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
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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 7,658 113,240 SH   SOLE NONE 31,505 0 81,735
ADOBE SYSTEMS INCORPORATED COM 00724F101 71,381 194,999 SH   SOLE NONE 194,999 0 0
ADVANCED MICRO DEVICES INC COM 007903107 24,010 313,975 SH   SOLE NONE 313,975 0 0
ALCON AG ORD SHS H01301128 30,462 435,850 SH   SOLE NONE 435,850 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,937 34,632 SH   SOLE NONE 20,634 0 13,998
ALPHABET INC CAP STK CL A 02079K305 111,476 51,153 SH   SOLE NONE 51,153 0 0
AMAZON COM INC COM 023135106 81,320 765,654 SH   SOLE NONE 765,654 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 28,365 1,388,390 SH   SOLE NONE 1,026,620 0 361,770
AMERIPRISE FINL INC COM 03076C106 45,030 189,455 SH   SOLE NONE 189,455 0 0
AMN HEALTHCARE SVCS INC COM 001744101 2,462 22,444 SH   SOLE NONE 4,394 0 18,050
APPLE INC COM 037833100 83,993 614,343 SH   SOLE NONE 614,343 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 3,016 205,610 SH   SOLE NONE 55,325 0 150,285
ASTRAZENECA PLC SPONSORED ADR 046353108 100,592 1,522,506 SH   SOLE NONE 1,470,536 0 51,970
AVALARA INC COM 05338G106 2,148 30,425 SH   SOLE NONE 5,955 0 24,470
AZENTA INC COM 114340102 1,084 15,036 SH   SOLE NONE 2,920 0 12,116
BAIDU INC SPON ADR REP A 056752108 121,541 817,190 SH   SOLE NONE 657,262 0 159,928
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 2,075 161,367 SH   SOLE NONE 47,660 0 113,707
BLACKSTONE INC COM 09260D107 43,288 474,494 SH   SOLE NONE 474,494 0 0
BOOT BARN HLDGS INC COM 099406100 2,546 36,940 SH   SOLE NONE 9,195 0 27,745
CACTUS INC CL A 127203107 4,928 122,375 SH   SOLE NONE 35,975 0 86,400
CALLAWAY GOLF CO COM 131193104 50,577 2,479,250 SH   SOLE NONE 2,479,250 0 0
CHART INDS INC COM 16115Q308 7,479 44,685 SH   SOLE NONE 12,492 0 32,193
CHECK POINT SOFTWARE TECH LT ORD M22465104 34,784 285,630 SH   SOLE NONE 285,630 0 0
CHENIERE ENERGY INC COM NEW 16411R208 17,144 128,873 SH   SOLE NONE 128,873 0 0
COPART INC COM 217204106 68,436 629,815 SH   SOLE NONE 629,815 0 0
COSTCO WHSL CORP NEW COM 22160K105 84,717 176,759 SH   SOLE NONE 176,759 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 1,658 108,820 SH   SOLE NONE 31,125 0 77,695
CUSTOMERS BANCORP INC COM 23204G100 1,166 34,385 SH   SOLE NONE 6,675 0 27,710
DANAHER CORPORATION COM 235851102 139,398 549,851 SH   SOLE NONE 547,795 0 2,056
DEERE & CO COM 244199105 26,475 88,406 SH   SOLE NONE 88,406 0 0
DLOCAL LTD CLASS A COM G29018101 8,285 315,633 SH   SOLE NONE 242,005 0 73,628
ELEVANCE HEALTH INC COM 036752103 10,092 20,912 SH   SOLE NONE 20,912 0 0
LILLY ELI & CO COM 532457108 103,967 320,657 SH   SOLE NONE 320,657 0 0
ENDAVA PLC ADS 29260V105 19,246 218,035 SH   SOLE NONE 197,800 0 20,235
ENSIGN GROUP INC COM 29358P101 3,392 46,165 SH   SOLE NONE 11,545 0 34,620
LAUDER ESTEE COS INC CL A 518439104 115,128 452,068 SH   SOLE NONE 441,891 0 10,177
EXPONENT INC COM 30214U102 6,736 73,640 SH   SOLE NONE 20,385 0 53,255
