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 2,996 322,149 SH   SOLE   322,149 0 0
ACCENTURE PLC ACCENTURE PLC G1151C101 1,957 6,894 SH   SOLE   6,894 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102 334 2,166 SH   SOLE   2,166 0 0
ADOBE SYSTEMS INC ADOBE SYSTEMS INC 00724F101 4,411 12,064 SH   SOLE   12,064 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107 41 512 SH   SOLE   512 0 0
AERCAP AERCAP N00985106 4,977 123,000 SH   SOLE   123,000 0 0
AFYA AFYA G01125106 750 74,191 SH   SOLE   74,191 0 0
ALCON INC ALCON INC H01301128 11,203 161,016 SH   SOLE   161,016 0 0
ALIGHT ALIGHT 01626W101 8,263 1,250,000 SH   SOLE   1,250,000 0 0
ALPHABET - A ALPHABET - A 02079K305 7,289 3,254 SH   SOLE   3,254 0 0
ALTIMETER GROWTH CORP. 2 ALTIMETER GROWTH CORP. 2 G0371B109 5,122 520,000 SH   SOLE   520,000 0 0
AMAZON.COM AMAZON.COM 023135106 317 2,950 SH   SOLE   2,950 0 0
AMERICAN EXPRESS AMERICAN EXPRESS 025816109 116 816 SH   SOLE   816 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103 204 1,409 SH   SOLE   1,409 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105 1,966 20,694 SH   SOLE   20,694 0 0
ARCO PLATFORM ARCO PLATFORM G04553106 1,645 107,723 SH   SOLE   107,723 0 0
AUTODESK AUTODESK 052769106 1,536 8,687 SH   SOLE   8,687 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702 137 500 SH   SOLE   500 0 0
BLACKBAUD INC BLACKBAUD INC 09227Q100 4,877 83,832 SH   SOLE   83,832 0 0
CATCHA INVESTMENT CORP-A CATCHA INVESTMENT CORP-A G1962Y102 2,948 300,000 SH   SOLE   300,000 0 0
CHARGEPOINT CHARGEPOINT 15961R105 102 7,113 SH   SOLE   7,113 0 0
CHEGG INC CHEGG INC 163092109 3,134 170,791 SH   SOLE   170,791 0 0
CLEAN HARBORS CLEAN HARBORS 184496107 430 4,903 SH   SOLE   4,903 0 0
CNH INDUSTRIAL CNH INDUSTRIAL N20944109 3,455 281,000 SH   SOLE   281,000 0 0
COMMSCOPE HOLDING CO INC COMMSCOPE HOLDING CO INC 20337X109 530 82,196 SH   SOLE   82,196 0 0
CONCENTRIX CONCENTRIX 20602D101 3,224 23,100 SH   SOLE   23,100 0 0
COURSERA COURSERA 22266M104 5,682 383,891 SH   SOLE   383,891 0 0
CYBERARK CYBERARK M2682V108 5,639 42,571 SH   SOLE   42,571 0 0
DANAHER DANAHER 235851102 74 293 SH   SOLE   293 0 0
DATADOG DATADOG 23804L103 652 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105 42 135 SH   SOLE   135 0 0
DEUTSCHE BANK DEUTSCHE BANK D18190898 6,507 702,866 SH   SOLE   702,866 0 0
DOCEBO DOCEBO 25609L105 562 18,900 SH   SOLE   18,900 0 0
DRAGONEER GROWTH OPPORTUNITIES CORP III DRAGONEER GROWTH OPPORTUNITIES CORP III G28315102 3,270 335,000 SH   SOLE   335,000 0 0
DUOLINGO DUOLINGO 26603R106 1,019 11,143 SH   SOLE   11,143 0 0
E2OPEN PARENT HOLDINGS INC E2OPEN PARENT HOLDINGS INC 29788T103 20,423 2,460,600 SH   SOLE   2,460,600 0 0
EATON CORP EATON CORP G29183103 152 1,172 SH   SOLE   1,172 0 0
EDWARDS LIFESCIENCES EDWARDS LIFESCIENCES 28176E108 76 804 SH   SOLE   804 0 0
ELI LILLY ELI LILLY 532457108 63 199 SH   SOLE   199 0 0
