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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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
2U INC 2U INC 90214J101 5,826 429,649 SH   SOLE   429,649 0 0
ACCENTURE PLC ACCENTURE PLC G1151C101 2,083 6,114 SH   SOLE   6,114 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102 151 766 SH   SOLE   766 0 0
ADOBE SYSTEMS INC ADOBE SYSTEMS INC 00724F101 6,404 13,732 SH   SOLE   13,732 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107 32 260 SH   SOLE   260 0 0
AERCAP AERCAP N00985106 6,684 119,000 SH   SOLE   119,000 0 0
AFYA AFYA G01125106 1,122 74,191 SH   SOLE   74,191 0 0
ALCON INC ALCON INC H01301128 13,950 171,016 SH   SOLE   171,016 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102 152 1,300 SH   SOLE   1,300 0 0
ALIGHT ALIGHT 01626W101 19,803 1,886,000 SH   SOLE   1,886,000 0 0
ALPHABET - A ALPHABET - A 02079K305 8,502 2,983 SH   SOLE   2,983 0 0
ALTIMETER GROWTH CORP. 2 ALTIMETER GROWTH CORP. 2 G0371B109 5,101 520,000 SH   SOLE   520,000 0 0
AMAZON.COM AMAZON.COM 023135106 623 184 SH   SOLE   184 0 0
AMERICAN EXPRESS AMERICAN EXPRESS 025816109 156 816 SH   SOLE   816 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103 240 1,459 SH   SOLE   1,459 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105 3,697 26,140 SH   SOLE   26,140 0 0
ARCO PLATFORM ARCO PLATFORM G04553106 2,242 107,723 SH   SOLE   107,723 0 0
AUTODESK AUTODESK 052769106 3,130 14,035 SH   SOLE   14,035 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702 178 500 SH   SOLE   500 0 0
BLACKBAUD INC BLACKBAUD INC 09227Q100 5,621 91,132 SH   SOLE   91,132 0 0
CAPITAL ONE FINANCIAL CAPITAL ONE FINANCIAL 14040H105 3,677 27,095 SH   SOLE   27,095 0 0
CATCHA INVESTMENT CORP-A CATCHA INVESTMENT CORP-A G1962Y102 2,933 300,000 SH   SOLE   300,000 0 0
CHARGEPOINT CHARGEPOINT 15961R105 202 10,263 SH   SOLE   10,263 0 0
CHEGG INC CHEGG INC 163092109 8,415 231,001 SH   SOLE   231,001 0 0
CITIGROUP CITIGROUP 172967424 1,981 35,084 SH   SOLE   35,084 0 0
CLEAN HARBORS CLEAN HARBORS 184496107 140 1,253 SH   SOLE   1,253 0 0
CNH INDUSTRIAL CNH INDUSTRIAL N20944109 7,869 486,000 SH   SOLE   486,000 0 0
COMMSCOPE HOLDING CO INC COMMSCOPE HOLDING CO INC 20337X109 670 82,196 SH   SOLE   82,196 0 0
CONCENTRIX CONCENTRIX 20602D101 4,643 23,600 SH   SOLE   23,600 0 0
COURSERA COURSERA 22266M104 10,665 481,041 SH   SOLE   481,041 0 0
CYBERARK CYBERARK M2682V108 7,209 42,139 SH   SOLE   42,139 0 0
DANAHER DANAHER 235851102 87 293 SH   SOLE   293 0 0
DATADOG DATADOG 23804L103 1,041 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105 127 308 SH   SOLE   308 0 0
DOCEBO DOCEBO 25609L105 994 18,900 SH   SOLE   18,900 0 0
DRAGONEER GROWTH OPPORTUNITIES CORP III DRAGONEER GROWTH OPPORTUNITIES CORP III G28315102 4,787 490,000 SH   SOLE   490,000 0 0
DUOLINGO DUOLINGO 26603R106 1,297 13,393 SH   SOLE   13,393 0 0
E2OPEN PARENT HOLDINGS INC E2OPEN PARENT HOLDINGS INC 29788T103 26,645 2,825,600 SH   SOLE   2,825,600 0 0
EATON CORP EATON CORP G29183103 185 1,172 SH   SOLE   1,172 0 0
