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
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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
2U INC 2U INC 90214J101   657 97,149 SH   SOLE   97,149 0 0
ACCENTURE PLC ACCENTURE PLC G1151C101   6,752 24,646 SH   SOLE   24,646 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102   785 4,548 SH   SOLE   4,548 0 0
AIRBNB AIRBNB 009066101   59 500 SH   SOLE   500 0 0
ALCON INC ALCON INC H01301128   11,001 161,016 SH   SOLE   161,016 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102   233 2,700 SH   SOLE   2,700 0 0
ALPHABET - A ALPHABET - A 02079K305   4,637 45,259 SH   SOLE   45,259 0 0
AMAZON.COM AMAZON.COM 023135106   147 1,500 SH   SOLE   1,500 0 0
AMDOCS LTD AMDOCS LTD G02602103   4,011 42,100 SH   SOLE   42,100 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103   503 3,553 SH   SOLE   3,553 0 0
APPLE INC US APPLE INC US 037833100   19 120 SH   SOLE   120 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105   3,526 29,665 SH   SOLE   29,665 0 0
ARCO PLATFORM ARCO PLATFORM G04553106   1,369 107,723 SH   SOLE   107,723 0 0
AUTODESK AUTODESK 052769106   2,432 12,234 SH   SOLE   12,234 0 0
AUTOMATIC DATA PROCESSING AUTOMATIC DATA PROCESSING 053015103   1,676 7,820 SH   SOLE   7,820 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702   151 500 SH   SOLE   500 0 0
BLACKBAUD INC BLACKBAUD INC 09227Q100   5,999 93,832 SH   SOLE   93,832 0 0
CHARGEPOINT CHARGEPOINT 15961R105   392 40,309 SH   SOLE   40,309 0 0
CHEGG INC CHEGG INC 163092109   1,190 74,898 SH   SOLE   74,898 0 0
CLEAN HARBORS CLEAN HARBORS 184496107   954 7,215 SH   SOLE   7,215 0 0
COURSERA COURSERA 22266M104   4,131 380,383 SH   SOLE   380,383 0 0
CROWDSTRIKE CROWDSTRIKE 22788C105   5,565 42,352 SH   SOLE   42,352 0 0
CYBERARK CYBERARK M2682V108   3,327 23,034 SH   SOLE   23,034 0 0
DATADOG DATADOG 23804L103   440 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105   2,941 7,484 SH   SOLE   7,484 0 0
DEUTSCHE BANK DEUTSCHE BANK D18190898   4,061 410,808 SH   SOLE   410,808 0 0
DOCEBO DOCEBO 25609L105   740 18,900 SH   SOLE   18,900 0 0
DUOLINGO DUOLINGO 26603R106   2,656 19,443 SH   SOLE   19,443 0 0
EATON CORP EATON CORP G29183103   1,197 7,306 SH   SOLE   7,306 0 0
EDWARDS LIFESCIENCES EDWARDS LIFESCIENCES 28176E108   44 538 SH   SOLE   538 0 0
ELI LILLY ELI LILLY 532457108   78 232 SH   SOLE   232 0 0
ENPHASE ENREGY ENPHASE ENREGY 29355A107   236 1,204 SH   SOLE   1,204 0 0
EQUINIX EQUINIX 29444U700   5,013 7,291 SH   SOLE   7,291 0 0
FARFETCH FARFETCH 30744W107   191 44,100 SH   SOLE   44,100 0 0
FLYWIRE FLYWIRE 302492103   1,591 57,520 SH   SOLE   57,520 0 0
GARTNER INC GARTNER INC 366651107   6,983 22,348 SH   SOLE   22,348 0 0
GITLAB INC GITLAB INC 37637K108   1,285 37,575 SH   SOLE   37,575 0 0
HUBSPOT HUBSPOT 443573100   47 118 SH   SOLE   118 0 0
INSTRUCTURE HOLDINGS INC INSTRUCTURE HOLDINGS INC 457790103   9,054 353,813 SH   SOLE   353,813 0 0
INTUIT INC INTUIT INC 461202103   11,998 28,102 SH   SOLE   28,102 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602   57 226 SH   SOLE   226 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800   1,144 25,350 SH   SOLE   25,350 0 0
JP MORGAN JP MORGAN 46625H100   2,988 23,257 SH   SOLE   23,257 0 0
