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
Expires: July 31, 2015
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
ALIBABA GROUP HODING LTD COM 01609W102 9,329,294 97,200 SH SOLE 42,400 0 54,800
ALPHABET INC COM 02079K305 3,965,032 11,100 SH SOLE 6,700 0 4,400
API GROUP CORP COM 00187Y100 2,782,195 65,700 SH SOLE 40,000 0 25,700
ARISTA NETWORKS INC COM 040413205 3,958,764 23,300 SH SOLE 14,000 0 9,300
ASE TECHNOLOGY HOLDING CO LTD COM 00215W100 3,158,400 70,000 SH SOLE 70,000 0 0
AXOGEN INC COM 05463X106 4,559,739 98,700 SH SOLE 52,400 0 46,300
BAKER HUGHES CO COM 05722G100 2,734,590 49,300 SH SOLE 26,000 0 23,300
BROADCOM INC COM 11135F101 4,076,652 10,800 SH SOLE 6,700 0 4,100
CARPENTER TECHNOLOGY CORP COM 144285103 2,071,339 3,360 SH SOLE 3,360 0 0
COLUMBIA INDIA COMNSUMER ETF ETF 19762B707 1,011,320 16,955 SH SOLE 16,955 0 0
COMFORT SYSTEMS USA INC COM 199908104 5,548,245 2,800 SH SOLE 1,700 0 1,100
CONSTRUCTION PARTNERS INC COM 21044C107 3,468,444 29,200 SH SOLE 18,000 0 11,200
DYCOM INDUSTRIES INC COM 267475101 3,378,581 6,680 SH SOLE 4,000 0 2,680
EMBRAER SA COM 29082A107 14,904,261 233,608 SH SOLE 104,900 0 128,708
FIRSTCASH HOLDINGS INC COM 33768G107 3,115,340 14,400 SH SOLE 8,300 0 6,100
ICICI BANK LTD COM 45104G104 1,526,978 52,600 SH SOLE 44,000 0 8,600
ISHARES MSCI INDIA ETF ETF 46429B598 705,635 14,287 SH SOLE 14,287 0 0
KARMAN HOLDINGS INC COM 485924104 1,308,166 26,200 SH SOLE 26,200 0 0
KB FINANCIAL GROUP INC COM 48241A105 1,994,240 19,000 SH SOLE 19,000 0 0
LAUREATE EDUCATION INC COM 518613203 8,208,451 226,005 SH SOLE 171,005 0 55,000
LEONARDO DRS INC COM 52661A108 1,989,280 46,600 SH SOLE 28,600 0 18,000
NATERA INC COM 632307104 4,344,850 16,000 SH SOLE 10,000 0 6,000
NVIDIA CORP COM 67066G104 3,898,043 19,500 SH SOLE 11,600 0 7,900
OKTA INC COM 679295105 2,387,588 17,500 SH SOLE 11,500 0 6,000
PALANTIR TECHNOLOGIES INC COM 69608A108 1,749,450 15,000 SH SOLE 8,000 0 7,000
PRICESMART INC COM 741511109 8,087,300 41,400 SH SOLE 32,400 0 9,000
RAMBUS INC COM 750917106 3,223,524 24,300 SH SOLE 14,700 0 9,600
RBC BEARINGS INC COM 75524B104 4,094,479 6,360 SH SOLE 3,520 0 2,840
SAMSUNG ELECTRONICS CO LTD COM 796050888 8,165,850 1,515 SH SOLE 1,250 0 265
SANDISK CORP DE COM 80004C200 3,863,071 1,700 SH SOLE 700 0 1,000
SOLARIS ENERGY INFRASTRUCTURE COM 83418M103 3,981,710 49,500 SH SOLE 30,300 0 19,200
STATE BANK OF INDIA COM 856552203 1,333,212 12,299 SH SOLE 12,299 0 0
STONEX GROUP INC COM 861896108 4,585,716 58,050 SH SOLE 35,100 0 22,950
TAIWAN SEMICONDUCTOR ADR 874039100 7,641,120 16,000 SH SOLE 16,000 0 0
UNITED MICROELECTRONICS CORP COM 910873405 2,721,000 100,000 SH SOLE 100,000 0 0
VERTIV HOLDINGS CO COM 92537N108 4,585,250 13,700 SH SOLE 8,300 0 5,400
VIKING HOLDINGS LTD COM G93A5A101 4,743,047 45,300 SH SOLE 27,200 0 18,100
WOODWARD INC COM 980745103 3,446,856 8,100 SH SOLE 4,800 0 3,300
XPO INC COM 983793100 2,976,471 14,500 SH SOLE 7,800 0 6,700