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 3,206 52,812 SH   SOLE NONE 9,710 0 43,102
ADOBE SYSTEMS INCORPORATED COM 00724F101 196,934 347,289 SH   SOLE NONE 347,289 0 0
ADVANCED MICRO DEVICES INC COM 007903107 113,886 791,428 SH   SOLE NONE 791,428 0 0
ALCON AG ORD SHS H01301128 27,820 319,330 SH   SOLE NONE 319,330 0 0
ALIGN TECHNOLOGY INC COM 016255101 57,183 87,012 SH   SOLE NONE 87,012 0 0
ALPHABET INC CAP STK CL A 02079K305 229,298 79,149 SH   SOLE NONE 79,149 0 0
AMAZON COM INC COM 023135106 140,336 42,088 SH   SOLE NONE 42,088 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 46,155 1,822,859 SH   SOLE NONE 1,716,760 0 106,099
AMN HEALTHCARE SVCS INC COM 001744101 9,481 77,506 SH   SOLE NONE 19,505 0 58,001
APPLE INC COM 037833100 100,406 565,447 SH   SOLE NONE 565,447 0 0
ATLASSIAN CORP PLC CL A G06242104 34,580 90,693 SH   SOLE NONE 90,693 0 0
AVALARA INC COM 05338G106 1,810 14,019 SH   SOLE NONE 2,585 0 11,434
BAIDU INC SPON ADR REP A 056752108 27,676 186,005 SH   SOLE NONE 152,817 0 33,188
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 4,701 194,567 SH   SOLE NONE 50,980 0 143,587
BLACKSTONE INC COM 09260D107 58,057 448,697 SH   SOLE NONE 448,697 0 0
BLOCK INC CL A 852234103 59,698 369,623 SH   SOLE NONE 369,623 0 0
BOOKING HOLDINGS INC COM 09857L108 1,118 466 SH   SOLE NONE 466 0 0
BOOT BARN HLDGS INC COM 099406100 8,655 70,335 SH   SOLE NONE 18,995 0 51,340
AZENTA INC COM 114340102 8,304 80,538 SH   SOLE NONE 21,390 0 59,148
CALLAWAY GOLF CO COM 131193104 64,571 2,353,175 SH   SOLE NONE 2,353,175 0 0
CITIGROUP INC COM NEW 172967424 1,069 17,700 SH   SOLE NONE 0 0 17,700
COPA HOLDINGS SA CL A P31076105 44,352 536,562 SH   SOLE NONE 402,856 0 133,706
COPART INC COM 217204106 123,123 812,049 SH   SOLE NONE 812,049 0 0
COSTCO WHSL CORP NEW COM 22160K105 14,037 24,726 SH   SOLE NONE 24,726 0 0
CRYOPORT INC COM PAR $0.001 229050307 3,269 55,247 SH   SOLE NONE 10,165 0 45,082
CUSTOMERS BANCORP INC COM 23204G100 3,197 48,908 SH   SOLE NONE 8,995 0 39,913
DANAHER CORPORATION COM 235851102 179,939 546,910 SH   SOLE NONE 532,567 0 14,343
DEERE & CO COM 244199105 40,654 118,563 SH   SOLE NONE 118,563 0 0
DICKS SPORTING GOODS INC COM 253393102 1,958 17,024 SH   SOLE NONE 5,658 0 11,366
DLOCAL LTD CLASS A COM G29018101 13,190 369,573 SH   SOLE NONE 297,726 0 71,847
ENDAVA PLC ADS 29260V105 86,290 513,877 SH   SOLE NONE 478,469 0 35,408
ENSIGN GROUP INC COM 29358P101 3,716 44,265 SH   SOLE NONE 10,796 0 33,469
EPAM SYS INC COM 29414B104 10,257 15,345 SH   SOLE NONE 7,833 0 7,512
LAUDER ESTEE COS INC CL A 518439104 137,352 371,020 SH   SOLE NONE 348,833 0 22,187
EXPONENT INC COM 30214U102 10,894 93,327 SH   SOLE NONE 24,710 0 68,617
FACEBOOK INC CL A 30303M102 89,589 266,356 SH   SOLE NONE 266,356 0 0
FEDERAL SIGNAL CORP COM 313855108 2,088 48,169 SH   SOLE NONE 8,865 0 39,304
FIRST FINL BANKSHARES COM 32020R109 8,286 162,978 SH   SOLE NONE 42,235 0 120,743
GARTNER INC COM 366651107 102,064 305,289 SH   SOLE NONE 305,289 0 0
GENERAC HLDGS INC COM 368736104 84,603 240,403 SH   SOLE NONE 234,819 0 5,584
