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 2,680 116,772 SH   SOLE NONE 116,772 0 0
ACCELERON PHARMA INC COM 00434H108 57,507 458,266 SH   SOLE NONE 458,266 0 0
ADOBE INC COM 00724F101 7,238 12,329 SH   SOLE NONE 12,329 0 0
ADVANCED MICRO DEVICES COM 007903107 211,046 2,246,932 SH   SOLE NONE 2,246,932 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 4,207 397,989 SH   SOLE NONE 397,989 0 0
AFFIRM HOLDINGS INC COM CL A 00827B106 17,020 252,705 SH   SOLE NONE 252,705 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,840 80,069 SH   SOLE NONE 80,069 0 0
ALBEMARLE CORP COM 012653101 5,404 32,076 SH   SOLE NONE 32,076 0 0
ALPHABET INC CAP STK CL A 02079K305 312,748 128,080 SH   SOLE NONE 128,080 0 0
AMAZON.COM INC COM 023135106 403,598 117,319 SH   SOLE NONE 117,319 0 0
AMEDISYS INC COM 023436108 51,387 209,804 SH   SOLE NONE 209,804 0 0
AMYRIS INC COM NEW 03236M200 23,981 1,464,931 SH   SOLE NONE 1,464,931 0 0
ANSYS INC COM 03662Q105 10,454 30,093 SH   SOLE NONE 30,093 0 0
ANTHEM INC COM 036752103 303,041 793,720 SH   SOLE NONE 793,720 0 0
AUTODESK INC COM 052769106 13,056 44,638 SH   SOLE NONE 44,638 0 0
BARRICK GOLD CORP COM 067901108 2,214 107,080 SH   SOLE NONE 107,080 0 0
BOOKING HOLDINGS INC COM 09857L108 5,242 2,401 SH   SOLE NONE 2,401 0 0
BROWN-FORMAN CORP CL B 115637209 2,956 39,402 SH   SOLE NONE 39,402 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 256,370 1,657,323 SH   SOLE NONE 1,657,323 0 0
CARA THERAPEUTICS INC COM 140755109 2,085 146,135 SH   SOLE NONE 146,135 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 20,262 768,724 SH   SOLE NONE 768,724 0 0
CHEGG INC COM 163092109 47,938 576,801 SH   SOLE NONE 576,801 0 0
CHEMOCENTRYX INC COM 16383L106 1,482 110,700 PRN Call SOLE NONE 110,700 0 0
CHINDATA GROUP HOLDINGS ADS 16955F107 72,086 4,777,270 SH   SOLE NONE 4,777,270 0 0
CINTAS CORP COM 172908105 3,132 8,199 SH   SOLE NONE 8,199 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 16,655 3,419,877 SH   SOLE NONE 3,419,877 0 0
CLOOPEN GROUP HOLDING LTD ADS 18900M104 2,756 325,034 SH   SOLE NONE 325,034 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,713 11,601 SH   SOLE NONE 11,601 0 0
COPART INC COM 217204106 3,121 23,677 SH   SOLE NONE 23,677 0 0
COSTCO WHOLESALE CORP COM 22160K105 131,033 331,164 SH   SOLE NONE 331,164 0 0
DANAHER CORP COM 235851102 15,894 59,228 SH   SOLE NONE 59,228 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 11,167 171,572 SH   SOLE NONE 171,572 0 0
DARLING INGREDIENTS INC COM 237266101 7,755 114,893 SH   SOLE NONE 114,893 0 0
DELL TECHNOLOGIES CL C 24703L202 21,927 220,000 PRN Call SOLE NONE 220,000 0 0
DERMTECH INC COM 24984K105 15,949 383,674 SH   SOLE NONE 383,674 0 0
ECOLAB INC COM 278865100 7,526 36,538 SH   SOLE NONE 36,538 0 0
EHANG HOLDINGS LTD ADS 26853E102 66,924 1,556,692 SH   SOLE NONE 1,556,692 0 0
ELECTRONIC ARTS INC COM 285512109 4,794 33,311 SH   SOLE NONE 33,311 0 0
ESTEE LAUDER COMPANIES CL A 518439104 10,674 33,567 SH   SOLE NONE 33,567 0 0
ETSY INC COM 29786A106 60,218 292,547 SH   SOLE NONE 292,547 0 0
FACEBOOK INC CL A 30303M102 653,236 1,878,568 SH   SOLE NONE 1,878,568 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 295,882 2,088,514 SH   SOLE NONE 2,088,514 0 0
FULL TRUCK ALLIANCE SPONSORED ADS 35969L108 21,344 1,058,381 SH   SOLE NONE 1,058,381 0 0
