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 7,838 137,165 SH   SOLE NONE 14,825 0 122,340
ACTIVISION BLIZZARD INC COM 00507V109 56,000 602,147 SH   SOLE NONE 602,147 0 0
ADAPTHEALTH CORP COM CL A 00653Q102 4,446 120,960 SH   SOLE NONE 13,085 0 107,875
ADDUS HOMECARE CORP COM 006739106 2,701 25,824 SH   SOLE NONE 2,794 0 23,030
ADOBE SYSTEMS INCORPORATED COM 00724F101 178,305 375,086 SH   SOLE NONE 375,086 0 0
ADVANCED MICRO DEVICES INC COM 007903107 72,602 924,863 SH   SOLE NONE 924,863 0 0
AFYA LTD CL A COM G01125106 7,309 393,150 SH   SOLE NONE 393,150 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 2,780 95,010 SH   SOLE NONE 24,657 0 70,353
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 324,661 1,431,927 SH   SOLE NONE 1,070,257 0 361,670
ALLEGIANT TRAVEL CO COM 01748X102 6,486 26,575 SH   SOLE NONE 2,873 0 23,702
ALLEGRO MICROSYSTEMS INC COM 01749D105 2,113 83,335 SH   SOLE NONE 9,005 0 74,330
ALPHABET INC CAP STK CL A 02079K305 140,769 68,251 SH   SOLE NONE 68,251 0 0
ALTRA INDL MOTION CORP COM 02208R106 7,571 136,855 SH   SOLE NONE 14,855 0 122,000
AMAZON COM INC COM 023135106 181,715 58,730 SH   SOLE NONE 58,730 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 8,473 289,770 SH   SOLE NONE 31,325 0 258,445
APPLE INC COM 037833100 92,784 759,591 SH   SOLE NONE 759,591 0 0
AVALARA INC COM 05338G106 11,878 89,021 SH   SOLE NONE 62,297 0 26,724
BAIDU INC SPON ADR REP A 056752108 92,754 426,356 SH   SOLE NONE 312,877 0 113,479
BALLYS CORPORATION COM 05875B106 2,974 45,775 SH   SOLE NONE 4,945 0 40,830
BANCO BRADESCO S A SP ADR PFD NEW 059460303 2,113 449,600 SH   SOLE NONE 226,000 0 223,600
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 3,759 151,389 SH   SOLE NONE 76,310 0 75,079
BOOKING HOLDINGS INC COM 09857L108 2,598 1,115 SH   SOLE NONE 1,115 0 0
BOOT BARN HLDGS INC COM 099406100 6,044 96,995 SH   SOLE NONE 10,485 0 86,510
BTRS HOLDINGS INC COM CL 1 11778X104 2,177 150,430 SH   SOLE NONE 16,240 0 134,190
CASTLE BIOSCIENCES INC COM 14843C105 3,333 48,680 SH   SOLE NONE 5,270 0 43,410
CHEGG INC COM 163092109 40,501 472,810 SH   SOLE NONE 472,810 0 0
CITIGROUP INC COM NEW 172967424 7,143 98,190 SH   SOLE NONE 43,550 0 54,640
CONSTRUCTION PARTNERS INC COM CL A 21044C107 3,018 101,010 SH   SOLE NONE 10,925 0 90,085
COPA HOLDINGS SA CL A P31076105 46,836 579,723 SH   SOLE NONE 421,096 0 158,627
COPART INC COM 217204106 63,834 587,739 SH   SOLE NONE 587,739 0 0
CRYOPORT INC COM PAR $0.001 229050307 2,212 42,525 SH   SOLE NONE 4,610 0 37,915
DANAHER CORPORATION COM 235851102 81,221 360,855 SH   SOLE NONE 360,855 0 0
DEERE & CO COM 244199105 85,305 228,004 SH   SOLE NONE 228,004 0 0
DEXCOM INC COM 252131107 16,397 45,624 SH   SOLE NONE 45,624 0 0
DICKS SPORTING GOODS INC COM 253393102 5,956 78,215 SH   SOLE NONE 8,465 0 69,750
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 1,204 81,835 SH   SOLE NONE 8,860 0 72,975
DRAFTKINGS INC COM CL A 26142R104 47,852 780,246 SH   SOLE NONE 780,246 0 0
ENDAVA PLC ADS 29260V105 11,307 133,508 SH   SOLE NONE 133,508 0 0
ENSIGN GROUP INC COM 29358P101 8,271 88,142 SH   SOLE NONE 9,527 0 78,615
LAUDER ESTEE COS INC CL A 518439104 90,390 310,778 SH   SOLE NONE 295,295 0 15,483
EXPONENT INC COM 30214U102 8,333 85,510 SH   SOLE NONE 9,245 0 76,265
FACEBOOK INC CL A 30303M102 134,677 457,261 SH   SOLE NONE 457,261 0 0
FEDERAL SIGNAL CORP COM 313855108 4,955 129,370 SH   SOLE NONE 14,030 0 115,340
