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
ACTIVISION BLIZZARD INC COM 00507V109 46,235 571,150 SH   SOLE NONE 571,150 0 0
ADDUS HOMECARE CORP COM 006739106 2,540 26,880 SH   SOLE NONE 2,860 0 24,020
ADOBE INC COM 00724F101 267,694 545,836 SH   SOLE NONE 545,836 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 5,858 233,765 SH   SOLE NONE 40,695 0 193,070
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 839,572 2,855,881 SH   SOLE NONE 2,244,091 0 611,790
ALPHABET INC CAP STK CL A 02079K305 101,081 68,969 SH   SOLE NONE 68,969 0 0
AMAZON COM INC COM 023135106 202,731 64,385 SH   SOLE NONE 64,385 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,800 7,446 SH   SOLE NONE 4,404 0 3,042
AMERICOLD RLTY TR COM 03064D108 1,672 46,770 SH   SOLE NONE 4,970 0 41,800
APPLE INC COM 037833100 136,345 1,177,316 SH   SOLE NONE 1,177,316 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 72,997 1,332,070 SH   SOLE NONE 1,332,070 0 0
ATLASSIAN CORP PLC CL A G06242104 20,380 112,109 SH   SOLE NONE 112,109 0 0
ATRICURE INC COM 04963C209 847 21,225 SH   SOLE NONE 2,260 0 18,965
AVALARA INC COM 05338G106 23,923 187,866 SH   SOLE NONE 118,192 0 69,674
CHEGG INC COM 163092109 42,023 588,230 SH   SOLE NONE 588,230 0 0
CITIGROUP INC COM NEW 172967424 15,511 359,790 SH   SOLE NONE 359,790 0 0
COPART INC COM 217204106 83,417 793,240 SH   SOLE NONE 793,240 0 0
CREDICORP LTD COM G2519Y108 12,233 98,663 SH   SOLE NONE 75,126 0 23,537
CRYOPORT INC COM PAR $0.001 229050307 7,131 150,445 SH   SOLE NONE 16,015 0 134,430
DANAHER CORPORATION COM 235851102 72,723 337,730 SH   SOLE NONE 337,730 0 0
DEXCOM INC COM 252131107 34,084 82,681 SH   SOLE NONE 82,681 0 0
DR REDDYS LABS LTD ADR 256135203 12,915 185,660 SH   SOLE NONE 103,480 0 82,180
ENSIGN GROUP INC COM 29358P101 5,392 94,503 SH   SOLE NONE 10,058 0 84,445
LAUDER ESTEE COS INC CL A 518439104 21,930 100,480 SH   SOLE NONE 100,480 0 0
EVERBRIDGE INC COM 29978A104 2,992 23,794 SH   SOLE NONE 2,534 0 21,260
EVERQUOTE INC COM CL A 30041R108 1,951 50,485 SH   SOLE NONE 5,370 0 45,115
EXPONENT INC COM 30214U102 7,721 107,185 SH   SOLE NONE 11,410 0 95,775
FACEBOOK INC CL A 30303M102 115,040 439,250 SH   SOLE NONE 439,250 0 0
FEDERAL SIGNAL CORP COM 313855108 3,898 133,258 SH   SOLE NONE 14,180 0 119,078
FIRST FINL BANKSHARES COM 32020R109 936 33,543 SH   SOLE NONE 3,565 0 29,978
FRESHPET INC COM 358039105 10,132 90,745 SH   SOLE NONE 9,625 0 81,120
GDS HLDGS LTD SPONSORED ADS 36165L108 3,281 40,090 SH   SOLE NONE 14,880 0 25,210
GENERAC HLDGS INC COM 368736104 10,725 55,384 SH   SOLE NONE 5,892 0 49,492
GLOBAL PMTS INC COM 37940X102 55,892 314,740 SH   SOLE NONE 314,740 0 0
GLOBANT S A COM L44385109 63,484 354,225 SH   SOLE NONE 254,531 0 99,694
GRIFOLS S A SP ADR REP B NVT 398438408 1,598 92,120 SH   SOLE NONE 92,120 0 0
HAMILTON LANE INC CL A 407497106 5,271 81,607 SH   SOLE NONE 8,682 0 72,925
