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
ALPHABET INC COM 02079K305 4,359,632 40,000 SH   SOLE   18,000 0 22,000
AUTODESK INC COM 052769106 343,920 2,000 SH   SOLE   0 0 2,000
AUTOZONE INC COM 053332102 4,299,158 2,000 SH   SOLE   900 0 1,100
AXON ENTERPRISE INC COM 05464C101 3,083,197 33,100 SH   SOLE   14,600 0 18,500
CHART INDUSTRIES COM 16115Q308 5,139,662 30,700 SH   SOLE   13,700 0 17,000
COLUMBIA INDIA CONSUMER ETF INDIA CONSMR ETF 19762B707 1,305,674 27,055 SH   SOLE   27,055 0 0
CROWN HOLDINGS INC COM 228368106 214,848 2,331 SH   SOLE   0 0 2,331
DEXCOM INC COM 252131107 4,186,001 56,160 SH   SOLE   26,400 0 29,760
DOXIMITY INC COM 26622P107 3,407,314 97,900 SH   SOLE   44,700 0 53,200
GREEN PLAINS INC COM 393222104 356,063 13,105 SH   SOLE   0 0 13,105
HALOZYME THERAPEUTICS INC COM 40637H109 492,756 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101 517,943 9,424 SH   SOLE   9,424 0 0
HEICO CORP COM 422806109 3,016,695 23,000 SH   SOLE   11,000 0 12,000
ICICI BANK LTD COM 45104G104 518,008 29,200 SH   SOLE   29,200 0 0
INTEGRA LIFESCIENCES HOLDINGS COM 457985208 75,912 1,405 SH   SOLE   0 0 1,405
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598 936,494 23,787 SH   SOLE   23,787 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 288,150 1,847 SH   SOLE   0 0 1,847
JBS SA COM 466110103 404,838 32,400 SH   SOLE   32,400 0 0
JOHNSON CONTROLS INTERNATIONAL COM G51502105 2,538,140 53,000 SH   SOLE   25,000 0 28,000
KORNIT DIGITAL LTD COM M6372Q113 2,060,810 65,000 SH   SOLE   31,000 0 34,000
L3HARRIS TECHNOLOGIES INC COM 502431109 731,678 3,100 SH   SOLE   3,100 0 0
LCI INDUSTRIES COM 29786A106 192,881 1,724 SH   SOLE   0 0 1,724
LYFT INC COM 55087P104 217,792 16,400 SH   SOLE   0 0 16,400
MASTERCARD INC COM 57636Q104 3,154,961 10,000 SH   SOLE   4,600 0 5,400
NEW FORTRESS ENERGY INC COM 644393100 493,490 12,200 SH   SOLE   12,200 0 0
NIO INC COM 62914V106 13,871,412 638,600 SH   SOLE   586,500 0 52,100
NOVA LTD COM M7516K103 256,737 2,900 SH   SOLE   0 0 2,900
OLD DOMINION FREIGHT LINE INC COM 679580100 5,382,830 21,000 SH   SOLE   9,500 0 11,500
PACIRA BIOSCIENCES INC COM 695127100 329,453 5,651 SH   SOLE   0 0 5,651
PERSHING SQUARE HOLDINGS LTD COM 71531R109 1,663,200 54,000 SH   SOLE   54,000 0 0
PINDUODUO INC COM 722304102 9,115,824 147,500 SH   SOLE   135,300 0 12,200
POOL CORP COM 73278L105 4,952,887 14,100 SH   SOLE   7,000 0 7,100
PTC INC COM 69370C100 301,474 2,835 SH   SOLE   0 0 2,835
ROBERT HALF INTERNATIONAL INC COM 770323103 2,515,904 33,600 SH   SOLE   16,000 0 17,600
ROYAL GOLD INC COM 780287108 496,080 4,500 SH   SOLE   4,500 0 0
ROYALTY PHARMA PLC COM G7709Q104 429,705 10,100 SH   SOLE   10,100 0 0
SEA LTD-ADR ADR 81141R100 11,381,366 170,215 SH   SOLE   139,515 0 30,700
SITIME CORP COM 82982T106 6,474,843 39,700 SH   SOLE   17,600 0 22,100
SNAP INC COM 83304A106 90,597 6,900 SH   SOLE   0 0 6,900
SOLAREDGE TECHNOLOGIES INC COM 83417M104 547,360 2,000 SH   SOLE   0 0 2,000
SPROUT SOCIAL INC COM 85209W109 2,742,542 47,200 SH   SOLE   25,200 0 22,000
STAAR SURGICAL CO COM 852312305 4,645,627 65,500 SH   SOLE   28,800 0 36,700
SYNEOS HEALTH INC COM 87166B102 272,384 3,800 SH   SOLE   0 0 3,800
TELEDINE TECHNOLOGIES INC COM 879360105 409,398 1,100 SH   SOLE   1,100 0 0
TRACTOR SUPPLY CO COM 892356106 2,849,855 14,700 SH   SOLE   6,500 0 8,200
TRIUMPH BANCORP INC COM 89679E300 2,739,816 43,800 SH   SOLE   20,800 0 23,000
ULTA BEAUTY INC COM 90384S303 5,397,500 14,000 SH   SOLE   6,500 0 7,500
UNITEDHEALTH GROUP INC COM 91324P102 3,600,556 7,000 SH   SOLE   3,100 0 3,900
UNITED RENTALS INC COM 911363109 295,379 1,216 SH   SOLE   0 0 1,216
VERINT SYSTEMS INC COM 92343X100 286,794 6,772 SH   SOLE   0 0 6,772
WEYERHAEUSER CO COM 962166104 534,320 16,000 SH   SOLE   16,000 0 0
YANDEX NV COM N97284108 75,760 4,000 SH   SOLE   0 0 4,000
ZILLOW GROUP INC COM 98954M101 200,025 6,300 SH   SOLE   6,300 0 0