FIRST FINL BANKSHARES COM 32020R109 6,402 137,005 SH   SOLE NONE 14,810 0 122,195
FRESHPET INC COM 358039105 8,933 56,247 SH   SOLE NONE 6,081 0 50,166
GENERAC HLDGS INC COM 368736104 66,181 202,110 SH   SOLE NONE 177,676 0 24,434
GLOBAL PMTS INC COM 37940X102 35,462 175,919 SH   SOLE NONE 175,919 0 0
GLOBANT S A COM L44385109 48,219 232,256 SH   SOLE NONE 172,903 0 59,353
HALOZYME THERAPEUTICS INC COM 40637H109 4,287 102,830 SH   SOLE NONE 11,145 0 91,685
HAMILTON LANE INC CL A 407497106 4,525 51,095 SH   SOLE NONE 5,530 0 45,565
HDFC BANK LTD SPONSORED ADS 40415F101 9,469 121,880 SH   SOLE NONE 110,400 0 11,480
HELIOS TECHNOLOGIES INC COM 42328H109 5,624 77,180 SH   SOLE NONE 8,345 0 68,835
HOME DEPOT INC COM 437076102 72,968 239,042 SH   SOLE NONE 239,042 0 0
ICICI BANK LIMITED ADR 45104G104 32,283 2,013,900 SH   SOLE NONE 1,580,900 0 433,000
IDEXX LABS INC COM 45168D104 83,394 170,432 SH   SOLE NONE 170,432 0 0
INFOSYS LTD SPONSORED ADR 456788108 152,798 8,162,300 SH   SOLE NONE 5,983,000 0 2,179,300
INSPIRE MED SYS INC COM 457730109 3,685 17,801 SH   SOLE NONE 1,926 0 15,875
IQVIA HLDGS INC COM 46266C105 38,248 198,030 SH   SOLE NONE 198,030 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 13,756 2,773,420 SH   SOLE NONE 2,201,220 0 572,200
JD.COM INC SPON ADR CL A 47215P106 11,118 131,843 SH   SOLE NONE 110,348 0 21,495
JOHN BEAN TECHNOLOGIES CORP COM 477839104 2,958 22,182 SH   SOLE NONE 2,397 0 19,785
KEYSIGHT TECHNOLOGIES INC COM 49338L103 40,242 280,625 SH   SOLE NONE 280,625 0 0
LAS VEGAS SANDS CORP COM 517834107 68,421 1,126,090 SH   SOLE NONE 1,126,090 0 0
LITTELFUSE INC COM 537008104 8,121 30,711 SH   SOLE NONE 3,331 0 27,380
LIVE NATION ENTERTAINMENT IN COM 538034109 60,738 717,521 SH   SOLE NONE 717,521 0 0
LIVEPERSON INC COM 538146101 2,895 54,885 SH   SOLE NONE 11,375 0 43,510
LULULEMON ATHLETICA INC COM 550021109 35,211 114,803 SH   SOLE NONE 114,803 0 0
MASTERCARD INCORPORATED CL A 57636Q104 31,657 88,912 SH   SOLE NONE 88,912 0 0
MATCH GROUP INC NEW COM 57667L107 1,470 10,703 SH   SOLE NONE 10,703 0 0
MERCADOLIBRE INC COM 58733R102 39,933 27,126 SH   SOLE NONE 21,804 0 5,322
MICROSOFT CORP COM 594918104 224,699 953,045 SH   SOLE NONE 953,045 0 0
ISHARES TR MSCI INDIA ETF 46429B598 26,010 616,638 SH   SOLE NONE 616,638 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 12,824 261,600 SH   SOLE NONE 261,600 0 0
ISHARES INC CORE MSCI EMKT 46434G103 15,221 236,500 SH   SOLE NONE 120,500 0 116,000
ISHARES TR CORE MSCI TOTAL 46432F834 23,466 333,900 SH   SOLE NONE 333,900 0 0
ISHARES TR CORE S&P500 ETF 464287200 4,535 11,400 SH   SOLE NONE 0 0 11,400
VANECK VECTORS ETF TR VIETNAM ETF 92189F817 939 51,860 SH   SOLE NONE 0 0 51,860
MODERNA INC COM 60770K107 48,420 369,763 SH   SOLE NONE 369,763 0 0
NATERA INC COM 632307104 6,430 63,326 SH   SOLE NONE 6,846 0 56,480
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,554 111,000 SH   SOLE NONE 111,000 0 0
NICE LTD SPONSORED ADR 653656108 44,569 204,475 SH   SOLE NONE 204,475 0 0
NIKE INC CL B 654106103 74,908 563,681 SH   SOLE NONE 535,252 0 28,429
NOVA MEASURING INSTRUMENTS L COM M7516K103 6,823 74,971 SH   SOLE NONE 8,111 0 66,860
NOVANTA INC COM 67000B104 4,439 33,659 SH   SOLE NONE 3,639 0 30,020
NVIDIA CORPORATION COM 67066G104 72,776 136,303 SH   SOLE NONE 132,781 0 3,522
OMNICELL COM COM 68213N109 5,619 43,268 SH   SOLE NONE 4,679 0 38,589
PAR TECHNOLOGY CORP COM 698884103 4,387 67,070 SH   SOLE NONE 7,250 0 59,820