KINGSOFT CLOUD KINGSOFT CLOUD 49639K101   37 5,800 SH   SOLE   5,800 0 0
LAUREATE LAUREATE 518613203   2,761 236,159 SH   SOLE   236,159 0 0
LEVI STRAUSS LEVI STRAUSS 52736R102   203 12,200 SH   SOLE   12,200 0 0
MASTERCARD MASTERCARD 57636Q104   16,851 47,519 SH   SOLE   47,519 0 0
MICROSOFT CORP MICROSOFT CORP 594918104   32,378 117,151 SH   SOLE   117,151 0 0
MONGO DB MONGO DB 60937P106   1,836 8,715 SH   SOLE   8,715 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101   8,195 308,902 SH   SOLE   308,902 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101   492 6,519 SH   SOLE   6,519 0 0
NVIDIA NVIDIA 67066G104   14,880 56,085 SH   SOLE   56,085 0 0
ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP 682189105   3,580 47,313 SH   SOLE   47,313 0 0
ORACLE US ORACLE US 68389X105   7,161 79,438 SH   SOLE   79,438 0 0
OWENS CORNING OWENS CORNING 690742101   827 9,072 SH   SOLE   9,072 0 0
PALO ALTO PALO ALTO 697435105   13,475 69,987 SH   SOLE   69,987 0 0
PLUG POWER PLUG POWER 72919P202   1,149 107,200 SH   SOLE   107,200 0 0
PROCORE TECHNOLOGY PROCORE TECHNOLOGY 74275K108   2,241 38,639 SH   SOLE   38,639 0 0
QIAGEN NV QIAGEN NV N72482123   27,396 585,188 SH   SOLE   585,188 0 0
QUALCOMM INC QUALCOMM INC 747525103   39 315 SH   SOLE   315 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102   1,153 7,097 SH   SOLE   7,097 0 0
RALPH LAUREN RALPH LAUREN 751212101   88 780 SH   SOLE   780 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100   685 5,251 SH   SOLE   5,251 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302   21,693 113,424 SH   SOLE   113,424 0 0
SERVICENOW SERVICENOW 81762P102   17,557 40,707 SH   SOLE   40,707 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107   1,051 50,514 SH   SOLE   50,514 0 0
SOLAREDGE SOLAREDGE 83417M104   2,662 9,353 SH   SOLE   9,353 0 0
STELLANTIS (FR) STELLANTIS (FR) N82405106   14,175 800,894 SH   SOLE   800,894 0 0
STELLANTIS NV STELLANTIS NV N82405106   3,720 210,168 SH   SOLE   210,168 0 0
STRIDE STRIDE 86333M108   8,162 206,481 SH   SOLE   206,481 0 0
STRYKER CORP STRYKER CORP 863667101   139 501 SH   SOLE   501 0 0
SUNOPTA INC SUNOPTA INC 8676EP108   327 43,603 SH   SOLE   43,603 0 0
SYNOPSYS SYNOPSYS 871607107   3,994 10,682 SH   SOLE   10,682 0 0
THERMO FISHER THERMO FISHER 883556102   1,722 3,066 SH   SOLE   3,066 0 0
T-MOBILE US T-MOBILE US 872590104   11,870 82,489 SH   SOLE   82,489 0 0
TPI COMPOSITES TPI COMPOSITES 87266J104   117 10,324 SH   SOLE   10,324 0 0
TSMC ADR TSMC ADR 874039100   75 829 SH   SOLE   829 0 0
UDEMY UDEMY 902685106   1,494 174,145 SH   SOLE   174,145 0 0
UNITED RENTALS UNITED RENTALS 911363109   32 87 SH   SOLE   87 0 0
VEEVA VEEVA 922475108   2,815 15,857 SH   SOLE   15,857 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106   1,821 9,829 SH   SOLE   9,829 0 0
VISA VISA 92826C839   153 690 SH   SOLE   690 0 0
WABTEC WABTEC 929740108   577 5,927 SH   SOLE   5,927 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101   1,188 6,517 SH   SOLE   6,517 0 0
WILEY JOHN AND SONS-CLASS A WILEY JOHN AND SONS-CLASS A 968223206   5,261 143,246 SH   SOLE   143,246 0 0
WOLFSPEED WOLFSPEED 977852102   172 2,797 SH   SOLE   2,797 0 0
XYLEM XYLEM 98419M100   768 7,730 SH   SOLE   7,730 0 0