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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,562,205 23,940 SH   SOLE   23,940 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   1,147,951 15,893 SH   SOLE   15,893 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,249,344 4,373 SH   SOLE   4,373 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,488,240 3,863 SH   SOLE   3,863 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,882,574 19,207 SH   SOLE   19,207 0 0
AIR LEASE CORP CL A 00912X302   1,400,959 35,598 SH   SOLE   35,598 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105   545,728 26,218 SH   SOLE   26,218 0 0
ALBEMARLE CORP COM 012653101   1,016,319 4,598 SH   SOLE   4,598 0 0
ALIGN TECHNOLOGY INC COM 016255101   4,814,413 14,417 SH   SOLE   14,417 0 0
ALKERMES PLC SHS G01767105   1,828,869 64,865 SH   SOLE   64,865 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   5,556,014 27,735 SH   SOLE   27,735 0 0
ALPHABET INC CAP STK CL A 02079K305   3,725,561 35,935 SH   SOLE   35,935 0 0
AMAZON COM INC COM 023135106   4,597,422 44,512 SH   SOLE   44,512 0 0
AMEDISYS INC COM 023436108   1,129,354 15,357 SH   SOLE   15,357 0 0
AMERICAN EXPRESS CO COM 025816109   1,818,298 11,025 SH   SOLE   11,025 0 0
AMGEN INC COM 031162100   318,385 1,317 SH   SOLE   1,317 0 0
ANALOG DEVICES INC COM 032654105   2,104,300 10,669 SH   SOLE   10,669 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   1,584,364 24,031 SH   SOLE   24,031 0 0
APPFOLIO INC COM CL A 03783C100   890,670 7,158 SH   SOLE   7,158 0 0
APPLE INC COM 037833100   7,748,988 47,012 SH   SOLE   47,012 0 0
APPLIED MATLS INC COM 038222105   1,686,156 13,727 SH   SOLE   13,727 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   5,391,612 64,636 SH   SOLE   64,636 0 0
ARGENX SE SPONSORED ADR 04016X101   4,985,426 13,381 SH   SOLE   13,381 0 0
AXONICS INC COM 05465P101   1,438,720 26,384 SH   SOLE   26,384 0 0
AZEK CO INC CL A 05478C105   1,552,557 65,940 SH   SOLE   65,940 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,031,840 10,608 SH   SOLE   10,608 0 0
BLACKSTONE INC COM 09260D107   1,940,714 22,095 SH   SOLE   22,095 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109   4,951,388 110,141 SH   SOLE   110,141 0 0
BOISE CASCADE CO DEL COM 09739D100   980,275 15,507 SH   SOLE   15,507 0 0
BOX INC CL A 10316T104   1,577,904 58,910 SH   SOLE   58,910 0 0
BROADCOM INC COM 11135F101   2,954,430 4,605 SH   SOLE   4,605 0 0
CASELLA WASTE SYS INC CL A 147448104   1,075,712 13,020 SH   SOLE   13,020 0 0
CATALENT INC COM 148806102   4,242,211 64,594 SH   SOLE   64,594 0 0
CHARLES RIV LABS INTL INC COM 159864107   2,237,887 11,091 SH   SOLE   11,091 0 0
CHART INDS INC COM 16115Q308   1,640,270 13,085 SH   SOLE   13,085 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,411,299 34,364 SH   SOLE   34,364 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,960,571 2,906 SH   SOLE   2,906 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,433,336 10,654 SH   SOLE   10,654 0 0
CIRRUS LOGIC INC COM 172755100   1,835,170 16,781 SH   SOLE   16,781 0 0
COMMVAULT SYS INC COM 204166102   1,354,521 23,864 SH   SOLE   23,864 0 0
CONSTRUCTION PARTNERS INC COM CL A 21044C107   1,577,213 58,578 SH   SOLE   58,578 0 0
COSTAR GROUP INC COM 22160N109   3,660,460 53,158 SH   SOLE   53,158 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,410,898 2,839 SH   SOLE   2,839 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,303,909 95,114 SH   SOLE   95,114 0 0