HDFC BANK LTD ADR REPS 3 SHS 40415F101 21,070 421,730 SH   SOLE NONE 399,200 0 22,530
HEALTHCARE MERGER CORP COM CL A 42227L102 716 70,502 SH   SOLE NONE 7,500 0 63,002
HOME DEPOT INC COM 437076102 90,009 324,110 SH   SOLE NONE 324,110 0 0
IDEXX LABS INC COM 45168D104 65,605 166,886 SH   SOLE NONE 166,886 0 0
IMMUNOMEDICS INC COM 452907108 1,961 23,060 SH   SOLE NONE 2,450 0 20,610
INSULET CORP COM 45784P101 509 2,152 SH   SOLE NONE 229 0 1,923
IQVIA HLDGS INC COM 46266C105 31,545 200,120 SH   SOLE NONE 200,120 0 0
JD COM INC SPON ADR CL A 47215P106 348,843 4,494,820 SH   SOLE NONE 3,367,360 0 1,127,460
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,930 42,765 SH   SOLE NONE 4,550 0 38,215
KEYSIGHT TECHNOLOGIES INC COM 49338L103 46,180 467,500 SH   SOLE NONE 467,500 0 0
KINSALE CAP GROUP INC COM 49714P108 6,129 32,229 SH   SOLE NONE 3,428 0 28,801
LIVE NATION ENTERTAINMENT IN COM 538034109 10,115 187,740 SH   SOLE NONE 187,740 0 0
LIVEPERSON INC COM 538146101 7,382 141,985 SH   SOLE NONE 21,010 0 120,975
LULULEMON ATHLETICA INC COM 550021109 145,685 442,314 SH   SOLE NONE 442,314 0 0
MASIMO CORP COM 574795100 111 469 SH   SOLE NONE 49 0 420
MASTERCARD INC CL A 57636Q104 42,120 124,552 SH   SOLE NONE 108,937 0 15,615
MERCADOLIBRE INC COM 58733R102 129,163 119,321 SH   SOLE NONE 90,337 0 28,984
MERCURY SYS INC COM 589378108 4,562 58,889 SH   SOLE NONE 6,267 0 52,622
MICROSOFT CORP COM 594918104 331,616 1,576,644 SH   SOLE NONE 1,515,528 0 61,116
MONOLITHIC PWR SYS INC COM 609839105 9,517 34,035 SH   SOLE NONE 3,622 0 30,413
ISHARES TR MSCI INDIA ETF 46429B598 12,309 363,500 SH   SOLE NONE 363,500 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 5,969 166,600 SH   SOLE NONE 166,600 0 0
ISHARES INC CORE MSCI EMKT 46434G103 16,278 308,300 SH   SOLE NONE 63,000 0 245,300
ISHARES TR CORE MSCI TOTAL 46432F834 18,913 324,200 SH   SOLE NONE 324,200 0 0
MSA SAFETY INC COM 553498106 3,889 28,988 SH   SOLE NONE 3,083 0 25,905
NATERA INC COM 632307104 5,399 74,736 SH   SOLE NONE 7,951 0 66,785
NETEASE INC SPONSORED ADS 64110W102 93,786 206,272 SH   SOLE NONE 137,796 0 68,476
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,198 14,700 SH   SOLE NONE 14,700 0 0
NICE LTD SPONSORED ADR 653656108 52,764 232,410 SH   SOLE NONE 232,410 0 0
NIKE INC CL B 654106103 13,371 106,504 SH   SOLE NONE 94,226 0 12,278
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,266 43,466 SH   SOLE NONE 4,626 0 38,840
NOVANTA INC COM 67000B104 3,940 37,402 SH   SOLE NONE 3,984 0 33,418
NVIDIA CORP COM 67066G104 43,489 80,354 SH   SOLE NONE 73,632 0 6,722
PALOMAR HLDGS INC COM 69753M105 5,214 50,015 SH   SOLE NONE 5,320 0 44,695
PAYPAL HLDGS INC COM 70450Y103 175,532 890,891 SH   SOLE NONE 890,891 0 0
POOL CORPORATION COM 73278L105 58,519 174,924 SH   SOLE NONE 174,924 0 0
PRA HEALTH SCIENCES INC COM 69354M108 693 6,832 SH   SOLE NONE 725 0 6,107
