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
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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   385 97,149 SH   SOLE   97,149 0 0
ACCENTURE PLC ACCENTURE PLC G1151C101   8,158 27,038 SH   SOLE   27,038 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102   1,735 10,798 SH   SOLE   10,798 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107   7,835 71,121 SH   SOLE   71,121 0 0
ALCON INC ALCON INC H01301128   12,967 161,016 SH   SOLE   161,016 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102   321 3,800 SH   SOLE   3,800 0 0
ALPHABET - A ALPHABET - A 02079K305   5,485 45,639 SH   SOLE   45,639 0 0
AMAZON.COM AMAZON.COM 023135106   132 1,020 SH   SOLE   1,020 0 0
AMDOCS LTD AMDOCS LTD G02602103   3,080 31,700 SH   SOLE   31,700 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103   1,613 11,439 SH   SOLE   11,439 0 0
APPLE INC US APPLE INC US 037833100   21 110 SH   SOLE   110 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105   7,547 52,402 SH   SOLE   52,402 0 0
ARCO PLATFORM ARCO PLATFORM G04553106   1,284 107,723 SH   SOLE   107,723 0 0
AUTOMATIC DATA PROCESSING AUTOMATIC DATA PROCESSING 053015103   1,686 7,820 SH   SOLE   7,820 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702   167 500 SH   SOLE   500 0 0
BLACKBAUD INC BLACKBAUD INC 09227Q100   6,449 93,832 SH   SOLE   93,832 0 0
CLEAN HARBORS CLEAN HARBORS 184496107   2,798 17,487 SH   SOLE   17,487 0 0
COURSERA COURSERA 22266M104   6,252 478,683 SH   SOLE   478,683 0 0
CROWDSTRIKE CROWDSTRIKE 22788C105   5,467 37,681 SH   SOLE   37,681 0 0
CYBERARK CYBERARK M2682V108   5,498 36,386 SH   SOLE   36,386 0 0
DATADOG DATADOG 23804L103   658 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105   129 319 SH   SOLE   319 0 0
DEUTSCHE BANK DEUTSCHE BANK D18190898   15,474 1,518,355 SH   SOLE   1,518,355 0 0
DOCEBO DOCEBO 25609L105   1,359 34,900 SH   SOLE   34,900 0 0
DUOLINGO DUOLINGO 26603R106   5,311 37,049 SH   SOLE   37,049 0 0
EATON CORP EATON CORP G29183103   4,615 23,698 SH   SOLE   23,698 0 0
EDWARDS LIFESCIENCES EDWARDS LIFESCIENCES 28176E108   43 478 SH   SOLE   478 0 0
ELI LILLY ELI LILLY 532457108   347 756 SH   SOLE   756 0 0
ENPHASE ENREGY ENPHASE ENREGY 29355A107   717 4,444 SH   SOLE   4,444 0 0
EQUINIX EQUINIX 29444U700   5,644 7,337 SH   SOLE   7,337 0 0
FARFETCH FARFETCH 30744W107   271 44,100 SH   SOLE   44,100 0 0
FLYWIRE FLYWIRE 302492103   1,757 57,520 SH   SOLE   57,520 0 0
GARTNER INC GARTNER INC 366651107   9,449 27,908 SH   SOLE   27,908 0 0
GITLAB INC GITLAB INC 37637K108   1,106 22,245 SH   SOLE   22,245 0 0
HUBSPOT HUBSPOT 443573100   131 250 SH   SOLE   250 0 0
INSTRUCTURE HOLDINGS INC INSTRUCTURE HOLDINGS INC 457790103   8,753 353,813 SH   SOLE   353,813 0 0
INTUIT INC INTUIT INC 461202103   13,407 29,170 SH   SOLE   29,170 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602   140 421 SH   SOLE   421 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800   173 4,300 SH   SOLE   4,300 0 0
