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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
2U INC 2U INC 90214J101 564 97,149 SH   SOLE   97,149 0 0
ACCENTURE PLC ACCENTURE PLC G1151C101 3,965 15,394 SH   SOLE   15,394 0 0
ACTIVISION ACTIVISION 00507V109 1,431 19,250 SH   SOLE   19,250 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102 407 2,586 SH   SOLE   2,586 0 0
AERCAP AERCAP N00985106 5,012 126,100 SH   SOLE   126,100 0 0
AFYA AFYA G01125106 1,022 74,191 SH   SOLE   74,191 0 0
ALCON INC ALCON INC H01301128 9,428 161,016 SH   SOLE   161,016 0 0
ALIGHT ALIGHT 01626W101 4,827 676,000 SH   SOLE   676,000 0 0
ALPHABET - A ALPHABET - A 02079K305 6,696 68,204 SH   SOLE   68,204 0 0
ALTIMETER GROWTH CORP. 2 ALTIMETER GROWTH CORP. 2 G0371B109 1,782 180,000 SH   SOLE   180,000 0 0
AMAZON.COM AMAZON.COM 023135106 190 1,650 SH   SOLE   1,650 0 0
AMDOCS LTD AMDOCS LTD G02602103 2,608 33,000 SH   SOLE   33,000 0 0
AMERICAN EXPRESS AMERICAN EXPRESS 025816109 112 816 SH   SOLE   816 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103 329 2,399 SH   SOLE   2,399 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105 1,691 20,389 SH   SOLE   20,389 0 0
ARCO PLATFORM ARCO PLATFORM G04553106 1,270 107,723 SH   SOLE   107,723 0 0
AUTODESK AUTODESK 052769106 2,086 11,337 SH   SOLE   11,337 0 0
AUTOMATIC DATA PROCESSING AUTOMATIC DATA PROCESSING 053015103 4,205 18,392 SH   SOLE   18,392 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702 132 500 SH   SOLE   500 0 0
BLACKBAUD INC BLACKBAUD INC 09227Q100 3,755 83,832 SH   SOLE   83,832 0 0
BROADCOM BROADCOM 11135F101 1,391 3,010 SH   SOLE   3,010 0 0
CHARGEPOINT CHARGEPOINT 15961R105 412 28,367 SH   SOLE   28,367 0 0
CHEGG INC CHEGG INC 163092109 2,786 134,791 SH   SOLE   134,791 0 0
CISCO SYSTEMS INC CISCO SYSTEMS INC 17275R102 2,638 65,000 SH   SOLE   65,000 0 0
CLEAN HARBORS CLEAN HARBORS 184496107 644 5,983 SH   SOLE   5,983 0 0
CNH INDUSTRIAL CNH INDUSTRIAL N20944109 2,643 234,600 SH   SOLE   234,600 0 0
COCA COLA COCA COLA 191216100 45 770 SH   SOLE   770 0 0
COMMSCOPE HOLDING CO INC COMMSCOPE HOLDING CO INC 20337X109 819 82,196 SH   SOLE   82,196 0 0
CONCENTRIX CONCENTRIX 20602D101 2,624 23,100 SH   SOLE   23,100 0 0
COURSERA COURSERA 22266M104 3,521 340,891 SH   SOLE   340,891 0 0
CYBERARK CYBERARK M2682V108 3,070 20,877 SH   SOLE   20,877 0 0
DANAHER DANAHER 235851102 77 293 SH   SOLE   293 0 0
DATADOG DATADOG 23804L103 579 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105 45 135 SH   SOLE   135 0 0
DOCEBO DOCEBO 25609L105 494 18,900 SH   SOLE   18,900 0 0
DRAGONEER GROWTH OPPORTUNITIES CORP III DRAGONEER GROWTH OPPORTUNITIES CORP III G28315102 1,758 180,000 SH   SOLE   180,000 0 0
DUOLINGO DUOLINGO 26603R106 1,007 11,143 SH   SOLE   11,143 0 0
