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 8,749,704 15,200 SH   SOLE   6,700 0 8,500
ALIGN TECHNOLOGY COM 016255101 7,986,697 12,000 SH   SOLE   5,300 0 6,700
ALPHABET INC COM 02079K305 9,622,777 3,600 SH   SOLE   1,700 0 1,900
AVERY DENNISON CORP COM 053611109 7,044,465 34,000 SH   SOLE   15,000 0 19,000
AXON ENTERPRISE INC COM 05464C101 7,034,854 40,200 SH   SOLE   19,000 0 21,200
BAOZUN INC COM 06684L103 68,367 3,900 SH   SOLE   0 0 3,900
BILIBILI INC COM 090040106 52,940 800 SH   SOLE   800 0 0
CERTARA INC COM 15687V109 6,254,200 189,000 SH   SOLE   85,000 0 104,000
CHART INDUSTRIES COM 16115Q308 6,882,120 36,000 SH   SOLE   16,000 0 20,000
CHEGG INC COM 163092109 164,812 2,423 SH   SOLE   0 0 2,423
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 7,112,404 124,455 SH   SOLE   91,300 0 33,155
CROWN HOLDINGS INC COM 228368106 315,542 3,131 SH   SOLE   0 0 3,131
DEXCOM INC COM 252131107 11,175,168 20,440 SH   SOLE   9,300 0 11,140
DOCUSIGN INC COM 256163106 8,342,252 32,400 SH   SOLE   15,200 0 17,200
ETSY INC COM 29786A106 166,368 800 SH   SOLE   0 0 800
FUTU HOLDINGS LTD COM 36118L106 17,601,853 193,400 SH   SOLE   142,900 0 50,500
GREEN PLAINS INC COM 393222104 388,698 11,905 SH   SOLE   0 0 11,905
HALOZYME THERAPEUTICS INC COM 40637H109 362,011 8,899 SH   SOLE   0 0 8,899
HDFC BANK LTD-ADR ADR 40415F101 3,795,125 51,924 SH   SOLE   38,200 0 13,724
INSTALLED BUILDINGS PRODUCT INC COM 45780R101 182,798 1,706 SH   SOLE   0 0 1,706
INTUITIVE SURGICAL INC COM 46120E602 8,747,123 26,400 SH   SOLE   12,900 0 13,500
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 6,976,644 143,287 SH   SOLE   105,000 0 38,287
JAZZ PHARMACEUTICALS PLC COM G50871105 299,092 2,297 SH   SOLE   0 0 2,297
KORNIT DIGITAL LTD COM M6372Q113 8,461,960 58,500 SH   SOLE   26,000 0 32,500
LCI INDUSTRIES COM 29786A106 245,565 1,824 SH   SOLE   0 0 1,824
LIVEPERSON INC COM 538146101 129,101 2,190 SH   SOLE   0 0 2,190
MERCADOLIBRE INC COM 58733R102 16,793,905 10,000 SH   SOLE   8,100 0 1,900
THE MOSAIC CO COM 61945C103 258,863 7,247 SH   SOLE   0 0 7,247
NIO INC COM 62914V106 12,880,327 361,500 SH   SOLE   294,400 0 67,100
NIU TECHNOLOGIES COM 65481N100 10,512,178 453,700 SH   SOLE   364,300 0 89,400
NVIDIA CORP COM 67066G104 11,681,680 56,400 SH   SOLE   26,800 0 29,600
OLD DOMINION FREIGHT LINE INC COM 679580100 6,891,164 24,100 SH   SOLE   10,600 0 13,500
PACIRA BIOSCIENCES INC COM 695127100 352,576 6,296 SH   SOLE   0 0 6,296
PINDUODUO INC COM 722304102 72,496 800 SH   SOLE   800 0 0
POOL CORP COM 73278L105 7,167,205 16,500 SH   SOLE   7,000 0 9,500
PTC INC COM 69370C100 351,584 2,935 SH   SOLE   0 0 2,935
REVANCE THERAPEUTICS INC COM 761330109 171,896 6,170 SH   SOLE   0 0 6,170
SEA LTD-ADR ADR 81141R100 68,307,235 214,315 SH   SOLE   153,400 0 60,915
SHOPIFY INC COM 82509L107 7,457,028 5,500 SH   SOLE   2,500 0 3,000
SITIME CORP COM 82982T106 15,907,620 78,000 SH   SOLE   36,000 0 42,000
SPROUT SOCIAL INC COM 85209W109 8,838,015 72,500 SH   SOLE   32,000 0 40,500
STAAR SURGICAL CO COM 852312305 5,782,350 45,000 SH   SOLE   20,000 0 25,000
SYNEOS HEALTH INC COM 87166B102 227,448 2,600 SH   SOLE   0 0 2,600
TANDEM DIABETES CARE INC COM 875372203 263,233 2,205 SH   SOLE   0 0 2,205
ULTA BEAUTY INC COM 90384S303 5,809,676 16,100 SH   SOLE   7,100 0 9,000
UNITED RENTALS INC COM 911363109 514,463 1,466 SH   SOLE   0 0 1,466
UPSTART HOLDINGS INC COM 91680M107 8,605,094 27,200 SH   SOLE   12,200 0 15,000
VIPSHOP HOLDINGS LTD COM 92763W103 66,684 5,986 SH   SOLE   0 0 5,986
WILLSCOT MOBILE MINI HOLDINGS COM 971378104 222,040 7,000 SH   SOLE   0 0 7,000
WINNEBAGO INDUSTRIES INC COM 974637100 200,904 2,773 SH   SOLE   0 0 2,773