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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 5,789 90,762 SH   SOLE NONE 14,073 0 76,689
ACTIVISION BLIZZARD INC COM 00507V109 53,135 686,590 SH   SOLE NONE 686,590 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 255,962 444,595 SH   SOLE NONE 444,595 0 0
ADVANCED MICRO DEVICES INC COM 007903107 93,333 907,022 SH   SOLE NONE 907,022 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 86,068 581,345 SH   SOLE NONE 426,844 0 154,501
ALIGN TECHNOLOGY INC COM 016255101 52,622 79,079 SH   SOLE NONE 79,079 0 0
ALLEGIANT TRAVEL CO COM 01748X102 3,986 20,392 SH   SOLE NONE 3,157 0 17,235
ALPHABET INC CAP STK CL A 02079K305 229,201 85,730 SH   SOLE NONE 85,730 0 0
AMAZON COM INC COM 023135106 148,566 45,225 SH   SOLE NONE 45,225 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 48,141 1,865,943 SH   SOLE NONE 1,711,543 0 154,400
AMN HEALTHCARE SVCS INC COM 001744101 10,282 89,605 SH   SOLE NONE 13,885 0 75,720
APPLE INC COM 037833100 94,694 669,218 SH   SOLE NONE 669,218 0 0
ATLASSIAN CORP PLC CL A G06242104 31,703 80,995 SH   SOLE NONE 80,995 0 0
AVALARA INC COM 05338G106 2,257 12,913 SH   SOLE NONE 1,999 0 10,914
BAIDU INC SPON ADR REP A 056752108 68,922 448,271 SH   SOLE NONE 350,262 0 98,009
BALLYS CORPORATION COM 05875B106 3,571 71,230 SH   SOLE NONE 11,055 0 60,175
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 6,141 236,450 SH   SOLE NONE 36,645 0 199,805
BIONTECH SE SPONSORED ADS 09075V102 59,697 218,678 SH   SOLE NONE 212,661 0 6,017
BOOKING HOLDINGS INC COM 09857L108 3,098 1,305 SH   SOLE NONE 1,305 0 0
BOOT BARN HLDGS INC COM 099406100 4,834 54,391 SH   SOLE NONE 8,427 0 45,964
CALLAWAY GOLF CO COM 131193104 49,709 1,799,100 SH   SOLE NONE 1,799,100 0 0
CHEGG INC COM 163092109 32,386 476,129 SH   SOLE NONE 476,129 0 0
CITIGROUP INC COM NEW 172967424 772 11,000 SH   SOLE NONE 0 0 11,000
COPA HOLDINGS SA CL A P31076105 52,507 645,206 SH   SOLE NONE 475,536 0 169,670
COPART INC COM 217204106 121,815 878,137 SH   SOLE NONE 878,137 0 0
CRYOPORT INC COM PAR $0.001 229050307 2,643 39,735 SH   SOLE NONE 6,160 0 33,575
DANAHER CORPORATION COM 235851102 167,343 549,674 SH   SOLE NONE 535,860 0 13,814
DEERE & CO COM 244199105 40,067 119,579 SH   SOLE NONE 119,579 0 0
DICKS SPORTING GOODS INC COM 253393102 2,753 22,982 SH   SOLE NONE 3,546 0 19,436
DLOCAL LTD CLASS A COM G29018101 55,471 1,016,692 SH   SOLE NONE 768,169 0 248,523
ENDAVA PLC ADS 29260V105 67,552 497,257 SH   SOLE NONE 462,808 0 34,449
ENSIGN GROUP INC COM 29358P101 3,923 52,385 SH   SOLE NONE 8,121 0 44,264
EPAM SYS INC COM 29414B104 8,364 14,662 SH   SOLE NONE 7,326 0 7,336
LAUDER ESTEE COS INC CL A 518439104 102,765 342,630 SH   SOLE NONE 323,265 0 19,365
EXPONENT INC COM 30214U102 10,060 88,909 SH   SOLE NONE 13,782 0 75,127
FACEBOOK INC CL A 30303M102 125,876 370,888 SH   SOLE NONE 370,888 0 0
FEDERAL SIGNAL CORP COM 313855108 2,500 64,740 SH   SOLE NONE 10,030 0 54,710
FIRST FINL BANKSHARES COM 32020R109 7,189 156,445 SH   SOLE NONE 24,250 0 132,195
FRESHPET INC COM 358039105 4,751 33,294 SH   SOLE NONE 5,164 0 28,130
GARTNER INC COM 366651107 51,861 170,662 SH   SOLE NONE 170,662 0 0
