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
ACTIVISION BLIZZARD INC COM 00507V109   9,017,506 105,357 SH   SOLE   105,357 0 0
ALCON AG ORD SHS H01301128   1,326,293 18,802 SH   SOLE   18,802 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,759,820 66,156 SH   SOLE   66,156 0 0
ALPHABET INC CAP STK CL A 02079K305   5,964,475 57,500 SH Call SOLE   57,500 0 0
AMAZON COM INC COM 023135106   4,845,127 46,908 SH   SOLE   46,908 0 0
AON PLC SHS CL A G0403H108   6,623,297 21,007 SH   SOLE   21,007 0 0
APA CORPORATION COM 03743Q108   495,320 13,736 SH   SOLE   13,736 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   301,239 4,340 SH   SOLE   4,340 0 0
ATKORE INC COM 047649108   12,612,716 89,783 SH   SOLE   89,783 0 0
BRUNSWICK CORP COM 117043109   11,586,026 141,293 SH   SOLE   141,293 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104   7,523,227 127,103 SH   SOLE   127,103 0 0
DESCARTES SYS GROUP INC COM 249906108   33,993,435 421,225 SH   SOLE   421,225 0 0
DOLLAR TREE INC COM 256746108   1,943,093 13,536 SH   SOLE   13,536 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   26,239,816 870,309 SH   SOLE   870,309 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   24,499,785 808,307 SH   SOLE   808,307 0 0
ENPRO INDS INC COM 29355X107   21,522,684 207,168 SH   SOLE   207,168 0 0
FEDERAL SIGNAL CORP COM 313855108   23,599,944 435,343 SH   SOLE   435,343 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,427,350 34,890 SH   SOLE   34,890 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   1,240,841 163,054 SH   SOLE   163,054 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   1,241,165 24,597 SH   SOLE   24,597 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   3,773,789 56,604 SH   SOLE   56,604 0 0
HILLMAN SOLUTIONS CORP COM 431636109   25,772,273 3,060,840 SH   SOLE   3,060,840 0 0
ICICI BANK LIMITED ADR 45104G104   7,198,074 333,553 SH   SOLE   333,553 0 0
INGEVITY CORP COM 45688C107   26,819,857 374,998 SH   SOLE   374,998 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,549,160 24,443 SH   SOLE   24,443 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806   288,378 4,330 SH   SOLE   4,330 0 0
JD.COM INC SPON ADR CL A 47215P106   796,516 18,148 SH   SOLE   18,148 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   19,037,363 1,991,356 SH   SOLE   1,991,356 0 0
LINDE PLC SHS G54950103   9,084,691 25,559 SH   SOLE   25,559 0 0
LINDE PLC SHS G54950103   15,713,292 44,208 SH   DFND   0 44,208 0
MALIBU BOATS INC COM CL A 56117J100   14,966,419 265,127 SH   SOLE   265,127 0 0
MARATHON OIL CORP COM 565849106   1,320,747 55,123 SH   SOLE   55,123 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,246,914 14,438 SH   SOLE   14,438 0 0
MEDTRONIC PLC SHS G5960L103   5,796,175 71,895 SH   SOLE   71,895 0 0
MERCADOLIBRE INC COM 58733R102   984,591 747 SH   SOLE   747 0 0
META PLATFORMS INC CL A 30303M102   3,431,944 16,193 SH   SOLE   16,193 0 0
MICROSOFT CORP COM 594918104   6,448,694 22,368 SH   SOLE   22,368 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   29,009,876 813,285 SH   SOLE   813,285 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   1,967,527 50,959 SH   SOLE   50,959 0 0
NEW YORK TIMES CO CL A 650111107   22,610,392 581,543 SH   SOLE   581,543 0 0
NOBLE CORP PLC ORD SHS A G65431127   654,689 16,587 SH   SOLE   16,587 0 0
NOVO-NORDISK A S ADR 670100205   5,326,416 33,470 SH   SOLE   33,470 0 0
NVIDIA CORPORATION COM 67066G104   3,197,688 11,512 SH   DFND   0 11,512 0
OPTION CARE HEALTH INC COM NEW 68404L201   28,744,035 904,754 SH   SOLE   904,754 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,191,630 15,700 SH   SOLE   15,700 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,404,150 18,500 SH Call SOLE   18,500 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   2,375,811 294,036 SH   SOLE   294,036 0 0
PROGYNY INC COM 74340E103   18,611,966 579,451 SH   SOLE   579,451 0 0
PULTE GROUP INC COM 745867101   1,165,600 20,000 SH Put SOLE   20,000 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   525,280 75,040 SH   SOLE   75,040 0 0
PURECYCLE TECHNOLOGIES INC *W EXP 03/17/202 74623V111   605,586 197,904 SH   SOLE   197,904 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   673,731 119,881 SH   SOLE   119,881 0 0
RH COM 74967X103   6,469,906 26,565 SH   SOLE   26,565 0 0
RXO INC COMMON STOCK 74982T103   3,073,562 156,495 SH   SOLE   156,495 0 0
S&P GLOBAL INC COM 78409V104   4,723,694 13,701 SH   SOLE   13,701 0 0
SAP SE SPON ADR 803054204   1,136,039 8,977 SH   SOLE   8,977 0 0
SEA LTD SPONSORD ADS 81141R100   2,466,675 28,500 SH Call SOLE   28,500 0 0
SEA LTD SPONSORD ADS 81141R100   1,937,855 22,390 SH   SOLE   22,390 0 0
SERVICENOW INC COM 81762P102   3,332,042 7,170 SH   SOLE   7,170 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   26,315,174 192,264 SH   SOLE   192,264 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   1,191,052 44,592 SH   SOLE   44,592 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   27,423,968 364,535 SH   SOLE   364,535 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   13,700,660 151,138 SH   SOLE   151,138 0 0
SPROUT SOCIAL INC COM CL A 85209W109   16,460,552 270,377 SH   SOLE   270,377 0 0
STELLANTIS N.V SHS N82405106   4,972,034 274,078 SH   SOLE   274,078 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,749,531 72,560 SH   SOLE   72,560 0 0
T-MOBILE US INC COM 872590104   10,490,037 72,425 SH   SOLE   72,425 0 0
TRADEWEB MKTS INC CL A 892672106   4,709,276 59,596 SH   SOLE   59,596 0 0
TRANSOCEAN LTD REG SHS H8817H100   632,031 99,376 SH   SOLE   99,376 0 0
TREX CO INC COM 89531P105   22,231,385 456,778 SH   SOLE   456,778 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,963,435 61,938 SH   SOLE   61,938 0 0
VAIL RESORTS INC COM 91879Q109   29,720,357 127,184 SH   SOLE   127,184 0 0
VERMILION ENERGY INC COM 923725105   480,461 37,044 SH   SOLE   37,044 0 0
VISTRA CORP COM 92840M102   9,201,888 383,412 SH   SOLE   383,412 0 0
WAYFAIR INC CL A 94419L101   886,315 25,810 SH   SOLE   25,810 0 0
WESCO INTL INC COM 95082P105   21,969,406 142,160 SH   SOLE   142,160 0 0
WILLIAMS SONOMA INC COM 969904101   1,094,940 9,000 SH Put SOLE   9,000 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   8,631,264 184,114 SH   SOLE   184,114 0 0
YETI HLDGS INC COM 98585X104   20,648,520 516,213 SH   SOLE   516,213 0 0