EQUINIX EQUINIX 29444U700 1,791 2,676 SH   SOLE   2,676 0 0
ESAB CORPORATION ESAB CORPORATION 29605J106 1,775 40,655 SH   SOLE   40,655 0 0
ESTEE LAUDER CY INC CL. A ESTEE LAUDER CY INC CL. A 518439104 45 174 SH   SOLE   174 0 0
FARFETCH FARFETCH 30744W107 347 44,100 SH   SOLE   44,100 0 0
FIRST REPUBLIC FIRST REPUBLIC 33616C100 3,015 20,480 SH   SOLE   20,480 0 0
FLYWIRE FLYWIRE 302492103 610 33,320 SH   SOLE   33,320 0 0
G SQUARED RG-A G SQUARED RG-A G4204R109 3,735 380,000 SH   SOLE   380,000 0 0
GARTNER INC GARTNER INC 366651107 2,309 9,643 SH   SOLE   9,643 0 0
GORES TECH PART CLASS A GORES TECH PART CLASS A 382870103 2,737 280,000 SH   SOLE   280,000 0 0
GORES TECH PART II CLASS A GORES TECH PART II CLASS A 38287L107 3,622 370,000 SH   SOLE   370,000 0 0
GORES TECH PART II WARRANT GORES TECH PART II WARRANT 38287L115 47 100,000 SH   SOLE   100,000 0 0
GORES TECH PART WARRANT GORES TECH PART WARRANT 382870111 36 70,000 SH   SOLE   70,000 0 0
GXO LOGISTICS GXO LOGISTICS 36262G101 3,258 71,600 SH   SOLE   71,600 0 0
HUBSPOT HUBSPOT 443573100 3,275 10,637 SH   SOLE   10,637 0 0
INDIE SEMICONDUCTOR INDIE SEMICONDUCTOR 45569U101 1,236 200,000 SH   SOLE   200,000 0 0
INSTRUCTURE HOLDINGS INC INSTRUCTURE HOLDINGS INC 457790103 4,030 181,113 SH   SOLE   181,113 0 0
INTUIT INC INTUIT INC 461202103 4,049 10,482 SH   SOLE   10,482 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602 39 193 SH   SOLE   193 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800 2,040 39,900 SH   SOLE   39,900 0 0
JP MORGAN JP MORGAN 46625H100 2,839 24,516 SH   SOLE   24,516 0 0
KLA-TENCOR CORPORATION KLA-TENCOR CORPORATION 482480100 2,179 6,600 SH   SOLE   6,600 0 0
KRANESHARES MSCI CHINA ENVIRONMENT ETF KRANESHARES MSCI CHINA ENVIRONMENT ETF 500767850 2,466 59,500 SH   SOLE   59,500 0 0
LAUREATE LAUREATE 518613203 1,357 119,759 SH   SOLE   119,759 0 0
LINDE PLC LINDE PLC G5494J103 1,730 5,879 SH   SOLE   5,879 0 0
LULULEMON ATHLETICA LULULEMON ATHLETICA 550021109 22 78 SH   SOLE   78 0 0
MARVELL TECHNOLOGY GROUP MARVELL TECHNOLOGY GROUP 573874104 3,190 70,386 SH   SOLE   70,386 0 0
MASTERCARD MASTERCARD 57636Q104 12,978 40,775 SH   SOLE   40,775 0 0
MICROSOFT CORP MICROSOFT CORP 594918104 22,495 87,707 SH   SOLE   87,707 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101 4,904 136,994 SH   SOLE   136,994 0 0
MSCI MSCI 55354G100 113 273 SH   SOLE   273 0 0
NETFLIX INC NETFLIX INC 64110L106 3,324 18,510 SH   SOLE   18,510 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101 169 2,213 SH   SOLE   2,213 0 0
NIKE NIKE 654106103 11 104 SH   SOLE   104 0 0
NORTHERN TRUST NORTHERN TRUST 665859104 134 1,363 SH   SOLE   1,363 0 0
NVIDIA NVIDIA 67066G104 2,696 16,866 SH   SOLE   16,866 0 0
ORACLE US ORACLE US 68389X105 2,743 40,000 SH   SOLE   40,000 0 0
OWENS CORNING OWENS CORNING 690742101 12,679 166,174 SH   SOLE   166,174 0 0
PALO ALTO PALO ALTO 697435105 11,621 23,624 SH   SOLE   23,624 0 0
