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
21VIANET GROUP INC SPONSORED ADS A 90138A103 23,587 730,911 SH   SOLE NONE 730,911 0 0
ACCELERON PHARMA INC COM 00434H108 26,180 193,057 SH   SOLE NONE 193,057 0 0
ADOBE INC COM 00724F101 3,425 7,272 SH   SOLE NONE 7,272 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 4,044 348,627 SH   SOLE NONE 348,627 0 0
AFFIRM HOLDINGS INC COM CL A 00827B106 14,144 200,000 SH   SOLE NONE 200,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 9,614 166,296 SH   SOLE NONE 166,296 0 0
ALBEMARLE CORP COM 012653101 1,502 10,279 SH   SOLE NONE 10,279 0 0
ALPHABET INC CAP STK CL A 02079K305 332,802 161,366 SH   SOLE NONE 161,366 0 0
AMAZON.COM INC COM 023135106 289,931 93,707 SH   SOLE NONE 93,707 0 0
AMEDISYS INC COM 023436108 55,051 207,904 SH   SOLE NONE 207,904 0 0
ANSYS INC COM 03662Q105 11,152 32,921 SH   SOLE NONE 32,921 0 0
ANTHEM INC COM 036752103 330,478 920,634 SH   SOLE NONE 920,634 0 0
ARCLIGHT CLEAN TRANSITION UNIT 03/16/2028 G0R21B120 4,424 247,420 SH   SOLE NONE 247,420 0 0
AUTODESK INC COM 052769106 11,847 42,877 SH   SOLE NONE 42,877 0 0
BAIDU INC SPON ADR REP A 056752108 8,085 37,162 SH   SOLE NONE 37,162 0 0
BARRICK GOLD CORP COM 067901108 10,192 514,743 SH   SOLE NONE 514,743 0 0
BLACKSTONE MORTGAGE TRU COM CL A 09257W100 123,721 3,990,943 SH   SOLE NONE 3,990,943 0 0
BOOKING HOLDINGS INC COM 09857L108 119,269 51,191 SH   SOLE NONE 51,191 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 41 238 SH   SOLE NONE 238 0 0
BROWN-FORMAN CORP CL B 115637209 3,422 49,395 SH   SOLE NONE 49,395 0 0
BUMBLE INC COM CL A 12047B105 9,357 150,000 SH   SOLE NONE 150,000 0 0
BURLINGTON STORES INC COM 122017106 110 369 SH   SOLE NONE 369 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 334,667 2,630,371 SH   SOLE NONE 2,630,371 0 0
CARA THERAPEUTICS INC COM 140755109 27,164 1,251,208 SH   SOLE NONE 1,251,208 0 0
CARA THERAPEUTICS INC COM 140755109 9,793 451,100 PRN Call SOLE NONE 451,100 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 115,782 4,362,524 SH   SOLE NONE 4,362,524 0 0
CARRIER GLOBAL CORP COM 14448C104 132 3,131 SH   SOLE NONE 3,131 0 0
CHEGG INC COM 163092109 50,803 593,074 SH   SOLE NONE 593,074 0 0
CHEMOCENTRYX INC COM 16383L106 2,740 53,465 SH   SOLE NONE 53,465 0 0
CHINDATA GROUP HOLDINGS ADS 16955F107 61,714 3,731,207 SH   SOLE NONE 3,731,207 0 0
CINTAS CORP COM 172908105 2,571 7,534 SH   SOLE NONE 7,534 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 8,746 3,540,961 SH   SOLE NONE 3,540,961 0 0
CLOOPEN GROUP HOLDING LTD ADS 18900M104 6,879 501,053 SH   SOLE NONE 501,053 0 0
CONSTELLATION BRANDS INC CL A 21036P108 130,192 570,965 SH   SOLE NONE 570,965 0 0
COPART INC COM 217204106 2,527 23,265 SH   SOLE NONE 23,265 0 0
COSTCO WHOLESALE CORP COM 22160K105 137,243 389,368 SH   SOLE NONE 389,368 0 0
DANAHER CORP COM 235851102 14,132 62,788 SH   SOLE NONE 62,788 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 2,620 35,063 SH   SOLE NONE 35,063 0 0
DARLING INGREDIENTS INC COM 237266101 7,207 97,951 SH   SOLE NONE 97,951 0 0
DELL TECHNOLOGIES CL C 24703L202 19,393 220,000 PRN Call SOLE NONE 220,000 0 0
DERMTECH INC COM 24984K105 15,460 303,814 SH   SOLE NONE 303,814 0 0
ECOLAB INC COM 278865100 7,297 34,089 SH   SOLE NONE 34,089 0 0
EHANG HOLDINGS LTD ADS 26853E102 27,610 745,773 SH   SOLE NONE 745,773 0 0
