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
10X GENOMICS INC CL A COM 88025U109 27,090 217,278 SH   SOLE NONE 217,278 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 23,772 1,027,565 SH   SOLE NONE 1,027,565 0 0
2U INC COM 90214J101 34 1,000 SH   SOLE NONE 1,000 0 0
ADOBE INC COM 00724F101 2,016 4,112 SH   SOLE NONE 4,112 0 0
AGNICO EAGLE MINES LTD COM 008474108 13,967 175,438 SH   SOLE NONE 175,438 0 0
ALBEMARLE CORP COM 012653101 5,462 61,178 SH   SOLE NONE 61,178 0 0
ALCON INC ORD SHS H01301128 99,029 1,738,873 SH   SOLE NONE 1,738,873 0 0
ALIBABA GROUP HOLDING SPONSORED ADS 01609W102 234 795 SH   SOLE NONE 795 0 0
ALPHABET INC CAP STK CL A 02079K305 333,183 227,335 SH   SOLE NONE 227,335 0 0
AMAZON.COM INC COM 023135106 363,202 115,349 SH   SOLE NONE 115,349 0 0
AMEDISYS INC COM 023436108 39,557 167,308 SH   SOLE NONE 167,308 0 0
AMERICAN EXPRESS CO COM 025816109 125 1,250 SH   SOLE NONE 1,250 0 0
ANSYS INC COM 03662Q105 11,336 34,663 SH   SOLE NONE 34,663 0 0
ANTHEM INC COM 036752103 218,130 812,196 SH   SOLE NONE 812,196 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 3,142 765,939 SH   SOLE NONE 765,939 0 0
AUTODESK INC COM 052769106 8,118 35,133 SH   SOLE NONE 35,133 0 0
BARRICK GOLD CORP COM 067901108 86,176 3,065,619 SH   SOLE NONE 3,065,619 0 0
BAXTER INTERNATIONAL INC COM 071813109 132,660 1,649,620 SH   SOLE NONE 1,649,620 0 0
BLACKSTONE MORTGAGE TRU COM CL A 09257W100 86,988 3,959,349 SH   SOLE NONE 3,959,349 0 0
BOOKING HOLDINGS INC COM 09857L108 190,025 111,088 SH   SOLE NONE 111,088 0 0
BOSTON SCIENTIFIC CORP COM 101137107 122,120 3,196,075 SH   SOLE NONE 3,196,075 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 1,482 9,750 SH   SOLE NONE 9,750 0 0
BROWN-FORMAN CORP CL B 115637209 2,760 36,648 SH   SOLE NONE 36,648 0 0
CARA THERAPEUTICS INC COM 140755109 24,250 1,905,680 SH   SOLE NONE 1,905,680 0 0
CENTENE CORP COM 15135B101 163,658 2,805,872 SH   SOLE NONE 2,805,872 0 0
CHEGG INC COM 163092109 179 2,500 SH   SOLE NONE 2,500 0 0
CHEMOCENTRYX INC COM 16383L106 3,200 58,396 SH   SOLE NONE 58,396 0 0
CHINDATA GROUP HOLDINGS ADS 16955F107 21,636 1,333,065 SH   SOLE NONE 1,333,065 0 0
CINTAS CORP COM 172908105 843 2,533 SH   SOLE NONE 2,533 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 3,759 2,440,961 SH   SOLE NONE 2,440,961 0 0
CONSTELLATION BRANDS INC CL A 21036P108 299,971 1,582,899 SH   SOLE NONE 1,582,899 0 0
COPART INC COM 217204106 798 7,593 SH   SOLE NONE 7,593 0 0
COSTCO WHOLESALE CORP COM 22160K105 97,993 276,039 SH   SOLE NONE 276,039 0 0
DANAHER CORP COM 235851102 11,392 52,907 SH   SOLE NONE 52,907 0 0
DARLING INGREDIENTS INC COM 237266101 8,119 225,339 SH   SOLE NONE 225,339 0 0
DATADOG INC CL A COM 23804L103 2,785 27,266 SH   SOLE NONE 27,266 0 0
DOLLAR GENERAL CORP COM 256677105 117,694 561,462 SH   SOLE NONE 561,462 0 0
ECOLAB INC COM 278865100 6,812 34,089 SH   SOLE NONE 34,089 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,401 17,607 SH   SOLE NONE 17,607 0 0
ELASTIC NV ORD SHS N14506104 183,910 1,704,597 SH   SOLE NONE 1,704,597 0 0
ELECTRONIC ARTS INC COM 285512109 1,835 14,077 SH   SOLE NONE 14,077 0 0
ESTEE LAUDER COMPANIES CL A 518439104 3,882 17,817 SH   SOLE NONE 17,817 0 0
ETSY INC COM 29786A106 1,249 10,265 SH   SOLE NONE 10,265 0 0