GENERAC HLDGS INC COM 368736104 103,152 252,410 SH   SOLE NONE 242,211 0 10,199
GENIUS SPORTS LIMITED SHARES CL A G3934V109 2,000 107,200 SH   SOLE NONE 16,715 0 90,485
GLOBANT S A COM L44385109 149,810 533,112 SH   SOLE NONE 424,858 0 108,254
GRID DYNAMICS HLDGS INC CL A 39813G109 7,975 272,920 SH   SOLE NONE 42,320 0 230,600
HALOZYME THERAPEUTICS INC COM 40637H109 3,921 96,395 SH   SOLE NONE 14,965 0 81,430
HAMILTON LANE INC CL A 407497106 5,194 61,235 SH   SOLE NONE 9,495 0 51,740
HDFC BANK LTD SPONSORED ADS 40415F101 12,725 174,100 SH   SOLE NONE 162,200 0 11,900
HELIOS TECHNOLOGIES INC COM 42328H109 7,218 87,910 SH   SOLE NONE 13,625 0 74,285
HERC HLDGS INC COM 42704L104 10,052 61,493 SH   SOLE NONE 9,533 0 51,960
HESKA CORP COM RESTRC NEW 42805E306 7,655 29,608 SH   SOLE NONE 4,593 0 25,015
HOME DEPOT INC COM 437076102 51,427 156,666 SH   SOLE NONE 156,666 0 0
ICICI BANK LIMITED ADR 45104G104 2,359 125,000 SH   SOLE NONE 125,000 0 0
IDEXX LABS INC COM 45168D104 93,325 150,065 SH   SOLE NONE 150,065 0 0
INFOSYS LTD SPONSORED ADR 456788108 203,100 9,128,090 SH   SOLE NONE 6,686,090 0 2,442,000
INSPIRE MED SYS INC COM 457730109 2,863 12,293 SH   SOLE NONE 1,908 0 10,385
IQVIA HLDGS INC COM 46266C105 45,342 189,289 SH   SOLE NONE 189,289 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 8,536 1,619,670 SH   SOLE NONE 1,312,120 0 307,550
JOHN BEAN TECHNOLOGIES CORP COM 477839104 4,491 31,955 SH   SOLE NONE 4,955 0 27,000
LITTELFUSE INC COM 537008104 4,181 15,301 SH   SOLE NONE 2,371 0 12,930
LIVE NATION ENTERTAINMENT IN COM 538034109 69,128 758,561 SH   SOLE NONE 758,561 0 0
LIVEPERSON INC COM 538146101 917 15,555 SH   SOLE NONE 3,980 0 11,575
MASTERCARD INCORPORATED CL A 57636Q104 28,860 83,008 SH   SOLE NONE 83,008 0 0
MATCH GROUP INC NEW COM 57667L107 2,073 13,206 SH   SOLE NONE 13,206 0 0
MERCADOLIBRE INC COM 58733R102 132,300 78,778 SH   SOLE NONE 62,394 0 16,384
MICROSOFT CORP COM 594918104 334,602 1,186,870 SH   SOLE NONE 1,158,825 0 28,045
ISHARES INC CORE MSCI EMKT 46434G103 16,790 271,860 SH   SOLE NONE 140,560 0 131,300
ISHARES TR MSCI INDIA ETF 46429B598 42,979 882,700 SH   SOLE NONE 882,700 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 15,560 258,900 SH   SOLE NONE 258,900 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 16,316 229,800 SH   SOLE NONE 229,800 0 0
ISHARES TR CORE S&P500 ETF 464287200 4,394 10,200 SH   SOLE NONE 10,200 0 0
ISHARES TR MSCI SAUDI ARBIA 46434V423 7,005 167,590 SH   SOLE NONE 11,490 0 156,100
MODERNA INC COM 60770K107 145,437 377,896 SH   SOLE NONE 377,896 0 0
NATERA INC COM 632307104 3,531 31,685 SH   SOLE NONE 4,910 0 26,775
NICE LTD SPONSORED ADR 653656108 47,612 167,625 SH   SOLE NONE 167,625 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 8,392 82,040 SH   SOLE NONE 12,715 0 69,325
NOVANTA INC COM 67000B104 6,296 40,748 SH   SOLE NONE 6,326 0 34,422
NVIDIA CORPORATION COM 67066G104 87,828 423,962 SH   SOLE NONE 408,272 0 15,690
OMNICELL COM COM 68213N109 8,138 54,824 SH   SOLE NONE 8,499 0 46,325
PAGSEGURO DIGITAL LTD COM CL A G68707101 55,258 1,068,409 SH   SOLE NONE 792,567 0 275,842
PAR TECHNOLOGY CORP COM 698884103 4,124 67,045 SH   SOLE NONE 10,385 0 56,660
