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 1,246,613 2,622,406 SH   SOLE   2,622,406 0 0
AMAZON COM INC COM 023135106 1,490,554 481,744 SH   SOLE   481,744 0 0
ARGENX SE SPONSORED ADR 04016X101 150,434 546,259 SH   SOLE   546,259 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 185,198 1,436,981 SH   SOLE   1,436,981 0 0
ATLASSIAN CORP PLC CL A G06242104 626,921 2,974,571 SH   SOLE   2,974,571 0 0
BILIBILI INC SPONS ADS REP Z 090040106 449,688 4,200,332 SH   SOLE   4,200,332 0 0
BILL COM HLDGS INC COM 090043100 410,414 2,820,713 SH   SOLE   2,820,713 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 263,409 2,709,138 SH   SOLE   2,709,138 0 0
CARVANA CO CL A 146869102 631,914 2,408,209 SH   SOLE   2,408,209 0 0
COUPA SOFTWARE INC COM 22266L106 1,056,579 4,151,913 SH   SOLE   4,151,913 0 0
DATADOG INC CL A COM 23804L103 545,207 6,541,966 SH   SOLE   6,541,966 0 0
DEXCOM INC COM 252131107 852,886 2,373,148 SH   SOLE   2,373,148 0 0
DOORDASH INC CL A 25809K105 881,659 6,723,551 SH   SOLE   6,723,551 0 0
FACEBOOK INC CL A 30303M102 1,667,735 5,662,359 SH   SOLE   5,662,359 0 0
FARFETCH LTD ORD SH CL A 30744W107 725,384 13,681,330 SH   SOLE   13,681,330 0 0
FATE THERAPEUTICS INC COM 31189P102 144,228 1,749,284 SH   SOLE   1,749,284 0 0
FORMA THERAPEUTICS HLDGS INC SHS 34633R104 22,416 800,000 SH   SOLE   800,000 0 0
GLOBAL PMTS INC COM 37940X102 855,767 4,245,296 SH   SOLE   4,245,296 0 0
ICICI BANK LIMITED ADR 45104G104 691,788 43,155,826 SH   SOLE   43,155,826 0 0
INSULET CORP COM 45784P101 99,330 380,690 SH   SOLE   380,690 0 0
L BRANDS INC COM 501797104 1,624,759 26,265,094 SH   SOLE   26,265,094 0 0
MASTERCARD INCORPORATED CL A 57636Q104 723,399 2,031,733 SH   SOLE   2,031,733 0 0
MATCH GROUP INC NEW COM 57667L107 852,400 6,204,685 SH   SOLE   6,204,685 0 0
MERCADOLIBRE INC COM 58733R102 1,052,804 715,152 SH   SOLE   715,152 0 0
MICROSOFT CORP COM 594918104 1,844,805 7,824,597 SH   SOLE   7,824,597 0 0
MONGODB INC CL A 60937P106 35,133 131,371 SH   SOLE   131,371 0 0
NETFLIX INC COM 64110L106 953,657 1,828,120 SH   SOLE   1,828,120 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 393,187 9,009,792 SH   SOLE   9,009,792 0 0
QUALTRICS INTL INC COM CL A 747601201 21,392 650,000 SH   SOLE   650,000 0 0
SERVICENOW INC COM 81762P102 739,525 1,478,725 SH   SOLE   1,478,725 0 0
SHOPIFY INC CL A 82509L107 1,894,870 1,712,490 SH   SOLE   1,712,490 0 0
SNAP INC CL A 83304A106 1,255,774 24,015,574 SH   SOLE   24,015,574 0 0
SNOWFLAKE INC CL A 833445109 290,595 1,267,426 SH   SOLE   1,267,426 0 0
SQUARE INC CL A 852234103 714,105 3,145,145 SH   SOLE   3,145,145 0 0
STONECO LTD COM CL A G85158106 400,027 6,534,257 SH   SOLE   6,534,257 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,170,746 3,146,574 SH   SOLE   3,146,574 0 0
WORKDAY INC CL A 98138H101 534,985 2,153,463 SH   SOLE   2,153,463 0 0
ZYMEWORKS INC COM 98985W102 30,845 976,735 SH   SOLE   976,735 0 0