ELASTIC NV ORD SHS N14506104 94,019 845,582 SH   SOLE NONE 845,582 0 0
ELECTRONIC ARTS INC COM 285512109 3,866 28,624 SH   SOLE NONE 28,624 0 0
ESTEE LAUDER COMPANIES CL A 518439104 8,158 27,965 SH   SOLE NONE 27,965 0 0
ETSY INC COM 29786A106 42,696 211,712 SH   SOLE NONE 211,712 0 0
FACEBOOK INC CL A 30303M102 546,925 1,857,137 SH   SOLE NONE 1,857,137 0 0
FAIR ISAAC CORP COM 303250104 100,067 205,890 SH   SOLE NONE 205,890 0 0
FARFETCH LTD ORD SH CL A 30744W107 162 3,057 SH   SOLE NONE 3,057 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 291,513 2,073,057 SH   SOLE NONE 2,073,057 0 0
FISERV INC COM 337738108 256,405 2,153,910 SH   SOLE NONE 2,153,910 0 0
GAP INC/THE COM 364760108 67,493 2,266,399 SH   SOLE NONE 2,266,399 0 0
GARMIN LTD SHS H2906T109 1,903 14,431 SH   SOLE NONE 14,431 0 0
GDS HOLDINGS LTD SPONSORED ADS 36165L108 190,768 2,352,734 SH   SOLE NONE 2,352,734 0 0
GENERATION BIO CO COM 37148K100 43,707 1,535,736 SH   SOLE NONE 1,535,736 0 0
GEOPARK LTD USD SHS G38327105 5,753 359,535 SH   SOLE NONE 359,535 0 0
HAEMONETICS CORP/MASS COM 405024100 48,860 440,139 SH   SOLE NONE 440,139 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 270 3,340 SH   SOLE NONE 3,340 0 0
HEXCEL CORP COM 428291108 6,623 118,273 SH   SOLE NONE 118,273 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 161,170 1,443,184 SH   SOLE NONE 1,443,184 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 0 10 SH   SOLE NONE 10 0 0
INTUIT INC COM 461202103 4,094 10,772 SH   SOLE NONE 10,772 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,380 1,881 SH   SOLE NONE 1,881 0 0
JD.COM INC SPON ADR CL A 47215P106 638,475 7,571,906 SH   SOLE NONE 7,571,906 0 0
JOYY INC ADS REPSTG COM A 46591M109 66,707 711,384 SH   SOLE NONE 711,384 0 0
KINGSOFT CLOUD HOLDINGS ADS 49639K101 193,857 4,930,360 SH   SOLE NONE 4,930,360 0 0
KNIGHT-SWIFT TRANSPORTATION CL A 499049104 154 3,205 SH   SOLE NONE 3,205 0 0
LENNOX INTERNATIONAL INC COM 526107107 386 1,238 SH   SOLE NONE 1,238 0 0
LULULEMON ATHLETICA INC COM 550021109 156,644 510,705 SH   SOLE NONE 510,705 0 0
MARRIOTT INTERNATIONAL CL A 571903202 2,584 17,449 SH   SOLE NONE 17,449 0 0
MASIMO CORP COM 574795100 3,679 16,101 SH   SOLE NONE 16,101 0 0
MASTEC INC COM 576323109 11,345 121,080 SH   SOLE NONE 121,080 0 0
MASTERCARD INC CL A 57636Q104 135,526 380,606 SH   SOLE NONE 380,606 0 0
MATCH GROUP INC COM 57667L107 108,839 792,297 SH   SOLE NONE 792,297 0 0
MEDTRONIC PLC SHS G5960L103 178,874 1,514,204 SH   SOLE NONE 1,514,204 0 0
MERCADOLIBRE INC COM 58733R102 160,140 108,794 SH   SOLE NONE 108,794 0 0
MICROSOFT CORP COM 594918104 394,676 1,674,195 SH   SOLE NONE 1,674,195 0 0
MICROSOFT CORP COM 594918104 23,907 101,400 PRN Call SOLE NONE 101,400 0 0
MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 109,248 4,552,171 SH   SOLE NONE 4,552,171 0 0
NETFLIX INC COM 64110L106 182,830 350,526 SH   SOLE NONE 350,526 0 0
NEWMONT CORP COM 651639106 46,990 779,689 SH   SOLE NONE 779,689 0 0
NIO INC SPON ADS 62914V106 201 5,151 SH   SOLE NONE 5,151 0 0
NIU TECHNOLOGIES ADS 65481N100 11,807 323,451 SH   SOLE NONE 323,451 0 0
NOV INC COM 637071101 343 25,000 SH   SOLE NONE 25,000 0 0
NOVAVAX INC COM NEW 670002401 95,938 529,169 SH   SOLE NONE 529,169 0 0
NUTRIEN LTD COM 67077M108 4,818 89,409 SH   SOLE NONE 89,409 0 0
NVIDIA CORP COM 67066G104 4,695 8,903 SH   SOLE NONE 8,903 0 0