FACEBOOK INC CL A 30303M102 411,371 1,570,721 SH   SOLE NONE 1,570,721 0 0
FAIR ISAAC CORP COM 303250104 73,661 173,163 SH   SOLE NONE 173,163 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,532 100,618 SH   SOLE NONE 100,618 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 294,273 1,998,955 SH   SOLE NONE 1,998,955 0 0
FISERV INC COM 337738108 113,458 1,100,995 SH   SOLE NONE 1,100,995 0 0
GARMIN LTD SHS H2906T109 395 4,167 SH   SOLE NONE 4,167 0 0
GDS HOLDINGS LTD SPONSORED ADS 36165L108 165,421 2,021,661 SH   SOLE NONE 2,021,661 0 0
GEOPARK LTD USD SHS G38327105 2,384 323,894 SH   SOLE NONE 323,894 0 0
GODADDY INC CL A 380237107 174,102 2,291,713 SH   SOLE NONE 2,291,713 0 0
GOHEALTH INC COM CL A 38046W105 27,874 2,140,076 SH   SOLE NONE 2,140,076 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 164 3,340 SH   SOLE NONE 3,340 0 0
HEXCEL CORP COM 428291108 3,873 115,438 SH   SOLE NONE 115,438 0 0
ILLUMINA INC COM 452327109 661 2,143 SH   SOLE NONE 2,143 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 227,796 2,276,881 SH   SOLE NONE 2,276,881 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 2,204 94,888 SH   SOLE NONE 94,888 0 0
INTUIT INC COM 461202103 2,816 8,643 SH   SOLE NONE 8,643 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,961 2,773 SH   SOLE NONE 2,773 0 0
JD.COM INC SPON ADR CL A 47215P106 759,259 9,784,466 SH   SOLE NONE 9,784,466 0 0
JOYY INC ADS REPSTG COM A 46591M109 7,737 96,411 SH   SOLE NONE 96,411 0 0
KE HOLDINGS INC SPONSORED ADS 482497104 30,746 500,728 SH   SOLE NONE 500,728 0 0
KINGSOFT CLOUD HOLDINGS ADS 49639K101 165,746 5,613,224 SH   SOLE NONE 5,613,224 0 0
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 773 18,984 SH   SOLE NONE 18,984 0 0
LENNOX INTERNATIONAL INC COM 526107107 792 2,904 SH   SOLE NONE 2,904 0 0
LI AUTO INC SPONSORED ADS 50202M102 163 9,346 SH   SOLE NONE 9,346 0 0
LULULEMON ATHLETICA INC COM 550021109 141,245 428,843 SH   SOLE NONE 428,843 0 0
MARRIOTT INTERNATIONAL CL A 571903202 486 5,249 SH   SOLE NONE 5,249 0 0
MASIMO CORP COM 574795100 2,165 9,194 SH   SOLE NONE 9,194 0 0
MASTEC INC COM 576323109 153 3,618 SH   SOLE NONE 3,618 0 0
MASTERCARD INC CL A 57636Q104 117,602 347,769 SH   SOLE NONE 347,769 0 0
MATCH GROUP INC COM 57667L107 117,577 1,062,616 SH   SOLE NONE 1,062,616 0 0
MEDTRONIC PLC SHS G5960L103 121,571 1,169,863 SH   SOLE NONE 1,169,863 0 0
MERCADOLIBRE INC COM 58733R102 89,445 82,630 SH   SOLE NONE 82,630 0 0
MERCK & CO. INC. COM 58933Y105 180,533 2,176,445 SH   SOLE NONE 2,176,445 0 0
MICROSOFT CORP COM 594918104 116,784 555,264 SH   SOLE NONE 555,264 0 0
MOMO INC ADR 60879B107 18,052 1,312,380 SH   SOLE NONE 1,312,380 0 0
MUELLER INDUSTRIES INC COM 624756102 684 25,262 SH   SOLE NONE 25,262 0 0
NATIONAL OILWELL VARCO INC COM 637071101 227 25,000 SH   SOLE NONE 25,000 0 0
NCINO INC COM 63947U107 1,195 15,000 SH   SOLE NONE 15,000 0 0
NETFLIX INC COM 64110L106 147,916 295,826 SH   SOLE NONE 295,826 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581107 60 398 SH   SOLE NONE 398 0 0
NEWMONT CORP COM 651639106 225,975 3,561,593 SH   SOLE NONE 3,561,593 0 0
NIO INC SPON ADS 62914V106 196,292 9,251,378 SH   SOLE NONE 9,251,378 0 0
NUTRIEN LTD COM 67077M108 2,575 65,651 SH   SOLE NONE 65,651 0 0
NVIDIA CORP COM 67066G104 5,797 10,731 SH   SOLE NONE 10,731 0 0
