The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ANALOG DEVICES INC | COM | 032654105 | 11,337 | 65,853 | SH | SOLE | N/A | 65,853 | 0 | 0 | |
ANSYS INC | COM | 03662Q105 | 17,336 | 49,952 | SH | SOLE | N/A | 49,952 | 0 | 0 | |
ATLAS CREST INVT CORP | COM | 049284102 | 3,154 | 316,693 | SH | SOLE | N/A | 316,693 | 0 | 0 | |
CARVANA CO | CL A | 146869102 | 16,770 | 55,564 | SH | SOLE | N/A | 55,564 | 0 | 0 | |
DOCUSIGN INC | COM | 256163106 | 9,550 | 34,161 | SH | SOLE | N/A | 34,161 | 0 | 0 | |
DOLLAR GEN CORP NEW | COM | 256677105 | 11,230 | 51,897 | SH | SOLE | N/A | 51,897 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 12,172 | 35,005 | SH | SOLE | N/A | 35,005 | 0 | 0 | |
FERRARI N V | COM | N3167Y103 | 12,286 | 59,628 | SH | SOLE | N/A | 59,628 | 0 | 0 | |
FIVE BELOW INC | COM | 33829M101 | 15,547 | 80,443 | SH | SOLE | N/A | 80,443 | 0 | 0 | |
HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 15,113 | 286,172 | SH | SOLE | N/A | 286,172 | 0 | 0 | |
ICICI BANK LIMITED | ADR | 45104G104 | 21,446 | 1,254,176 | SH | SOLE | N/A | 1,254,176 | 0 | 0 | |
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 17,521 | 664,670 | SH | SOLE | N/A | 664,670 | 0 | 0 | |
PROGYNY INC | COM | 74340E103 | 12,155 | 206,012 | SH | SOLE | N/A | 206,012 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 20,807 | 14,242 | SH | SOLE | N/A | 14,242 | 0 | 0 | |
SONOS INC | COM | 83570H108 | 10,041 | 285,024 | SH | SOLE | N/A | 285,024 | 0 | 0 | |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 17,602 | 373,002 | SH | SOLE | N/A | 373,002 | 0 | 0 | |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 8,474 | 30,747 | SH | SOLE | N/A | 30,747 | 0 | 0 | |
SYNOPSYS INC | COM | 871607107 | 15,724 | 57,015 | SH | SOLE | N/A | 57,015 | 0 | 0 | |
WEX INC | COM | 96208T104 | 2,918 | 15,050 | SH | SOLE | N/A | 15,050 | 0 | 0 | |
XOMETRY INC | CLASS A COM | 98423F109 | 6,711 | 76,791 | SH | SOLE | N/A | 76,791 | 0 | 0 |