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
ALPHABET INC COM 02079K305 2,697,623 28,200 SH   SOLE   11,700 0 16,500
AUTODESK INC COM 052769106 336,240 1,800 SH   SOLE   0 0 1,800
AUTOZONE INC COM 053332102 4,071,835 1,900 SH   SOLE   800 0 1,100
AXON ENTERPRISE INC COM 05464C101 3,832,347 33,100 SH   SOLE   14,600 0 18,500
BIOPHARMA CREDIT PLC COM G12808104 975,500 1,050,000 SH   SOLE   1,050,000 0 0
CHART INDUSTRIES COM 16115Q308 3,468,159 18,800 SH   SOLE   7,800 0 11,000
COGNEX CORP COM 192422103 244,555 5,900 SH   SOLE   0 0 5,900
CROWN HOLDINGS INC COM 228368106 188,881 2,331 SH   SOLE   0 0 2,331
DEXCOM INC COM 252131107 4,177,467 51,860 SH   SOLE   22,100 0 29,760
DOXIMITY INC COM 26622P107 3,196,266 105,700 SH   SOLE   44,700 0 61,000
GREEN PLAINS INC COM 393222104 380,962 13,105 SH   SOLE   0 0 13,105
HALOZYME THERAPEUTICS INC COM 40637H109 442,808 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101 550,550 9,424 SH   SOLE   9,424 0 0
HEICO CORP COM 422806109 3,714,409 25,800 SH   SOLE   11,000 0 14,800
ICICI BANK LTD COM 45104G104 16,300,996 777,300 SH   SOLE   555,600 0 221,700
INTEGRA LIFESCIENCES HOLDINGS COM 457985208 59,516 1,405 SH   SOLE   0 0 1,405
JAZZ PHARMACEUTICALS PLC COM G50871105 246,187 1,847 SH   SOLE   0 0 1,847
JBS SA COM 466110103 316,793 33,700 SH   SOLE   33,700 0 0
JOHNSON CONTROLS INTERNATIONAL COM G51502105 2,954,075 60,000 SH   SOLE   25,000 0 35,000
KORNIT DIGITAL LTD COM M6372Q113 1,730,115 65,000 SH   SOLE   31,000 0 34,000
L3HARRIS TECHNOLOGIES INC COM 502431109 669,517 3,200 SH   SOLE   3,200 0 0
LCI INDUSTRIES COM 29786A106 174,917 1,724 SH   SOLE   0 0 1,724
LYFT INC COM 55087P104 123,798 9,400 SH   SOLE   0 0 9,400
NEW FORTRESS ENERGY INC COM 644393100 366,161 8,229 SH   SOLE   8,229 0 0
NIO INC COM 62914V106 11,843,066 751,000 SH   SOLE   630,200 0 120,800
NOVA LTD COM M7516K103 247,370 2,900 SH   SOLE   0 0 2,900
OLD DOMINION FREIGHT LINE INC COM 679580100 4,951,363 19,900 SH   SOLE   8,400 0 11,500
PACIRA BIOSCIENCES INC COM 695127100 300,577 5,651 SH   SOLE   0 0 5,651
PINDUODUO INC COM 722304102 12,991,485 207,600 SH   SOLE   171,600 0 36,000
POOL CORP COM 73278L105 3,437,289 10,800 SH   SOLE   4,600 0 6,200
THE PROGRESSIVE CORP COM 743315103 2,476,353 21,300 SH   SOLE   9,000 0 12,300
PTC INC COM 69370C100 426,350 4,076 SH   SOLE   0 0 4,076
ROBERT HALF INTERNATIONAL INC COM 770323103 2,824,050 36,900 SH   SOLE   16,000 0 20,900
ROYAL GOLD INC COM 780287108 808,881 8,700 SH   SOLE   8,700 0 0
ROYALTY PHARMA PLC COM G7709Q104 628,989 15,600 SH   SOLE   15,600 0 0
SEA LTD-ADR ADR 81141R100 161,145 3,000 SH   SOLE   3,000 0 0
SITIME CORP COM 82982T106 3,124,525 39,700 SH   SOLE   17,600 0 22,100
SPROUT SOCIAL INC COM 85209W109 3,472,282 57,200 SH   SOLE   25,200 0 32,000
STAAR SURGICAL CO COM 852312305 4,618,865 65,500 SH   SOLE   28,800 0 36,700
SYNEOS HEALTH INC COM 87166B102 179,170 3,800 SH   SOLE   0 0 3,800
TELEDINE TECHNOLOGIES INC COM 879360105 516,045 1,500 SH   SOLE   1,500 0 0
TRACTOR SUPPLY CO COM 892356106 2,732,209 14,700 SH   SOLE   6,500 0 8,200
ULTA BEAUTY INC COM 90384S303 5,093,813 12,700 SH   SOLE   5,200 0 7,500
UNITEDHEALTH GROUP INC COM 91324P102 3,335,775 6,600 SH   SOLE   2,700 0 3,900
UNITED RENTALS INC COM 911363109 328,466 1,216 SH   SOLE   0 0 1,216
VERINT SYSTEMS INC COM 92343X100 227,404 6,772 SH   SOLE   0 0 6,772
WEYERHAEUSER CO COM 962166104 464,257 16,700 SH   SOLE   16,700 0 0
YANDEX NV COM N97284108 75,760 4,000 SH   SOLE   0 0 4,000
ZILLOW GROUP INC COM 98954M101 180,243 6,300 SH   SOLE   0 0 6,300