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 5,347,345 16,800 SH   SOLE   6,300 0 10,500
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 15,081,924 77,550 SH   SOLE   63,990 0 13,560
ALTERYX INC COM 02156B103 2,321,101 24,400 SH   SOLE   9,100 0 15,300
AMAZON.COM INC COM 023135106 3,761,609 1,930 SH   SOLE   730 0 1,200
ANSYS INC COM 03662Q105 4,124,422 17,750 SH   SOLE   6,400 0 11,350
APPIAN CORP COM 03782L101 4,222,032 105,000 SH   SOLE   38,500 0 66,500
AXON ENTERPRISE INC COM 05464C101 4,083,568 57,750 SH   SOLE   20,600 0 37,150
BOSTON BEER CO INC/THE COM 100557107 185,617 505 SH   SOLE   0 0 505
CENTENE CORP COM 15135B101 239,422 4,030 SH   SOLE   0 0 4,030
CHEGG INC COM 163092109 174,427 4,875 SH   SOLE   0 0 4,875
CINTAS CORP COM 172908105 3,049,116 17,600 SH   SOLE   6,350 0 11,250
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 2,473,899 80,452 SH   SOLE   80,452 0 0
COSTCO WHOLESALE CORP COM 22160K105 4,049,678 14,200 SH   SOLE   5,200 0 9,000
CROWN HOLDINGS INC COM 228368106 125,250 2,158 SH   SOLE   0 0 2,158
DAVITA INC COM 23918K108 194,713 2,560 SH   SOLE   0 0 2,560
DEXCOM INC COM 252131107 9,250,408 34,340 SH   SOLE   12,900 0 21,440
EXACT SCIENCES CORP COM 30063P105 3,000,922 51,750 SH   SOLE   19,250 0 32,500
FIDELITY NATIONAL INFORMATION COM 31620M106 3,054,140 25,100 SH   SOLE   9,300 0 15,800
FRESHPET INC COM 358039105 4,279,050 67,000 SH   SOLE   24,000 0 43,000
GLU MOBILE INC COM 379890106 122,554 19,484 SH   SOLE   0 0 19,484
HDFC BANK LTD-ADR ADR 40415F101 9,784,993 254,420 SH   SOLE   210,860 0 43,560
INTUITIVE SURGICAL INC COM 46120E602 3,046,767 6,150 SH   SOLE   2,250 0 3,900
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 2,022,829 83,900 SH   SOLE   83,900 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 3,967,657 47,400 SH   SOLE   17,500 0 29,900
KORNIT DIGITAL LTD COM 121721082 3,061,702 123,000 SH   SOLE   46,500 0 76,500
LUCKIN COFFEE INC COM 54951L109 5,709,900 210,000 SH   SOLE   175,000 0 35,000
MASIMO CORP COM 574795100 584,677 3,300 SH   SOLE   3,300 0 0
MSCI INC COM 55354G100 2,888,360 10,000 SH   SOLE   4,000 0 6,000
NEW ORIENTAL EDUCATION & TECH COM 647581107 13,941,247 128,800 SH   SOLE   91,600 0 37,200
NOMAD FOODS LTD COM 105748337 199,130 10,729 SH   SOLE   0 0 10,729
ONESPAWORLD HOLDINGS LTD COM P73684113 1,734,841 427,500 SH   SOLE   161,700 0 265,800
PINDUODUO INC COM 722304102 3,188,187 88,500 SH   SOLE   31,200 0 57,300
POOL CORP COM 73278L105 3,679,564 18,700 SH   SOLE   7,000 0 11,700
PTC INC COM 69370C100 110,239 1,801 SH   SOLE   0 0 1,801
RESMED INC COM 761152107 3,535,000 24,000 SH   SOLE   8,000 0 16,000
SEA LTD-ADR ADR 81141R100 20,918,820 472,000 SH   SOLE   314,400 0 157,600
SPROUTS FARMERS MARKET INC COM 85208M102 130,130 7,000 SH   SOLE   0 0 7,000
STERIS PLC COM 859152100 4,257,215 30,400 SH   SOLE   11,500 0 18,900
SYNEOS HEALTH INC COM 87166B102 102,492 2,600 SH   SOLE   0 0 2,600
TELEFLEX INC COM 879369106 171,323 585 SH   SOLE   0 0 585
TPI COMPOSITES INC COM 87266J104 72,643 4,915 SH   SOLE   0 0 4,915
UNITED RENTALS INC COM 911363109 326,090 3,169 SH   SOLE   0 0 3,169
VIPSHOP HOLDINGS LTD COM 92763W103 288,230 18,500 SH   SOLE   0 0 18,500
VISA INC-CLASS A SHARES COM 92826C839 3,923,092 24,350 SH   SOLE   9,000 0 15,350
YANDEX NV COM N97284108 148,389 4,358 SH   SOLE   0 0 4,358
ZOETIS INC COM 98978V103 4,766,963 40,500 SH   SOLE   14,800 0 25,700