PAYPAL HOLDINGS INC PAYPAL HOLDINGS INC 70450Y103 3,827 53,288 SH   SOLE   53,288 0 0
PFIZER INC PFIZER INC 717081103 1,231 24,300 SH   SOLE   24,300 0 0
PROCTER AND GAMBLE CO PROCTER AND GAMBLE CO 742718109 47 334 SH   SOLE   334 0 0
QIAGEN NV QIAGEN NV N72482123 38,866 836,103 SH   SOLE   836,103 0 0
QUALCOMM INC QUALCOMM INC 747525103 26 200 SH   SOLE   200 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102 567 4,568 SH   SOLE   4,568 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100 452 3,532 SH   SOLE   3,532 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302 10,090 58,846 SH   SOLE   58,846 0 0
SERVICENOW SERVICENOW 81762P102 2,723 5,752 SH   SOLE   5,752 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107 105 6,134 SH   SOLE   6,134 0 0
SOLAREDGE SOLAREDGE 83417M104 183 655 SH   SOLE   655 0 0
SPLUNK INC SPLUNK INC 848637104 4,036 43,430 SH   SOLE   43,430 0 0
SS AND C SS AND C 78467J100 3,085 52,137 SH   SOLE   52,137 0 0
STELLANTIS (FR) STELLANTIS (FR) N82405106 44,320 3,383,418 SH   SOLE   3,383,418 0 0
STELLANTIS NV STELLANTIS NV N82405106 18,510 1,413,040 SH   SOLE   1,413,040 0 0
STRIDE STRIDE 86333M108 6,926 183,381 SH   SOLE   183,381 0 0
STRYKER CORP STRYKER CORP 863667101 44 220 SH   SOLE   220 0 0
SUNOPTA INC SUNOPTA INC 8676EP108 114 14,753 SH   SOLE   14,753 0 0
SUSTAINABLE DEVELOPMENT CORP. SUSTAINABLE DEVELOPMENT CORP. 86934L103 3,237 330,000 SH   SOLE   330,000 0 0
SVB FINANCIAL GROUP SVB FINANCIAL GROUP 78486Q101 3,696 9,135 SH   SOLE   9,135 0 0
SYNOPSYS SYNOPSYS 871607107 2,976 9,800 SH   SOLE   9,800 0 0
TABOOLA TABOOLA M8744T106 55 21,104 SH   SOLE   21,104 0 0
THE WALT DISNEY COMPANY THE WALT DISNEY COMPANY 254687106 4,110 42,850 SH   SOLE   42,850 0 0
THERMO FISHER THERMO FISHER 883556102 6,189 11,551 SH   SOLE   11,551 0 0
TIO TECH CLASS A TIO TECH CLASS A G8T10C106 3,245 332,000 SH   SOLE   332,000 0 0
T-MOBILE US T-MOBILE US 872590104 4,951 37,217 SH   SOLE   37,217 0 0
TPI COMPOSITES TPI COMPOSITES 87266J104 4,383 355,151 SH   SOLE   355,151 0 0
TSMC ADR TSMC ADR 874039100 1,729 20,500 SH   SOLE   20,500 0 0
UDEMY UDEMY 902685106 497 45,145 SH   SOLE   45,145 0 0
UNITED RENTALS UNITED RENTALS 911363109 54 218 SH   SOLE   218 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106 1,661 9,829 SH   SOLE   9,829 0 0
VISA VISA 92826C839 89 447 SH   SOLE   447 0 0
VY GLOBAL GROWTH-CL A VY GLOBAL GROWTH-CL A G9444H100 3,412 345,000 SH   SOLE   345,000 0 0
WABTEC WABTEC 929740108 187 2,235 SH   SOLE   2,235 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101 566 3,613 SH   SOLE   3,613 0 0
WILEY JOHN AND SONS-CLASS A WILEY JOHN AND SONS-CLASS A 968223206 6,890 143,246 SH   SOLE   143,246 0 0
WOLFSPEED WOLFSPEED 977852102 84 1,264 SH   SOLE   1,264 0 0
XPO LOGISTICS XPO LOGISTICS 983793100 1,591 32,850 SH   SOLE   32,850 0 0
XYLEM XYLEM 98419M100 96 1,234 SH   SOLE   1,234 0 0