PAYPAL HLDGS INC COM 70450Y103 118,581 455,711 SH   SOLE NONE 455,711 0 0
PROGYNY INC COM 74340E103 7,955 142,055 SH   SOLE NONE 22,010 0 120,045
Q2 HLDGS INC COM 74736L109 171 2,130 SH   SOLE NONE 2,130 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 4,423 164,915 SH   SOLE NONE 25,565 0 139,350
RAVEN INDS INC COM 754212108 3,677 63,830 SH   SOLE NONE 9,920 0 53,910
REPLIGEN CORP COM 759916109 20,891 72,289 SH   SOLE NONE 44,759 0 27,530
RINGCENTRAL INC CL A 76680R206 77,951 358,395 SH   SOLE NONE 358,395 0 0
SEA LTD SPONSORED ADS 81141R100 262,869 824,738 SH   SOLE NONE 748,159 0 76,579
SERVICENOW INC COM 81762P102 237,751 382,071 SH   SOLE NONE 382,071 0 0
SHOPIFY INC CL A 82509L107 23,709 17,487 SH   SOLE NONE 17,487 0 0
SPROUT SOCIAL INC COM CL A 85209W109 6,491 53,225 SH   SOLE NONE 8,250 0 44,975
SPS COMM INC COM 78463M107 8,827 54,719 SH   SOLE NONE 8,479 0 46,240
SQUARE INC CL A 852234103 89,988 375,202 SH   SOLE NONE 375,202 0 0
STIFEL FINL CORP COM 860630102 3,759 55,315 SH   SOLE NONE 8,590 0 46,725
STMICROELECTRONICS N V NY REGISTRY 861012102 37,851 867,550 SH   SOLE NONE 867,550 0 0
SUMMIT MATLS INC CL A 86614U100 4,857 151,920 SH   SOLE NONE 23,545 0 128,375
SVB FINANCIAL GROUP COM 78486Q101 108,765 168,138 SH   SOLE NONE 168,138 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 432,021 3,869,419 SH   SOLE NONE 2,840,989 0 1,028,430
TASKUS INC CLASS A COM 87652V109 7,387 111,305 SH   SOLE NONE 17,250 0 94,055
TATA MTRS LTD SPONSORED ADR 876568502 11,378 507,700 SH   SOLE NONE 281,700 0 226,000
TE CONNECTIVITY LTD REG SHS H84989104 86,657 631,517 SH   SOLE NONE 596,647 0 34,870
TESLA INC COM 88160R101 121,165 156,245 SH   SOLE NONE 156,245 0 0
TOPBUILD CORP COM 89055F103 2,957 14,439 SH   SOLE NONE 2,236 0 12,203
TREX CO INC COM 89531P105 66,002 647,526 SH   SOLE NONE 596,064 0 51,462
TYLER TECHNOLOGIES INC COM 902252105 514 1,120 SH   SOLE NONE 1,120 0 0
UBER TECHNOLOGIES INC COM 90353T100 33,403 745,605 SH   SOLE NONE 745,605 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 8,352 254,465 SH   SOLE NONE 39,435 0 215,030
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 6,631 580,100 SH   SOLE NONE 289,600 0 290,500
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,069 11,210 SH   SOLE NONE 1,735 0 9,475
VARONIS SYS INC COM 922280102 8,398 138,015 SH   SOLE NONE 21,395 0 116,620
VEEVA SYS INC CL A COM 922475108 15,085 52,347 SH   SOLE NONE 52,347 0 0
VIAVI SOLUTIONS INC COM 925550105 4,705 298,940 SH   SOLE NONE 46,350 0 252,590
VISA INC COM CL A 92826C839 96,201 431,880 SH   SOLE NONE 421,752 0 10,128
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 1,928 60,790 SH   SOLE NONE 9,420 0 51,370
WINGSTOP INC COM 974155103 6,109 37,268 SH   SOLE NONE 5,778 0 31,490
WYNDHAM HOTELS & RESORTS INC COM 98311A105 10,786 139,729 SH   SOLE NONE 49,519 0 90,210
YANDEX N V SHS CLASS A N97284108 44,543 558,950 SH   SOLE NONE 436,360 0 122,590
YUM CHINA HLDGS INC COM 98850P109 38,205 657,468 SH   SOLE NONE 516,648 0 140,820
ZAI LAB LTD ADR 98887Q104 51,367 487,400 SH   SOLE NONE 364,555 0 122,845
ZOETIS INC CL A 98978V103 52,839 272,168 SH   SOLE NONE 272,168 0 0