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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6,677 20,871 SH   SOLE   20,485 0 386
ADDUS HOMECARE CORP COM 006739106 12,199 152,964 SH   SOLE   124,906 0 28,058
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,969 3,420 SH   SOLE   3,274 0 146
ADVANCED MICRO DEVICES INC COM 007903107 3,706 36,017 SH   SOLE   36,017 0 0
AEROVIRONMENT INC COM 008073108 14,560 168,674 SH   SOLE   137,298 0 31,376
AIR TRANSPORT SERVICES GRP I COM 00922R105 15,722 609,148 SH   SOLE   498,871 0 110,277
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10,190 68,825 SH   SOLE   58,878 0 9,947
ALLY FINL INC COM 02005N100 1,500 29,389 SH   SOLE   28,167 0 1,222
ALPHABET INC CAP STK CL C 02079K107 3 1 SH   SOLE   1 0 0
ALPHABET INC CAP STK CL A 02079K305 5,478 2,049 SH   SOLE   2,001 0 48
AMAZON COM INC COM 023135106 13,610 4,143 SH   SOLE   4,081 0 62
AMN HEALTHCARE SVCS INC COM 001744101 17,475 152,289 SH   SOLE   124,639 0 27,650
APPLE INC COM 037833100 6,263 44,258 SH   SOLE   40,423 0 3,835
APTIV PLC SHS G6095L109 5,027 33,746 SH   SOLE   33,746 0 0
ARCO PLATFORM LTD COM CL A G04553106 1,510 69,606 SH   SOLE   50,108 0 19,498
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 332 5,318 SH   SOLE   5,318 0 0
ASTEC INDS INC COM 046224101 15,425 286,654 SH   SOLE   233,872 0 52,782
AVALARA INC COM 05338G106 2,837 16,231 SH   SOLE   16,231 0 0
AXOS FINANCIAL INC COM 05465C100 21,687 420,785 SH   SOLE   343,729 0 77,056
BIONTECH SE SPONSORED ADS 09075V102 7,045 25,807 SH   SOLE   6,067 0 19,740
BJS WHSL CLUB HLDGS INC COM 05550J101 22,610 411,684 SH   SOLE   336,181 0 75,503
BOYD GAMING CORP COM 103304101 27,431 433,623 SH   SOLE   354,413 0 79,210
BRINKS CO COM 109696104 16,780 265,091 SH   SOLE   216,022 0 49,069
BURLINGTON STORES INC COM 122017106 459 1,619 SH   SOLE   1,619 0 0
CALIX INC COM 13100M509 32,811 663,790 SH   SOLE   542,795 0 120,995
CAREDX INC COM 14167L103 13,656 215,490 SH   SOLE   176,263 0 39,227
CASTLE BIOSCIENCES INC COM 14843C105 11,681 175,661 SH   SOLE   143,801 0 31,860
CDW CORP COM 12514G108 2,300 12,634 SH   SOLE   12,208 0 426
CHARLES RIV LABS INTL INC COM 159864107 5,036 12,203 SH   SOLE   12,203 0 0
CHUYS HLDGS INC COM 171604101 10,430 330,804 SH   SOLE   269,783 0 61,021
CINTAS CORP COM 172908105 7,026 18,457 SH   SOLE   18,358 0 99
COHERUS BIOSCIENCES INC COM 19249H103 11,515 716,531 SH   SOLE   580,508 0 136,023
COMCAST CORP NEW CL A 20030N101 2,842 50,808 SH   SOLE   48,470 0 2,338
CONSTELLATION BRANDS INC CL A 21036P108 1,347 6,395 SH   SOLE   6,090 0 305
COSTAR GROUP INC COM 22160N109 1,771 20,575 SH   SOLE   20,575 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,764 15,052 SH   SOLE   14,843 0 209
CROWDSTRIKE HLDGS INC CL A 22788C105 333 1,356 SH   SOLE   1,356 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 2,143 12,363 SH   SOLE   12,044 0 319
CRYOPORT INC COM PAR $0.001 229050307 23,002 345,845 SH   SOLE   282,604 0 63,241
D R HORTON INC COM 23331A109 623 7,416 SH   SOLE   7,416 0 0
DANAHER CORPORATION COM 235851102 8,806 28,925 SH   SOLE   28,408 0 517
DECKERS OUTDOOR CORP COM 243537107 8,823 24,494 SH   SOLE   20,078 0 4,416
