The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALIBABA GROUP HOLDING LTD | ADR | 01609W102 | 20,965,244 | 205,100 | SH | SOLE | 151,800 | 0 | 53,300 | ||
AUTODESK INC | COM | 052769106 | 374,688 | 1,800 | SH | SOLE | 0 | 0 | 1,800 | ||
AUTOZONE INC | COM | 053332102 | 4,179,563 | 1,700 | SH | SOLE | 800 | 0 | 900 | ||
AXON ENTERPRISE INC | COM | 05464C101 | 6,565,687 | 29,200 | SH | SOLE | 13,300 | 0 | 15,900 | ||
BIOPHARMA CREDIT PLC | COM | G12808104 | 1,836,736 | 1,910,403 | SH | SOLE | 1,910,403 | 0 | 0 | ||
COCA COLA FEMSA SAB DE CV | COM | 191241108 | 8,851,858 | 110,000 | SH | SOLE | 88,500 | 0 | 21,500 | ||
COGNEX CORP | COM | 192422103 | 354,283 | 7,150 | SH | SOLE | 0 | 0 | 7,150 | ||
DESCARTES SYSTEMS GROUP | COM | 249906108 | 3,264,798 | 40,500 | SH | SOLE | 18,500 | 0 | 22,000 | ||
DEXCOM INC | COM | 252131107 | 5,606,516 | 48,260 | SH | SOLE | 22,100 | 0 | 26,160 | ||
DOXIMITY INC | COM | 26622P107 | 2,382,311 | 73,588 | SH | SOLE | 31,200 | 0 | 42,388 | ||
FULL TRUCK ALLIANCE CO LTD | COM | 35969L108 | 190,125 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
GERDAU SA | COM | 373737105 | 474,790 | 95,856 | SH | SOLE | 95,856 | 0 | 0 | ||
GREEN PLAINS INC | COM | 393222104 | 406,124 | 13,105 | SH | SOLE | 0 | 0 | 13,105 | ||
HALOZYME THERAPEUTICS INC | COM | 40637H109 | 427,690 | 11,199 | SH | SOLE | 0 | 0 | 11,199 | ||
HDFC BANK LTD-ADR | ADR | 40415F101 | 434,955 | 6,524 | SH | SOLE | 6,524 | 0 | 0 | ||
HEICO CORP | COM | 422806109 | 4,138,673 | 24,200 | SH | SOLE | 11,000 | 0 | 13,200 | ||
ICICI BANK LTD | COM | 45104G104 | 13,496,036 | 625,400 | SH | SOLE | 489,300 | 0 | 136,100 | ||
JAZZ PHARMACEUTICALS PLC | COM | G50871105 | 270,272 | 1,847 | SH | SOLE | 0 | 0 | 1,847 | ||
JOHNSON CONTROLS INTERNATIONAL | COM | G51502105 | 3,311,475 | 55,000 | SH | SOLE | 25,000 | 0 | 30,000 | ||
LCI INDUSTRIES | COM | 29786A106 | 189,416 | 1,724 | SH | SOLE | 0 | 0 | 1,724 | ||
MERCADOLIBRE INC | COM | 58733R102 | 15,948,236 | 12,100 | SH | SOLE | 9,400 | 0 | 2,700 | ||
NAC KAZATOMPROM JSC | COM | 63253R201 | 970,110 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
NEW FORTRESS ENERGY INC | COM | 644393100 | 1,179,402 | 41,334 | SH | SOLE | 41,334 | 0 | 0 | ||
NEW ORIENTAL EDUCATION & TECHN | COM | 647581206 | 11,729,344 | 303,800 | SH | SOLE | 224,400 | 0 | 79,400 | ||
NOVA LTD | COM | M7516K103 | 302,963 | 2,900 | SH | SOLE | 0 | 0 | 2,900 | ||
NOVANTA INC | COM | 67000B104 | 2,703,633 | 17,000 | SH | SOLE | 7,800 | 0 | 9,200 | ||
OLD DOMINION FREIGHT LINE INC | COM | 679580100 | 4,600,968 | 13,500 | SH | SOLE | 6,200 | 0 | 7,300 | ||
PACIRA BIOSCIENCES INC | COM | 695127100 | 230,617 | 5,651 | SH | SOLE | 0 | 0 | 5,651 | ||
PERSHING SQUARE HOLDINGS LTD | COM | 71531R109 | 1,156,807 | 33,039 | SH | SOLE | 33,039 | 0 | 0 | ||
PINDUODUO INC | COM | 722304102 | 12,652,530 | 166,700 | SH | SOLE | 127,500 | 0 | 39,200 | ||
POOL CORP | COM | 73278L105 | 3,355,314 | 9,800 | SH | SOLE | 4,600 | 0 | 5,200 | ||
THE PROGRESSIVE CORP | COM | 743315103 | 2,774,959 | 19,400 | SH | SOLE | 9,000 | 0 | 10,400 | ||
PTC INC | COM | 69370C100 | 522,665 | 4,076 | SH | SOLE | 0 | 0 | 4,076 | ||
ROYAL GOLD INC | COM | 780287108 | 1,216,892 | 9,400 | SH | SOLE | 9,400 | 0 | 0 | ||
ROYALTY PHARMA PLC | COM | 67709Q104 | 888,385 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | ||
SEA LTD-ADR | ADR | 81141R100 | 7,685,626 | 88,800 | SH | SOLE | 71,500 | 0 | 17,300 | ||
SHOPIFY INC | COM | 82509L107 | 2,636,825 | 55,000 | SH | SOLE | 25,000 | 0 | 30,000 | ||
SITIME CORP | COM | 82982T106 | 5,487,702 | 38,600 | SH | SOLE | 17,600 | 0 | 21,000 | ||
SPROUT SOCIAL INC | COM | 85209W109 | 2,556,478 | 42,000 | SH | SOLE | 19,300 | 0 | 22,700 | ||
STAAR SURGICAL CO | COM | 852312305 | 3,990,192 | 62,400 | SH | SOLE | 28,800 | 0 | 33,600 | ||
TELEDINE TECHNOLOGIES INC | COM | 879360105 | 658,496 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 3,455,056 | 14,700 | SH | SOLE | 6,500 | 0 | 8,200 | ||
ULTA BEAUTY INC | COM | 90384S303 | 4,910,559 | 9,000 | SH | SOLE | 4,100 | 0 | 4,900 | ||
UNITED RENTALS INC | COM | 911363109 | 481,244 | 1,216 | SH | SOLE | 0 | 0 | 1,216 | ||
VERINT SYSTEMS INC | COM | 92343X100 | 252,189 | 6,772 | SH | SOLE | 0 | 0 | 6,772 | ||
WOLFSPEED INC | COM | 977852102 | 1,961,175 | 30,200 | SH | SOLE | 12,600 | 0 | 17,600 | ||
YANDEX NV | COM | N97284108 | 75,760 | 4,000 | SH | SOLE | 0 | 0 | 4,000 | ||
ZILLOW GROUP INC | COM | 98954M101 | 280,161 | 6,300 | SH | SOLE | 0 | 0 | 6,300 |