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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGCO CORP COM 001084102   995,562 8,200 SH   SOLE N/A 8,200 0 0
ALPHABET INC CAP STK CL A 02079K305   6,952,371 49,770 SH   SOLE N/A 49,770 0 0
AMAZON COM INC COM 023135106   9,715,044 63,940 SH   SOLE N/A 63,940 0 0
AMETEK INC COM 031100100   742,829 4,505 SH   SOLE N/A 4,505 0 0
BAIDU INC SPON ADR REP A 056752108   9,043,695 75,940 SH   SOLE N/A 75,940 0 0
BROADCOM INC COM 11135F101   1,540,425 1,380 SH   SOLE N/A 1,380 0 0
CARTERS INC COM 146229109   1,805,223 24,105 SH   SOLE N/A 24,105 0 0
CHUBB LIMITED COM H1467J104   4,497,400 19,900 SH   SOLE N/A 19,900 0 0
CLEAN HARBORS INC COM 184496107   5,149,790 29,510 SH   SOLE N/A 29,510 0 0
COPA HOLDINGS SA CL A P31076105   6,199,468 58,315 SH   SOLE N/A 58,315 0 0
CROCS INC COM 227046109   1,091,496 11,685 SH   SOLE N/A 11,685 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,782,543 49,445 SH   SOLE N/A 49,445 0 0
FEDEX CORP COM 31428X106   5,319,200 21,027 SH   SOLE N/A 21,027 0 0
FLOWSERVE CORP COM 34354P105   1,005,768 24,400 SH   SOLE N/A 24,400 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   1,928,130 31,526 SH   SOLE N/A 31,526 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103   2,888,820 145,900 SH   SOLE N/A 145,900 0 0
INGREDION INC COM 457187102   5,155,175 47,500 SH   SOLE N/A 47,500 0 0
KE HLDGS INC SPONSORED ADS 482497104   7,993,151 493,100 SH   SOLE N/A 493,100 0 0
LAM RESEARCH CORP COM 512807108   2,374,844 3,032 SH   SOLE N/A 3,032 0 0
LANTHEUS HLDGS INC COM 516544103   6,857,820 110,610 SH   SOLE N/A 110,610 0 0
LI AUTO INC SPONSORED ADS 50202M102   6,212,444 165,975 SH   SOLE N/A 165,975 0 0
MICROSOFT CORP COM 594918104   8,107,422 21,560 SH   SOLE N/A 21,560 0 0
NETEASE INC SPONSORED ADS 64110W102   6,232,404 66,900 SH   SOLE N/A 66,900 0 0
NETFLIX INC COM 64110L106   2,716,790 5,580 SH   SOLE N/A 5,580 0 0
NOVO-NORDISK A S ADR 670100205   951,740 9,200 SH   SOLE N/A 9,200 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,450,680 8,800 SH   SOLE N/A 8,800 0 0
PAYPAL HLDGS INC COM 70450Y103   6,233,115 101,500 SH   SOLE N/A 101,500 0 0
PENTAIR PLC SHS G7S00T104   1,017,940 14,000 SH   SOLE N/A 14,000 0 0
PERION NETWORK LTD SHS NEW M78673114   5,319,210 172,310 SH   SOLE N/A 172,310 0 0
PURE STORAGE INC CL A 74624M102   6,639,785 186,197 SH   SOLE N/A 186,197 0 0
QORVO INC COM 74736K101   1,886,218 16,750 SH   SOLE N/A 16,750 0 0
SERVICENOW INC COM 81762P102   649,971 920 SH   SOLE N/A 920 0 0
STONECO LTD COM CL A G85158106   7,340,374 407,120 SH   SOLE N/A 407,120 0 0
SYNOPSYS INC COM 871607107   5,246,933 10,190 SH   SOLE N/A 10,190 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,809,360 75,090 SH   SOLE N/A 75,090 0 0
TRINET GROUP INC COM 896288107   828,347 6,965 SH   SOLE N/A 6,965 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   8,306,174 467,690 SH   SOLE N/A 467,690 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   2,246,640 126,500 SH Call SOLE N/A 126,500 0 0
WILLIAMS COS INC COM 969457100   3,500,415 100,500 SH   SOLE N/A 100,500 0 0
WIX COM LTD SHS M98068105   1,033,368 8,400 SH   SOLE N/A 8,400 0 0
XYLEM INC COM 98419M100   5,831,216 50,990 SH   SOLE N/A 50,990 0 0