DISNEY WALT CO COM 254687106 5,053 29,867 SH   SOLE   29,599 0 268
DOMO INC COM CL B 257554105 15,052 178,253 SH   SOLE   145,596 0 32,657
EQUINIX INC COM 29444U700 2,316 2,931 SH   SOLE   2,814 0 117
EVERBRIDGE INC COM 29978A104 25,977 171,988 SH   SOLE   140,612 0 31,376
EXACT SCIENCES CORP COM 30063P105 230 2,409 SH   SOLE   2,409 0 0
EXPONENT INC COM 30214U102 15,464 136,670 SH   SOLE   111,801 0 24,869
FARFETCH LTD ORD SH CL A 30744W107 10,734 286,400 SH   SOLE   128,514 0 157,886
FIRST FINL BANKSHARES INC COM 32020R109 12,498 271,987 SH   SOLE   221,729 0 50,258
FORTIVE CORP COM 34959J108 2,078 29,441 SH   SOLE   28,234 0 1,207
FOX FACTORY HLDG CORP COM 35138V102 24,084 166,627 SH   SOLE   135,849 0 30,778
FRESHPET INC COM 358039105 17,409 122,005 SH   SOLE   99,977 0 22,028
FTI CONSULTING INC COM 302941109 10,044 74,568 SH   SOLE   61,006 0 13,562
GENERAC HLDGS INC COM 368736104 4,531 11,088 SH   SOLE   11,088 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 267 1,429 SH   SOLE   1,429 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 25,212 619,766 SH   SOLE   505,666 0 114,100
HCA HEALTHCARE INC COM 40412C101 1,351 5,567 SH   SOLE   5,231 0 336
HDFC BANK LTD SPONSORED ADS 40415F101 3,388 46,358 SH   SOLE   32,700 0 13,658
HEICO CORP NEW COM 422806109 236 1,792 SH   SOLE   1,792 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 626 5,718 SH   SOLE   5,718 0 0
HUBSPOT INC COM 443573100 1,101 1,628 SH   SOLE   1,628 0 0
ICICI BANK LIMITED ADR 45104G104 10,035 531,788 SH   SOLE   480,421 0 51,367
INMODE LTD SHS M5425M103 27,809 174,407 SH   SOLE   142,756 0 31,651
INTUITIVE SURGICAL INC COM NEW 46120E602 4,838 4,866 SH   SOLE   4,866 0 0
ISHARES INC MSCI STH KOR ETF 464286772 885 10,957 SH   SOLE   0 0 10,957
ISHARES INC MSCI TAIWAN ETF 46434G772 515 8,283 SH   SOLE   0 0 8,283
ISHARES TR MSCI CHINA ETF 46429B671 747 11,056 SH   SOLE   0 0 11,056
JPMORGAN CHASE & CO COM 46625H100 7,126 43,534 SH   SOLE   42,594 0 940
KORNIT DIGITAL LTD SHS M6372Q113 39,512 272,984 SH   SOLE   164,150 0 108,834
LAUDER ESTEE COS INC CL A 518439104 1,932 6,443 SH   SOLE   6,269 0 174
LESLIES INC COM 527064109 16,158 786,679 SH   SOLE   640,073 0 146,606
LHC GROUP INC COM 50187A107 11,785 75,104 SH   SOLE   61,302 0 13,802
LITHIA MTRS INC COM 536797103 14,699 46,362 SH   SOLE   38,010 0 8,352
LIVEPERSON INC COM 538146101 16,210 274,975 SH   SOLE   225,542 0 49,433
MASTERCARD INCORPORATED CL A 57636Q104 3,703 10,652 SH   SOLE   10,358 0 294
MCGRATH RENTCORP COM 580589109 12,652 175,849 SH   SOLE   143,614 0 32,235
MEDPACE HLDGS INC COM 58506Q109 28,965 153,028 SH   SOLE   124,997 0 28,031
MEDTRONIC PLC SHS G5960L103 245 1,952 SH   SOLE   1,952 0 0
MERCADOLIBRE INC COM 58733R102 2,138 1,273 SH   SOLE   895 0 378
MICROSOFT CORP COM 594918104 7,729 27,417 SH   SOLE   26,441 0 976
MODERNA INC COM 60770K107 5,864 15,238 SH   SOLE   14,905 0 333
MONOLITHIC PWR SYS INC COM 609839105 543 1,120 SH   SOLE   1,120 0 0
MSCI INC COM 55354G100 3,881 6,379 SH   SOLE   6,379 0 0
NEOGENOMICS INC COM NEW 64049M209 16,320 338,310 SH   SOLE   277,307 0 61,003
NICE LTD SPONSORED ADR 653656108 310 1,092 SH   SOLE   1,092 0 0
