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
ADOBE INC COM 00724F101   2,627,428 5,800 SH   SOLE   2,600 0 3,200
AEROVIRONMENT INC COM 008073108   1,980,798 20,000 SH   SOLE   9,000 0 11,000
AGNC INVESTMENT CORP COM 00123Q104   460,112 60,000 SH   SOLE   60,000 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102   14,264,544 166,966 SH   SOLE   135,266 0 31,700
ARISTA NETWORKS INC COM 040413106   2,239,794 13,700 SH   SOLE   6,100 0 7,600
AUTODESK INC COM 052769106   351,768 1,800 SH   SOLE   0 0 1,800
AUTOZONE INC COM 053332102   3,167,997 1,400 SH   SOLE   600 0 800
AXON ENTERPRISE INC COM 05464C101   2,987,008 16,900 SH   SOLE   7,600 0 9,300
BARRICK GOLD CORP COM 067901108   237,605 20,000 SH   SOLE   20,000 0 0
BIOPHARMA CREDIT PLC COM G12808104   793,226 1,151,392 SH   SOLE   1,151,392 0 0
BOOKING HOLDINGS INC COM 09857L108   1,923,713 700 SH   SOLE   300 0 400
BROADCOM INC COM 11135F101   2,432,485 3,300 SH   SOLE   1,500 0 1,800
COCA COLA FEMSA SAB DE CV COM 191241108   10,120,401 129,741 SH   SOLE   104,241 0 25,500
COGNEX CORP COM 192422103   286,605 7,150 SH   SOLE   0 0 7,150
COLUMBIA INDIA COMNSUMER ETF ETF 19762B707   1,638,451 30,955 SH   SOLE   30,955 0 0
COMFORT SYSTEMS USA INC COM 199908104   3,073,813 20,300 SH   SOLE   9,100 0 11,200
DEXCOM INC COM 252131107   2,441,932 29,460 SH   SOLE   13,200 0 16,260
DOXIMITY INC COM 26622P107   93,958 4,688 SH   SOLE   0 0 4,688
FIRSTSERVICE CORP COM 33767E202   2,584,666 20,000 SH   SOLE   9,000 0 11,000
FULL TRUCK ALLIANCE CO LTD COM 35969L108   247,842 43,000 SH   SOLE   43,000 0 0
GREEN PLAINS INC COM 393222104   372,568 13,105 SH   SOLE   0 0 13,105
HALOZYME THERAPEUTICS INC COM 40637H109   404,059 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101   977,274 18,024 SH   SOLE   18,024 0 0
HEICO CORP COM 422806109   2,320,723 16,100 SH   SOLE   7,000 0 9,100
ICICI BANK LTD COM 45104G104   15,203,386 661,070 SH   SOLE   524,970 0 136,100
INTUIT INC COM 461202103   2,224,139 4,900 SH   SOLE   2,200 0 2,700
ISHARES MSCI INDIA ETF ETF 46429B598   662,725 14,987 SH   SOLE   14,987 0 0
JABIL INC COM 466313103   2,298,847 20,400 SH   SOLE   9,200 0 11,200
JAZZ PHARMACEUTICALS PLC COM G50871105   225,807 1,847 SH   SOLE   0 0 1,847
KOSMOS ENERGY LTD COM 500688106   304,468 45,455 SH   SOLE   45,455 0 0
LCI INDUSTRIES COM 29786A106   191,197 1,724 SH   SOLE   0 0 1,724
LI AUTO INC COM 50202M102   9,387,913 266,600 SH   SOLE   218,900 0 47,700
MASTERCARD INC COM 57636Q104   1,653,695 4,700 SH   SOLE   2,100 0 2,600
MERCADOLIBRE INC COM 58733R102   16,527,852 13,108 SH   SOLE   10,448 0 2,660
MOBILEYE GLOBAL INC COM 60741F104   2,410,215 65,200 SH   SOLE   28,500 0 36,700
NAC KAZATOMPROM JSC COM 63253R201   1,602,096 45,054 SH   SOLE   45,054 0 0
NEW FORTRESS ENERGY INC COM 644393100   1,232,656 46,473 SH   SOLE   46,473 0 0
NEW ORIENTAL EDUCATION & TECHN COM 647581206   17,376,001 299,856 SH   SOLE   246,156 0 53,700
NOVA LTD COM M7516K103   307,979 2,900 SH   SOLE   0 0 2,900
NOVANTA INC COM 67000B104   2,548,322 20,000 SH   SOLE   9,000 0 11,000
NVIDIA CORP COM 67066G104   2,241,172 5,800 SH   SOLE   2,600 0 3,200
PERSHING SQUARE HOLDINGS LTD COM 71531R109   1,053,043 35,335 SH   SOLE   35,335 0 0
PINDUODUO INC COM 722304102   265,218 3,300 SH   SOLE   3,300 0 0
THE PROGRESSIVE CORP COM 743315103   2,327,099 18,800 SH   SOLE   8,400 0 10,400
PTC INC COM 69370C100   545,437 4,076 SH   SOLE   0 0 4,076
ROYAL GOLD INC COM 780287108   818,393 9,400 SH   SOLE   9,400 0 0
SEA LTD-ADR ADR 81141R100   86,965 2,095 SH   SOLE   0 0 2,095
SHOPIFY INC COM 82509L107   2,597,100 53,500 SH   SOLE   23,500 0 30,000
SYNOPSYS INC COM 871607107   2,165,643 5,300 SH   SOLE   2,300 0 3,000
TELEDINE TECHNOLOGIES INC COM 879360105   501,657 1,500 SH   SOLE   1,500 0 0
TELKOM INDONESIA PERSERO TBK P COM 715684106   233,675 12,000 SH   SOLE   12,000 0 0
TESLA INC COM 88160R101   2,266,676 10,200 SH   SOLE   4,600 0 5,600
TRIP.COM GROUP LTD COM 89677Q107   10,275,434 297,000 SH   SOLE   236,000 0 61,000
UNITED RENTALS INC COM 911363109   510,594 1,216 SH   SOLE   0 0 1,216
VIPSHOP HOLDINGS LTD COM 92763W103   13,730,618 882,530 SH   SOLE   653,930 0 228,600
WOLFSPEED INC COM 977852102   86,365 2,400 SH   SOLE   0 0 2,400
ZILLOW GROUP INC COM 98954M101   2,469,937 61,123 SH   SOLE   23,000 0 38,123