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
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
ABIOMED INC COM 003654100 5,314,320 22,000 SH   SOLE   8,500 0 13,500
ADOBE INC COM 00724F101 7,312,484 16,800 SH   SOLE   6,300 0 10,500
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 15,081,924 97,472 SH   SOLE   73,912 0 23,560
ALTERYX INC COM 02156B103 5,503,315 33,500 SH   SOLE   13,000 0 20,500
AMAZON.COM INC COM 023135106 7,529,946 2,730 SH   SOLE   1,130 0 1,600
ANSYS INC COM 03662Q105 5,325,422 18,250 SH   SOLE   7,100 0 11,150
APPIAN CORP COM 03782L101 5,136,598 100,200 SH   SOLE   38,500 0 61,700
BAOZUN INC COM 06684L103 149,955 3,900 SH   SOLE   0 0 3,900
BOSTON BEER CO INC/THE COM 100557107 166,898 311 SH   SOLE   0 0 311
CENTENE CORP COM 15135B101 256,107 4,030 SH   SOLE   0 0 4,030
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 3,767,190 99,846 SH   SOLE   99,846 0 0
COSTCO WHOLESALE CORP COM 22160K105 4,092,789 13,500 SH   SOLE   5,200 0 8,300
CROWN HOLDINGS INC COM 228368106 140,551 2,158 SH   SOLE   0 0 2,158
DADA NEXUS LTD COM 23344D108 7,508,098 336,686 SH   SOLE   295,666 0 41,020
DEXCOM INC COM 252131107 9,055,956 22,340 SH   SOLE   8,500 0 13,840
DOLLAR GENERAL CORP COM 256677105 4,858,544 25,500 SH   SOLE   9,800 0 15,700
DOLLAR TREE INC COM 256746108 239,300 2,582 SH   SOLE   0 0 2,582
EQUINIX INC COM 29444U700 4,142,432 5,900 SH   SOLE   2,300 0 3,600
FMC CORP COM 302491303 184,496 1,852 SH   SOLE   0 0 1,852
FRANCO-NEVADA CORP COM 351858105 4,761,265 34,100 SH   SOLE   15,300 0 18,800
FRESHPET INC COM 358039105 5,213,098 62,300 SH   SOLE   24,000 0 38,300
GLU MOBILE INC COM 379890106 131,486 14,184 SH   SOLE   0 0 14,184
HDFC BANK LTD-ADR ADR 40415F101 12,344,390 271,544 SH   SOLE   227,984 0 43,560
IPG PHOTONICS CORP COM 44980X109 160,711 1,002 SH   SOLE   0 0 1,002
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 3,673,555 126,587 SH   SOLE   126,587 0 0
JD.COM INC COM 47215P106 8,927,222 148,342 SH   SOLE   124,442 0 23,900
MARKETAXESS HOLDINGS INC COM 57060D108 4,809,757 9,600 SH   SOLE   3,700 0 5,900
MASIMO CORP COM 574795100 3,829,582 16,800 SH   SOLE   6,500 0 10,300
MSCI INC COM 55354G100 2,888,360 13,300 SH   SOLE   5,600 0 7,700
NAC KAZATOMPROM JSC COM 63253R201 99,859 7,210 SH   SOLE   0 0 7,210
NVIDIA CORP COM 67066G104 4,898,473 12,900 SH   SOLE   5,200 0 7,700
POOL CORP COM 73278L105 5,083,024 18,700 SH   SOLE   7,000 0 11,700
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 230,803 2,967 SH   SOLE   0 0 2,967
RESMED INC COM 761152107 4,914,192 25,600 SH   SOLE   9,600 0 16,000
SEA LTD-ADR ADR 81141R100 32,466,556 302,745 SH   SOLE   212,145 0 90,600
SPROUTS FARMERS MARKET INC COM 85208M102 150,981 5,900 SH   SOLE   0 0 5,900
STERIS PLC COM 859152100 5,078,608 33,100 SH   SOLE   12,800 0 20,300
SYNEOS HEALTH INC COM 87166B102 151,450 2,600 SH   SOLE   0 0 2,600
TAL EDUCATION GROUP ADR 874080104 16,417,906 240,101 SH   SOLE   157,501 0 82,600
TELEFLEX INC COM 879369106 212,928 585 SH   SOLE   0 0 585
TENCENT MUSIC ENTERTAINMENT GR COM 88034P109 160,174 11,900 SH   SOLE   0 0 11,900
TPI COMPOSITES INC COM 87266J104 205,118 8,777 SH   SOLE   0 0 8,777
UNITED RENTALS INC COM 911363109 436,389 2,928 SH   SOLE   0 0 2,928
VEEVA SYSTEMS INC COM 922475108 3,961,665 16,900 SH   SOLE   6,600 0 10,300
VIPSHOP HOLDINGS LTD COM 92763W103 368,335 18,500 SH   SOLE   0 0 18,500
VISA INC-CLASS A SHARES COM 92826C839 4,508,405 23,350 SH   SOLE   9,000 0 14,350
VULCAN MATERIALS CO COM 929160109 173,775 1,500 SH   SOLE   0 0 1,500
YANDEX NV COM N97284108 167,967 3,358 SH   SOLE   0 0 3,358
ZOETIS INC COM 98978V103 4,427,880 32,300 SH   SOLE   12,400 0 19,900