PAYPAL HLDGS INC COM 70450Y103 161,414 664,691 SH   SOLE NONE 664,691 0 0
POOL CORP COM 73278L105 56,930 164,901 SH   SOLE NONE 164,901 0 0
PROGYNY INC COM 74340E103 2,840 63,805 SH   SOLE NONE 6,905 0 56,900
Q2 HLDGS INC COM 74736L109 471 4,700 SH   SOLE NONE 4,700 0 0
RAVEN INDS INC COM 754212108 2,769 72,250 SH   SOLE NONE 7,810 0 64,440
RBC BEARINGS INC COM 75524B104 5,057 25,702 SH   SOLE NONE 2,777 0 22,925
REPLIGEN CORP COM 759916109 5,526 28,425 SH   SOLE NONE 3,075 0 25,350
RINGCENTRAL INC CL A 76680R206 112,229 376,759 SH   SOLE NONE 376,759 0 0
SEA LTD SPONSORED ADS 81141R100 179,132 802,456 SH   SOLE NONE 747,170 0 55,286
SERVICENOW INC COM 81762P102 161,730 323,389 SH   SOLE NONE 323,389 0 0
SHOPIFY INC CL A 82509L107 18,460 16,683 SH   SOLE NONE 16,683 0 0
SILICON LABORATORIES INC COM 826919102 5,294 37,529 SH   SOLE NONE 4,058 0 33,471
SOUTHERN COPPER CORP COM 84265V105 72 1,062 SH   SOLE NONE 1,062 0 0
SPS COMMERCE INC COM 78463M107 4,069 40,970 SH   SOLE NONE 4,445 0 36,525
SQUARE INC CL A 852234103 43,787 192,853 SH   SOLE NONE 192,853 0 0
STIFEL FINL CORP COM 860630102 4,796 74,861 SH   SOLE NONE 8,114 0 66,747
STMICROELECTRONICS N V NY REGISTRY 861012102 53,653 1,399,770 SH   SOLE NONE 1,399,770 0 0
STONECO LTD COM CL A G85158106 17,027 278,124 SH   SOLE NONE 212,627 0 65,497
SUMMIT MATLS INC CL A 86614U100 4,545 162,220 SH   SOLE NONE 17,540 0 144,680
SVB FINANCIAL GROUP COM 78486Q101 56,787 115,032 SH   SOLE NONE 115,032 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 620,511 5,246,119 SH   SOLE NONE 3,941,869 0 1,304,250
TAL EDUCATION GROUP SPONSORED ADS 874080104 41,941 778,840 SH   SOLE NONE 578,783 0 200,057
TATA MTRS LTD SPONSORED ADR 876568502 3,244 156,040 SH   SOLE NONE 78,450 0 77,590
TE CONNECTIVITY LTD REG SHS H84989104 56,421 436,997 SH   SOLE NONE 436,997 0 0
TESLA INC COM 88160R101 114,969 172,128 SH   SOLE NONE 172,128 0 0
TOPBUILD CORP COM 89055F103 7,026 33,550 SH   SOLE NONE 3,627 0 29,923
TREX CO INC COM 89531P105 76,940 840,508 SH   SOLE NONE 766,708 0 73,800
TRIP COM GROUP LTD ADS 89677Q107 70,093 1,768,680 SH   SOLE NONE 1,306,140 0 462,540
TYLER TECHNOLOGIES INC COM 902252105 475 1,120 SH   SOLE NONE 1,120 0 0
UBER TECHNOLOGIES INC COM 90353T100 45,379 832,483 SH   SOLE NONE 832,483 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 5,799 169,955 SH   SOLE NONE 18,370 0 151,585
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 5,465 599,900 SH   SOLE NONE 302,700 0 297,200
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,483 20,822 SH   SOLE NONE 2,250 0 18,572
VARONIS SYS INC COM 922280102 6,369 124,056 SH   SOLE NONE 13,411 0 110,645
VEEVA SYS INC CL A COM 922475108 11,194 42,850 SH   SOLE NONE 42,850 0 0
VERACYTE INC COM 92337F107 2,229 41,465 SH   SOLE NONE 4,485 0 36,980
VERTIV HOLDINGS CO COM CL A 92537N108 1,403 70,150 SH   SOLE NONE 7,585 0 62,565
VIAVI SOLUTIONS INC COM 925550105 5,226 332,865 SH   SOLE NONE 36,005 0 296,860
VISA INC COM CL A 92826C839 98,136 463,497 SH   SOLE NONE 463,497 0 0
WINGSTOP INC COM 974155103 3,243 25,503 SH   SOLE NONE 2,758 0 22,745
WNS HOLDINGS LTD SPON ADR 92932M101 15,433 213,050 SH   SOLE NONE 163,600 0 49,450
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,365 91,220 SH   SOLE NONE 9,860 0 81,360
YANDEX N V SHS CLASS A N97284108 40,801 636,920 SH   SOLE NONE 471,590 0 165,330
ZOETIS INC CL A 98978V103 37,619 238,883 SH   SOLE NONE 238,883 0 0