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 3,337 66,385 SH   SOLE NONE 7,115 0 59,270
ACTIVISION BLIZZARD INC COM 00507V109 52,846 569,150 SH   SOLE NONE 569,150 0 0
ADAPTHEALTH CORP COM CL A 00653Q102 2,754 73,315 SH   SOLE NONE 7,860 0 65,455
ADDUS HOMECARE CORP COM 006739106 5,657 48,309 SH   SOLE NONE 5,179 0 43,130
ADOBE SYSTEMS INCORPORATED COM 00724F101 259,113 518,102 SH   SOLE NONE 518,102 0 0
ADVANCED MICRO DEVICES INC COM 007903107 63,674 694,300 SH   SOLE NONE 694,300 0 0
AFYA LTD CL A COM G01125106 5,972 236,060 SH   SOLE NONE 236,060 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,729 246,630 SH   SOLE NONE 42,235 0 204,395
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 342,158 1,470,193 SH   SOLE NONE 1,096,640 0 373,553
ALPHABET INC CAP STK CL A 02079K305 120,464 68,733 SH   SOLE NONE 68,733 0 0
ALTRA INDL MOTION CORP COM 02208R106 7,669 138,350 SH   SOLE NONE 14,830 0 123,520
AMAZON COM INC COM 023135106 223,256 68,548 SH   SOLE NONE 68,548 0 0
AMERICOLD RLTY TR COM 03064D108 1,686 45,170 SH   SOLE NONE 4,845 0 40,325
APPLE INC COM 037833100 146,748 1,105,946 SH   SOLE NONE 1,105,946 0 0
ATLASSIAN CORP PLC CL A G06242104 26,981 115,368 SH   SOLE NONE 115,368 0 0
AVALARA INC COM 05338G106 38,859 235,669 SH   SOLE NONE 195,347 0 40,322
BAIDU INC SPON ADR REP A 056752108 1,435 6,635 SH   SOLE NONE 6,635 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 8,356 1,588,600 SH   SOLE NONE 888,600 0 700,000
BOOKING HOLDINGS INC COM 09857L108 2,071 930 SH   SOLE NONE 930 0 0
CASTLE BIOSCIENCES INC COM 14843C105 3,883 57,825 SH   SOLE NONE 6,200 0 51,625
CHEGG INC COM 163092109 41,291 457,110 SH   SOLE NONE 457,110 0 0
COPA HOLDINGS SA CL A P31076105 38,121 493,606 SH   SOLE NONE 360,653 0 132,953
COPART INC COM 217204106 104,314 819,755 SH   SOLE NONE 819,755 0 0
CRYOPORT INC COM PAR $0.001 229050307 2,298 52,365 SH   SOLE NONE 5,615 0 46,750
DANAHER CORPORATION COM 235851102 89,456 402,700 SH   SOLE NONE 402,700 0 0
DEXCOM INC COM 252131107 41,374 111,906 SH   SOLE NONE 111,906 0 0
DICKS SPORTING GOODS INC COM 253393102 3,058 54,400 SH   SOLE NONE 5,830 0 48,570
DR REDDYS LABS LTD ADR 256135203 13,712 192,340 SH   SOLE NONE 113,400 0 78,940
ENDAVA PLC ADS 29260V105 7,065 92,057 SH   SOLE NONE 92,057 0 0
ENSIGN GROUP INC COM 29358P101 8,891 121,932 SH   SOLE NONE 13,072 0 108,860
LAUDER ESTEE COS INC CL A 518439104 61,648 231,594 SH   SOLE NONE 221,336 0 10,258
EVERBRIDGE INC COM 29978A104 464 3,110 SH   SOLE NONE 335 0 2,775
FACEBOOK INC CL A 30303M102 125,786 460,485 SH   SOLE NONE 460,485 0 0
FEDERAL SIGNAL CORP COM 313855108 4,337 130,750 SH   SOLE NONE 14,030 0 116,720
FIRST FINL BANKSHARES COM 32020R109 4,039 111,640 SH   SOLE NONE 11,970 0 99,670
FRESHPET INC COM 358039105 6,904 48,622 SH   SOLE NONE 5,212 0 43,410
GDS HLDGS LTD SPONSORED ADS 36165L108 3,089 32,988 SH   SOLE NONE 16,950 0 16,038
GENERAC HLDGS INC COM 368736104 57,428 252,530 SH   SOLE NONE 219,622 0 32,908
GLOBAL PMTS INC COM 37940X102 61,446 285,240 SH   SOLE NONE 285,240 0 0
GLOBANT S A COM L44385109 49,361 226,831 SH   SOLE NONE 167,378 0 59,453
HALOZYME THERAPEUTICS INC COM 40637H109 5,584 130,750 SH   SOLE NONE 14,015 0 116,735
HAMILTON LANE INC CL A 407497106 6,434 82,429 SH   SOLE NONE 8,834 0 73,595
