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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AUTODESK INC COM 052769106   336,366 1,800 SH   SOLE   0 0 1,800
AUTOZONE INC COM 053332102   4,191,422 1,700 SH   SOLE   800 0 900
AXON ENTERPRISE INC COM 05464C101   4,845,755 29,200 SH   SOLE   13,300 0 15,900
BIOPHARMA CREDIT PLC COM G12808104   1,749,135 1,832,191 SH   SOLE   1,050,000 0 782,191
CHART INDUSTRIES COM 16115Q308   2,166,675 18,800 SH   SOLE   7,800 0 11,000
COGNEX CORP COM 192422103   336,837 7,150 SH   SOLE   0 0 7,150
DESCARTES SYSTEMS GROUP COM 249906108   2,822,028 40,500 SH   SOLE   18,500 0 22,000
DEXCOM INC COM 252131107   5,465,404 48,260 SH   SOLE   22,100 0 26,160
DIDI GLOBAL INC COM 23292E108   1,622,950 510,000 SH   SOLE   230,000 0 280,000
DOXIMITY INC COM 26622P107   2,469,613 73,588 SH   SOLE   31,200 0 42,388
GREEN PLAINS INC COM 393222104   399,703 13,105 SH   SOLE   0 0 13,105
HALOZYME THERAPEUTICS INC COM 40637H109   637,223 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101   644,696 9,424 SH   SOLE   9,424 0 0
HEICO CORP COM 422806109   3,717,593 24,200 SH   SOLE   11,000 0 13,200
ICICI BANK LTD COM 45104G104   17,102,224 781,300 SH   SOLE   574,800 0 206,500
INTEGRA LIFESCIENCES HOLDINGS COM 457985208   78,778 1,405 SH   SOLE   0 0 1,405
ITAU UNIBANCO HOLDING SA COM 465562106   6,789,260 1,441,500 SH   SOLE   1,198,500 0 243,000
JAZZ PHARMACEUTICALS PLC COM G50871105   294,246 1,847 SH   SOLE   0 0 1,847
JOHNSON CONTROLS INTERNATIONAL COM G51502105   3,520,125 55,000 SH   SOLE   25,000 0 30,000
L3HARRIS TECHNOLOGIES INC COM 502431109   682,458 3,300 SH   SOLE   3,300 0 0
LCI INDUSTRIES COM 29786A106   159,384 1,724 SH   SOLE   0 0 1,724
LYFT INC COM 55087P104   103,588 9,400 SH   SOLE   0 0 9,400
NAC KAZATOMPROM JSC COM 63253R201   914,010 33,000 SH   SOLE   33,000 0 0
NEW FORTRESS ENERGY INC COM 644393100   632,848 15,034 SH   SOLE   15,034 0 0
NIO INC COM 62914V106   8,142,468 835,100 SH   SOLE   682,000 0 153,100
NOVA LTD COM M7516K103   236,872 2,900 SH   SOLE   0 0 2,900
NOVANTA INC COM 67000B104   2,132,542 15,700 SH   SOLE   6,500 0 9,200
OLD DOMINION FREIGHT LINE INC COM 679580100   3,830,224 13,500 SH   SOLE   6,200 0 7,300
PACIRA BIOSCIENCES INC COM 695127100   218,185 5,651 SH   SOLE   0 0 5,651
PINDUODUO INC COM 722304102   16,930,113 207,600 SH   SOLE   171,600 0 36,000
POOL CORP COM 73278L105   2,963,179 9,800 SH   SOLE   4,600 0 5,200
THE PROGRESSIVE CORP COM 743315103   2,516,599 19,400 SH   SOLE   9,000 0 10,400
PTC INC COM 69370C100   489,283 4,076 SH   SOLE   0 0 4,076
ROYAL GOLD INC COM 780287108   1,055,887 9,400 SH   SOLE   9,400 0 0
ROYALTY PHARMA PLC COM 67709Q104   655,933 16,600 SH   SOLE   16,600 0 0
SEA LTD-ADR ADR 81141R100   158,430 3,000 SH   SOLE   3,000 0 0
SILBANYE STILLWATER LTD COM 82575P107   825,335 77,000 SH   SOLE   77,000 0 0
SITIME CORP COM 82982T106   3,921,388 38,600 SH   SOLE   17,600 0 21,000
SPROUT SOCIAL INC COM 85209W109   2,371,706 42,000 SH   SOLE   19,300 0 22,700
STAAR SURGICAL CO COM 852312305   3,029,472 62,400 SH   SOLE   28,800 0 33,600
SYNEOS HEALTH INC COM 87166B102   139,384 3,800 SH   SOLE   0 0 3,800
TELEDINE TECHNOLOGIES INC COM 879360105   597,209 1,500 SH   SOLE   1,500 0 0
TRACTOR SUPPLY CO COM 892356106   3,306,767 14,700 SH   SOLE   6,500 0 8,200
ULTA BEAUTY INC COM 90384S303   5,487,963 11,700 SH   SOLE   5,200 0 6,500
UNITEDHEALTH GROUP INC COM 91324P102   3,181,337 6,000 SH   SOLE   2,700 0 3,300
UNITED RENTALS INC COM 911363109   432,191 1,216 SH   SOLE   0 0 1,216
VERINT SYSTEMS INC COM 92343X100   245,688 6,772 SH   SOLE   0 0 6,772
YANDEX NV COM N97284108   75,760 4,000 SH   SOLE   0 0 4,000
ZILLOW GROUP INC COM 98954M101   202,923 6,300 SH   SOLE   0 0 6,300