EDWARDS LIFESCIENCES EDWARDS LIFESCIENCES 28176E108 94 804 SH   SOLE   804 0 0
EQUINIX EQUINIX 29444U700 2,452 3,221 SH   SOLE   3,221 0 0
ESTEE LAUDER CY INC CL. A ESTEE LAUDER CY INC CL. A 518439104 74 260 SH   SOLE   260 0 0
FARFETCH FARFETCH 30744W107 715 44,100 SH   SOLE   44,100 0 0
FIRST REPUBLIC FIRST REPUBLIC 33616C100 3,468 20,480 SH   SOLE   20,480 0 0
FISERV FISERV 337738108 2,406 23,360 SH   SOLE   23,360 0 0
FLYWIRE FLYWIRE 302492103 1,048 33,320 SH   SOLE   33,320 0 0
G SQUARED RG-A G SQUARED RG-A G4204R109 3,739 380,000 SH   SOLE   380,000 0 0
GARTNER INC GARTNER INC 366651107 2,955 9,643 SH   SOLE   9,643 0 0
GLOBAL X URANIUM EQUITY ETF GLOBAL X URANIUM EQUITY ETF 37954Y871 2,127 83,100 SH   SOLE   83,100 0 0
GORES GUGGENHEIM INC GORES GUGGENHEIM INC 38286Q107 4,830 417,853 SH   SOLE   417,853 0 0
GORES TECH PART CLASS A GORES TECH PART CLASS A 382870103 3,421 350,000 SH   SOLE   350,000 0 0
GORES TECH PART II CLASS A GORES TECH PART II CLASS A 38287L107 4,890 500,000 SH   SOLE   500,000 0 0
GORES TECH PART II WARRANT GORES TECH PART II WARRANT 38287L115 82 100,000 SH   SOLE   100,000 0 0
GORES TECH PART WARRANT GORES TECH PART WARRANT 382870111 56 70,000 SH   SOLE   70,000 0 0
HUBSPOT HUBSPOT 443573100 5,538 10,637 SH   SOLE   10,637 0 0
INDIE SEMICONDUCTOR INDIE SEMICONDUCTOR 45569U101 2,255 280,081 SH   SOLE   280,081 0 0
INSTRUCTURE HOLDINGS INC INSTRUCTURE HOLDINGS INC 457790103 2,796 139,886 SH   SOLE   139,886 0 0
INTUIT INC INTUIT INC 461202103 5,077 10,460 SH   SOLE   10,460 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602 58 193 SH   SOLE   193 0 0
INVESCO SOLAR ETF INVESCO SOLAR ETF 46138G706 1,479 19,190 SH   SOLE   19,190 0 0
JP MORGAN JP MORGAN 46625H100 4,257 30,152 SH   SOLE   30,152 0 0
LAM RESEARCH LAM RESEARCH 512807108 3,520 6,187 SH   SOLE   6,187 0 0
LAUREATE LAUREATE 518613203 1,061 82,759 SH   SOLE   82,759 0 0
LINDE PLC LINDE PLC G5494J103 5,987 18,381 SH   SOLE   18,381 0 0
LULULEMON ATHLETICA LULULEMON ATHLETICA 550021109 3,484 10,130 SH   SOLE   10,130 0 0
MARVELL TECHNOLOGY GROUP MARVELL TECHNOLOGY GROUP 573874104 4,836 63,500 SH   SOLE   63,500 0 0
MASTERCARD MASTERCARD 57636Q104 16,794 45,691 SH   SOLE   45,691 0 0
MG ALTERNATIVE HARVEST MG ALTERNATIVE HARVEST 26924G508 1,210 111,000 SH   SOLE   111,000 0 0
MG PRIME CYBER SECURITY MG PRIME CYBER SECURITY 26924G201 2,173 36,650 SH   SOLE   36,650 0 0
MICROCHIP MICROCHIP 595017104 4,899 61,408 SH   SOLE   61,408 0 0
MICROSOFT CORP MICROSOFT CORP 594918104 30,546 96,846 SH   SOLE   96,846 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101 8,395 153,638 SH   SOLE   153,638 0 0
MSCI MSCI 55354G100 141 273 SH   SOLE   273 0 0
NETFLIX INC NETFLIX INC 64110L106 7,713 19,686 SH   SOLE   19,686 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101 187 2,213 SH   SOLE   2,213 0 0
NIKE NIKE 654106103 26 184 SH   SOLE   184 0 0
NORTHERN TRUST NORTHERN TRUST 665859104 163 1,363 SH   SOLE   1,363 0 0
NVIDIA NVIDIA 67066G104 12,125 42,313 SH   SOLE   42,313 0 0
OWENS CORNING OWENS CORNING 690742101 15,975 163,074 SH   SOLE   163,074 0 0