HDFC BANK LTD SPONSORED ADS 40415F101 9,515 131,680 SH   SOLE NONE 112,600 0 19,080
HOME DEPOT INC COM 437076102 93,251 351,070 SH   SOLE NONE 351,070 0 0
IDEXX LABS INC COM 45168D104 83,181 166,406 SH   SOLE NONE 166,406 0 0
INFOSYS LTD SPONSORED ADR 456788108 118,901 7,014,800 SH   SOLE NONE 5,079,500 0 1,935,300
IQVIA HLDGS INC COM 46266C105 35,730 199,420 SH   SOLE NONE 199,420 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 114,733 18,839,500 SH   SOLE NONE 13,980,500 0 4,859,000
JD.COM INC SPON ADR CL A 47215P106 195,574 2,224,961 SH   SOLE NONE 1,787,076 0 437,885
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,617 31,765 SH   SOLE NONE 3,405 0 28,360
KEYSIGHT TECHNOLOGIES INC COM 49338L103 61,541 465,900 SH   SOLE NONE 465,900 0 0
KINSALE CAP GROUP INC COM 49714P108 3,607 18,022 SH   SOLE NONE 1,931 0 16,091
LAS VEGAS SANDS CORP COM 517834107 29,471 494,485 SH   SOLE NONE 494,485 0 0
LITTELFUSE INC COM 537008104 7,906 31,047 SH   SOLE NONE 3,326 0 27,721
LIVE NATION ENTERTAINMENT IN COM 538034109 39,462 537,040 SH   SOLE NONE 537,040 0 0
LIVEPERSON INC COM 538146101 3,373 54,195 SH   SOLE NONE 13,200 0 40,995
LULULEMON ATHLETICA INC COM 550021109 126,217 362,662 SH   SOLE NONE 362,662 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,311 76,513 SH   SOLE NONE 76,513 0 0
MERCADOLIBRE INC COM 58733R102 149,837 89,443 SH   SOLE NONE 72,504 0 16,939
MERCURY SYS INC COM 589378108 4,352 49,425 SH   SOLE NONE 5,300 0 44,125
MICROSOFT CORP COM 594918104 265,710 1,194,630 SH   SOLE NONE 1,188,106 0 6,524
MONOLITHIC PWR SYS INC COM 609839105 8,307 22,683 SH   SOLE NONE 2,430 0 20,253
ISHARES TR MSCI INDIA ETF 46429B598 26,939 669,790 SH   SOLE NONE 669,790 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 7,050 166,600 SH   SOLE NONE 166,600 0 0
ISHARES INC CORE MSCI EMKT 46434G103 18,351 295,800 SH   SOLE NONE 96,900 0 198,900
ISHARES TR CORE MSCI TOTAL 46432F834 21,662 322,400 SH   SOLE NONE 322,400 0 0
MSA SAFETY INC COM 553498106 3,620 24,235 SH   SOLE NONE 2,600 0 21,635
NATERA INC COM 632307104 9,024 90,680 SH   SOLE NONE 9,720 0 80,960
NETEASE INC SPONSORED ADS 64110W102 28,949 302,280 SH   SOLE NONE 227,348 0 74,932
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,062 11,100 SH   SOLE NONE 11,100 0 0
NICE LTD SPONSORED ADR 653656108 69,880 246,455 SH   SOLE NONE 246,455 0 0
NIKE INC CL B 654106103 39,288 277,710 SH   SOLE NONE 256,887 0 20,823
NIO INC SPON ADS 62914V106 54,662 1,121,505 SH   SOLE NONE 849,120 0 272,385
NOVA MEASURING INSTRUMENTS L COM M7516K103 4,967 70,356 SH   SOLE NONE 7,546 0 62,810
NOVANTA INC COM 67000B104 5,311 44,923 SH   SOLE NONE 4,819 0 40,104
NVIDIA CORPORATION COM 67066G104 79,628 152,486 SH   SOLE NONE 146,009 0 6,477
PALOMAR HLDGS INC COM 69753M105 478 5,375 SH   SOLE NONE 575 0 4,800
PAR TECHNOLOGY CORP COM 698884103 3,870 61,640 SH   SOLE NONE 6,605 0 55,035
PAYPAL HLDGS INC COM 70450Y103 168,552 719,693 SH   SOLE NONE 719,693 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 33,880 3,016,900 SH   SOLE NONE 2,246,400 0 770,500
PINDUODUO SPONSORED ADS 722304102 21,750 122,420 SH   SOLE NONE 89,130 0 33,290
POOL CORP COM 73278L105 61,859 166,064 SH   SOLE NONE 166,064 0 0
PROCTER AND GAMBLE CO COM 742718109 17,346 124,665 SH   SOLE NONE 124,665 0 0