GLOBANT S A COM L44385109 201,484 641,485 SH   SOLE NONE 514,949 0 126,536
GRID DYNAMICS HLDGS INC CL A 39813G109 8,279 218,029 SH   SOLE NONE 52,925 0 165,104
HALOZYME THERAPEUTICS INC COM 40637H109 3,315 82,446 SH   SOLE NONE 15,160 0 67,286
HAMILTON LANE INC CL A 407497106 7,625 73,591 SH   SOLE NONE 19,285 0 54,306
HDFC BANK LTD SPONSORED ADS 40415F101 13,642 209,650 SH   SOLE NONE 201,750 0 7,900
HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 5,368 105,079 SH   SOLE NONE 53,559 0 51,520
HELIOS TECHNOLOGIES INC COM 42328H109 9,850 93,659 SH   SOLE NONE 24,166 0 69,493
HERC HLDGS INC COM 42704L104 7,209 46,051 SH   SOLE NONE 12,539 0 33,512
HOME DEPOT INC COM 437076102 45,541 109,735 SH   SOLE NONE 109,735 0 0
HOSTESS BRANDS INC CL A 44109J106 2,854 139,773 SH   SOLE NONE 25,699 0 114,074
ICICI BANK LIMITED ADR 45104G104 8,769 443,100 SH   SOLE NONE 443,100 0 0
ICON PLC SHS G4705A100 30,914 99,820 SH   SOLE NONE 99,820 0 0
IDEXX LABS INC COM 45168D104 103,633 157,387 SH   SOLE NONE 157,387 0 0
INFOSYS LTD SPONSORED ADR 456788108 233,996 9,245,180 SH   SOLE NONE 6,826,670 0 2,418,510
INSPIRE MED SYS INC COM 457730109 2,170 9,433 SH   SOLE NONE 1,737 0 7,696
IQVIA HLDGS INC COM 46266C105 52,960 187,709 SH   SOLE NONE 187,709 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 4,373 28,479 SH   SOLE NONE 5,240 0 23,239
LITTELFUSE INC COM 537008104 8,331 26,476 SH   SOLE NONE 6,973 0 19,503
LIVE NATION ENTERTAINMENT IN COM 538034109 89,488 747,667 SH   SOLE NONE 747,667 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,058 19,644 SH   SOLE NONE 19,644 0 0
MATCH GROUP INC NEW COM 57667L107 1,088 8,230 SH   SOLE NONE 8,230 0 0
MERCADOLIBRE INC COM 58733R102 86,109 63,860 SH   SOLE NONE 51,537 0 12,323
MICROSOFT CORP COM 594918104 355,862 1,058,105 SH   SOLE NONE 1,023,416 0 34,689
ISHARES INC CORE MSCI EMKT 46434G103 14,965 250,000 SH   SOLE NONE 149,900 0 100,100
ISHARES TR MSCI INDIA ETF 46429B598 46,670 1,018,100 SH   SOLE NONE 1,018,100 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 16,385 271,500 SH   SOLE NONE 271,500 0 0
ISHARES TR CORE MSCI TOTAL 46432F834 25,141 354,400 SH   SOLE NONE 354,400 0 0
ISHARES TR CORE S&P500 ETF 464287200 3,482 7,300 SH   SOLE NONE 0 0 7,300
ISHARES TR MSCI SAUDI ARBIA 46434V423 7,988 195,350 SH   SOLE NONE 14,850 0 180,500
MODERNA INC COM 60770K107 21,633 85,177 SH   SOLE NONE 85,177 0 0
MSCI INC COM 55354G100 11,251 18,363 SH   SOLE NONE 18,363 0 0
NETEASE INC SPONSORED ADS 64110W102 1,754 17,236 SH   SOLE NONE 8,735 0 8,501
NICE LTD SPONSORED ADR 653656108 29,101 95,852 SH   SOLE NONE 95,852 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 11,009 75,150 SH   SOLE NONE 18,479 0 56,671
NOVANTA INC COM 67000B104 9,382 53,207 SH   SOLE NONE 13,744 0 39,463
NV5 GLOBAL INC COM 62945V109 4,293 31,081 SH   SOLE NONE 7,268 0 23,813
NVIDIA CORPORATION COM 67066G104 93,406 317,588 SH   SOLE NONE 299,699 0 17,889
OMNICELL COM COM 68213N109 10,762 59,645 SH   SOLE NONE 16,046 0 43,599
