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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AAR CORPCOM00036110519,200592,057SH SOLE 592,05700
ALCOA CORPCOM0138721062,74956,175SH SOLE 56,17500
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W1023,08920,865SH SOLE 20,86500
AMAZON COM INCCOM0231351067,5622,302SH SOLE 2,30200
AMPLITUDE INCCOM CL A03213A1047,614140,116SH SOLE 140,11600
ANALOG DEVICES INCCOM0326541055,17730,914SH SOLE 30,91400
AON PLCSHS CL AG0403H10812,33043,148SH SOLE 43,14800
ARCOS DORADOS HOLDINGS INCSHS CLASS -A -G0457F10730760,034SH SOLE 60,03400
ASTEC INDS INCCOM04622410119,341359,431SH SOLE 359,43100
ASTRAZENECA PLCSPONSORED ADR0463531081,15819,277SH SOLE 19,27700
ATKORE INCCOM04764910834,497396,880SH SOLE 396,88000
AZEK CO INCCL A05478C10523,490643,021SH SOLE 643,02100
BANCO MACRO SASPON ADR B05961W10521612,689SH SOLE 12,68900
BILIBILI INCSPONS ADS REP Z0900401066289,495SH SOLE 9,49500
BOOT BARN HLDGS INCCOM09940610021,866246,047SH SOLE 246,04700
CADENCE DESIGN SYSTEM INCCOM1273871086,65443,938SH SOLE 43,93800
CANADIAN NAT RES LTDCOM1363851013,849105,330SH SOLE 105,33000
COCA-COLA EUROPACIFIC PARTNESHSG258391044,81387,049SH SOLE 87,04900
COMCAST CORP NEWCL A20030N1015,693101,789SH SOLE 101,78900
CONSTELLIUM SECL A SHSF211071012,292122,041SH SOLE 122,04100
CONTROLADORA VUELA COMP DE ASPON ADR RP 1021240E10573733,783SH SOLE 33,78300
CRH PLCADR12626K20370815,137SH SOLE 15,13700
DEVON ENERGY CORP NEWCOM25179M1032,47969,818SH SOLE 69,81800
DIGITALOCEAN HLDGS INCCOM25402D1027,08091,201SH SOLE 91,20100
DOUBLEVERIFY HLDGS INCCOM25862V10520,597602,946SH SOLE 602,94600
DRIVEN BRANDS HLDGS INCCOM26210V10227,806962,485SH SOLE 962,48500
DYNATRACE INCCOM NEW2681501097,121100,335SH SOLE 100,33500
ELASTIC N VORD SHSN145061041,57410,567SH SOLE 10,56700
ENPRO INDS INCCOM29355X10717,060195,823SH SOLE 195,82300
EQT CORPCOM26884L10940719,900SH SOLE 19,90000
FACEBOOK INCCL A30303M1023,83311,293SH SOLE 11,29300
FARFETCH LTDORD SH CL A30744W1072,35562,836SH SOLE 62,83600
FIDELITY NATL INFORMATION SVCOM31620M1064,62838,034SH SOLE 38,03400
FINCH THERAPEUTICS GROUP INCCOM31773D1013,016231,991SH SOLE 231,99100
FISERV INCCOM3377381081,65315,237SH SOLE 15,23700
GDS HLDGS LTDSPONSORED ADS36165L10865111,493SH SOLE 11,49300
GENIUS SPORTS LIMITEDSHARES CL AG3934V10956030,000SH SOLE 30,00000
GRUPO FINANCIERO GALICIA S.ASPONSORED ADR39990910021821,698SH SOLE 21,69800
HDFC BANK LTDSPONSORED ADS40415F1013,80952,112SH SOLE 52,11200
ICICI BANK LIMITEDADR45104G1047,654405,634SH SOLE 405,63400
INGEVITY CORPCOM45688C10715,249213,659SH SOLE 213,65900
ISHARES INCMSCI JPN ETF NEW46434G8224,76067,758SH SOLE 67,75800
ISHARES TRMSCI EMG MKT ETF4642872342,77955,152SH SOLE 55,15200
KORNIT DIGITAL LTDSHSM6372Q11334,316237,084SH SOLE 237,08400
LIGHTSPEED COMMERCE INCSUB VTG SHS53229C10730,188313,269SH SOLE 313,26900
LINDBLAD EXPEDITIONS HLDGS ICOM53521910917,7241,214,814SH SOLE 1,214,81400
LINDE PLCSHSG5494J10317,49959,382SH SOLE 59,38200
LITHIA MTRS INCCOM5367971036,35920,058SH SOLE 20,05800
MALIBU BOATS INCCOM CL A56117J10018,763268,116SH SOLE 268,11600
MARRIOTT VACATIONS WORLDWIDECOM57164Y1077,19545,732SH SOLE 45,73200
MEDTRONIC PLCSHSG5960L1037,81162,311SH SOLE 62,31100
MERCADOLIBRE INCCOM58733R102677403SH SOLE 40300
MICROSOFT CORPCOM5949181049,78434,706SH SOLE 34,70600
MISTER CAR WASH INCCOM60646V10517,680968,780SH SOLE 968,78000
NCINO INCCOM63947U1071,94027,308SH SOLE 27,30800
NEW YORK TIMES COCL A65011110712,250248,637SH SOLE 248,63700
NUANCE COMMUNICATIONS INCCOM67020Y1003,23358,738SH SOLE 58,73800
OLO INCCL A68134L10923,649787,525SH SOLE 787,52500
ONESPAWORLD HOLDINGS LIMITEDCOMP7368411311,0521,108,506SH SOLE 1,108,50600
PAGSEGURO DIGITAL LTDCOM CL AG6870710174214,337SH SOLE 14,33700
PURECYCLE TECHNOLOGIES INC*W EXP 03/17/20274623V1111,015197,904SH SOLE 197,90400
RADIUS GLOBAL INFRASTRCTRE ICOM CL A7504811031,693103,678SH SOLE 103,67800
REVOLVE GROUP INCCL A76156B10723,614382,288SH SOLE 382,28800
RHCOM74967X10314,88422,318SH SOLE 22,31800
SEA LTDSPONSORD ADS81141R1003,1789,970SH SOLE 9,97000
SKYLINE CHAMPION CORPORATIONCOM83083010524,123401,644SH SOLE 401,64400
SNAP INCCL A83304A1061,56221,152SH SOLE 21,15200
SONY GROUP CORPORATIONSPONSORED ADR83569930717,395155,626SH SOLE 155,62600
SPLUNK INCCOM8486371043,99827,626SH SOLE 27,62600
SPROUT SOCIAL INCCOM CL A85209W10933,809277,234SH SOLE 277,23400
SQUARE INCCL A8522341034711,964SH SOLE 1,96400
STELLANTIS N.VSHSN8240510612,674661,435SH SOLE 661,43500
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391004,25138,075SH SOLE 38,07500
TARGA RES CORPCOM87612G1011,75535,659SH SOLE 35,65900
TELLURIAN INC NEWCOM87968A10426768,361SH SOLE 68,36100
T-MOBILE US INCCOM8725901047,61459,596SH SOLE 59,59600
VAIL RESORTS INCCOM91879Q10916,35748,965SH SOLE 48,96500
VIDLER WATER RESOUCES INCCOM92660E10726623,331SH SOLE 23,33100
VIVOS THERAPEUTICS INCCOM92859E10814335,276SH SOLE 35,27600
WILLSCOT MOBIL MINI HLDNG COCOM CL A97137810423,614744,440SH SOLE 744,44000
XPO LOGISTICS INCCOM98379310011,977150,499SH SOLE 150,49900