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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 7,457 113,790 SH   SOLE NONE 28,255 0 85,535
ADOBE SYSTEMS INCORPORATED COM 00724F101 83,663 183,625 SH   SOLE NONE 183,625 0 0
ADVANCED MICRO DEVICES INC COM 007903107 66,270 606,090 SH   SOLE NONE 606,090 0 0
ALCON AG ORD SHS H01301128 27,365 344,954 SH   SOLE NONE 344,954 0 0
ALIGN TECHNOLOGY INC COM 016255101 37,659 86,375 SH   SOLE NONE 86,375 0 0
ALPHABET INC CAP STK CL A 02079K305 218,553 78,578 SH   SOLE NONE 78,578 0 0
AMAZON COM INC COM 023135106 138,232 42,403 SH   SOLE NONE 42,403 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 13,765 650,820 SH   SOLE NONE 344,120 0 306,700
AMERIPRISE FINL INC COM 03076C106 53,591 178,423 SH   SOLE NONE 178,423 0 0
AMN HEALTHCARE SVCS INC COM 001744101 1,027 9,841 SH   SOLE NONE 1,815 0 8,026
APPLE INC COM 037833100 97,965 561,048 SH   SOLE NONE 561,048 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 7,460 415,129 SH   SOLE NONE 110,865 0 304,264
ARCHER DANIELS MIDLAND CO COM 039483102 961 10,650 SH   SOLE NONE 0 0 10,650
AVALARA INC COM 05338G106 2,430 24,420 SH   SOLE NONE 4,510 0 19,910
AZENTA INC COM 114340102 3,369 40,649 SH   SOLE NONE 7,500 0 33,149
BAIDU INC SPON ADR REP A 056752108 42,474 321,044 SH   SOLE NONE 228,717 0 92,327
BANCOLOMBIA S A SPON ADR PREF 05968L102 2,896 67,880 SH   SOLE NONE 35,930 0 31,950
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 4,204 249,074 SH   SOLE NONE 74,445 0 174,629
BLACKSTONE INC COM 09260D107 57,100 449,822 SH   SOLE NONE 449,822 0 0
BLOCK INC CL A 852234103 20,100 148,228 SH   SOLE NONE 148,228 0 0
BOOT BARN HLDGS INC COM 099406100 4,545 47,944 SH   SOLE NONE 12,220 0 35,724
CACTUS INC CL A 127203107 6,931 122,150 SH   SOLE NONE 34,915 0 87,235
CALLAWAY GOLF CO COM 131193104 54,698 2,335,520 SH   SOLE NONE 2,335,520 0 0
CHART INDS INC COM 16115Q308 6,436 37,467 SH   SOLE NONE 10,457 0 27,010
CHECK POINT SOFTWARE TECH LT ORD M22465104 31,784 229,884 SH   SOLE NONE 229,884 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,903 64,211 SH   SOLE NONE 64,211 0 0
COPA HOLDINGS SA CL A P31076105 39,843 476,365 SH   SOLE NONE 355,545 0 120,820
COPART INC COM 217204106 87,540 697,696 SH   SOLE NONE 697,696 0 0
COSTCO WHSL CORP NEW COM 22160K105 52,900 91,864 SH   SOLE NONE 91,864 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 2,994 145,990 SH   SOLE NONE 39,450 0 106,540
CUSTOMERS BANCORP INC COM 23204G100 3,384 64,910 SH   SOLE NONE 11,980 0 52,930
DANAHER CORPORATION COM 235851102 157,704 537,634 SH   SOLE NONE 526,401 0 11,233
DEERE & CO COM 244199105 60,696 146,093 SH   SOLE NONE 142,038 0 4,055
DICKS SPORTING GOODS INC COM 253393102 1,207 12,071 SH   SOLE NONE 3,788 0 8,283
DLOCAL LTD CLASS A COM G29018101 10,645 340,527 SH   SOLE NONE 267,532 0 72,995
ENDAVA PLC ADS 29260V105 22,381 168,237 SH   SOLE NONE 168,237 0 0
ENSIGN GROUP INC COM 29358P101 7,782 86,460 SH   SOLE NONE 21,705 0 64,755