NIKE INC CL B 654106103 859 5,917 SH   SOLE   5,917 0 0
NLIGHT INC COM 65487K100 12,779 453,315 SH   SOLE   369,960 0 83,355
NORFOLK SOUTHN CORP COM 655844108 5,292 22,119 SH   SOLE   21,790 0 329
NVIDIA CORPORATION COM 67066G104 1,949 9,408 SH   SOLE   8,332 0 1,076
OMNICELL COM COM 68213N109 24,358 164,106 SH   SOLE   133,981 0 30,125
ONTO INNOVATION INC COM 683344105 23,794 329,324 SH   SOLE   269,158 0 60,166
OVERSTOCK COM INC DEL COM 690370101 16,423 210,771 SH   SOLE   172,292 0 38,479
PERFORMANCE FOOD GROUP CO COM 71377A103 14,328 308,393 SH   SOLE   251,988 0 56,405
PJT PARTNERS INC COM CL A 69343T107 25,164 318,090 SH   SOLE   260,071 0 58,019
PLANET FITNESS INC CL A 72703H101 350 4,451 SH   SOLE   4,451 0 0
POOL CORP COM 73278L105 2,937 6,761 SH   SOLE   6,761 0 0
PROCTER AND GAMBLE CO COM 742718109 384 2,745 SH   SOLE   2,745 0 0
PTC THERAPEUTICS INC COM 69366J200 13,328 358,193 SH   SOLE   292,352 0 65,841
QUALCOMM INC COM 747525103 2,405 18,644 SH   SOLE   18,017 0 627
RADA ELECTR INDS LTD COM PAR NEW M81863124 10,800 1,015,021 SH   SOLE   827,809 0 187,212
RANPAK HOLDINGS CORP COM CL A 75321W103 11,869 442,544 SH   SOLE   361,510 0 81,034
RAPID7 INC COM 753422104 12,846 113,660 SH   SOLE   92,856 0 20,804
RAYTHEON TECHNOLOGIES CORP COM 75513E101 363 4,228 SH   SOLE   3,522 0 706
RINGCENTRAL INC CL A 76680R206 582 2,676 SH   SOLE   2,676 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 11,894 108,066 SH   SOLE   23,418 0 84,648
S&P GLOBAL INC COM 78409V104 1,933 4,549 SH   SOLE   4,350 0 199
SALESFORCE COM INC COM 79466L302 752 2,771 SH   SOLE   2,419 0 352
SERVICENOW INC COM 81762P102 2,508 4,030 SH   SOLE   4,030 0 0
SHOPIFY INC CL A 82509L107 647 477 SH   SOLE   477 0 0
SIMPSON MFG INC COM 829073105 25,548 238,837 SH   SOLE   195,237 0 43,600
SITIME CORP COM 82982T106 583 2,855 SH   SOLE   2,855 0 0
SQUARE INC CL A 852234103 1,916 7,989 SH   SOLE   7,989 0 0
STRYKER CORPORATION COM 863667101 2,953 11,197 SH   SOLE   10,805 0 392
SYNAPTICS INC COM 87157D109 37,070 206,253 SH   SOLE   168,623 0 37,630
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 13,783 123,445 SH   SOLE   102,224 0 21,221
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 261 1,691 SH   SOLE   1,691 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 18,981 158,999 SH   SOLE   129,963 0 29,036
TECHTARGET INC COM 87874R100 16,537 200,642 SH   SOLE   163,897 0 36,745
TETRA TECH INC NEW COM 88162G103 23,000 154,010 SH   SOLE   125,969 0 28,041
TEXAS ROADHOUSE INC COM 882681109 20,708 226,734 SH   SOLE   185,821 0 40,913
UNITEDHEALTH GROUP INC COM 91324P102 299 764 SH   SOLE   764 0 0
UNITY SOFTWARE INC COM 91332U101 4,221 33,437 SH   SOLE   33,437 0 0
WASTE CONNECTIONS INC COM 94106B101 241 1,910 SH   SOLE   1,910 0 0
WASTE MGMT INC DEL COM 94106L109 796 5,328 SH   SOLE   4,727 0 601
WORKIVA INC COM CL A 98139A105 30,668 217,563 SH   SOLE   177,885 0 39,678
YANDEX N V SHS CLASS A N97284108 636 7,984 SH   SOLE   0 0 7,984
ZOETIS INC CL A 98978V103 2,984 15,372 SH   SOLE   14,801 0 571
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 3,940 64,386 SH   SOLE   63,059 0 1,327