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
AIR PRODS & CHEMS INC COM 009158106 235 928 SH   SOLE   928 0 0
AIRBNB INC COM CL A 009066101 4,294 25,000 SH   SOLE   13,000 0 12,000
ALIGN TECHNOLOGY INC COM 016255101 4,796 11,000 SH   SOLE   5,300 0 5,700
ALPHABET INC CAP STK CL A 02079K305 7,788 2,800 SH   SOLE   1,400 0 1,400
AUTODESK INC COM 052769106 429 2,000 SH   SOLE   0 0 2,000
AUTOMATIC DATA PROCESSING IN COM 053015103 275 1,207 SH   SOLE   1,207 0 0
AXON ENTERPRISE INC COM 05464C101 4,215 30,600 SH   SOLE   14,600 0 16,000
BROADCOM INC COM 11135F101 1,381 2,188 SH   SOLE   2,188 0 0
CHART INDS INC COM 16115Q308 5,668 33,000 SH   SOLE   16,000 0 17,000
COLUMBIA ETF TR II INDIA CONSMR ETF 19762B707 1,128 22,755 SH   SOLE   22,755 0 0
CROWN HLDGS INC COM 228368106 292 2,331 SH   SOLE   0 0 2,331
DEXCOM INC COM 252131107 7,899 15,440 SH   SOLE   8,000 0 7,440
DIGITAL RLTY TR INC COM 253868103 652 4,520 SH   SOLE   4,520 0 0
DOXIMITY INC CL A 26622P107 4,376 84,000 SH   SOLE   40,000 0 44,000
DYNATRACE INC COM NEW 268150109 279 5,823 SH   SOLE   5,823 0 0
EATON CORP PLC SHS G29183103 1,108 7,131 SH   SOLE   7,131 0 0
EQUINIX INC COM 29444U700 256 340 SH   SOLE   340 0 0
GARMIN LTD SHS H2906T109 392 3,255 SH   SOLE   3,255 0 0
GREEN PLAINS INC COM 393222104 406 13,105 SH   SOLE   0 0 13,105
HALOZYME THERAPEUTICS INC COM 40637H109 447 11,199 SH   SOLE   0 0 11,199
HDFC BANK LTD SPONSORED ADS 40415F101 1,817 29,624 SH   SOLE   29,624 0 0
HEICO CORP NEW COM 422806109 4,146 27,000 SH   SOLE   15,000 0 12,000
ICICI BANK LIMITED ADR 45104G104 195 10,300 SH   SOLE   10,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,948 16,400 SH   SOLE   7,900 0 8,500
ISHARES TR MSCI ACWI EX US 464288240 2,055 38,636 SH   SOLE   38,636 0 0
ISHARES TR MSCI INDIA ETF 46429B598 837 18,787 SH   SOLE   18,787 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 288 1,847 SH   SOLE   0 0 1,847
JOHNSON CTLS INTL PLC SHS G51502105 3,475 53,000 SH   SOLE   25,000 0 28,000
JPMORGAN CHASE & CO COM 46625H100 262 1,865 SH   SOLE   1,865 0 0
KORNIT DIGITAL LTD SHS M6372Q113 5,375 65,000 SH   SOLE   31,000 0 34,000
LYFT INC CL A COM 55087P104 630 16,400 SH   SOLE   0 0 16,400
MASTERCARD INCORPORATED CL A 57636Q104 3,574 10,000 SH   SOLE   4,600 0 5,400
MEDTRONIC PLC SHS G5960L103 402 3,606 SH   SOLE   3,606 0 0
MICROSOFT CORP COM 594918104 881 2,809 SH   SOLE   2,809 0 0
MORGAN STANLEY COM NEW 617446448 597 6,613 SH   SOLE   6,613 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100 482 12,200 SH   SOLE   12,200 0 0
NEXTERA ENERGY INC COM 65339F101 389 4,544 SH   SOLE   4,544 0 0
NIO INC SPON ADS 62914V106 10,784 512,300 SH   SOLE   411,600 0 100,700
NOVA LTD COM M7516K103 316 2,900 SH   SOLE   0 0 2,900
NVIDIA CORPORATION COM 67066G104 9,141 33,500 SH   SOLE   16,000 0 17,500
OLD DOMINION FREIGHT LINE IN COM 679580100 6,601 22,100 SH   SOLE   10,600 0 11,500
OMEGA HEALTHCARE INVS INC COM 681936100 494 15,590 SH   SOLE   15,590 0 0
PACIRA BIOSCIENCES INC COM 695127100 526 6,896 SH   SOLE   0 0 6,896
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 706 17,940 SH   SOLE   17,940 0 0
PFIZER INC COM 717081103 407 7,762 SH   SOLE   7,762 0 0
POOL CORP COM 73278L105 6,216 14,700 SH   SOLE   7,000 0 7,700
PTC INC COM 69370C100 305 2,835 SH   SOLE   0 0 2,835
ROBERT HALF INTL INC COM 770323103 3,836 33,600 SH   SOLE   16,000 0 17,600
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 394 10,100 SH   SOLE   10,100 0 0
SEA LTD SPONSORD ADS 81141R100 22,582 188,515 SH   SOLE   134,715 0 53,800
SITIME CORP COM 82982T106 11,325 45,700 SH   SOLE   21,900 0 23,800
SNAP INC CL A 83304A106 248 6,900 SH   SOLE   6,900 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 645 2,000 SH   SOLE   0 0 2,000
SPROUT SOCIAL INC COM CL A 85209W109 3,782 47,200 SH   SOLE   25,200 0 22,000
STAAR SURGICAL CO COM PAR $0.01 852312305 4,427 55,400 SH   SOLE   28,800 0 26,600
SYNEOS HEALTH INC CL A 87166B102 308 3,800 SH   SOLE   0 0 3,800
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 619 5,799 SH   SOLE   5,799 0 0
TEXAS INSTRS INC COM 882508104 323 1,723 SH   SOLE   1,723 0 0
TRIUMPH BANCORP INC COM 89679E300 4,118 43,800 SH   SOLE   20,800 0 23,000
ULTA BEAUTY INC COM 90384S303 5,814 14,600 SH   SOLE   7,100 0 7,500
UNITED RENTALS INC COM 911363109 432 1,216 SH   SOLE   0 0 1,216
VERINT SYS INC COM 92343X100 306 5,913 SH   SOLE   0 0 5,913
ZILLOW GROUP INC CL A 98954M101 3,771 76,500 SH   SOLE   33,200 0 43,300