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
ALIBABA GROUP HOLDING LTD ADR 01609W102   20,965,244 205,100 SH   SOLE   151,800 0 53,300
AUTODESK INC COM 052769106   374,688 1,800 SH   SOLE   0 0 1,800
AUTOZONE INC COM 053332102   4,179,563 1,700 SH   SOLE   800 0 900
AXON ENTERPRISE INC COM 05464C101   6,565,687 29,200 SH   SOLE   13,300 0 15,900
BIOPHARMA CREDIT PLC COM G12808104   1,836,736 1,910,403 SH   SOLE   1,910,403 0 0
COCA COLA FEMSA SAB DE CV COM 191241108   8,851,858 110,000 SH   SOLE   88,500 0 21,500
COGNEX CORP COM 192422103   354,283 7,150 SH   SOLE   0 0 7,150
DESCARTES SYSTEMS GROUP COM 249906108   3,264,798 40,500 SH   SOLE   18,500 0 22,000
DEXCOM INC COM 252131107   5,606,516 48,260 SH   SOLE   22,100 0 26,160
DOXIMITY INC COM 26622P107   2,382,311 73,588 SH   SOLE   31,200 0 42,388
FULL TRUCK ALLIANCE CO LTD COM 35969L108   190,125 25,000 SH   SOLE   25,000 0 0
GERDAU SA COM 373737105   474,790 95,856 SH   SOLE   95,856 0 0
GREEN PLAINS INC COM 393222104   406,124 13,105 SH   SOLE   0 0 13,105
HALOZYME THERAPEUTICS INC COM 40637H109   427,690 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101   434,955 6,524 SH   SOLE   6,524 0 0
HEICO CORP COM 422806109   4,138,673 24,200 SH   SOLE   11,000 0 13,200
ICICI BANK LTD COM 45104G104   13,496,036 625,400 SH   SOLE   489,300 0 136,100
JAZZ PHARMACEUTICALS PLC COM G50871105   270,272 1,847 SH   SOLE   0 0 1,847
JOHNSON CONTROLS INTERNATIONAL COM G51502105   3,311,475 55,000 SH   SOLE   25,000 0 30,000
LCI INDUSTRIES COM 29786A106   189,416 1,724 SH   SOLE   0 0 1,724
MERCADOLIBRE INC COM 58733R102   15,948,236 12,100 SH   SOLE   9,400 0 2,700
NAC KAZATOMPROM JSC COM 63253R201   970,110 33,000 SH   SOLE   33,000 0 0
NEW FORTRESS ENERGY INC COM 644393100   1,179,402 41,334 SH   SOLE   41,334 0 0
NEW ORIENTAL EDUCATION & TECHN COM 647581206   11,729,344 303,800 SH   SOLE   224,400 0 79,400
NOVA LTD COM M7516K103   302,963 2,900 SH   SOLE   0 0 2,900
NOVANTA INC COM 67000B104   2,703,633 17,000 SH   SOLE   7,800 0 9,200
OLD DOMINION FREIGHT LINE INC COM 679580100   4,600,968 13,500 SH   SOLE   6,200 0 7,300
PACIRA BIOSCIENCES INC COM 695127100   230,617 5,651 SH   SOLE   0 0 5,651
PERSHING SQUARE HOLDINGS LTD COM 71531R109   1,156,807 33,039 SH   SOLE   33,039 0 0
PINDUODUO INC COM 722304102   12,652,530 166,700 SH   SOLE   127,500 0 39,200
POOL CORP COM 73278L105   3,355,314 9,800 SH   SOLE   4,600 0 5,200
THE PROGRESSIVE CORP COM 743315103   2,774,959 19,400 SH   SOLE   9,000 0 10,400
PTC INC COM 69370C100   522,665 4,076 SH   SOLE   0 0 4,076
ROYAL GOLD INC COM 780287108   1,216,892 9,400 SH   SOLE   9,400 0 0
ROYALTY PHARMA PLC COM 67709Q104   888,385 24,500 SH   SOLE   24,500 0 0
SEA LTD-ADR ADR 81141R100   7,685,626 88,800 SH   SOLE   71,500 0 17,300
SHOPIFY INC COM 82509L107   2,636,825 55,000 SH   SOLE   25,000 0 30,000
SITIME CORP COM 82982T106   5,487,702 38,600 SH   SOLE   17,600 0 21,000
SPROUT SOCIAL INC COM 85209W109   2,556,478 42,000 SH   SOLE   19,300 0 22,700
STAAR SURGICAL CO COM 852312305   3,990,192 62,400 SH   SOLE   28,800 0 33,600
TELEDINE TECHNOLOGIES INC COM 879360105   658,496 1,500 SH   SOLE   1,500 0 0
TRACTOR SUPPLY CO COM 892356106   3,455,056 14,700 SH   SOLE   6,500 0 8,200
ULTA BEAUTY INC COM 90384S303   4,910,559 9,000 SH   SOLE   4,100 0 4,900
UNITED RENTALS INC COM 911363109   481,244 1,216 SH   SOLE   0 0 1,216
VERINT SYSTEMS INC COM 92343X100   252,189 6,772 SH   SOLE   0 0 6,772
WOLFSPEED INC COM 977852102   1,961,175 30,200 SH   SOLE   12,600 0 17,600
YANDEX NV COM N97284108   75,760 4,000 SH   SOLE   0 0 4,000
ZILLOW GROUP INC COM 98954M101   280,161 6,300 SH   SOLE   0 0 6,300