PAR TECHNOLOGY CORP COM 698884103 2,274 43,099 SH   SOLE NONE 7,930 0 35,169
PLANET LABS PBC COM CL A 72703X106 926 150,591 SH   SOLE NONE 47,945 0 102,646
PROGYNY INC COM 74340E103 6,233 123,802 SH   SOLE NONE 22,775 0 101,027
RANPAK HOLDINGS CORP COM CL A 75321W103 6,104 162,422 SH   SOLE NONE 38,600 0 123,822
REPLIGEN CORP COM 759916109 24,768 93,519 SH   SOLE NONE 67,099 0 26,420
RESMED INC COM 761152107 1,745 6,699 SH   SOLE NONE 6,699 0 0
RINGCENTRAL INC CL A 76680R206 28,718 153,284 SH   SOLE NONE 153,284 0 0
SEA LTD SPONSORED ADS 81141R100 73,533 328,698 SH   SOLE NONE 306,810 0 21,888
SERVICENOW INC COM 81762P102 244,507 376,680 SH   SOLE NONE 376,680 0 0
SHOPIFY INC CL A 82509L107 26,907 19,535 SH   SOLE NONE 19,535 0 0
SILVERGATE CAP CORP CL A 82837P408 3,611 24,364 SH   SOLE NONE 15,584 0 8,780
SPROUT SOCIAL INC COM CL A 85209W109 2,749 30,308 SH   SOLE NONE 8,266 0 22,042
SPS COMM INC COM 78463M107 8,493 59,663 SH   SOLE NONE 13,763 0 45,900
STIFEL FINL CORP COM 860630102 7,253 102,990 SH   SOLE NONE 26,010 0 76,980
STMICROELECTRONICS N V NY REGISTRY 861012102 39,984 818,011 SH   SOLE NONE 818,011 0 0
SUMMIT MATLS INC CL A 86614U100 6,136 152,862 SH   SOLE NONE 43,780 0 109,082
SVB FINANCIAL GROUP COM 78486Q101 104,168 153,586 SH   SOLE NONE 153,586 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 445,906 3,706,312 SH   SOLE NONE 2,704,592 0 1,001,720
TASKUS INC CLASS A COM 87652V109 3,409 63,171 SH   SOLE NONE 11,614 0 51,557
TATA MTRS LTD SPONSORED ADR 876568502 19,503 607,750 SH   SOLE NONE 363,630 0 244,120
TE CONNECTIVITY LTD REG SHS H84989104 130,889 811,262 SH   SOLE NONE 770,300 0 40,962
TESLA INC COM 88160R101 183,713 173,842 SH   SOLE NONE 173,842 0 0
TOPBUILD CORP COM 89055F103 3,350 12,143 SH   SOLE NONE 3,721 0 8,422
TREX CO INC COM 89531P105 37,064 274,486 SH   SOLE NONE 258,511 0 15,975
TYLER TECHNOLOGIES INC COM 902252105 603 1,120 SH   SOLE NONE 1,120 0 0
UBER TECHNOLOGIES INC COM 90353T100 37,011 882,682 SH   SOLE NONE 882,682 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 9,407 261,745 SH   SOLE NONE 70,980 0 190,765
UNITED NAT FOODS INC COM 911163103 2,944 59,975 SH   SOLE NONE 15,026 0 44,949
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,586 16,598 SH   SOLE NONE 3,052 0 13,546
VARONIS SYS INC COM 922280102 4,303 88,216 SH   SOLE NONE 20,145 0 68,071
VEEVA SYS INC CL A COM 922475108 1,526 5,975 SH   SOLE NONE 5,975 0 0
VIAVI SOLUTIONS INC COM 925550105 5,786 328,390 SH   SOLE NONE 72,620 0 255,770
VISA INC COM CL A 92826C839 62,401 287,946 SH   SOLE NONE 287,946 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 4,084 62,982 SH   SOLE NONE 11,585 0 51,397
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 11,018 269,793 SH   SOLE NONE 72,407 0 197,386
WINGSTOP INC COM 974155103 8,309 48,086 SH   SOLE NONE 12,598 0 35,488
WYNDHAM HOTELS & RESORTS INC COM 98311A105 13,648 152,233 SH   SOLE NONE 64,714 0 87,519
YANDEX N V SHS CLASS A N97284108 34,264 566,355 SH   SOLE NONE 444,765 0 121,590
ZOETIS INC CL A 98978V103 75,780 310,536 SH   SOLE NONE 310,536 0 0