LAUDER ESTEE COS INC CL A 518439104 97,967 359,748 SH   SOLE NONE 346,299 0 13,449
EXPONENT INC COM 30214U102 7,640 70,710 SH   SOLE NONE 19,260 0 51,450
FEDERAL SIGNAL CORP COM 313855108 1,377 40,810 SH   SOLE NONE 7,535 0 33,275
FIRST FINL BANKSHARES COM 32020R109 5,131 116,290 SH   SOLE NONE 31,460 0 84,830
FTI CONSULTING INC COM 302941109 3,902 24,820 SH   SOLE NONE 7,035 0 17,785
GARTNER INC COM 366651107 90,113 302,943 SH   SOLE NONE 302,943 0 0
GENERAC HLDGS INC COM 368736104 70,064 235,701 SH   SOLE NONE 228,231 0 7,470
GENTHERM INC COM 37253A103 1,856 25,405 SH   SOLE NONE 7,555 0 17,850
GLOBANT S A COM L44385109 142,533 543,874 SH   SOLE NONE 430,943 0 112,931
HALOZYME THERAPEUTICS INC COM 40637H109 2,574 64,532 SH   SOLE NONE 11,910 0 52,622
HAMILTON LANE INC CL A 407497106 5,777 74,749 SH   SOLE NONE 19,155 0 55,594
HDFC BANK LTD SPONSORED ADS 40415F101 12,456 203,100 SH   SOLE NONE 196,100 0 7,000
HELIOS TECHNOLOGIES INC COM 42328H109 5,230 65,172 SH   SOLE NONE 18,961 0 46,211
HERC HLDGS INC COM 42704L104 5,966 35,703 SH   SOLE NONE 9,797 0 25,906
HOSTESS BRANDS INC CL A 44109J106 8,235 375,320 SH   SOLE NONE 106,145 0 269,175
ICICI BANK LIMITED ADR 45104G104 2,413 127,400 SH   SOLE NONE 127,400 0 0
ICON PLC SHS G4705A100 25,400 104,433 SH   SOLE NONE 104,433 0 0
IDEXX LABS INC COM 45168D104 55,426 101,317 SH   SOLE NONE 101,317 0 0
INFOSYS LTD SPONSORED ADR 456788108 188,786 7,584,800 SH   SOLE NONE 5,466,200 0 2,118,600
INSPIRE MED SYS INC COM 457730109 4,705 18,331 SH   SOLE NONE 3,382 0 14,949
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,253 70,036 SH   SOLE NONE 70,036 0 0
INTREPID POTASH INC COM 46121Y201 4,186 50,960 SH   SOLE NONE 15,995 0 34,965
IQVIA HLDGS INC COM 46266C105 43,092 186,374 SH   SOLE NONE 186,374 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,020 25,491 SH   SOLE NONE 4,705 0 20,786
LANTHEUS HLDGS INC COM 516544103 4,973 89,905 SH   SOLE NONE 16,593 0 73,312
LITTELFUSE INC COM 537008104 4,849 19,441 SH   SOLE NONE 5,407 0 14,034
LIVE NATION ENTERTAINMENT IN COM 538034109 93,904 798,234 SH   SOLE NONE 798,234 0 0
MERCADOLIBRE INC COM 58733R102 44,074 37,053 SH   SOLE NONE 28,897 0 8,156
MERCURY SYS INC COM 589378108 4,705 72,995 SH   SOLE NONE 13,470 0 59,525
MICROSOFT CORP COM 594918104 309,052 1,002,407 SH   SOLE NONE 971,940 0 30,467
ISHARES INC CORE MSCI EMKT 46434G103 12,099 217,800 SH   SOLE NONE 133,600 0 84,200
ISHARES INC MSCI MLY ETF NEW 46434G814 1,019 39,800 SH   SOLE NONE 39,800 0 0
ISHARES TR MSCI INDIA ETF 46429B598 37,671 845,200 SH   SOLE NONE 845,200 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 12,628 224,900 SH   SOLE NONE 224,900 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 22,617 339,700 SH   SOLE NONE 339,700 0 0
ISHARES TR CORE S&P500 ETF 464287200 3,893 8,580 SH   SOLE NONE 0 0 8,580
ISHARES TR MSCI SAUDI ARBIA 46434V423 12,136 255,700 SH   SOLE NONE 14,800 0 240,900
MSCI INC COM 55354G100 10,758 21,393 SH   SOLE NONE 21,393 0 0
