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
ACCENTURE PLC ACCENTURE PLC G1151C101   8,546 27,038 SH   SOLE   27,038 0 0
ACUITY BRANDS INC ACUITY BRANDS INC 00508Y102   1,778 10,798 SH   SOLE   10,798 0 0
ADVANCED MICRO DEVICES ADVANCED MICRO DEVICES 007903107   6,572 68,318 SH   SOLE   68,318 0 0
ALCON INC ALCON INC H01301128   13,696 176,143 SH   SOLE   176,143 0 0
ALIBABA GROUP ALIBABA GROUP 01609W102   1,236 14,000 SH   SOLE   14,000 0 0
ALPHABET - A ALPHABET - A 02079K305   5,600 42,994 SH   SOLE   42,994 0 0
AMAZON.COM AMAZON.COM 023135106   37 290 SH   SOLE   290 0 0
AMERICAN WATER WORKS AMERICAN WATER WORKS 030420103   1,423 10,758 SH   SOLE   10,758 0 0
APPLIED MATERIAL APPLIED MATERIAL 038222105   2,898 21,282 SH   SOLE   21,282 0 0
APTIV PLC APTIV PLC G6095L109   1,063 10,850 SH   SOLE   10,850 0 0
AUTOMATIC DATA PROCESSING AUTOMATIC DATA PROCESSING 053015103   1,342 5,606 SH   SOLE   5,606 0 0
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY 084670702   72 200 SH   SOLE   200 0 0
BLACKBAUD INC BLACKBAUD INC 09227Q100   6,767 93,832 SH   SOLE   93,832 0 0
BROADCOM BROADCOM 11135F101   6,765 8,160 SH   SOLE   8,160 0 0
CANOPY GROWTH CORP CANOPY GROWTH CORP 138035100   39 47,000 SH   SOLE   47,000 0 0
CLEAN HARBORS CLEAN HARBORS 184496107   2,924 17,487 SH   SOLE   17,487 0 0
COURSERA COURSERA 22266M104   7,066 390,183 SH   SOLE   390,183 0 0
CYBERARK CYBERARK M2682V108   5,515 32,891 SH   SOLE   32,891 0 0
DATADOG DATADOG 23804L103   595 6,700 SH   SOLE   6,700 0 0
DEERE DEERE 244199105   94 247 SH   SOLE   247 0 0
DOCEBO DOCEBO 25609L105   1,361 34,900 SH   SOLE   34,900 0 0
DUOLINGO DUOLINGO 26603R106   7,610 49,843 SH   SOLE   49,843 0 0
EATON CORP EATON CORP G29183103   4,581 21,542 SH   SOLE   21,542 0 0
ELI LILLY ELI LILLY 532457108   427 775 SH   SOLE   775 0 0
EQUINIX EQUINIX 29444U700   6,029 8,237 SH   SOLE   8,237 0 0
FARFETCH FARFETCH 30744W107   80 44,100 SH   SOLE   44,100 0 0
FERRARI NV FERRARI NV N3167Y103   8,676 30,078 SH   SOLE   30,078 0 0
FLYWIRE FLYWIRE 302492103   1,768 57,520 SH   SOLE   57,520 0 0
GARTNER INC GARTNER INC 366651107   9,943 27,908 SH   SOLE   27,908 0 0
GITLAB INC GITLAB INC 37637K108   585 13,000 SH   SOLE   13,000 0 0
HASHICORP HASHICORP 418100103   2,277 99,000 SH   SOLE   99,000 0 0
HUBSPOT HUBSPOT 443573100   101 210 SH   SOLE   210 0 0
INSTRUCTURE HOLDINGS INC INSTRUCTURE HOLDINGS INC 457790103   4,368 172,513 SH   SOLE   172,513 0 0
INTUIT INC INTUIT INC 461202103   10,267 20,188 SH   SOLE   20,188 0 0
INTUITIVE SURGICAL INTUITIVE SURGICAL 46120E602   120 416 SH   SOLE   416 0 0
INVESCO CHINA TECHNOLOGY ETF INVESCO CHINA TECHNOLOGY ETF 46138E800   504 13,800 SH   SOLE   13,800 0 0
JP MORGAN JP MORGAN 46625H100   437 3,000 SH   SOLE   3,000 0 0
LAUREATE LAUREATE 518613203   3,318 236,159 SH   SOLE   236,159 0 0
LEVI STRAUSS LEVI STRAUSS 52736R102   51 4,000 SH   SOLE   4,000 0 0
MASTERCARD MASTERCARD 57636Q104   10,095 25,098 SH   SOLE   25,098 0 0
MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC 595112103   5,130 74,482 SH   SOLE   74,482 0 0
MICROSOFT CORP MICROSOFT CORP 594918104   41,654 131,398 SH   SOLE   131,398 0 0
MONGO DB MONGO DB 60937P106   4,488 13,368 SH   SOLE   13,368 0 0
MP MATERIALS CORP MP MATERIALS CORP 553368101   6,996 352,102 SH   SOLE   352,102 0 0
NEXTERA ENERGY NEXTERA ENERGY 65339F101   2,441 36,056 SH   SOLE   36,056 0 0
NVIDIA NVIDIA 67066G104   28,803 69,222 SH   SOLE   69,222 0 0
OKTA OKTA 679295105   1,936 24,000 SH   SOLE   24,000 0 0
ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP 682189105   3,246 34,600 SH   SOLE   34,600 0 0
ORACLE US ORACLE US 68389X105   9,292 85,220 SH   SOLE   85,220 0 0
OWENS CORNING OWENS CORNING 690742101   2,285 16,948 SH   SOLE   16,948 0 0
PALO ALTO PALO ALTO 697435105   8,768 38,372 SH   SOLE   38,372 0 0
PLUG POWER PLUG POWER 72919P202   748 100,700 SH   SOLE   100,700 0 0
PROCORE TECHNOLOGY PROCORE TECHNOLOGY 74275K108   7,165 111,600 SH   SOLE   111,600 0 0
PROGRESSIVE US PROGRESSIVE US 743315103   310 2,166 SH   SOLE   2,166 0 0
QIAGEN NV QIAGEN NV N72482123   16,866 428,513 SH   SOLE   428,513 0 0
QUANTA SERVICES QUANTA SERVICES 74762E102   3,825 20,297 SH   SOLE   20,297 0 0
REPUBLIC SERVICES REPUBLIC SERVICES 760759100   2,189 14,958 SH   SOLE   14,958 0 0
SALESFORCE.COM SALESFORCE.COM 79466L302   11,648 56,426 SH   SOLE   56,426 0 0
SENTINEL ONE SENTINEL ONE 81730H109   995 63,000 SH   SOLE   63,000 0 0
SERVICENOW SERVICENOW 81762P102   12,452 22,473 SH   SOLE   22,473 0 0
SHOALS TECHNOLOGIES SHOALS TECHNOLOGIES 82489W107   2,409 120,271 SH   SOLE   120,271 0 0
SOLAREDGE SOLAREDGE 83417M104   1,519 11,285 SH   SOLE   11,285 0 0
STELLANTIS (FR) STELLANTIS (FR) N82405106   15,398 796,963 SH   SOLE   796,963 0 0
STELLANTIS NV STELLANTIS NV N82405106   6,686 346,062 SH   SOLE   346,062 0 0
STRIDE STRIDE 86333M108   6,503 144,481 SH   SOLE   144,481 0 0
STRYKER CORP STRYKER CORP 863667101   296 1,039 SH   SOLE   1,039 0 0
SUNOPTA INC SUNOPTA INC 8676EP108   345 96,603 SH   SOLE   96,603 0 0
SYNOPSYS SYNOPSYS 871607107   6,203 13,882 SH   SOLE   13,882 0 0
THERMO FISHER THERMO FISHER 883556102   4,698 9,344 SH   SOLE   9,344 0 0
T-MOBILE US T-MOBILE US 872590104   11,268 80,861 SH   SOLE   80,861 0 0
TSMC ADR TSMC ADR 874039100   71 829 SH   SOLE   829 0 0
UDEMY UDEMY 902685106   1,550 174,145 SH   SOLE   174,145 0 0
UNITED RENTALS UNITED RENTALS 911363109   157 363 SH   SOLE   363 0 0
VERISK ANALYTICS INC VERISK ANALYTICS INC 92345Y106   3,396 14,036 SH   SOLE   14,036 0 0
VISA VISA 92826C839   189 806 SH   SOLE   806 0 0
WABTEC WABTEC 929740108   2,496 23,510 SH   SOLE   23,510 0 0
WASTE CONNECTIONS WASTE CONNECTIONS 94106B101   4,956 26,716 SH   SOLE   26,716 0 0
WILEY JOHN AND SONS-CLASS A WILEY JOHN AND SONS-CLASS A 968223206   3,845 103,719 SH   SOLE   103,719 0 0
XYLEM XYLEM 98419M100   1,057 11,630 SH   SOLE   11,630 0 0