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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE INC COM 00724F101 5,771,518 17,500 SH   SOLE   6,300 0 11,200
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 15,493,905 73,050 SH   SOLE   54,850 0 18,200
AMAZON.COM INC COM 023135106 3,565,908 1,930 SH   SOLE   730 0 1,200
ANSYS INC COM 03662Q105 4,568,932 17,750 SH   SOLE   6,400 0 11,350
APPIAN CORP COM 03782L101 4,011,280 105,000 SH   SOLE   38,500 0 66,500
AXON ENTERPRISE INC COM 05464C101 4,232,641 57,750 SH   SOLE   20,600 0 37,150
BED BATH & BEYOND INC COM 075896100 354,229 21,035 SH   SOLE   0 0 21,035
CINTAS CORP COM 172908105 4,735,300 17,600 SH   SOLE   6,350 0 11,250
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 3,312,243 78,452 SH   SOLE   78,452 0 0
COPART INC COM 217204106 3,855,625 42,400 SH   SOLE   15,400 0 27,000
COSTCO WHOLESALE CORP COM 22160K105 4,173,482 14,200 SH   SOLE   5,200 0 9,000
DAVITA INC COM 23918K108 252,389 3,160 SH   SOLE   0 0 3,160
DEXCOM INC COM 252131107 8,299,482 37,940 SH   SOLE   13,900 0 24,040
EXACT SCIENCES CORP COM 30063P105 4,878,320 52,750 SH   SOLE   20,250 0 32,500
FIDELITY NATIONAL INFORMATION COM 31620M106 3,490,834 25,100 SH   SOLE   9,300 0 15,800
FRESHPET INC COM 358039105 3,958,310 67,000 SH   SOLE   24,000 0 43,000
GREENTREE HOSPITALITY GR-ADR ADR 39579V100 3,990,800 362,800 SH   SOLE   277,325 0 85,475
HDFC BANK LTD-ADR ADR 40415F101 15,216,404 240,120 SH   SOLE   184,860 0 55,260
INOGEN INC COM 45780L104 95,497 1,450 SH   SOLE   0 0 1,450
INTUITIVE SURGICAL INC COM 46120E602 3,635,201 6,150 SH   SOLE   2,250 0 3,900
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 5,268,985 149,900 SH   SOLE   149,900 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 4,864,312 47,400 SH   SOLE   17,500 0 29,900
NEW ORIENTAL EDUCATION & TECH COM 647581107 13,641,080 112,500 SH   SOLE   70,500 0 42,000
ONESPAWORLD HOLDINGS LTD COM P73684113 3,829,058 227,500 SH   SOLE   81,700 0 145,800
PINDUODUO INC COM 722304102 3,347,382 88,500 SH   SOLE   31,200 0 57,300
POOL CORP COM 73278L105 3,972,136 18,700 SH   SOLE   7,000 0 11,700
RAPID7 INC COM 753422104 3,791,804 67,700 SH   SOLE   25,000 0 42,700
RESMED INC COM 761152107 3,719,840 24,000 SH   SOLE   8,000 0 16,000
SEA LTD-ADR ADR 81141R100 19,818,316 492,800 SH   SOLE   296,800 0 196,000
STERIS PLC COM 859152100 4,633,396 30,400 SH   SOLE   11,500 0 18,900
TPI COMPOSITES INC COM 87266J104 163,925 7,900 SH   SOLE   0 0 7,900
UNITED RENTALS INC COM 911363109 430,002 3,169 SH   SOLE   0 0 3,169
VERRA MOBILITY CORP COM 92511U102 173,637 10,900 SH   SOLE   0 0 10,900
VIPSHOP HOLDINGS LTD COM 92763W103 402,268 31,600 SH   SOLE   0 0 31,600
VISA INC-CLASS A SHARES COM 92826C839 4,574,825 24,350 SH   SOLE   9,000 0 15,350
YANDEX NV COM N97284108 309,189 6,900 SH   SOLE   0 0 6,900
ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 186,436 780 SH   SOLE   0 0 780
ZOETIS INC COM 98978V103 5,624,357 42,500 SH   SOLE   14,800 0 27,700