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
ACUITY BRANDS INC COM 00508Y102   2,750,087 15,050 SH   SOLE N/A 15,050 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   3,900,884 27,390 SH   SOLE N/A 27,390 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   4,760,971 34,415 SH   SOLE N/A 34,415 0 0
AMETEK INC COM 031100100   6,604,522 45,445 SH   SOLE N/A 45,445 0 0
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101   5,285,138 749,665 SH   SOLE N/A 749,665 0 0
BERKLEY W R CORP COM 084423102   1,537,822 24,700 SH   SOLE N/A 24,700 0 0
BIOGEN INC COM 09062X103   3,977,219 14,305 SH   SOLE N/A 14,305 0 0
BOOKING HOLDINGS INC COM 09857L108   3,342,037 1,260 SH   SOLE N/A 1,260 0 0
BROADCOM INC COM 11135F101   3,823,578 5,960 SH   SOLE N/A 5,960 0 0
CDW CORP COM 12514G108   10,398,356 53,355 SH   SOLE N/A 53,355 0 0
CINTAS CORP COM 172908105   5,320,820 11,500 SH   SOLE N/A 11,500 0 0
CLEAN HARBORS INC COM 184496107   4,355,208 30,550 SH   SOLE N/A 30,550 0 0
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 191241108   9,174,787 114,015 SH   SOLE N/A 114,015 0 0
COPA HOLDINGS SA CL A P31076105   6,862,990 74,315 SH   SOLE N/A 74,315 0 0
CROCS INC COM 227046109   9,877,493 78,120 SH   SOLE N/A 78,120 0 0
DIREXION SHS ETF TR 20YR TRES BULL 25459W540   4,358,304 490,800 SH   SOLE N/A 490,800 0 0
EPAM SYS INC COM 29414B104   8,832,460 29,540 SH   SOLE N/A 29,540 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   5,723,885 69,330 SH   SOLE N/A 69,330 0 0
JABIL INC COM 466313103   2,027,680 23,000 SH Call SOLE N/A 23,000 0 0
JABIL INC COM 466313103   5,471,650 62,065 SH   SOLE N/A 62,065 0 0
JPMORGAN CHASE & CO COM 46625H100   1,537,658 11,800 SH   SOLE N/A 11,800 0 0
LAM RESEARCH CORP COM 512807108   2,769,877 5,225 SH   SOLE N/A 5,225 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   6,026,050 63,100 SH   SOLE N/A 63,100 0 0
LIVENT CORP COM 53814L108   749,340 34,500 SH   SOLE N/A 34,500 0 0
MARATHON PETE CORP COM 56585A102   1,361,783 10,100 SH   SOLE N/A 10,100 0 0
MEDPACE HLDGS INC COM 58506Q109   4,658,939 24,775 SH   SOLE N/A 24,775 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,318,193 27,670 SH   SOLE N/A 27,670 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   7,121,776 24,890 SH   SOLE N/A 24,890 0 0
NETEASE INC SPONSORED ADS 64110W102   3,396,096 38,400 SH   SOLE N/A 38,400 0 0
PERION NETWORK LTD SHS NEW M78673114   4,298,388 108,600 SH   SOLE N/A 108,600 0 0
PHILIP MORRIS INTL INC COM 718172109   5,261,225 54,100 SH   SOLE N/A 54,100 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102   436,458 1,700 SH   SOLE N/A 1,700 0 0
SIGNET JEWELERS LIMITED SHS G81276100   4,897,807 62,970 SH   SOLE N/A 62,970 0 0
STEEL DYNAMICS INC COM 858119100   463,546 4,100 SH   SOLE N/A 4,100 0 0
SYNOPSYS INC COM 871607107   8,818,088 22,830 SH   SOLE N/A 22,830 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,321,139 78,705 SH   SOLE N/A 78,705 0 0
TEREX CORP NEW COM 880779103   7,401,414 152,985 SH   SOLE N/A 152,985 0 0
THE TRADE DESK INC COM CL A 88339J105   8,982,093 147,465 SH   SOLE N/A 147,465 0 0
TIMKEN CO COM 887389104   7,390,757 90,440 SH   SOLE N/A 90,440 0 0
TRADEWEB MKTS INC CL A 892672106   2,220,462 28,100 SH   SOLE N/A 28,100 0 0
VEEVA SYS INC CL A COM 922475108   3,447,900 18,760 SH   SOLE N/A 18,760 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103   3,149,850 207,500 SH   SOLE N/A 207,500 0 0
VISA INC COM CL A 92826C839   9,563,111 42,416 SH   SOLE N/A 42,416 0 0