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
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,010,611 2,020,738 SH   SOLE   2,020,738 0 0
AMAZON COM INC COM 023135106 837,441 257,126 SH   SOLE   257,126 0 0
AMICUS THERAPEUTICS INC COM 03152W109 154,213 6,678,788 SH   SOLE   6,678,788 0 0
ARGENX SE SPONSORED ADR 04016X101 157,708 536,259 SH   SOLE   536,259 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 149,190 894,533 SH   SOLE   894,533 0 0
ATLASSIAN CORP PLC CL A G06242104 800,565 3,423,119 SH   SOLE   3,423,119 0 0
AUTODESK INC COM 052769106 675,559 2,212,480 SH   SOLE   2,212,480 0 0
BILIBILI INC SPONS ADS REP Z 090040106 514,674 6,004,127 SH   SOLE   6,004,127 0 0
BILL COM HLDGS INC COM 090043100 377,929 2,768,707 SH   SOLE   2,768,707 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 303,830 2,709,138 SH   SOLE   2,709,138 0 0
CARVANA CO CL A 146869102 586,457 2,448,265 SH   SOLE   2,448,265 0 0
COUPA SOFTWARE INC COM 22266L106 1,430,439 4,220,706 SH   SOLE   4,220,706 0 0
DATADOG INC CL A COM 23804L103 697,950 7,090,101 SH   SOLE   7,090,101 0 0
DEXCOM INC COM 252131107 838,454 2,267,809 SH   SOLE   2,267,809 0 0
DOCUSIGN INC COM 256163106 901,665 4,056,072 SH   SOLE   4,056,072 0 0
DOORDASH INC CL A 25809K105 322,177 2,256,931 SH   SOLE   2,256,931 0 0
FACEBOOK INC CL A 30303M102 976,696 3,575,546 SH   SOLE   3,575,546 0 0
FARFETCH LTD ORD SH CL A 30744W107 514,600 8,064,560 SH   SOLE   8,064,560 0 0
FATE THERAPEUTICS INC COM 31189P102 80,352 883,666 SH   SOLE   883,666 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 396,075 2,799,907 SH   SOLE   2,799,907 0 0
FORMA THERAPEUTICS HLDGS INC SHS 34633R104 27,920 800,000 SH   SOLE   800,000 0 0
GLOBAL PMTS INC COM 37940X102 1,363,828 6,331,020 SH   SOLE   6,331,020 0 0
HOWMET AEROSPACE INC COM 443201108 214,838 7,527,593 SH   SOLE   7,527,593 0 0
HUMANA INC COM 444859102 618,809 1,508,296 SH   SOLE   1,508,296 0 0
L BRANDS INC COM 501797104 976,799 26,265,094 SH   SOLE   26,265,094 0 0
MASTERCARD INCORPORATED CL A 57636Q104 970,662 2,719,397 SH   SOLE   2,719,397 0 0
MATCH GROUP INC NEW COM 57667L107 796,330 5,267,083 SH   SOLE   5,267,083 0 0
MERCADOLIBRE INC COM 58733R102 1,000,292 597,111 SH   SOLE   597,111 0 0
MICROSOFT CORP COM 594918104 1,404,025 6,312,495 SH   SOLE   6,312,495 0 0
MONGODB INC CL A 60937P106 315,895 879,832 SH   SOLE   879,832 0 0
NETFLIX INC COM 64110L106 1,325,935 2,452,120 SH   SOLE   2,452,120 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 397,242 9,009,792 SH   SOLE   9,009,792 0 0
SERVICENOW INC COM 81762P102 666,343 1,210,586 SH   SOLE   1,210,586 0 0
SHOPIFY INC CL A 82509L107 2,032,179 1,795,290 SH   SOLE   1,795,290 0 0
SNAP INC CL A 83304A106 976,895 19,510,587 SH   SOLE   19,510,587 0 0
SNOWFLAKE INC CL A 833445109 85,000 302,060 SH   SOLE   302,060 0 0
SQUARE INC CL A 852234103 913,963 4,199,424 SH   SOLE   4,199,424 0 0
STONECO LTD COM CL A G85158106 534,441 6,368,457 SH   SOLE   6,368,457 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,115,169 3,180,020 SH   SOLE   3,180,020 0 0
XP INC CL A G98239109 3,196 80,569 SH   SOLE   80,569 0 0
ZYMEWORKS INC COM 98985W102 46,160 976,735 SH   SOLE   976,735 0 0