OLINK HOLDING AB SPONSORED ADS 680710100 3,600 100,000 SH   SOLE NONE 100,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 11,326 272,185 SH   SOLE NONE 272,185 0 0
OZON HOLDINGS PLC SPONSORED ADS 69269L104 6,046 108,620 SH   SOLE NONE 108,620 0 0
PAYCHEX INC COM 704326107 2,960 30,193 SH   SOLE NONE 30,193 0 0
PAYPAL HOLDINGS INC COM 70450Y103 104,549 430,734 SH   SOLE NONE 430,734 0 0
PLANET FITNESS INC CL A 72703H101 113,377 1,466,754 SH   SOLE NONE 1,466,754 0 0
QUALTRICS INTERNATIONAL COM CL A 747601201 2,139 65,000 SH   SOLE NONE 65,000 0 0
REGENXBIO INC COM 75901B107 8,630 253,002 SH   SOLE NONE 253,002 0 0
RESMED INC COM 761152107 5,154 26,774 SH   SOLE NONE 26,774 0 0
ROSS STORES INC COM 778296103 102 849 SH   SOLE NONE 849 0 0
SALESFORCE.COM INC COM 79466L302 223,798 1,056,309 SH   SOLE NONE 1,056,309 0 0
SEA LTD SPONSORED ADS 81141R100 120,675 540,927 SH   SOLE NONE 540,927 0 0
SENSATA TECHNOLOGIES HOLDING SHS G8060N102 5,301 91,489 SH   SOLE NONE 91,489 0 0
SNAP INC CL A 83304A106 77,783 1,487,687 SH   SOLE NONE 1,487,687 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,759 13,077 SH   SOLE NONE 13,077 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 336 4,809 SH   SOLE NONE 4,809 0 0
STRYKER CORP COM 863667101 120,632 495,252 SH   SOLE NONE 495,252 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104 4,187 102,580 SH   SOLE NONE 102,580 0 0
SUNRUN INC COM 86771W105 8,644 142,928 SH   SOLE NONE 142,928 0 0
SYNCHRONY FINANCIAL COM 87165B103 87 2,133 SH   SOLE NONE 2,133 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 13,241 111,945 SH   SOLE NONE 111,945 0 0
TENCENT MUSIC ENTERTAINM-ADR SPON ADS 88034P109 3,534 172,477 SH   SOLE NONE 172,477 0 0
THE9 LTD SPON ADS NEW 88337K302 2,251 72,152 SH   SOLE NONE 72,152 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,049 26,429 SH   SOLE NONE 26,429 0 0
TJX COMPANIES INC COM 872540109 478 7,224 SH   SOLE NONE 7,224 0 0
T-MOBILE US INC COM 872590104 260,060 2,075,680 SH   SOLE NONE 2,075,680 0 0
TPI COMPOSITES INC COM 87266J104 6,267 111,058 SH   SOLE NONE 111,058 0 0
TRADEWEB MARKETS INC CL A 892672106 62,100 839,204 SH   SOLE NONE 839,204 0 0
TRANSPORTADOR GAS SPONSORED ADS B 893870204 602 124,970 SH   SOLE NONE 124,970 0 0
TRANSUNION COM 89400J107 4,637 51,583 SH   SOLE NONE 51,583 0 0
TUYA INC SPONSERED ADS 90114C107 39,218 1,855,697 SH   SOLE NONE 1,855,697 0 0
UBER TECHNOLOGIES INC COM 90353T100 214,871 3,941,960 SH   SOLE NONE 3,941,960 0 0
ULTA BEAUTY INC COM 90384S303 140,296 453,783 SH   SOLE NONE 453,783 0 0
UNITEDHEALTH GROUP INC COM 91324P102 184,998 497,210 SH   SOLE NONE 497,210 0 0
VEEVA SYSTEMS INC CL A COM 922475108 1,892 7,241 SH   SOLE NONE 7,241 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 37,913 1,269,095 SH   SOLE NONE 1,269,095 0 0
WALT DISNEY CO/THE COM 254687106 4,960 26,827 SH   SOLE NONE 26,827 0 0
WASTE MANAGEMENT INC COM 94106L109 13,117 101,670 SH   SOLE NONE 101,670 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 47,177 1,234,756 SH   SOLE NONE 1,234,756 0 0
XPENG INC ADS 98422D105 152 4,172 SH   SOLE NONE 4,172 0 0
YANDEX NV SHS CLASS A N97284108 57,709 901,197 SH   SOLE NONE 901,197 0 0
YATSEN HOLDING LTD ADS 985194109 1,952 158,047 SH   SOLE NONE 158,047 0 0
ZHIHU INC ADS 98955N108 576 71,016 SH   SOLE NONE 71,016 0 0
ZOETIS INC CL A 98978V103 4,797 30,482 SH   SOLE NONE 30,482 0 0