GAP INC/THE COM 364760108 88,326 2,624,951 SH   SOLE NONE 2,624,951 0 0
GARMIN LTD SHS H2906T109 2,668 18,447 SH   SOLE NONE 18,447 0 0
GDS HOLDINGS LTD SPONSORED ADS 36165L108 184,854 2,354,847 SH   SOLE NONE 2,354,847 0 0
GENERATION BIO CO COM 37148K100 39,637 1,473,524 SH   SOLE NONE 1,473,524 0 0
GEOPARK LTD USD SHS G38327105 5,137 406,125 SH   SOLE NONE 406,125 0 0
GOODRX HOLDINGS INC COM CL A 38246G108 64,173 1,782,091 SH   SOLE NONE 1,782,091 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 247 3,340 SH   SOLE NONE 3,340 0 0
HEXCEL CORP COM 428291108 5,914 94,770 SH   SOLE NONE 94,770 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 202,174 1,703,230 SH   SOLE NONE 1,703,230 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 0 10 SH   SOLE NONE 10 0 0
INTUIT INC COM 461202103 6,536 13,325 SH   SOLE NONE 13,325 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,887 2,051 SH   SOLE NONE 2,051 0 0
JD.COM INC SPON ADR CL A 47215P106 581,225 7,282,631 SH   SOLE NONE 7,282,631 0 0
JOYY INC ADS REPCOM CLA 46591M109 77,741 1,177,400 SH   SOLE NONE 1,177,400 0 0
KANZHUN LTD SPONSORED ADS 48553T106 2,518 63,497 SH   SOLE NONE 63,497 0 0
KINGSOFT CLOUD HOLDINGS ADS 49639K101 155,540 4,583,329 SH   SOLE NONE 4,583,329 0 0
LENNOX INTERNATIONAL INC COM 526107107 508 1,449 SH   SOLE NONE 1,449 0 0
LULULEMON ATHLETICA INC COM 550021109 121,477 332,839 SH   SOLE NONE 332,839 0 0
MARRIOTT INTERNATIONAL CL A 571903202 3,121 22,858 SH   SOLE NONE 22,858 0 0
MASIMO CORP COM 574795100 4,922 20,184 SH   SOLE NONE 20,184 0 0
MASTEC INC COM 576323109 10,368 97,721 SH   SOLE NONE 97,721 0 0
MASTERCARD INC CL A 57636Q104 138,893 380,408 SH   SOLE NONE 380,408 0 0
MATCH GROUP INC COM 57667L107 59,283 367,647 SH   SOLE NONE 367,647 0 0
MEDTRONIC PLC SHS G5960L103 103,071 830,343 SH   SOLE NONE 830,343 0 0
MERCADOLIBRE INC COM 58733R102 186,064 119,433 SH   SOLE NONE 119,433 0 0
MICROSOFT CORP COM 594918104 430,056 1,587,480 SH   SOLE NONE 1,587,480 0 0
MICROSOFT CORP COM 594918104 27,469 101,400 PRN Call SOLE NONE 101,400 0 0
MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 108,315 5,211,149 SH   SOLE NONE 5,211,149 0 0
MONDAY.COM LTD SHS M7S64H106 4,472 20,000 SH   SOLE NONE 20,000 0 0
NETFLIX INC COM 64110L106 216,802 410,412 SH   SOLE NONE 410,412 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581107 81,247 9,918,426 SH   SOLE NONE 9,918,426 0 0
NEWMONT CORP COM 651639106 693 10,931 SH   SOLE NONE 10,931 0 0
NIO INC SPON ADS 62914V106 274 5,151 SH   SOLE NONE 5,151 0 0
NIU TECHNOLOGIES ADS 65481N100 10,734 328,473 SH   SOLE NONE 328,473 0 0
NOV INC COM 62955J103 383 25,000 SH   SOLE NONE 25,000 0 0
NOVAVAX INC COM NEW 670002401 97,194 457,805 SH   SOLE NONE 457,805 0 0
NUTRIEN LTD COM 67077M108 3,977 65,608 SH   SOLE NONE 65,608 0 0
NVIDIA CORP COM 67066G104 8,218 10,267 SH   SOLE NONE 10,267 0 0
ON SEMICONDUCTOR CORP COM 682189105 9,597 250,712 SH   SOLE NONE 250,712 0 0
OZON HOLDINGS PLC SPONSORED ADS 69269L104 5,028 85,650 SH   SOLE NONE 85,650 0 0
PAYCHEX INC COM 704326107 3,348 31,201 SH   SOLE NONE 31,201 0 0
PAYPAL HOLDINGS INC COM 70450Y103 8,060 27,617 SH   SOLE NONE 27,617 0 0
PROTERRA INC COM 74374T109 4,233 247,420 SH   SOLE NONE 247,420 0 0
REGENXBIO INC COM 75901B107 7,247 186,539 SH   SOLE NONE 186,539 0 0
