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
ADOBE INC COM 00724F101   2,835,752 5,800 SH   SOLE   2,600 0 3,200
AEROVIRONMENT INC COM 008073108   2,045,330 20,000 SH   SOLE   9,000 0 11,000
ALIBABA GROUP HOLDING LTD ADR 01609W102   10,654,111 127,806 SH   SOLE   106,706 0 21,100
AUTODESK INC COM 052769106   368,298 1,800 SH   SOLE   0 0 1,800
AUTOZONE INC COM 053332102   3,243,057 1,300 SH   SOLE   600 0 700
AXON ENTERPRISE INC COM 05464C101   4,097,140 21,000 SH   SOLE   9,500 0 11,500
BIOPHARMA CREDIT PLC COM G12808104   1,192,457 1,332,354 SH   SOLE   1,332,354 0 0
CAMECO CORP COM 13321L108   680,466 22,000 SH   SOLE   22,000 0 0
COCA COLA FEMSA SAB DE CV COM 191241108   10,642,156 127,741 SH   SOLE   102,241 0 25,500
COGNEX CORP COM 192422103   400,543 7,150 SH   SOLE   0 0 7,150
COMFORT SYSTEMS USA INC COM 199908104   3,332,532 20,300 SH   SOLE   9,100 0 11,200
CVS HEALTH CORP COM 126650100   381,655 5,546 SH   SOLE   5,546 0 0
DESCARTES SYSTEMS GROUP COM 249906108   3,244,085 40,500 SH   SOLE   18,500 0 22,000
DEXCOM INC COM 252131107   5,713,955 44,460 SH   SOLE   20,000 0 24,460
DOXIMITY INC COM 26622P107   2,880,546 84,688 SH   SOLE   36,000 0 48,688
FIRSTSERVICE CORP COM 33767E202   2,372,671 15,400 SH   SOLE   7,000 0 8,400
FULL TRUCK ALLIANCE CO LTD COM 35969L108   267,245 43,000 SH   SOLE   43,000 0 0
GERDAU SA COM 373737105   520,925 100,059 SH   SOLE   100,059 0 0
GREEN PLAINS INC COM 393222104   422,505 13,105 SH   SOLE   0 0 13,105
HALOZYME THERAPEUTICS INC COM 40637H109   403,948 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101   594,123 8,524 SH   SOLE   8,524 0 0
HEICO CORP COM 422806109   3,627,362 20,500 SH   SOLE   9,200 0 11,300
HERC HOLDINGS INC COM 42704L104   517,030 3,800 SH   SOLE   3,800 0 0
ICICI BANK LTD COM 45104G104   15,476,853 670,570 SH   SOLE   534,470 0 136,100
JAZZ PHARMACEUTICALS PLC COM G50871105   228,973 1,847 SH   SOLE   0 0 1,847
LCI INDUSTRIES COM 29786A106   217,845 1,724 SH   SOLE   0 0 1,724
LI AUTO INC COM 50202M102   350,950 10,000 SH   SOLE   10,000 0 0
MERCADOLIBRE INC COM 58733R102   15,882,921 13,408 SH   SOLE   10,748 0 2,660
MOBILEYE GLOBAL INC COM 60741F104   2,419,890 63,000 SH   SOLE   28,500 0 34,500
NAC KAZATOMPROM JSC COM 63253R201   892,875 33,000 SH   SOLE   33,000 0 0
NEW FORTRESS ENERGY INC COM 644393100   959,001 35,934 SH   SOLE   35,934 0 0
NEW ORIENTAL EDUCATION & TECHN COM 647581206   9,993,340 253,056 SH   SOLE   210,526 0 42,530
NOVA LTD COM M7516K103   340,170 2,900 SH   SOLE   0 0 2,900
NOVANTA INC COM 67000B104   3,682,990 20,000 SH   SOLE   9,000 0 11,000
NVIDIA CORP COM 67066G104   2,452,905 5,800 SH   SOLE   2,600 0 3,200
PERSHING SQUARE HOLDINGS LTD COM 71531R109   1,180,642 33,039 SH   SOLE   33,039 0 0
PINDUODUO INC COM 722304102   228,113 3,300 SH   SOLE   3,300 0 0
POOL CORP COM 73278L105   3,071,493 8,200 SH   SOLE   3,700 0 4,500
THE PROGRESSIVE CORP COM 743315103   2,567,978 19,400 SH   SOLE   9,000 0 10,400
PTC INC COM 69370C100   580,015 4,076 SH   SOLE   0 0 4,076
ROYAL GOLD INC COM 780287108   1,064,032 9,400 SH   SOLE   9,400 0 0
SEA LTD-ADR ADR 81141R100   6,518,632 112,313 SH   SOLE   89,618 0 22,695
SHOPIFY INC COM 82509L107   3,553,125 55,000 SH   SOLE   25,000 0 30,000
TELEDINE TECHNOLOGIES INC COM 879360105   611,316 1,500 SH   SOLE   1,500 0 0
TESLA INC COM 88160R101   2,224,798 8,500 SH   SOLE   3,800 0 4,700
TRIP.COM GROUP LTD COM 89677Q107   349,950 10,000 SH   SOLE   10,000 0 0
UNITED RENTALS INC COM 911363109   541,570 1,216 SH   SOLE   0 0 1,216
VIPSHOP HOLDINGS LTD COM 92763W103   12,258,883 742,930 SH   SOLE   560,230 0 182,700
WOLFSPEED INC COM 977852102   1,678,629 30,200 SH   SOLE   12,600 0 17,600
ZILLOW GROUP INC COM 98954M101   2,594,471 52,523 SH   SOLE   19,000 0 33,523