PALO ALTO PALO ALTO 697435105 20,131 32,653 SH   SOLE   32,653 0 0
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC 70450Y103 7,060 58,262 SH   SOLE   58,262 0 0
PFIZER INC PFIZER INC 717081103 2,681 50,825 SH   SOLE   50,825 0 0
POEMA GLOBAL HOLDINGS CORP-A POEMA GLOBAL HOLDINGS CORP-A G7154B107 5,271 525,000 SH   SOLE   525,000 0 0
PROCTER AND GAMBLE CO PROCTER AND GAMBLE CO 742718109 64 414 SH   SOLE   414 0 0
QIAGEN NV QIAGEN NV N72482123 46,412 928,378 SH   SOLE   928,378 0 0
QUALCOMM INC QUALCOMM INC 747525103 2,384 14,802 SH   SOLE   14,802 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102 184 1,368 SH   SOLE   1,368 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100 105 788 SH   SOLE   788 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302 28,388 128,286 SH   SOLE   128,286 0 0
SERVICENOW SERVICENOW 81762P102 5,769 9,651 SH   SOLE   9,651 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107 89 4,634 SH   SOLE   4,634 0 0
SOLAREDGE SOLAREDGE 83417M104 213 655 SH   SOLE   655 0 0
SPLUNK INC SPLUNK INC 848637104 7,953 55,430 SH   SOLE   55,430 0 0
SS AND C SS AND C 78467J100 4,952 62,961 SH   SOLE   62,961 0 0
STELLANTIS NV STELLANTIS NV N82405106 21,748 1,264,687 SH   SOLE   1,264,687 0 0
STRIDE STRIDE 86333M108 6,435 177,081 SH   SOLE   177,081 0 0
STRYKER CORP STRYKER CORP 863667101 96 350 SH   SOLE   350 0 0
SUNOPTA INC SUNOPTA INC 8676EP108 80 14,753 SH   SOLE   14,753 0 0
SUSTAINABLE DEVELOPMENT CORP. SUSTAINABLE DEVELOPMENT CORP. 86934L103 5,238 535,000 SH   SOLE   535,000 0 0
SVB FINANCIAL GROUP SVB FINANCIAL GROUP 78486Q101 5,413 9,135 SH   SOLE   9,135 0 0
SYNOPSYS SYNOPSYS 871607107 2,828 8,293 SH   SOLE   8,293 0 0
TABOOLA TABOOLA M8744T106 4,368 800,000 SH   SOLE   800,000 0 0
THE WALT DISNEY COMPANY THE WALT DISNEY COMPANY 254687106 1,353 9,500 SH   SOLE   9,500 0 0
THERMO FISHER THERMO FISHER 883556102 10,883 18,357 SH   SOLE   18,357 0 0
TIO TECH A CW 31/03/2028 TIO TECH A CW 31/03/2028 G8T10C114 54 173,666 SH   SOLE   173,666 0 0
TIO TECH CLASS A TIO TECH CLASS A G8T10C106 5,080 521,000 SH   SOLE   521,000 0 0
TPI COMPOSITES TPI COMPOSITES 87266J104 5,288 355,151 SH   SOLE   355,151 0 0
TSMC ADR TSMC ADR 874039100 3,801 34,795 SH   SOLE   34,795 0 0
UDEMY UDEMY 902685106 916 71,709 SH   SOLE   71,709 0 0
UNITED RENTALS UNITED RENTALS 911363109 6,125 16,771 SH   SOLE   16,771 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106 2,111 9,829 SH   SOLE   9,829 0 0
VISA VISA 92826C839 102 447 SH   SOLE   447 0 0
VY GLOBAL GROWTH CW 30/01/2030 VY GLOBAL VY GLOBAL GROWTH CW 30/01/2030 VY GLOBAL G9444H118 57 100,000 SH   SOLE   100,000 0 0
VY GLOBAL GROWTH-CL A VY GLOBAL GROWTH-CL A G9444H100 4,935 500,000 SH   SOLE   500,000 0 0
WABTEC WABTEC 929740108 223 2,235 SH   SOLE   2,235 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101 276 1,600 SH   SOLE   1,600 0 0
WILEY JOHN AND SONS-CLASS A WILEY JOHN AND SONS-CLASS A 968223206 12,040 220,917 SH   SOLE   220,917 0 0
WOLFSPEED WOLFSPEED 977852102 154 1,264 SH   SOLE   1,264 0 0
XYLEM XYLEM 98419M100 110 1,234 SH   SOLE   1,234 0 0