FEDERAL SIGNAL CORP COM 313855108 1,403 39,420 SH   SOLE NONE 7,655 0 31,765
FIRST FINL BANKSHARES COM 32020R109 3,029 77,127 SH   SOLE NONE 21,235 0 55,892
FTI CONSULTING INC COM 302941109 18,880 104,396 SH   SOLE NONE 71,551 0 32,845
GARTNER INC COM 366651107 77,783 321,645 SH   SOLE NONE 321,645 0 0
GENERAC HLDGS INC COM 368736104 29,170 138,524 SH   SOLE NONE 134,707 0 3,817
GENTHERM INC COM 37253A103 1,541 24,685 SH   SOLE NONE 7,625 0 17,060
GLOBANT S A COM L44385109 17,014 97,780 SH   SOLE NONE 73,584 0 24,196
HALOZYME THERAPEUTICS INC COM 40637H109 3,825 86,925 SH   SOLE NONE 16,870 0 70,055
HAMILTON LANE INC CL A 407497106 2,702 40,220 SH   SOLE NONE 10,770 0 29,450
HDFC BANK LTD SPONSORED ADS 40415F101 8,854 161,100 SH   SOLE NONE 156,500 0 4,600
HELIOS TECHNOLOGIES INC COM 42328H109 2,556 38,585 SH   SOLE NONE 13,140 0 25,445
HERSHEY CO COM 427866108 46,797 217,500 SH   SOLE NONE 217,500 0 0
HOSTESS BRANDS INC CL A 44109J106 1,303 61,425 SH   SOLE NONE 11,920 0 49,505
ICON PLC SHS G4705A100 24,668 113,833 SH   SOLE NONE 113,833 0 0
IDEXX LABS INC COM 45168D104 35,692 101,764 SH   SOLE NONE 101,764 0 0
INFOSYS LTD SPONSORED ADR 456788108 33,707 1,821,000 SH   SOLE NONE 1,357,100 0 463,900
INSPIRE MED SYS INC COM 457730109 3,427 18,761 SH   SOLE NONE 3,642 0 15,119
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,850 83,474 SH   SOLE NONE 83,474 0 0
INTREPID POTASH INC COM 46121Y201 1,240 27,375 SH   SOLE NONE 8,878 0 18,497
IQVIA HLDGS INC COM 46266C105 42,931 197,850 SH   SOLE NONE 197,850 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 18,141 318,100 SH   SOLE NONE 318,100 0 0
ISHARES TR CORE MSCI EAFE 46432F842 1,748 29,700 SH   SOLE NONE 29,700 0 0
ISHARES INC CORE MSCI EMKT 46434G103 10,577 215,600 SH   SOLE NONE 131,400 0 84,200
ISHARES TR CORE S&P500 ETF 464287200 2,844 7,500 SH   SOLE NONE 0 0 7,500
ISHARES TR MSCI INDIA ETF 46429B598 18,120 460,250 SH   SOLE NONE 445,300 0 14,950
ISHARES TR MSCI INDIA SM CP 46429B614 5,246 107,500 SH   SOLE NONE 107,500 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 8,162 197,200 SH   SOLE NONE 11,600 0 185,600
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,713 15,515 SH   SOLE NONE 3,010 0 12,505
KINSALE CAP GROUP INC COM 49714P108 7,657 33,342 SH   SOLE NONE 9,215 0 24,127
LANTHEUS HLDGS INC COM 516544103 7,187 108,840 SH   SOLE NONE 27,855 0 80,985
LITTELFUSE INC COM 537008104 5,141 20,238 SH   SOLE NONE 5,709 0 14,529
LIVE NATION ENTERTAINMENT IN COM 538034109 69,982 847,449 SH   SOLE NONE 847,449 0 0
MATADOR RES CO COM 576485205 5,938 127,450 SH   SOLE NONE 33,880 0 93,570
MERCADOLIBRE INC COM 58733R102 21,288 33,426 SH   SOLE NONE 25,116 0 8,310
MERCURY SYS INC COM 589378108 6,258 97,280 SH   SOLE NONE 18,880 0 78,400
MICROSOFT CORP COM 594918104 258,223 1,005,423 SH   SOLE NONE 985,061 0 20,362
MSCI INC COM 55354G100 14,756 35,802 SH   SOLE NONE 35,802 0 0
NETEASE INC SPONSORED ADS 64110W102 5,163 55,302 SH   SOLE NONE 32,949 0 22,353
NICE LTD SPONSORED ADR 653656108 23,072 119,886 SH   SOLE NONE 119,886 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 3,927 44,355 SH   SOLE NONE 11,430 0 32,925