CROCS INC COM 227046109   2,405,361 19,029 SH   SOLE   19,029 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,223,405 8,915 SH   SOLE   8,915 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   1,758,528 11,894 SH   SOLE   11,894 0 0
CYTOKINETICS INC COM NEW 23282W605   1,457,367 41,426 SH   SOLE   41,426 0 0
DATADOG INC CL A COM 23804L103   3,009,315 41,405 SH   SOLE   41,405 0 0
DECKERS OUTDOOR CORP COM 243537107   5,527,932 12,297 SH   SOLE   12,297 0 0
DEERE & CO COM 244199105   2,054,659 4,979 SH   SOLE   4,979 0 0
DEXCOM INC COM 252131107   5,695,686 49,031 SH   SOLE   49,031 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,289,442 9,538 SH   SOLE   9,538 0 0
DICKS SPORTING GOODS INC COM 253393102   5,766,574 40,634 SH   SOLE   40,634 0 0
DISNEY WALT CO COM 254687106   874,455 8,738 SH   SOLE   8,738 0 0
DOXIMITY INC CL A 26622P107   2,730,797 84,375 SH   SOLE   84,375 0 0
DUOLINGO INC CL A COM 26603R106   1,297,445 9,102 SH   SOLE   9,102 0 0
DUTCH BROS INC CL A 26701L100   1,453,074 45,947 SH   SOLE   45,947 0 0
E L F BEAUTY INC COM 26856L103   802,879 9,749 SH   SOLE   9,749 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,817,360 21,974 SH   SOLE   21,974 0 0
EVERCORE INC CLASS A 29977A105   915,439 7,930 SH   SOLE   7,930 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   1,093,424 21,985 SH   SOLE   21,985 0 0
EXACT SCIENCES CORP COM 30063P105   2,856,503 42,122 SH   SOLE   42,122 0 0
EXPONENT INC COM 30214U102   1,978,149 19,844 SH   SOLE   19,844 0 0
FAIR ISAAC CORP COM 303250104   5,816,613 8,283 SH   SOLE   8,283 0 0
FEDEX CORP COM 31428X106   1,205,609 5,280 SH   SOLE   5,280 0 0
FIRST FINL BANKSHARES INC COM 32020R109   1,797,591 56,395 SH   SOLE   56,395 0 0
FOOT LOCKER INC COM 344849104   745,940 18,806 SH   SOLE   18,806 0 0
GLAUKOS CORP COM 377322102   1,430,442 28,566 SH   SOLE   28,566 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,757,150 24,344 SH   SOLE   24,344 0 0
GLOBUS MED INC CL A 379577208   1,160,133 20,488 SH   SOLE   20,488 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   569,709 20,156 SH   SOLE   20,156 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   1,035,214 20,542 SH   SOLE   20,542 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   4,408,067 115,470 SH   SOLE   115,470 0 0
HAMILTON LANE INC CL A 407497106   921,436 12,467 SH   SOLE   12,467 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   969,918 6,883 SH   SOLE   6,883 0 0
HOME DEPOT INC COM 437076102   1,535,327 5,203 SH   SOLE   5,203 0 0
HOULIHAN LOKEY INC CL A 441593100   1,053,232 12,039 SH   SOLE   12,039 0 0
HUB GROUP INC CL A 443320106   1,345,847 16,043 SH   SOLE   16,043 0 0
HYATT HOTELS CORP COM CL A 448579102   4,121,966 36,879 SH   SOLE   36,879 0 0
IDEXX LABS INC COM 45168D104   11,795,669 23,597 SH   SOLE   23,597 0 0
IMPINJ INC COM 453204109   1,232,502 9,102 SH   SOLE   9,102 0 0
INARI MED INC COM 45332Y109   1,427,267 23,123 SH   SOLE   23,123 0 0
INSMED INC COM PAR $.01 457669307   1,040,603 61,140 SH   SOLE   61,140 0 0
INSPIRE MED SYS INC COM 457730109   1,874,183 8,003 SH   SOLE   8,003 0 0
INSULET CORP COM 45784P101   4,336,737 13,595 SH   SOLE   13,595 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   1,853,203 34,233 SH   SOLE   34,233 0 0