PROCTER & GAMBLE CO COM 742718109 27,122 195,135 SH   SOLE NONE 195,135 0 0
PROGYNY INC COM 74340E103 3,531 119,974 SH   SOLE NONE 12,770 0 107,204
PROLOGIS INC COM 74340W103 34,433 342,210 SH   SOLE NONE 342,210 0 0
Q2 HLDGS INC COM 74736L109 468 5,130 SH   SOLE NONE 5,130 0 0
QUIDEL CORP COM 74838J101 4,373 19,933 SH   SOLE NONE 2,121 0 17,812
RBC BEARINGS INC COM 75524B104 1,114 9,190 SH   SOLE NONE 979 0 8,211
REPLIGEN CORP COM 759916109 10,136 68,702 SH   SOLE NONE 7,312 0 61,390
REXFORD INDL RLTY INC COM 76169C100 3,386 73,998 SH   SOLE NONE 7,875 0 66,123
RINGCENTRAL INC CL A 76680R206 142,718 519,713 SH   SOLE NONE 493,551 0 26,162
S&P GLOBAL INC COM 78409V104 118,757 329,333 SH   SOLE NONE 329,333 0 0
SEA LTD SPONSORED ADS 81141R100 228,368 1,482,526 SH   SOLE NONE 1,312,406 0 170,120
SERVICENOW INC COM 81762P102 216,573 446,543 SH   SOLE NONE 446,543 0 0
SHOPIFY INC CL A 82509L107 58,334 57,024 SH   SOLE NONE 57,024 0 0
SILICON LABORATORIES INC COM 826919102 4,139 42,304 SH   SOLE NONE 4,499 0 37,805
SNOWFLAKE INC CL A 833445109 25 100 SH   SOLE NONE 100 0 0
SQUARE INC CL A 852234103 3,355 20,638 SH   SOLE NONE 20,638 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 1,956 34,579 SH   SOLE NONE 3,680 0 30,899
STIFEL FINL CORP COM 860630102 1,596 31,567 SH   SOLE NONE 3,355 0 28,212
STONECO LTD COM CL A G85158106 62,328 1,178,450 SH   SOLE NONE 819,580 0 358,870
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 574,728 7,089,275 SH   SOLE NONE 5,199,815 0 1,889,460
TAL EDUCATION GROUP SPONSORED ADS 874080104 62,257 818,745 SH   SOLE NONE 582,445 0 236,300
TESLA INC COM 88160R101 45,961 107,132 SH   SOLE NONE 107,132 0 0
TOPBUILD CORP COM 89055F103 10,687 62,613 SH   SOLE NONE 6,664 0 55,949
TREX CO INC COM 89531P105 95,169 1,329,176 SH   SOLE NONE 1,201,431 0 127,745
TYLER TECHNOLOGIES INC COM 902252105 425 1,220 SH   SOLE NONE 1,220 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 717 42,344 SH   SOLE NONE 4,505 0 37,839
VAPOTHERM INC COM 922107107 724 24,979 SH   SOLE NONE 2,655 0 22,324
VEEVA SYS INC CL A COM 922475108 33,755 120,044 SH   SOLE NONE 120,044 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 6,507 375,696 SH   SOLE NONE 39,985 0 335,711
VIAVI SOLUTIONS INC COM 925550105 2,119 180,629 SH   SOLE NONE 19,220 0 161,409
VISA INC COM CL A 92826C839 147,050 735,362 SH   SOLE NONE 735,362 0 0
WD-40 CO COM 929236107 2,376 12,549 SH   SOLE NONE 1,336 0 11,213
WINGSTOP INC COM 974155103 6,734 49,277 SH   SOLE NONE 5,247 0 44,030
WNS HOLDINGS LTD SPON ADR 92932M101 14,110 220,600 SH   SOLE NONE 157,140 0 63,460
XP INC CL A G98239109 2,957 70,920 SH   SOLE NONE 33,700 0 37,220
YANDEX N V SHS CLASS A N97284108 40,436 619,710 SH   SOLE NONE 447,280 0 172,430
ZOETIS INC CL A 98978V103 66,752 403,654 SH   SOLE NONE 403,654 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,445 3,074 SH   SOLE NONE 3,074 0 0