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
2U Inc COM 90214J101 178,343 4,665 SH   SOLE   0 0 4,665
ADOBE INC COM 00724F101 7,368,095 15,500 SH   SOLE   7,000 0 8,500
ALPHABET INC COM 02079K305 7,837,789 3,800 SH   SOLE   1,700 0 2,100
AMAZON.COM INC COM 023135106 6,590,660 2,130 SH   SOLE   930 0 1,200
AVERY DENNISON CORP COM 053611109 6,247,850 34,000 SH   SOLE   15,000 0 19,000
AXON ENTERPRISE INC COM 05464C101 4,729,373 33,200 SH   SOLE   14,700 0 18,500
BALLARD POWER SYSTEMS INC COM 058586108 6,086,100 250,000 SH   SOLE   110,000 0 140,000
BAOZUN INC COM 06684L103 148,746 3,900 SH   SOLE   0 0 3,900
BILIBILI INC COM 090040106 20,957,701 195,770 SH   SOLE   146,300 0 49,470
BOOKING HOLDINGS INC COM 09857L108 5,127,018 2,200 SH   SOLE   1,000 0 1,200
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 6,377,074 124,455 SH   SOLE   91,300 0 33,155
CROWN HOLDINGS INC COM 228368106 282,872 2,915 SH   SOLE   0 0 2,915
DADA NEXUS LTD COM 23344D108 10,219,458 376,546 SH   SOLE   336,160 0 40,386
DARLING INGREDIENTS INC COM 237266101 217,429 2,955 SH   SOLE   0 0 2,955
DEXCOM INC COM 252131107 7,887,528 21,940 SH   SOLE   9,300 0 12,640
DOCUSIGN INC COM 256163106 7,005,606 34,600 SH   SOLE   15,200 0 19,400
EAGLE MATERIALS INC COM 26969P108 351,482 2,615 SH   SOLE   0 0 2,615
FMC CORP COM 302491303 267,123 2,415 SH   SOLE   0 0 2,415
FRESHPET INC COM 358039105 7,624,455 48,000 SH   SOLE   21,000 0 27,000
HALOZYME THERAPEUTICS INC COM 40637H109 445,374 10,683 SH   SOLE   0 0 10,683
HDFC BANK LTD-ADR ADR 40415F101 21,919,767 282,144 SH   SOLE   237,960 0 44,184
HUAZHU GROUP LTD COM 44332N106 11,759,580 214,200 SH   SOLE   191,800 0 22,400
INSTALLED BUILDINGS PRODUCT INC COM 45780R101 244,601 2,206 SH   SOLE   0 0 2,206
INTUITIVE SURGICAL INC COM 46120E602 7,392,819 10,000 SH   SOLE   4,300 0 5,700
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 6,043,846 143,287 SH   SOLE   105,000 0 38,287
JAZZ PHARMACEUTICALS PLC COM G50871105 461,058 2,805 SH   SOLE   0 0 2,805
JD.COM INC COM 47215P106 23,957,693 284,092 SH   SOLE   210,200 0 73,892
LYFT INC COM 55087P104 258,343 4,089 SH   SOLE   0 0 4,089
MASTERCARD INC COM 57636Q104 6,411,740 18,000 SH   SOLE   8,000 0 10,000
THE MOSAIC CO COM 61945C103 236,348 7,477 SH   SOLE   0 0 7,477
NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP COM 647581107 19,883,585 1,420,190 SH   SOLE   1,073,800 0 346,390
NIO INC COM 62914V106 16,293,340 418,000 SH   SOLE   321,400 0 96,600
NIU TECHNOLOGIES COM 65481N100 21,226,405 579,200 SH   SOLE   426,000 0 153,200
NVIDIA CORP COM 67066G104 7,529,117 14,100 SH   SOLE   6,700 0 7,400
OLD DOMINION FREIGHT LINE INC COM 679580100 5,795,524 24,100 SH   SOLE   10,600 0 13,500
PACIRA BIOSCIENCES INC COM 695127100 441,287 6,296 SH   SOLE   0 0 6,296
PARKER HANNIFIN CORP COM 701094104 5,710,686 18,100 SH   SOLE   8,500 0 9,600
PINTEREST INC COM 72352L106 8,663,070 117,000 SH   SOLE   52,000 0 65,000
POOL CORP COM 73278L105 5,697,090 16,500 SH   SOLE   7,000 0 9,500
PTC INC COM 69370C100 487,143 3,539 SH   SOLE   0 0 3,539
RINGCENTRAL INC COM 76680R206 6,047,429 20,300 SH   SOLE   9,300 0 11,000
SEA LTD-ADR ADR 81141R100 45,453,114 203,615 SH   SOLE   151,900 0 51,715
SITIME CORP COM 82982T106 9,950,355 100,800 SH   SOLE   43,300 0 57,500
SLEEP NUMBER CORP COM 83125X103 4,665,020 32,500 SH   SOLE   14,500 0 18,000
SPOTIFY TECHNOLOGY SA COM L8681T102 11,093,220 41,400 SH   SOLE   18,000 0 23,400
SYNEOS HEALTH INC COM 87166B102 197,210 2,600 SH   SOLE   0 0 2,600
UNITED RENTALS INC COM 911363109 651,375 1,978 SH   SOLE   0 0 1,978
VIPSHOP HOLDINGS LTD COM 92763W103 178,742 5,986 SH   SOLE   0 0 5,986