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   3,461,063 5,800 SH   SOLE   2,600 0 3,200
AEROVIRONMENT INC COM 008073108   2,523,000 20,000 SH   SOLE   9,000 0 11,000
AGNC INVESTMENT CORP COM 00123Q104   588,900 60,000 SH   SOLE   60,000 0 0
ALIBABA GROUP HOLDING LTD ADR 01609W102   725,447 9,360 SH   SOLE   9,360 0 0
ALPHABET INC COM 02079K305   2,333,074 16,700 SH   SOLE   7,200 0 9,500
ARISTA NETWORKS INC COM 040413106   3,625,853 15,400 SH   SOLE   6,700 0 8,700
AUTODESK INC COM 052769106   438,624 1,800 SH   SOLE   0 0 1,800
AUTOZONE INC COM 053332102   3,615,983 1,400 SH   SOLE   600 0 800
AXON ENTERPRISE INC COM 05464C101   3,901,161 15,100 SH   SOLE   6,500 0 8,600
BARRICK GOLD CORP COM 067901108   54,255 3,000 SH   SOLE   3,000 0 0
BIOPHARMA CREDIT PLC COM G12808104   1,704,047 2,009,489 SH   SOLE   2,009,489 0 0
BOOKING HOLDINGS INC COM 09857L108   3,545,045 1,000 SH   SOLE   400 0 600
BROADCOM INC COM 11135F101   3,573,312 3,200 SH   SOLE   1,400 0 1,800
CINTAS CORP COM 172908105   2,893,224 4,800 SH   SOLE   2,100 0 2,700
COGNEX CORP COM 192422103   298,441 7,150 SH   SOLE   0 0 7,150
COLUMBIA INDIA COMNSUMER ETF ETF 19762B707   1,819,535 30,955 SH   SOLE   30,955 0 0
COMFORT SYSTEMS USA INC COM 199908104   4,032,700 19,600 SH   SOLE   8,400 0 11,200
DEXCOM INC COM 252131107   3,582,248 28,860 SH   SOLE   12,600 0 16,260
DOXIMITY INC COM 26622P107   131,452 4,688 SH   SOLE   0 0 4,688
FIRSTSERVICE CORP COM 33767E202   3,127,083 19,300 SH   SOLE   8,300 0 11,000
FOMENTO ECONOMICO MEXICANO SAB COM 344419106   16,137,330 123,800 SH   SOLE   95,700 0 28,100
FULL TRUCK ALLIANCE CO LTD COM 35969L108   301,215 43,000 SH   SOLE   43,000 0 0
FUTU HOLDINGS LTD COM 36118L106   273,150 5,000 SH   SOLE   5,000 0 0
GREEN PLAINS INC COM 393222104   330,508 13,105 SH   SOLE   0 0 13,105
GRUPO AEROPORTUARIO FRL CENTRO COM 400501102   455,945 5,343 SH   SOLE   5,343 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   413,915 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD-ADR ADR 40415F101   941,151 14,024 SH   SOLE   14,024 0 0
ICICI BANK LTD COM 45104G104   15,964,933 669,670 SH   SOLE   533,570 0 136,100
INTUIT INC COM 461202103   3,063,799 4,900 SH   SOLE   2,200 0 2,700
ISHARES MSCI INDIA ETF ETF 46429B598   731,515 14,987 SH   SOLE   14,987 0 0
JABIL INC COM 466313103   2,599,470 20,400 SH   SOLE   9,200 0 11,200
JAZZ PHARMACEUTICALS PLC COM G50871105   227,181 1,847 SH   SOLE   0 0 1,847
KOSMOS ENERGY LTD COM 500688106   308,412 45,455 SH   SOLE   45,455 0 0
LCI INDUSTRIES COM 29786A106   216,724 1,724 SH   SOLE   0 0 1,724
LI AUTO INC COM 50202M102   12,172,236 325,200 SH   SOLE   261,900 0 63,300
MAKEMYTRIP LTD COM V5633W109   14,967,828 318,600 SH   SOLE   255,800 0 62,800
MASTERCARD INC COM 57636Q104   2,004,950 4,700 SH   SOLE   2,100 0 2,600
MERCADOLIBRE INC COM 58733R102   19,342,222 12,308 SH   SOLE   9,648 0 2,660
META PLATFORMS INC COM 30303M102   2,655,000 7,500 SH   SOLE   3,200 0 4,300
MOBILEYE GLOBAL INC COM 60741F104   2,824,790 65,200 SH   SOLE   28,500 0 36,700
NAC KAZATOMPROM JSC COM 63253R201   1,874,246 45,054 SH   SOLE   45,054 0 0
NEW FORTRESS ENERGY INC COM 644393100   1,524,692 39,804 SH   SOLE   39,804 0 0
NEW ORIENTAL EDUCATION & TECHN COM 647581206   22,281,224 304,056 SH   SOLE   250,356 0 53,700
NEWMONT CORP COM 651639106   635,501 15,238 SH   SOLE   15,238 0 0
NOVA LTD COM M7516K103   398,431 2,900 SH   SOLE   0 0 2,900
NVIDIA CORP COM 67066G104   2,872,247 5,800 SH   SOLE   2,600 0 3,200
PARKER-HANNIFIN CORP COM 701094104   2,857,518 6,200 SH   SOLE   2,700 0 3,500
PERSHING SQUARE HOLDINGS LTD COM 71531R109   1,359,060 29,690 SH   SOLE   29,690 0 0
PINDUODUO INC COM 722304102   14,221,332 97,200 SH   SOLE   78,700 0 18,500
THE PROGRESSIVE CORP COM 743315103   3,155,229 19,800 SH   SOLE   8,400 0 11,400
PTC INC COM 69370C100   713,137 4,076 SH   SOLE   0 0 4,076
ROYAL GOLD INC COM 780287108   1,145,716 9,400 SH   SOLE   9,400 0 0
ROYALTY PHARMA PLC COM G7709Q104   925,721 33,091 SH   SOLE   33,091 0 0
SEA LTD-ADR ADR 81141R100   84,848 2,095 SH   SOLE   0 0 2,095
SHOPIFY INC COM 82509L107   4,166,313 53,500 SH   SOLE   23,500 0 30,000
SYNOPSYS INC COM 871607107   2,728,069 5,300 SH   SOLE   2,300 0 3,000
TELEDINE TECHNOLOGIES INC COM 879360105   666,593 1,500 SH   SOLE   1,500 0 0
TELKOM INDONESIA PERSERO TBK P COM 715684106   309,780 12,000 SH   SOLE   12,000 0 0
TESLA INC COM 88160R101   2,534,547 10,200 SH   SOLE   4,600 0 5,600
TRIP.COM GROUP LTD COM 89677Q107   10,918,232 303,200 SH   SOLE   242,200 0 61,000
UNITED RENTALS INC COM 911363109   697,279 1,216 SH   SOLE   0 0 1,216
VERTIV HOLDINGS CO COM 92537N108   3,112,020 64,800 SH   SOLE   27,500 0 37,300
VIPSHOP HOLDINGS LTD COM 92763W103   13,110,965 738,230 SH   SOLE   589,630 0 148,600
WOLFSPEED INC COM 977852102   104,424 2,400 SH   SOLE   0 0 2,400
ZILLOW GROUP INC COM 98954M101   579,931 10,023 SH   SOLE   0 0 10,023