JP MORGAN JP MORGAN 46625H100   339 2,447 SH   SOLE   2,447 0 0
LAUREATE LAUREATE 518613203   2,683 236,159 SH   SOLE   236,159 0 0
LEVI STRAUSS LEVI STRAUSS 52736R102   143 10,000 SH   SOLE   10,000 0 0
MASTERCARD MASTERCARD 57636Q104   10,892 28,646 SH   SOLE   28,646 0 0
MICROSOFT CORP MICROSOFT CORP 594918104   42,095 125,339 SH   SOLE   125,339 0 0
MONGO DB MONGO DB 60937P106   8,022 20,155 SH   SOLE   20,155 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101   7,929 352,102 SH   SOLE   352,102 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101   2,410 32,819 SH   SOLE   32,819 0 0
NVIDIA NVIDIA 67066G104   28,009 68,120 SH   SOLE   68,120 0 0
OKTA OKTA 679295105   3,062 44,000 SH   SOLE   44,000 0 0
ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP 682189105   2,960 32,448 SH   SOLE   32,448 0 0
ORACLE US ORACLE US 68389X105   8,740 75,000 SH   SOLE   75,000 0 0
OWENS CORNING OWENS CORNING 690742101   2,170 16,948 SH   SOLE   16,948 0 0
PALO ALTO PALO ALTO 697435105   14,903 58,808 SH   SOLE   58,808 0 0
PLUG POWER PLUG POWER 72919P202   1,032 109,300 SH   SOLE   109,300 0 0
PROCORE TECHNOLOGY PROCORE TECHNOLOGY 74275K108   5,971 91,002 SH   SOLE   91,002 0 0
QIAGEN NV QIAGEN NV N72482123   18,912 427,987 SH   SOLE   427,987 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102   3,932 20,297 SH   SOLE   20,297 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100   2,098 14,101 SH   SOLE   14,101 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302   22,078 104,058 SH   SOLE   104,058 0 0
SERVICENOW SERVICENOW 81762P102   19,066 34,749 SH   SOLE   34,749 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107   3,664 147,490 SH   SOLE   147,490 0 0
SOLAREDGE SOLAREDGE 83417M104   4,306 16,693 SH   SOLE   16,693 0 0
STELLANTIS (FR) STELLANTIS (FR) N82405106   8,236 490,000 SH   SOLE   490,000 0 0
STELLANTIS NV STELLANTIS NV N82405106   5,522 328,519 SH   SOLE   328,519 0 0
STRIDE STRIDE 86333M108   6,556 175,481 SH   SOLE   175,481 0 0
STRYKER CORP STRYKER CORP 863667101   268 892 SH   SOLE   892 0 0
SUNOPTA INC SUNOPTA INC 8676EP108   1,408 216,603 SH   SOLE   216,603 0 0
SYNOPSYS SYNOPSYS 871607107   5,930 13,882 SH   SOLE   13,882 0 0
THERMO FISHER THERMO FISHER 883556102   3,745 7,341 SH   SOLE   7,341 0 0
T-MOBILE US T-MOBILE US 872590104   12,654 92,861 SH   SOLE   92,861 0 0
TSMC ADR TSMC ADR 874039100   84 829 SH   SOLE   829 0 0
UDEMY UDEMY 902685106   1,855 174,145 SH   SOLE   174,145 0 0
UNITED RENTALS UNITED RENTALS 911363109   108 250 SH   SOLE   250 0 0
VEEVA VEEVA 922475108   717 3,657 SH   SOLE   3,657 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106   3,073 13,772 SH   SOLE   13,772 0 0
VISA VISA 92826C839   211 926 SH   SOLE   926 0 0
WABTEC WABTEC 929740108   2,716 25,627 SH   SOLE   25,627 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101   4,613 25,066 SH   SOLE   25,066 0 0
WILEY JOHN AND SONS-CLASS A WILEY JOHN AND SONS-CLASS A 968223206   3,447 103,719 SH   SOLE   103,719 0 0
XYLEM XYLEM 98419M100   2,922 26,430 SH   SOLE   26,430 0 0