E2OPEN PARENT HOLDINGS INC E2OPEN PARENT HOLDINGS INC 29788T103 4,334 695,600 SH   SOLE   695,600 0 0
EATON CORP EATON CORP G29183103 637 4,772 SH   SOLE   4,772 0 0
EDWARDS LIFESCIENCES EDWARDS LIFESCIENCES 28176E108 67 804 SH   SOLE   804 0 0
ELI LILLY ELI LILLY 532457108 61 199 SH   SOLE   199 0 0
EQUINIX EQUINIX 29444U700 3,359 5,776 SH   SOLE   5,776 0 0
ESTEE LAUDER CY INC CL. A ESTEE LAUDER CY INC CL. A 518439104 40 174 SH   SOLE   174 0 0
EURONAV NV EURONAV NV B38564108 11,968 697,143 SH   SOLE   697,143 0 0
FARFETCH FARFETCH 30744W107 357 44,100 SH   SOLE   44,100 0 0
FIRST REPUBLIC FIRST REPUBLIC 33616C100 2,785 20,564 SH   SOLE   20,564 0 0
FLYWIRE FLYWIRE 302492103 726 33,320 SH   SOLE   33,320 0 0
GARTNER INC GARTNER INC 366651107 5,850 21,293 SH   SOLE   21,293 0 0
GENERAC GENERAC 368736104 121 669 SH   SOLE   669 0 0
GORES TECH PART CLASS A GORES TECH PART CLASS A 382870103 1,764 180,000 SH   SOLE   180,000 0 0
GORES TECH PART II CLASS A GORES TECH PART II CLASS A 38287L107 1,763 180,000 SH   SOLE   180,000 0 0
GXO LOGISTICS GXO LOGISTICS 36262G101 2,283 64,500 SH   SOLE   64,500 0 0
HUBSPOT HUBSPOT 443573100 1,936 7,102 SH   SOLE   7,102 0 0
INSTRUCTURE HOLDINGS INC INSTRUCTURE HOLDINGS INC 457790103 5,490 244,313 SH   SOLE   244,313 0 0
INTUIT INC INTUIT INC 461202103 5,839 14,752 SH   SOLE   14,752 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602 36 193 SH   SOLE   193 0 0
JP MORGAN JP MORGAN 46625H100 1,923 18,007 SH   SOLE   18,007 0 0
KEYSIGHT KEYSIGHT 49338L103 2,022 13,000 SH   SOLE   13,000 0 0
KLA-TENCOR CORPORATION KLA-TENCOR CORPORATION 482480100 2,004 6,600 SH   SOLE   6,600 0 0
LAUREATE LAUREATE 518613203 1,679 152,659 SH   SOLE   152,659 0 0
LINDE PLC LINDE PLC G5494J103 2,525 9,355 SH   SOLE   9,355 0 0
LULULEMON ATHLETICA LULULEMON ATHLETICA 550021109 23 78 SH   SOLE   78 0 0
MARVELL TECHNOLOGY GROUP MARVELL TECHNOLOGY GROUP 573874104 2,748 64,500 SH   SOLE   64,500 0 0
MASTERCARD MASTERCARD 57636Q104 12,535 43,209 SH   SOLE   43,209 0 0
MICROSOFT CORP MICROSOFT CORP 594918104 23,003 96,877 SH   SOLE   96,877 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101 6,009 214,833 SH   SOLE   214,833 0 0
MSCI MSCI 55354G100 115 273 SH   SOLE   273 0 0
NETFLIX INC NETFLIX INC 64110L106 997 4,450 SH   SOLE   4,450 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101 293 3,613 SH   SOLE   3,613 0 0
NIKE NIKE 654106103 10 104 SH   SOLE   104 0 0
NORTHERN TRUST NORTHERN TRUST 665859104 118 1,363 SH   SOLE   1,363 0 0
ORACLE US ORACLE US 68389X105 2,538 40,000 SH   SOLE   40,000 0 0
OWENS CORNING OWENS CORNING 690742101 10,970 146,149 SH   SOLE   146,149 0 0
PALO ALTO PALO ALTO 697435105 10,079 61,770 SH   SOLE   61,770 0 0
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC 70450Y103 7,236 85,876 SH   SOLE   85,876 0 0
