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
10X GENOMICS INC CL A COM 88025U109 6,797 46,692 SH   SOLE NONE 46,692 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 2,792 161,294 SH   SOLE NONE 161,294 0 0
ACCELERON PHARMA INC COM 00434H108 38,122 221,502 SH   SOLE NONE 221,502 0 0
ACCENTURE PLC SHS CLASS A G1151C101 790 2,468 SH   SOLE NONE 2,468 0 0
ADOBE INC COM 00724F101 8,067 13,999 SH   SOLE NONE 13,999 0 0
AEVA TECHNOLOGIES INC COM 00835Q103 3,160 397,989 SH   SOLE NONE 397,989 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,152 80,069 SH   SOLE NONE 80,069 0 0
ALBEMARLE CORP COM 012653101 524 2,391 SH   SOLE NONE 2,391 0 0
ALPHABET INC CAP STK CL A 02079K305 307,972 115,187 SH   SOLE NONE 115,187 0 0
AMAZON.COM INC COM 023135106 426,789 129,918 SH   SOLE NONE 129,918 0 0
AMEDISYS INC COM 023436108 41,351 277,335 SH   SOLE NONE 277,335 0 0
AMYRIS INC COM NEW 03236M200 20,090 1,463,231 SH   SOLE NONE 1,463,231 0 0
ANSYS INC COM 03662Q105 11,639 34,181 SH   SOLE NONE 34,181 0 0
ANTHEM INC COM 036752103 294,976 791,150 SH   SOLE NONE 791,150 0 0
AUTODESK INC COM 052769106 14,353 50,272 SH   SOLE NONE 50,272 0 0
BAIDU INC SPON ADR REP A 056752108 49,307 320,772 SH   SOLE NONE 320,772 0 0
BARRICK GOLD CORP COM 067901108 720 39,883 SH   SOLE NONE 39,883 0 0
BOOKING HOLDINGS INC COM 09857L108 6,963 2,932 SH   SOLE NONE 2,932 0 0
BROWN & BROWN INC COM 115236101 519 9,365 SH   SOLE NONE 9,365 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 78,821 486,614 SH   SOLE NONE 486,614 0 0
CHEGG INC COM 163092109 30,568 449,393 SH   SOLE NONE 449,393 0 0
CHINDATA GROUP HOLDINGS ADS 16955F107 52,589 6,254,905 SH   SOLE NONE 6,254,905 0 0
CINTAS CORP COM 172908105 3,113 8,177 SH   SOLE NONE 8,177 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 14,854 2,475,652 SH   SOLE NONE 2,475,652 0 0
CLEARSIDE BIOMEDICAL INC COM 185063104 302 50,300 PRN Call SOLE NONE 50,300 0 0
COPART INC COM 217204106 3,436 24,772 SH   SOLE NONE 24,772 0 0
COSTCO WHOLESALE CORP COM 22160K105 128,304 285,529 SH   SOLE NONE 285,529 0 0
DANAHER CORP COM 235851102 18,053 59,300 SH   SOLE NONE 59,300 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 12,263 216,242 SH   SOLE NONE 216,242 0 0
DARLING INGREDIENTS INC COM 237266101 8,261 114,893 SH   SOLE NONE 114,893 0 0
DELL TECHNOLOGIES CL C 24703L202 22,889 220,000 PRN Call SOLE NONE 220,000 0 0
DERMTECH INC COM 24984K105 12,361 383,274 SH   SOLE NONE 383,274 0 0
ECOLAB INC COM 278865100 7,623 36,538 SH   SOLE NONE 36,538 0 0
EHANG HOLDINGS LTD ADS 26853E102 44,870 1,876,792 SH   SOLE NONE 1,876,792 0 0
ELECTRONIC ARTS INC COM 285512109 5,535 39,258 SH   SOLE NONE 39,258 0 0
ESTEE LAUDER COMPANIES CL A 518439104 10,752 35,711 SH   SOLE NONE 35,711 0 0
ETSY INC COM 29786A106 62,095 298,592 SH   SOLE NONE 298,592 0 0
FACEBOOK INC CL A 30303M102 298,718 880,155 SH   SOLE NONE 880,155 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 51,380 422,215 SH   SOLE NONE 422,215 0 0
GAP INC/THE COM 364760108 74,718 3,291,252 SH   SOLE NONE 3,291,252 0 0
GARMIN LTD SHS H2906T109 3,060 19,686 SH   SOLE NONE 19,686 0 0
GDS HOLDINGS LTD SPONSORED ADS 36165L108 149,833 2,646,748 SH   SOLE NONE 2,646,748 0 0
GENERATION BIO CO COM 37148K100 36,917 1,472,624 SH   SOLE NONE 1,472,624 0 0
