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
ADOBE INC COM 00724F101 8,620,518 15,200 SH   SOLE   6,700 0 8,500
ALIGN TECHNOLOGY COM 016255101 7,888,121 12,000 SH   SOLE   5,300 0 6,700
ALPHABET INC COM 02079K305 10,140,472 3,500 SH   SOLE   1,600 0 1,900
AVERY DENNISON CORP COM 053611109 7,364,205 34,000 SH   SOLE   15,000 0 19,000
AXON ENTERPRISE INC COM 05464C101 6,311,780 40,200 SH   SOLE   19,000 0 21,200
BAOZUN INC COM 06684L103 54,210 3,900 SH   SOLE   0 0 3,900
CERTARA INC COM 15687V109 5,371,380 189,000 SH   SOLE   85,000 0 104,000
CHART INDUSTRIES COM 16115Q308 5,741,720 36,000 SH   SOLE   16,000 0 20,000
CHEGG INC COM 163092109 74,386 2,423 SH   SOLE   0 0 2,423
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 6,710,700 124,455 SH   SOLE   91,300 0 33,155
CROWN HOLDINGS INC COM 228368106 346,351 3,131 SH   SOLE   0 0 3,131
DEXCOM INC COM 252131107 10,977,536 20,440 SH   SOLE   9,300 0 11,140
ETSY INC COM 29786A106 175,152 800 SH   SOLE   0 0 800
GREEN PLAINS INC COM 393222104 413,817 11,905 SH   SOLE   0 0 11,905
HALOZYME THERAPEUTICS INC COM 40637H109 357,828 8,899 SH   SOLE   0 0 8,899
HDFC BANK LTD-ADR ADR 40415F101 3,378,694 51,924 SH   SOLE   38,200 0 13,724
INSTALLED BUILDINGS PRODUCT INC COM 45780R101 238,362 1,706 SH   SOLE   0 0 1,706
INTEGRA LIFESCIENCES HOLDINGS COM 457985208 228,100 3,405 SH   SOLE   0 0 3,405
INTUITIVE SURGICAL INC COM 46120E602 9,483,907 26,400 SH   SOLE   12,900 0 13,500
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 6,568,276 143,287 SH   SOLE   105,000 0 38,287
JAZZ PHARMACEUTICALS PLC COM G50871105 324,487 2,547 SH   SOLE   0 0 2,547
KORNIT DIGITAL LTD COM M6372Q113 10,455,235 68,700 SH   SOLE   31,000 0 37,700
LCI INDUSTRIES COM 29786A106 284,306 1,824 SH   SOLE   0 0 1,824
MERCADOLIBRE INC COM 58733R102 15,911,206 11,800 SH   SOLE   9,900 0 1,900
THE MOSAIC CO COM 61945C103 284,734 7,247 SH   SOLE   0 0 7,247
NIO INC COM 62914V106 16,461,273 519,600 SH   SOLE   444,900 0 74,700
NVIDIA CORP COM 67066G104 13,824,460 47,000 SH   SOLE   25,500 0 21,500
OLD DOMINION FREIGHT LINE INC COM 679580100 8,637,223 24,100 SH   SOLE   10,600 0 13,500
PACIRA BIOSCIENCES INC COM 695127100 378,830 6,296 SH   SOLE   0 0 6,296
POOL CORP COM 73278L105 9,340,470 16,500 SH   SOLE   7,000 0 9,500
PTC INC COM 69370C100 355,575 2,935 SH   SOLE   0 0 2,935
SEA LTD-ADR ADR 81141R100 42,687,331 190,815 SH   SOLE   143,615 0 47,200
SHOPIFY INC COM 82509L107 7,576,420 5,500 SH   SOLE   2,500 0 3,000
SITIME CORP COM 82982T106 16,097,450 55,000 SH   SOLE   25,000 0 30,000
SPROUT SOCIAL INC COM 85209W109 6,573,425 72,500 SH   SOLE   32,000 0 40,500
STAAR SURGICAL CO COM 852312305 4,108,100 45,000 SH   SOLE   20,000 0 25,000
SYNEOS HEALTH INC COM 87166B102 266,968 2,600 SH   SOLE   0 0 2,600
TANDEM DIABETES CARE INC COM 875372203 331,896 2,205 SH   SOLE   0 0 2,205
ULTA BEAUTY INC COM 90384S303 6,639,242 16,100 SH   SOLE   7,100 0 9,000
UNITED RENTALS INC COM 911363109 487,137 1,466 SH   SOLE   0 0 1,466
UPSTART HOLDINGS INC COM 91680M107 4,114,933 27,200 SH   SOLE   12,200 0 15,000
VERINT SYSTEMS INC COM 92343X100 373,503 7,113 SH   SOLE   0 0 7,113
VIPSHOP HOLDINGS LTD COM 92763W103 50,282 5,986 SH   SOLE   0 0 5,986
WILLSCOT MOBILE MINI HOLDINGS COM 971378104 285,880 7,000 SH   SOLE   0 0 7,000
WINNEBAGO INDUSTRIES INC COM 974637100 207,753 2,773 SH   SOLE   0 0 2,773
YANDEX NV COM N97284108 242,000 4,000 SH   SOLE   0 0 4,000