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
AEROVIRONMENT INC COM 008073108   2,652,315 20,000 SH   SOLE   9,000 0 11,000
AGNC INVESTMENT CORP COM 00123Q104   441,860 56,468 SH   SOLE   56,468 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102   608,930 10,630 SH   SOLE   10,630 0 0
ALPHABET INC COM 02079K305   2,486,114 19,000 SH   SOLE   8,300 0 10,700
ARISTA NETWORKS INC COM 040413106   3,765,532 15,000 SH   SOLE   6,700 0 8,300
ARCOS DORADOS HOLDINGS INC COM G0457F107   13,660,774 1,234,000 SH   SOLE   903,000 0 331,000
AUTODESK INC COM 052769106   392,307 1,627 SH   SOLE   0 0 1,627
AUTOZONE INC COM 053332102   3,832,676 1,400 SH   SOLE   600 0 800
AXON ENTERPRISE INC COM 05464C101   4,224,420 15,600 SH   SOLE   7,000 0 8,600
BARRICK GOLD CORP COM 067901108   39,505 3,000 SH   SOLE   3,000 0 0
BIOPHARMA CREDIT PLC COM G12808104   1,179,747 1,705,185 SH   SOLE   1,705,185 0 0
BOOKING HOLDINGS INC COM 09857L108   3,451,177 1,100 SH   SOLE   500 0 600
BRAZE INC COM 10576N102   2,084,645 54,300 SH   SOLE   24,000 0 30,300
BROADCOM INC COM 11135F101   3,676,719 3,200 SH   SOLE   1,400 0 1,800
CINTAS CORP COM 172908105   3,394,270 5,700 SH   SOLE   2,500 0 3,200
CLEAN HARBORS INC COM 184496107   2,013,526 11,600 SH   SOLE   5,500 0 6,100
COGNEX CORP COM 192422103   280,828 7,150 SH   SOLE   0 0 7,150
COLUMBIA INDIA COMNSUMER ETF ETF 19762B707   1,981,430 30,955 SH   SOLE   30,955 0 0
COMFORT SYSTEMS USA INC COM 199908104   5,499,231 20,000 SH   SOLE   9,000 0 11,000
DOXIMITY INC COM 26622P107   116,806 4,688 SH   SOLE   0 0 4,688
DR HORTON INC COM 23331A109   3,005,014 21,100 SH   SOLE   9,500 0 11,600
DYNATRACE INC COM 268150109   409,807 11,156 SH   SOLE   11,156 0 0
FOMENTO ECONOMICO MEXICANO SAB COM 344419106   19,354,875 149,200 SH   SOLE   104,700 0 44,500
FRANCO-NEVADA CORP COM 351858105   689,596 7,311 SH   SOLE   7,311 0 0
FULL TRUCK ALLIANCE CO LTD COM 35969L108   247,292 43,000 SH   SOLE   43,000 0 0
FUTU HOLDINGS LTD COM 36118L106   214,345 5,000 SH   SOLE   5,000 0 0
GREEN PLAINS INC COM 393222104   138,288 6,460 SH   SOLE   0 0 6,460
HALOZYME THERAPEUTICS INC COM 40637H109   421,817 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101   846,460 17,518 SH   SOLE   17,518 0 0
ICICI BANK LTD COM 45104G104   18,647,339 708,970 SH   SOLE   515,170 0 193,800
INTUIT INC COM 461202103   2,756,794 4,900 SH   SOLE   2,200 0 2,700
ISHARES MSCI INDIA ETF ETF 46429B598   773,179 14,987 SH   SOLE   14,987 0 0
JABIL INC COM 466313103   2,512,328 21,800 SH   SOLE   10,600 0 11,200
LCI INDUSTRIES COM 29786A106   196,435 1,724 SH   SOLE   0 0 1,724
LI AUTO INC COM 50202M102   239,736 10,000 SH   SOLE   10,000 0 0
MAKEMYTRIP LTD COM V5633W109   24,088,600 340,500 SH   SOLE   246,100 0 94,400
MANHATTAN ASSOCIATES INC COM 562750109   1,655,829 7,700 SH   SOLE   3,800 0 3,900
MASTERCARD INC COM 57636Q104   2,963,762 7,100 SH   SOLE   3,100 0 4,000
MERCADOLIBRE INC COM 58733R102   23,806,445 15,808 SH   SOLE   11,448 0 4,360
META PLATFORMS INC COM 30303M102   3,278,871 7,800 SH   SOLE   3,500 0 4,300
NAC KAZATOMPROM JSC COM 63253R201   549,340 17,252 SH   SOLE   17,252 0 0
NEW FORTRESS ENERGY INC COM 644393100   850,741 35,150 SH   SOLE   35,150 0 0
NEW ORIENTAL EDUCATION & TECHN COM 647581206   22,828,367 265,856 SH   SOLE   196,956 0 68,900
NEWMONT CORP COM 651639106   272,039 9,590 SH   SOLE   9,590 0 0
NORTHROP GRUMMAN CORP COM 666807102   255,706 675 SH   SOLE   675 0 0
NOVA LTD COM M7516K103   476,285 2,900 SH   SOLE   0 0 2,900
NVIDIA CORP COM 67066G104   3,675,797 4,700 SH   SOLE   2,100 0 2,600
PARKER-HANNIFIN CORP COM 701094104   2,987,825 6,200 SH   SOLE   2,700 0 3,500
PERSHING SQUARE HOLDINGS LTD COM 71531R109   611,493 14,985 SH   SOLE   14,985 0 0
PINDUODUO INC COM 722304102   13,522,704 117,700 SH   SOLE   86,100 0 31,600
THE PROGRESSIVE CORP COM 743315103   3,404,681 19,000 SH   SOLE   8,400 0 10,600
PTC INC COM 69370C100   713,054 4,076 SH   SOLE   0 0 4,076
ROYAL GOLD INC COM 780287108   682,803 7,078 SH   SOLE   7,078 0 0
ROYALTY PHARMA PLC COM G7709Q104   736,350 30,619 SH   SOLE   30,619 0 0
SEA LTD-ADR ADR 81141R100   104,185 2,095 SH   SOLE   0 0 2,095
SHOPIFY INC COM 82509L107   3,898,874 58,300 SH   SOLE   25,700 0 32,600
SYNOPSYS INC COM 871607107   3,268,856 6,600 SH   SOLE   2,900 0 3,700
TELEDINE TECHNOLOGIES INC COM 879360105   253,123 745 SH   SOLE   745 0 0
TENCENTMUSIC ENTERTAINMENT GR COM 88034P109   16,152,129 1,457,200 SH   SOLE   1,077,100 0 380,100
TRIP.COM GROUP LTD COM 89677Q107   19,926,967 458,100 SH   SOLE   338,000 0 120,100
UBER TECHNOLOGIES INC COM 90353T100   3,468,735 52,000 SH   SOLE   23,000 0 29,000
UNITED RENTALS INC COM 911363109   721,757 1,081 SH   SOLE   1,081 0 0
VERTIV HOLDINGS CO COM 92537N108   4,378,598 61,900 SH   SOLE   27,500 0 34,400
VIPSHOP HOLDINGS LTD COM 92763W103   15,976,874 975,030 SH   SOLE   721,630 0 253,400
ZILLOW GROUP INC COM 98954M101   452,693 10,023 SH   SOLE   0 0 10,023