL A 82452J109   1,497,001 20,144 SH   SOLE   20,144 0 0
SHOCKWAVE MED INC COM 82489T104   3,673,721 19,274 SH   SOLE   19,274 0 0
SHOPIFY INC CL A 82509L107   2,391,386 30,708 SH   SOLE   30,708 0 0
SILICON LABORATORIES INC COM 826919102   1,789,699 13,524 SH   SOLE   13,524 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   1,340,880 8,247 SH   SOLE   8,247 0 0
SMARTSHEET INC COM CL A 83200N103   1,490,764 31,181 SH   SOLE   31,181 0 0
SONOS INC COM 83570H108   885,280 51,665 SH   SOLE   51,665 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,792,208 25,502 SH   SOLE   25,502 0 0
SPS COMM INC COM 78463M107   2,104,280 10,851 SH   SOLE   10,851 0 0
STERLING INFRASTRUCTURE INC COM 859241101   2,085,918 23,709 SH   SOLE   23,709 0 0
STIFEL FINL CORP COM 860630102   1,157,862 16,743 SH   SOLE   16,743 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   704,556 17,390 SH   SOLE   17,390 0 0
STRYKER CORPORATION COM 863667101   4,083,780 13,626 SH   SOLE   13,626 0 0
SUMMIT MATLS INC CL A 86614U100   1,235,842 32,129 SH   SOLE   32,129 0 0
TESLA INC COM 88160R101   5,130,221 20,646 SH   SOLE   20,646 0 0
THE TRADE DESK INC COM CL A 88339J105   4,148,278 57,651 SH   SOLE   57,651 0 0
TJX COS INC NEW COM 872540109   2,356,569 25,122 SH   SOLE   25,122 0 0
TRADEWEB MKTS INC CL A 892672106   3,124,486 34,369 SH   SOLE   34,369 0 0
TRANSMEDICS GROUP INC COM 89377M109   998,497 12,640 SH   SOLE   12,640 0 0
TRI POINTE HOMES INC COM 87265H109   1,418,986 40,090 SH   SOLE   40,090 0 0
UFP TECHNOLOGIES INC COM 902673102   995,218 5,788 SH   SOLE   5,788 0 0
ULTA BEAUTY INC COM 90384S303   2,941,720 6,004 SH   SOLE   6,004 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   3,274,140 68,468 SH   SOLE   68,468 0 0
UNITED RENTALS INC COM 911363109   2,472,173 4,310 SH   SOLE   4,310 0 0
UNITY SOFTWARE INC COM 91332U101   3,336,829 81,615 SH   SOLE   81,615 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   1,597,581 8,349 SH   SOLE   8,349 0 0
VARONIS SYS INC COM 922280102   1,932,816 42,700 SH   SOLE   42,700 0 0
VEECO INSTRS INC DEL COM 922417100   1,968,646 63,474 SH   SOLE   63,474 0 0
VEEVA SYS INC CL A COM 922475108   8,905,706 46,255 SH   SOLE   46,255 0 0
VERACYTE INC COM 92337F107   6,320,841 229,640 SH   SOLE   229,640 0 0
VERICEL CORP COM 92346J108   1,591,077 44,643 SH   SOLE   44,643 0 0
VERISK ANALYTICS INC COM 92345Y106   3,538,701 14,810 SH   SOLE   14,810 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   2,987,637 7,340 SH   SOLE   7,340 0 0
VISA INC COM CL A 92826C839   5,387,496 20,677 SH   SOLE   20,677 0 0
WABTEC COM 929740108   3,364,897 26,513 SH   SOLE   26,513 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   1,491,548 15,251 SH   SOLE   15,251 0 0
WINGSTOP INC COM 974155103   2,029,608 7,907 SH   SOLE   7,907 0 0
WORKDAY INC CL A 98138H101   3,826,126 13,857 SH   SOLE   13,857 0 0
ZILLOW GROUP INC CL A 98954M101   2,624,586 46,289 SH   SOLE   46,289 0 0
ZIPRECRUITER INC CL A 98980B103   727,655 52,387 SH   SOLE   52,387 0 0
ZOETIS INC CL A 98978V103   3,990,354 20,212 SH   SOLE   20,212 0 0
ZSCALER INC COM 98980G102   3,255,676 14,694 SH   SOLE   14,694 0 0