PFIZER INC PFIZER INC 717081103 1,065 24,300 SH   SOLE   24,300 0 0
POLESTAR POLESTAR 731105201 1,849 325,000 SH   SOLE   325,000 0 0
PROCTER AND GAMBLE CO PROCTER AND GAMBLE CO 742718109 45 334 SH   SOLE   334 0 0
QIAGEN NV QIAGEN NV N72482123 26,639 644,811 SH   SOLE   644,811 0 0
QUALCOMM INC QUALCOMM INC 747525103 11 92 SH   SOLE   92 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102 751 5,976 SH   SOLE   5,976 0 0
RALPH LAUREN RALPH LAUREN 751212101 176 2,100 SH   SOLE   2,100 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100 569 4,062 SH   SOLE   4,062 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302 7,431 50,788 SH   SOLE   50,788 0 0
SERVICENOW SERVICENOW 81762P102 2,147 5,801 SH   SOLE   5,801 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107 489 25,186 SH   SOLE   25,186 0 0
SOLAREDGE SOLAREDGE 83417M104 286 1,155 SH   SOLE   1,155 0 0
SPLUNK INC SPLUNK INC 848637104 3,447 43,430 SH   SOLE   43,430 0 0
SS AND C SS AND C 78467J100 1,802 37,000 SH   SOLE   37,000 0 0
STELLANTIS (FR) STELLANTIS (FR) N82405106 25,877 2,081,004 SH   SOLE   2,081,004 0 0
STELLANTIS NV STELLANTIS NV N82405106 12,824 1,031,252 SH   SOLE   1,031,252 0 0
STRIDE STRIDE 86333M108 7,807 191,481 SH   SOLE   191,481 0 0
STRYKER CORP STRYKER CORP 863667101 45 220 SH   SOLE   220 0 0
SUNOPTA INC SUNOPTA INC 8676EP108 219 24,753 SH   SOLE   24,753 0 0
SUSTAINABLE DEVELOPMENT CORP. SUSTAINABLE DEVELOPMENT CORP. 86934L103 2,955 300,000 SH   SOLE   300,000 0 0
SVB FINANCIAL GROUP SVB FINANCIAL GROUP 78486Q101 3,067 9,135 SH   SOLE   9,135 0 0
SYNOPSYS SYNOPSYS 871607107 2,973 9,800 SH   SOLE   9,800 0 0
THE WALT DISNEY COMPANY THE WALT DISNEY COMPANY 254687106 2,051 20,900 SH   SOLE   20,900 0 0
THERMO FISHER THERMO FISHER 883556102 6,893 13,403 SH   SOLE   13,403 0 0
TIO TECH CLASS A TIO TECH CLASS A G8T10C106 1,775 180,000 SH   SOLE   180,000 0 0
T-MOBILE US T-MOBILE US 872590104 10,903 82,400 SH   SOLE   82,400 0 0
TPI COMPOSITES TPI COMPOSITES 87266J104 4,344 358,451 SH   SOLE   358,451 0 0
TSMC ADR TSMC ADR 874039100 1,113 15,250 SH   SOLE   15,250 0 0
UDEMY UDEMY 902685106 556 45,145 SH   SOLE   45,145 0 0
UNITED RENTALS UNITED RENTALS 911363109 72 276 SH   SOLE   276 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106 1,705 9,829 SH   SOLE   9,829 0 0
VISA VISA 92826C839 97 537 SH   SOLE   537 0 0
WABTEC WABTEC 929740108 334 4,115 SH   SOLE   4,115 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101 976 5,095 SH   SOLE   5,095 0 0
WILEY JOHN AND SONS-CLASS A WILEY JOHN AND SONS-CLASS A 968223206 5,531 143,246 SH   SOLE   143,246 0 0
WOLFSPEED WOLFSPEED 977852102 227 2,064 SH   SOLE   2,064 0 0
XPO LOGISTICS XPO LOGISTICS 983793100 2,624 62,000 SH   SOLE   62,000 0 0
XYLEM XYLEM 98419M100 291 3,274 SH   SOLE   3,274 0 0