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 9,078,295 15,500 SH   SOLE   7,000 0 8,500
ALIGN TECHNOLOGY COM 016255101 6,780,753 11,100 SH   SOLE   4,900 0 6,200
ALPHABET INC COM 02079K305 9,276,788 3,800 SH   SOLE   1,700 0 2,100
AMAZON.COM INC COM 023135106 7,327,708 2,130 SH   SOLE   930 0 1,200
AVERY DENNISON CORP COM 053611109 7,147,485 34,000 SH   SOLE   15,000 0 19,000
AXON ENTERPRISE INC COM 05464C101 7,565,615 42,800 SH   SOLE   19,000 0 23,800
BAOZUN INC COM 06684L103 138,216 3,900 SH   SOLE   0 0 3,900
BILIBILI INC COM 090040106 26,763,790 219,670 SH   SOLE   153,400 0 66,270
CENTENE CORP COM 15135B101 226,083 3,100 SH   SOLE   0 0 3,100
CHART INDUSTRIES COM 16115Q308 4,096,898 28,000 SH   SOLE   12,500 0 15,500
CHEGG INC COM 163092109 232,708 2,800 SH   SOLE   0 0 2,800
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 6,719,960 124,455 SH   SOLE   91,300 0 33,155
CROWN HOLDINGS INC COM 228368106 320,020 3,131 SH   SOLE   0 0 3,131
DEXCOM INC COM 252131107 8,728,159 20,440 SH   SOLE   9,300 0 11,140
DOCUSIGN INC COM 256163106 9,673,502 34,600 SH   SOLE   15,200 0 19,400
EAGLE MATERIALS INC COM 26969P108 218,139 1,535 SH   SOLE   0 0 1,535
FMC CORP COM 302491303 283,484 2,620 SH   SOLE   0 0 2,620
FUTU HOLDINGS LTD COM 36118L106 29,797,215 166,400 SH   SOLE   120,500 0 45,900
GREEN PLAINS INC COM 393222104 303,252 9,020 SH   SOLE   0 0 9,020
HALOZYME THERAPEUTICS INC COM 40637H109 485,115 10,683 SH   SOLE   0 0 10,683
HDFC BANK LTD-ADR ADR 40415F101 5,003,245 68,424 SH   SOLE   54,700 0 13,724
HUAZHU GROUP LTD COM 44332N106 14,522,645 275,000 SH   SOLE   228,600 0 46,400
INSTALLED BUILDINGS PRODUCT INC COM 45780R101 245,454 2,006 SH   SOLE   0 0 2,006
INTUITIVE SURGICAL INC COM 46120E602 8,829,662 9,600 SH   SOLE   4,300 0 5,300
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 6,340,450 143,287 SH   SOLE   105,000 0 38,287
JAZZ PHARMACEUTICALS PLC COM G50871105 498,280 2,805 SH   SOLE   0 0 2,805
KORNIT DIGITAL LTD COM M6372Q113 7,270,965 58,500 SH   SOLE   26,000 0 32,500
THE MOSAIC CO COM 61945C103 288,690 9,047 SH   SOLE   0 0 9,047
NIO INC COM 62914V106 26,237,100 493,200 SH   SOLE   356,100 0 137,100
NIU TECHNOLOGIES COM 65481N100 14,698,678 450,200 SH   SOLE   360,800 0 89,400
NVIDIA CORP COM 67066G104 11,282,214 14,100 SH   SOLE   6,700 0 7,400
OLD DOMINION FREIGHT LINE INC COM 679580100 6,115,679 24,100 SH   SOLE   10,600 0 13,500
PACIRA BIOSCIENCES INC COM 695127100 382,041 6,296 SH   SOLE   0 0 6,296
POOL CORP COM 73278L105 7,569,255 16,500 SH   SOLE   7,000 0 9,500
PTC INC COM 69370C100 499,919 3,539 SH   SOLE   0 0 3,539
SEA LTD-ADR ADR 81141R100 59,892,195 218,115 SH   SOLE   154,200 0 63,915
SHOPIFY INC COM 82509L107 8,037,515 5,500 SH   SOLE   2,500 0 3,000
SITIME CORP COM 82982T106 12,241,572 96,800 SH   SOLE   43,300 0 53,500
SPROUT SOCIAL INC COM 85209W109 5,336,652 59,700 SH   SOLE   26,500 0 33,200
STAAR SURGICAL CO COM 852312305 5,503,882 36,100 SH   SOLE   16,100 0 20,000
SYNEOS HEALTH INC COM 87166B102 232,674 2,600 SH   SOLE   0 0 2,600
TANDEM DIABETES CARE INC COM 875372203 155,840 1,600 SH   SOLE   0 0 1,600
UNITED RENTALS INC COM 911363109 631,002 1,978 SH   SOLE   0 0 1,978
VIPSHOP HOLDINGS LTD COM 92763W103 120,199 5,986 SH   SOLE   0 0 5,986
WINNEBAGO INDUSTRIES INC COM 974637100 236,025 3,473 SH   SOLE   0 0 3,473
ZOOM VIDEO COOMMUNICATIONS INC COM 98980L101 6,269,922 16,200 SH   SOLE   7,200 0 9,000