INTUIT COM 461202103   2,076,516 4,659 SH   SOLE   4,659 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,013,883 23,546 SH   SOLE   23,546 0 0
IQVIA HLDGS INC COM 46266C105   4,864,511 24,486 SH   SOLE   24,486 0 0
KARUNA THERAPEUTICS INC COM 48576A100   1,245,893 6,858 SH   SOLE   6,858 0 0
KINSALE CAP GROUP INC COM 49714P108   1,339,382 4,469 SH   SOLE   4,469 0 0
KLA CORP COM NEW 482480100   5,104,906 12,788 SH   SOLE   12,788 0 0
KRYSTAL BIOTECH INC COM 501147102   1,670,213 20,849 SH   SOLE   20,849 0 0
LAM RESEARCH CORP COM 512807108   1,738,487 3,281 SH   SOLE   3,281 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   2,008,012 21,023 SH   SOLE   21,023 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   5,280,801 109,356 SH   SOLE   109,356 0 0
LENNAR CORP CL A 526057104   411,867 3,919 SH   SOLE   3,919 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   1,252,791 68,778 SH   SOLE   68,778 0 0
LIVENT CORP COM 53814L108   884,517 40,733 SH   SOLE   40,733 0 0
LIVERAMP HLDGS INC COM 53815P108   623,799 28,458 SH   SOLE   28,458 0 0
LPL FINL HLDGS INC COM 50212V100   4,587,719 22,661 SH   SOLE   22,661 0 0
LULULEMON ATHLETICA INC COM 550021109   1,410,717 3,874 SH   SOLE   3,874 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   819,440 6,076 SH   SOLE   6,076 0 0
MAXLINEAR INC COM 57776J100   1,491,810 42,387 SH   SOLE   42,387 0 0
MEDTRONIC PLC SHS G5960L103   656,200 8,147 SH   SOLE   8,147 0 0
META PLATFORMS INC CL A 30303M102   1,887,370 8,905 SH   SOLE   8,905 0 0
MODEL N INC COM 607525102   1,772,580 52,984 SH   SOLE   52,984 0 0
MODERNA INC COM 60770K107   2,296,100 14,951 SH   SOLE   14,951 0 0
MOLINA HEALTHCARE INC COM 60855R100   4,099,696 15,336 SH   SOLE   15,336 0 0
MONGODB INC CL A 60937P106   4,418,666 18,950 SH   SOLE   18,950 0 0
NATERA INC COM 632307104   7,087,738 127,661 SH   SOLE   127,661 0 0
NETFLIX INC COM 64110L106   1,014,175 2,935 SH   SOLE   2,935 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   3,441,994 33,995 SH   SOLE   33,995 0 0
NIKE INC CL B 654106103   1,314,479 10,723 SH   SOLE   10,723 0 0
NORDSTROM INC COM 655664100   676,620 41,587 SH   SOLE   41,587 0 0
NORTHERN OIL AND GAS INC MN COM 665531307   1,743,081 57,480 SH   SOLE   57,480 0 0
NVIDIA CORPORATION COM 67066G104   3,892,947 14,015 SH   SOLE   14,015 0 0
NXP SEMICONDUCTORS N V COM N6596X109   1,329,194 7,128 SH   SOLE   7,128 0 0
ONTO INNOVATION INC COM 683344105   2,296,371 26,165 SH   SOLE   26,165 0 0
PALO ALTO NETWORKS INC COM 697435105   5,837,056 29,224 SH   SOLE   29,224 0 0
PARKER-HANNIFIN CORP COM 701094104   1,651,775 4,913 SH   SOLE   4,913 0 0
PERRIGO CO PLC SHS G97822103   3,213,145 89,590 SH   SOLE   89,590 0 0
POWER INTEGRATIONS INC COM 739276103   1,733,846 20,491 SH   SOLE   20,491 0 0
QUANTA SVCS INC COM 74762E102   2,923,067 17,547 SH   SOLE   17,547 0 0
R1 RCM INC COM 77634L105   3,309,923 220,588 SH   SOLE   220,588 0 0
RAPID7 INC COM 753422104   1,509,452 32,900 SH   SOLE   32,900 0 0
RH COM 74967X103   802,902 3,297 SH   SOLE   3,297 0 0
ROBLOX CORP CL A 771049103   3,795,699 84,377 SH   SOLE   84,377 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   2,365,572 138,055 SH   SOLE   138,055 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,938,007 10,021 SH   SOLE   10,021 0 0
SAIA INC COM 78709Y105   1,572,872 5,784 SH   SOLE   5,784 0 0
SALESFORCE INC COM 79466L302   1,249,612 6,254 SH   SOLE   6,254 0 0