NOVANTA INC COM 67000B104 2,942 24,256 SH   SOLE NONE 6,303 0 17,953
NUTRIEN LTD COM 67077M108 55,497 696,412 SH   SOLE NONE 696,412 0 0
NV5 GLOBAL INC COM 62945V109 3,375 28,913 SH   SOLE NONE 7,476 0 21,437
NVIDIA CORPORATION COM 67066G104 2,795 18,441 SH   SOLE NONE 18,441 0 0
OMNICELL COM COM 68213N109 6,400 56,260 SH   SOLE NONE 15,415 0 40,845
PINDUODUO INC SPONSORED ADS 722304102 12,377 200,280 SH   SOLE NONE 119,330 0 80,950
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 4,890 83,170 SH   SOLE NONE 23,790 0 59,380
PROFRAC HLDG CORP CLASS A COM 74319N100 2,047 111,800 SH   SOLE NONE 34,840 0 76,960
PROLOGIS INC. COM 74340W103 28,900 245,647 SH   SOLE NONE 245,647 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 5,179 62,006 SH   SOLE NONE 36,944 0 25,062
REPLIGEN CORP COM 759916109 8,100 49,875 SH   SOLE NONE 43,057 0 6,818
SCHLUMBERGER LTD COM STK 806857108 4,381 122,500 SH   SOLE NONE 73,060 0 49,440
SERVICENOW INC COM 81762P102 123,109 258,894 SH   SOLE NONE 258,894 0 0
SPROUT SOCIAL INC COM CL A 85209W109 3,497 60,224 SH   SOLE NONE 15,826 0 44,398
SPS COMM INC COM 78463M107 4,819 42,627 SH   SOLE NONE 10,882 0 31,745
STIFEL FINL CORP COM 860630102 2,058 36,745 SH   SOLE NONE 10,205 0 26,540
SVB FINANCIAL GROUP COM 78486Q101 66,938 169,467 SH   SOLE NONE 169,467 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 158,292 1,936,295 SH   SOLE NONE 1,384,735 0 551,560
TE CONNECTIVITY LTD REG SHS H84989104 80,641 712,693 SH   SOLE NONE 712,693 0 0
TELUS CORPORATION COM 87971M103 25,935 1,164,050 SH   SOLE NONE 1,164,050 0 0
TENABLE HLDGS INC COM 88025T102 5,269 116,035 SH   SOLE NONE 33,865 0 82,170
TESLA INC COM 88160R101 113,625 168,729 SH   SOLE NONE 168,729 0 0
TREEHOUSE FOODS INC COM 89469A104 7,951 190,130 SH   SOLE NONE 55,135 0 134,995
TRIP COM GROUP LTD ADS 89677Q107 33,532 1,221,580 SH   SOLE NONE 917,730 0 303,850
TYLER TECHNOLOGIES INC COM 902252105 372 1,120 SH   SOLE NONE 1,120 0 0
UBER TECHNOLOGIES INC COM 90353T100 22,496 1,099,518 SH   SOLE NONE 1,099,518 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 4,743 157,120 SH   SOLE NONE 46,640 0 110,480
UNITEDHEALTH GROUP INC COM 91324P102 21,927 42,690 SH   SOLE NONE 42,690 0 0
UNITED NAT FOODS INC COM 911163103 4,954 125,743 SH   SOLE NONE 34,689 0 91,054
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,031 8,621 SH   SOLE NONE 1,687 0 6,934
VERINT SYS INC COM 92343X100 5,853 138,210 SH   SOLE NONE 37,055 0 101,155
VIAVI SOLUTIONS INC COM 925550105 3,593 271,545 SH   SOLE NONE 72,550 0 198,995
VISA INC COM CL A 92826C839 84,830 430,848 SH   SOLE NONE 430,848 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 5,802 178,950 SH   SOLE NONE 52,325 0 126,625
WYNDHAM HOTELS & RESORTS INC COM 98311A105 3,397 51,695 SH   SOLE NONE 15,680 0 36,015
XP INC CL A G98239109 21,301 1,186,035 SH   SOLE NONE 903,985 0 282,050
ZOETIS INC CL A 98978V103 56,231 327,132 SH   SOLE NONE 327,132 0 0
ZURN WATER SOLUTIONS CORP COM 98983L108 1,486 54,565 SH   SOLE NONE 10,585 0 43,980