REGENXBIO INC COM 75901B107 10,039 258,400 PRN Call SOLE NONE 258,400 0 0
RESMED INC COM 761152107 4,971 20,167 SH   SOLE NONE 20,167 0 0
SALESFORCE.COM INC COM 79466L302 425,952 1,743,761 SH   SOLE NONE 1,743,761 0 0
SALESFORCE.COM INC COM 79466L302 9,771 40,000 PRN Call SOLE NONE 40,000 0 0
SEA LTD SPONSORED ADS 81141R100 75,443 274,456 SH   SOLE NONE 274,456 0 0
SENSATA TECHNOLOGIES HOLDING SHS G8060N102 6,282 108,544 SH   SOLE NONE 108,544 0 0
SENTINELONE INC CL A 81730H109 13,025 306,463 SH   SOLE NONE 306,463 0 0
SERVICENOW INC COM 81762P102 126,422 230,041 SH   SOLE NONE 230,041 0 0
SIMILARWEB LTD SHS M84137104 236 12,000 SH   SOLE NONE 12,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,614 13,077 SH   SOLE NONE 13,077 0 0
SPLUNK INC COM 848637104 20,185 139,609 SH   SOLE NONE 139,609 0 0
SQUARE INC CL A 852234103 62,204 255,137 SH   SOLE NONE 255,137 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 347 4,809 SH   SOLE NONE 4,809 0 0
STRYKER CORP COM 863667101 130,541 502,593 SH   SOLE NONE 502,593 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104 15,504 411,689 SH   SOLE NONE 411,689 0 0
SUNRUN INC COM 86771W105 48,925 877,101 SH   SOLE NONE 877,101 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 13,451 111,945 SH   SOLE NONE 111,945 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 10,052 398,424 SH   SOLE NONE 398,424 0 0
TASKUS INC CLASS A COM 87652V109 6,860 200,000 SH   SOLE NONE 200,000 0 0
TENCENT MUSIC ENTERTAINM SPON ADS 88034P109 3,161 204,194 SH   SOLE NONE 204,194 0 0
THE9 LTD SPON ADS NEW 88337K302 1,203 84,358 SH   SOLE NONE 84,358 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,949 27,630 SH   SOLE NONE 27,630 0 0
T-MOBILE US INC COM 872590104 303,706 2,096,980 SH   SOLE NONE 2,096,980 0 0
TPI COMPOSITES INC COM 87266J104 1,898 39,197 SH   SOLE NONE 39,197 0 0
TRANSUNION COM 89400J107 6,127 55,850 SH   SOLE NONE 55,850 0 0
TRIP.COM GROUP LTD ADS 89677Q107 8,323 234,718 SH   SOLE NONE 234,718 0 0
TUYA INC SPONSERED ADS 90114C107 50,873 2,077,370 SH   SOLE NONE 2,077,370 0 0
TWILIO INC CL A 90138F102 15,939 40,438 SH   SOLE NONE 40,438 0 0
TWITTER INC COM 90184L102 59,949 871,232 SH   SOLE NONE 871,232 0 0
UBER TECHNOLOGIES INC COM 90353T100 276,336 5,513,405 SH   SOLE NONE 5,513,405 0 0
UIPATH INC CL A 90364P105 1,019 15,000 SH   SOLE NONE 15,000 0 0
ULTA BEAUTY INC COM 90384S303 114,827 332,094 SH   SOLE NONE 332,094 0 0
UNITEDHEALTH GROUP INC COM 91324P102 173,870 434,200 SH   SOLE NONE 434,200 0 0
VEEVA SYSTEMS INC CL A COM 922475108 2,465 7,927 SH   SOLE NONE 7,927 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 82,640 4,115,825 SH   SOLE NONE 4,115,825 0 0
VISA INC COM CL A 92826C839 140,908 602,628 SH   SOLE NONE 602,628 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 6,195 35,350 SH   SOLE NONE 35,350 0 0
WASTE MANAGEMENT INC COM 94106L109 14,245 101,670 SH   SOLE NONE 101,670 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 613 13,905 SH   SOLE NONE 13,905 0 0
XPENG INC ADS 98422D105 185 4,172 SH   SOLE NONE 4,172 0 0
YANDEX NV SHS CLASS A N97284108 58,987 833,940 SH   SOLE NONE 833,940 0 0
ZOETIS INC CL A 98978V103 6,860 36,724 SH   SOLE NONE 36,724 0 0
ZOOM VIDEO COMMUNICATIONS CL A 98980L101 31,178 80,557 SH   SOLE NONE 80,557 0 0