NETEASE INC SPONSORED ADS 64110W102 1,502 16,742 SH   SOLE NONE 8,872 0 7,870
NICE LTD SPONSORED ADR 653656108 19,177 87,567 SH   SOLE NONE 87,567 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 6,291 57,780 SH   SOLE NONE 14,670 0 43,110
NOVANTA INC COM 67000B104 5,017 35,262 SH   SOLE NONE 8,678 0 26,584
NUTRIEN LTD COM 67077M108 47,887 460,496 SH   SOLE NONE 460,496 0 0
NV5 GLOBAL INC COM 62945V109 7,547 56,615 SH   SOLE NONE 14,008 0 42,607
NVIDIA CORPORATION COM 67066G104 60,550 221,910 SH   SOLE NONE 210,962 0 10,948
OMNICELL COM COM 68213N109 6,542 50,525 SH   SOLE NONE 13,510 0 37,015
PROGYNY INC COM 74340E103 5,378 104,637 SH   SOLE NONE 19,310 0 85,327
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,625 42,350 SH   SOLE NONE 22,300 0 20,050
REPLIGEN CORP COM 759916109 14,748 78,408 SH   SOLE NONE 51,988 0 26,420
SERVICENOW INC COM 81762P102 170,615 306,371 SH   SOLE NONE 306,371 0 0
SILVERGATE CAP CORP CL A 82837P408 2,143 14,233 SH   SOLE NONE 4,175 0 10,058
SPROUT SOCIAL INC COM CL A 85209W109 5,231 65,290 SH   SOLE NONE 17,879 0 47,411
SPS COMM INC COM 78463M107 7,400 56,406 SH   SOLE NONE 13,560 0 42,846
STIFEL FINL CORP COM 860630102 4,646 68,420 SH   SOLE NONE 19,085 0 49,335
STMICROELECTRONICS N V NY REGISTRY 861012102 14,967 346,300 SH   SOLE NONE 346,300 0 0
SVB FINANCIAL GROUP COM 78486Q101 85,990 153,705 SH   SOLE NONE 153,705 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 359,481 3,447,928 SH   SOLE NONE 2,590,318 0 857,610
TASKUS INC CLASS A COM 87652V109 2,109 54,824 SH   SOLE NONE 10,115 0 44,709
TATA MTRS LTD SPONSORED ADR 876568502 3,200 114,480 SH   SOLE NONE 83,138 0 31,342
TE CONNECTIVITY LTD REG SHS H84989104 101,072 771,662 SH   SOLE NONE 748,002 0 23,660
TESLA INC COM 88160R101 197,218 183,016 SH   SOLE NONE 183,016 0 0
TREX CO INC COM 89531P105 18,016 275,771 SH   SOLE NONE 253,486 0 22,285
TYLER TECHNOLOGIES INC COM 902252105 498 1,120 SH   SOLE NONE 1,120 0 0
UBER TECHNOLOGIES INC COM 90353T100 36,952 1,035,664 SH   SOLE NONE 1,035,664 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 8,310 238,805 SH   SOLE NONE 67,895 0 170,910
UNITEDHEALTH GROUP INC COM 91324P102 9,323 18,282 SH   SOLE NONE 18,282 0 0
UNITED NAT FOODS INC COM 911163103 3,562 86,147 SH   SOLE NONE 23,491 0 62,656
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,179 6,569 SH   SOLE NONE 1,215 0 5,354
VIAVI SOLUTIONS INC COM 925550105 4,149 258,035 SH   SOLE NONE 63,555 0 194,480
VISA INC COM CL A 92826C839 74,810 337,332 SH   SOLE NONE 337,332 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 8,288 211,799 SH   SOLE NONE 60,907 0 150,892
WINGSTOP INC COM 974155103 2,484 21,166 SH   SOLE NONE 5,388 0 15,778
WYNDHAM HOTELS & RESORTS INC COM 98311A105 10,812 127,662 SH   SOLE NONE 42,288 0 85,374
XP INC CL A G98239109 38,640 1,283,721 SH   SOLE NONE 952,933 0 330,788
ZOETIS INC CL A 98978V103 58,119 308,177 SH   SOLE NONE 308,177 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 5,097 143,995 SH   SOLE NONE 31,465 0 112,530