PROGYNY INC COM 74340E103 6,286 148,278 SH   SOLE NONE 15,899 0 132,379
PROLOGIS INC. COM 74340W103 33,985 341,010 SH   SOLE NONE 341,010 0 0
Q2 HLDGS INC COM 74736L109 649 5,130 SH   SOLE NONE 5,130 0 0
RBC BEARINGS INC COM 75524B104 4,283 23,922 SH   SOLE NONE 2,562 0 21,360
REPLIGEN CORP COM 759916109 9,270 48,375 SH   SOLE NONE 5,185 0 43,190
REXFORD INDL RLTY INC COM 76169C100 5,465 111,275 SH   SOLE NONE 11,937 0 99,338
RINGCENTRAL INC CL A 76680R206 162,683 429,278 SH   SOLE NONE 427,460 0 1,818
S&P GLOBAL INC COM 78409V104 46,675 141,985 SH   SOLE NONE 141,985 0 0
SEA LTD SPONSORED ADS 81141R100 239,115 1,201,279 SH   SOLE NONE 1,109,673 0 91,606
SERVICENOW INC COM 81762P102 234,630 426,266 SH   SOLE NONE 426,266 0 0
SHOPIFY INC CL A 82509L107 68,375 60,405 SH   SOLE NONE 60,405 0 0
SILICON LABORATORIES INC COM 826919102 6,896 54,157 SH   SOLE NONE 5,807 0 48,350
SILK RD MED INC COM 82710M100 1,926 30,580 SH   SOLE NONE 3,280 0 27,300
SOC TELEMED INC COM CL A 78472F101 542 69,145 SH   SOLE NONE 7,425 0 61,720
SOUTHERN COPPER CORP COM 84265V105 69 1,062 SH   SOLE NONE 1,062 0 0
SPS COMMERCE INC COM 78463M107 1,545 14,225 SH   SOLE NONE 1,525 0 12,700
SQUARE INC CL A 852234103 43,801 201,255 SH   SOLE NONE 201,255 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 2,075 26,195 SH   SOLE NONE 2,810 0 23,385
STIFEL FINL CORP COM 860630102 3,819 75,688 SH   SOLE NONE 8,114 0 67,574
STMICROELECTRONICS N V NY REGISTRY 861012102 45,761 1,232,775 SH   SOLE NONE 1,232,775 0 0
STONECO LTD COM CL A G85158106 83,523 995,272 SH   SOLE NONE 726,162 0 269,110
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 636,263 5,835,135 SH   SOLE NONE 4,421,985 0 1,413,150
TAL EDUCATION GROUP SPONSORED ADS 874080104 38,950 544,675 SH   SOLE NONE 417,960 0 126,715
TESLA INC COM 88160R101 129,776 183,904 SH   SOLE NONE 183,904 0 0
TOPBUILD CORP COM 89055F103 6,384 34,683 SH   SOLE NONE 3,718 0 30,965
TPI COMPOSITES INC COM 87266J104 4,051 76,760 SH   SOLE NONE 8,230 0 68,530
TREX CO INC COM 89531P105 108,757 1,299,059 SH   SOLE NONE 1,169,886 0 129,173
TYLER TECHNOLOGIES INC COM 902252105 533 1,220 SH   SOLE NONE 1,220 0 0
UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 3,660 128,695 SH   SOLE NONE 13,795 0 114,900
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 7,296 865,500 SH   SOLE NONE 445,500 0 420,000
VEEVA SYS INC CL A COM 922475108 27,970 102,738 SH   SOLE NONE 102,738 0 0
VERACYTE INC COM 92337F107 2,422 49,480 SH   SOLE NONE 5,305 0 44,175
VERTIV HOLDINGS CO COM CL A 92537N108 3,412 182,760 SH   SOLE NONE 19,590 0 163,170
VIAVI SOLUTIONS INC COM 925550105 2,993 199,860 SH   SOLE NONE 21,425 0 178,435
VISA INC COM CL A 92826C839 90,230 412,516 SH   SOLE NONE 412,516 0 0
VISTEON CORP COM NEW 92839U206 5,635 44,897 SH   SOLE NONE 4,814 0 40,083
WD-40 CO COM 929236107 3,254 12,246 SH   SOLE NONE 1,310 0 10,936
WINGSTOP INC COM 974155103 6,628 50,005 SH   SOLE NONE 5,365 0 44,640
WNS HOLDINGS LTD SPON ADR 92932M101 17,536 243,392 SH   SOLE NONE 171,372 0 72,020
YANDEX N V SHS CLASS A N97284108 43,327 622,700 SH   SOLE NONE 465,090 0 157,610
ZOETIS INC CL A 98978V103 80,960 489,184 SH   SOLE NONE 489,184 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 685 2,032 SH   SOLE NONE 2,032 0 0