SAREPTA THERAPEUTICS INC COM 803607100   3,028,228 21,958 SH   SOLE   21,958 0 0
SEAGEN INC COM 81181C104   9,281,739 45,855 SH   SOLE   45,855 0 0
SEMTECH CORP COM 816850101   799,079 33,095 SH   SOLE   33,095 0 0
SERVICENOW INC COM 81762P102   550,047 1,185 SH   SOLE   1,185 0 0
SHAKE SHACK INC CL A 819047101   1,196,247 21,554 SH   SOLE   21,554 0 0
SHIFT4 PMTS INC CL A 82452J109   2,480,722 32,738 SH   SOLE   32,738 0 0
SHOCKWAVE MED INC COM 82489T104   4,192,835 19,345 SH   SOLE   19,345 0 0
SILICON LABORATORIES INC COM 826919102   2,055,375 11,745 SH   SOLE   11,745 0 0
SILK RD MED INC COM 82710M100   1,081,141 27,633 SH   SOLE   27,633 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,619,089 13,724 SH   SOLE   13,724 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,648,733 34,792 SH   SOLE   34,792 0 0
SPS COMM INC COM 78463M107   1,721,191 11,308 SH   SOLE   11,308 0 0
STIFEL FINL CORP COM 860630102   1,159,290 19,634 SH   SOLE   19,634 0 0
STRYKER CORPORATION COM 863667101   5,166,917 18,100 SH   SOLE   18,100 0 0
SUMMIT MATLS INC CL A 86614U100   1,088,298 38,206 SH   SOLE   38,206 0 0
SUNPOWER CORP COM 867652406   481,187 34,793 SH   SOLE   34,793 0 0
TARGET CORP COM 87612E106   587,283 3,548 SH   SOLE   3,548 0 0
TESLA INC COM 88160R101   2,693,026 12,980 SH   SOLE   12,980 0 0
TETRA TECH INC NEW COM 88162G103   770,705 5,242 SH   SOLE   5,242 0 0
THE TRADE DESK INC COM CL A 88339J105   5,751,106 94,443 SH   SOLE   94,443 0 0
TJX COS INC NEW COM 872540109   1,143,769 14,601 SH   SOLE   14,601 0 0
TOPGOLF CALLAWAY BRANDS CORP COM 131193104   1,557,101 72,038 SH   SOLE   72,038 0 0
TRADEWEB MKTS INC CL A 892672106   5,315,497 67,272 SH   SOLE   67,272 0 0
TRI POINTE HOMES INC COM 87265H109   1,277,319 50,457 SH   SOLE   50,457 0 0
ULTA BEAUTY INC COM 90384S303   6,949,280 12,738 SH   SOLE   12,738 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   2,382,509 59,429 SH   SOLE   59,429 0 0
UNITED RENTALS INC COM 911363109   765,496 1,935 SH   SOLE   1,935 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   2,201,898 9,831 SH   SOLE   9,831 0 0
UNIVAR SOLUTIONS INC COM 91336L107   865,536 24,719 SH   SOLE   24,719 0 0
US BANCORP DEL COM NEW 902973304   317,813 8,822 SH   SOLE   8,822 0 0
VARONIS SYS INC COM 922280102   1,320,404 50,775 SH   SOLE   50,775 0 0
VEECO INSTRS INC DEL COM 922417100   1,593,377 75,444 SH   SOLE   75,444 0 0
VEEVA SYS INC CL A COM 922475108   10,573,533 57,554 SH   SOLE   57,554 0 0
VERACYTE INC COM 92337F107   6,032,800 270,772 SH   SOLE   270,772 0 0
VERISK ANALYTICS INC COM 92345Y106   4,482,057 23,369 SH   SOLE   23,369 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   1,354,571 4,302 SH   SOLE   4,302 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   973,747 28,518 SH   SOLE   28,518 0 0
VISA INC COM CL A 92826C839   2,583,367 11,461 SH   SOLE   11,461 0 0
WEATHERFORD INTL PLC ORD SHS G48833118   2,018,102 34,012 SH   SOLE   34,012 0 0
WILLIAMS SONOMA INC COM 969904101   3,057,198 25,128 SH   SOLE   25,128 0 0
WINGSTOP INC COM 974155103   2,259,808 12,310 SH   SOLE   12,310 0 0
WOLFSPEED INC COM 977852102   3,025,959 46,607 SH   SOLE   46,607 0 0
WORKDAY INC CL A 98138H101   5,343,655 25,871 SH   SOLE   25,871 0 0
XENCOR INC COM 98401F105   5,804,001 208,290 SH   SOLE   208,290 0 0
ZIPRECRUITER INC CL A 98980B103   822,214 51,598 SH   SOLE   51,598 0 0
ZOETIS INC CL A 98978V103   4,836,024 29,074 SH   SOLE   29,074 0 0