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
Expires: July 31, 2015
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
ALPHABET INC CAP STK CL A 02079K305 4,864,328 37,172 SH SOLE 37,172 0 0
AMERESCO INC CL A 02361E108 2,622,003 67,998 SH SOLE 67,998 0 0
AVANTOR INC COM 05352A100 843,262 40,003 SH SOLE 40,003 0 0
BLACKSTONE INC COM 09260D107 9,642,600 90,000 SH Put SOLE 90,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 153,991 11,882 SH SOLE 11,882 0 0
BOOT BARN HLDGS INC COM 099406100 2,435,700 30,000 SH Put SOLE 30,000 0 0
BROADCOM INC COM 11135F101 4,152,900 5,000 SH Put SOLE 5,000 0 0
BRP GROUP INC COM CL A 05589G102 2,918,083 125,617 SH SOLE 125,617 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 2,790,375 37,500 SH SOLE 37,500 0 0
CORTEVA INC COM 22052L104 2,174,094 42,496 SH SOLE 42,496 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 105,091 23,148 SH SOLE 23,148 0 0
EATON CORP PLC SHS G29183103 3,647,088 17,100 SH SOLE 17,100 0 0
FLEX LTD ORD Y2573F102 1,493,530 55,357 SH SOLE 55,357 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,393,265 10,500 SH SOLE 10,500 0 0
GENERAL ELECTRIC CO COM NEW 369604301 3,150,675 28,500 SH SOLE 28,500 0 0
HMN FINL INC COM 40424G108 477,944 24,984 SH SOLE 24,984 0 0
HOLOGIC INC COM 436440101 4,379,140 63,100 SH SOLE 63,100 0 0
HUBBELL INC COM 443510607 4,305,312 13,737 SH SOLE 13,737 0 0
HUBSPOT INC COM 443573100 1,723,750 3,500 SH Put SOLE 3,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,071,922 46,100 SH SOLE 46,100 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 12,539,450 35,000 SH Put SOLE 35,000 0 0
IQVIA HLDGS INC COM 46266C105 1,438,833 7,313 SH SOLE 7,313 0 0
JACOBS SOLUTIONS INC COM 46982L108 4,763,987 34,901 SH SOLE 34,901 0 0
LAUDER ESTEE COS INC CL A 518439104 1,445,500 10,000 SH SOLE 10,000 0 0
META PLATFORMS INC CL A 30303M102 5,613,927 18,700 SH SOLE 18,700 0 0
MICROSOFT CORP COM 594918104 3,994,238 12,650 SH SOLE 12,650 0 0
ORACLE CORP COM 68389X105 5,084,160 48,000 SH SOLE 48,000 0 0
PARSONS CORP DEL COM 70202L102 5,214,503 95,943 SH SOLE 95,943 0 0
PLANET FITNESS INC CL A 72703H101 3,934,400 80,000 SH Put SOLE 80,000 0 0
QUANTA SVCS INC COM 74762E102 3,722,693 19,900 SH SOLE 19,900 0 0
RH COM 74967X103 1,823,553 6,898 SH SOLE 6,898 0 0
S&P GLOBAL INC COM 78409V104 1,973,214 5,400 SH SOLE 5,400 0 0
SAP SE SPON ADR 803054204 2,728,652 21,100 SH SOLE 21,100 0 0
SUPER MICRO COMPUTER INC COM 86800U104 1,290,206 4,705 SH SOLE 4,705 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,822,212 3,600 SH SOLE 3,600 0 0
TJX COS INC NEW COM 872540109 1,519,848 17,100 SH SOLE 17,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,300,741 8,530 SH SOLE 8,530 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 5,327,226 143,205 SH SOLE 143,205 0 0
VISA INC COM CL A 92826C839 2,583,702 11,233 SH SOLE 11,233 0 0