NVR INC COM 62944T105 1,841 451 SH   SOLE NONE 451 0 0
NXP SEMICONDUCTORS NV COM N6596X109 114,530 917,648 SH   SOLE NONE 917,648 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,402 387,383 SH   SOLE NONE 387,383 0 0
PAYCHEX INC COM 704326107 794 9,951 SH   SOLE NONE 9,951 0 0
PAYPAL HOLDINGS INC COM 70450Y103 174,021 883,251 SH   SOLE NONE 883,251 0 0
PEPSICO INC COM 713448108 1,278 9,234 SH   SOLE NONE 9,234 0 0
PLANET FITNESS INC CL A 72703H101 89,063 1,445,445 SH   SOLE NONE 1,445,445 0 0
PROCTER & GAMBLE CO/THE COM 742718109 103,426 744,143 SH   SOLE NONE 744,143 0 0
REGENXBIO INC COM 75901B107 4,019 146,028 SH   SOLE NONE 146,028 0 0
RESMED INC COM 761152107 2,269 13,223 SH   SOLE NONE 13,223 0 0
ROKU INC COM CL A 77543R102 38 200 SH   SOLE NONE 200 0 0
ROSS STORES INC COM 778296103 667 7,150 SH   SOLE NONE 7,150 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 454 7,013 SH   SOLE NONE 7,013 0 0
SABRE CORP COM 78573M104 2,519 386,872 SH   SOLE NONE 386,872 0 0
SALESFORCE.COM INC COM 79466L302 298,272 1,186,840 SH   SOLE NONE 1,186,840 0 0
SEA LTD SPONSORED ADS 81141R100 100,741 653,918 SH   SOLE NONE 653,918 0 0
SHOPIFY INC CL A 82509L107 9,333 9,123 SH   SOLE NONE 9,123 0 0
SNOWFLAKE INC CL A 833445109 34,932 139,173 SH   SOLE NONE 139,173 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,535 23,224 SH   SOLE NONE 23,224 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 318 5,260 SH   SOLE NONE 5,260 0 0
STRYKER CORP COM 863667101 112,067 537,875 SH   SOLE NONE 537,875 0 0
SUNRUN INC COM 86771W105 7,047 91,431 SH   SOLE NONE 91,431 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 52,805 651,427 SH   SOLE NONE 651,427 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 579 7,611 SH   SOLE NONE 7,611 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,972 24,862 SH   SOLE NONE 24,862 0 0
TJX COMPANIES INC COM 872540109 1,080 19,400 SH   SOLE NONE 19,400 0 0
T-MOBILE US INC COM 872590104 160,651 1,404,801 SH   SOLE NONE 1,404,801 0 0
TPI COMPOSITES INC COM 87266J104 10,396 358,961 SH   SOLE NONE 358,961 0 0
TRADEWEB MARKETS INC CL A 892672106 84,281 1,453,127 SH   SOLE NONE 1,453,127 0 0
TRANSPORTADOR GAS SUR SPONSORED ADS B 893870204 1,473 354,970 SH   SOLE NONE 354,970 0 0
TRANSUNION COM 89400J107 2,391 28,391 SH   SOLE NONE 28,391 0 0
TWITTER INC COM 90184L102 21,558 484,459 SH   SOLE NONE 484,459 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,977 81,620 SH   SOLE NONE 81,620 0 0
UNITY SOFTWARE INC COM 91332U101 1,746 20,000 SH   SOLE NONE 20,000 0 0
VEEVA SYSTEMS INC CL A COM 922475108 1,054 3,747 SH   SOLE NONE 3,747 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 24,333 1,556,231 SH   SOLE NONE 1,556,231 0 0
VISA INC COM CL A 92826C839 761 3,808 SH   SOLE NONE 3,808 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 2,187 17,602 SH   SOLE NONE 17,602 0 0
WASTE MANAGEMENT INC COM 94106L109 9,564 84,510 SH   SOLE NONE 84,510 0 0
WAYFAIR INC CL A 94419L101 2,400 8,246 SH   SOLE NONE 8,246 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 173,611 3,538,044 SH   SOLE NONE 3,538,044 0 0
XPENG INC ADS 98422D105 79,424 3,957,623 SH   SOLE NONE 3,957,623 0 0
YANDEX NV SHS CLASS A N97284108 55,847 856,097 SH   SOLE NONE 856,097 0 0
ZOETIS INC CL A 98978V103 2,647 16,049 SH   SOLE NONE 16,049 0 0