GEOPARK LTD USD SHS G38327105 5,182 406,125 SH   SOLE NONE 406,125 0 0
GOODRX HOLDINGS INC COM CL A 38246G108 73,060 1,781,091 SH   SOLE NONE 1,781,091 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 171 2,340 SH   SOLE NONE 2,340 0 0
HELLO GROUP INC ADS 423403104 2,978 281,970 SH   SOLE NONE 281,970 0 0
HEXCEL CORP COM 428291108 5,628 94,770 SH   SOLE NONE 94,770 0 0
HILTON WORLDWIDE HOLDINGS IN COM 43300A203 527 3,991 SH   SOLE NONE 3,991 0 0
INARI MEDICAL INC COM 45332Y109 22,041 271,780 SH   SOLE NONE 271,780 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 210,519 1,833,308 SH   SOLE NONE 1,833,308 0 0
INTERCORP FINANCIAL SERVICES SHS P5626F128 0 10 SH   SOLE NONE 10 0 0
INTUIT INC COM 461202103 7,978 14,735 SH   SOLE NONE 14,735 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,642 2,659 SH   SOLE NONE 2,659 0 0
JD.COM INC SPON ADR CL A 47215P106 539,551 7,469,101 SH   SOLE NONE 7,469,101 0 0
JOYY INC ADS REPCOM CLA 46591M109 95,814 1,747,632 SH   SOLE NONE 1,747,632 0 0
KINGSOFT CLOUD HOLDINGS ADS 49639K101 167,257 5,905,925 SH   SOLE NONE 5,905,925 0 0
LENNOX INTERNATIONAL INC COM 526107107 462 1,572 SH   SOLE NONE 1,572 0 0
LULULEMON ATHLETICA INC COM 550021109 109,967 271,718 SH   SOLE NONE 271,718 0 0
MARRIOTT INTERNATIONAL CL A 571903202 3,783 25,544 SH   SOLE NONE 25,544 0 0
MASIMO CORP COM 574795100 5,894 21,781 SH   SOLE NONE 21,781 0 0
MASTEC INC COM 576323109 8,431 97,721 SH   SOLE NONE 97,721 0 0
MASTERCARD INC CL A 57636Q104 134,396 386,507 SH   SOLE NONE 386,507 0 0
MATCH GROUP INC COM 57667L107 181,258 1,154,615 SH   SOLE NONE 1,154,615 0 0
MEDTRONIC PLC SHS G5960L103 61,023 486,813 SH   SOLE NONE 486,813 0 0
MERCADOLIBRE INC COM 58733R102 202,444 120,550 SH   SOLE NONE 120,550 0 0
MICROSOFT CORP COM 594918104 407,141 1,444,050 SH   SOLE NONE 1,444,050 0 0
MINISO GROUP HOLDING LTD SPONSORED ADS 66981J102 78,085 5,126,893 SH   SOLE NONE 5,126,893 0 0
NETFLIX INC COM 64110L106 223,529 366,271 SH   SOLE NONE 366,271 0 0
NEW ORIENTAL EDUCATIO SPON ADR 647581107 80,212 39,165,819 SH   SOLE NONE 39,165,819 0 0
NEW YORK TIMES CO CL A 650111107 30,574 620,537 SH   SOLE NONE 620,537 0 0
NEWMONT CORP COM 651639106 594 10,931 SH   SOLE NONE 10,931 0 0
NIU TECHNOLOGIES ADS 65481N100 5,334 230,251 SH   SOLE NONE 230,251 0 0
NORDSON CORP COM 655663102 697 2,928 SH   SOLE NONE 2,928 0 0
NVIDIA CORP COM 67066G104 8,117 39,287 SH   SOLE NONE 39,287 0 0
OLINK HOLDING AB SPONSORED ADS 680710100 7,722 318,418 SH   SOLE NONE 318,418 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,089 176,736 SH   SOLE NONE 176,736 0 0
OZON HOLDINGS PLC SPONSORED ADS 69269L104 3,016 59,903 SH   SOLE NONE 59,903 0 0
PALO ALTO NETWORKS INC COM 697435105 120,362 251,300 SH   SOLE NONE 251,300 0 0
PAYCHEX INC COM 704326107 3,619 32,180 SH   SOLE NONE 32,180 0 0
PAYPAL HOLDINGS INC COM 70450Y103 142,485 547,618 SH   SOLE NONE 547,618 0 0
PERSHING SQUARE TONTINE COM CL A 71531R109 9,551 484,797 SH   SOLE NONE 484,797 0 0
PROTERRA INC COM 74374T109 2,501 247,420 SH   SOLE NONE 247,420 0 0
REGENXBIO INC COM 75901B107 7,287 173,840 SH   SOLE NONE 173,840 0 0
RESMED INC COM 761152107 5,693 21,567 SH   SOLE NONE 21,567 0 0
ROLLINS INC COM 775711104 419 11,846 SH   SOLE NONE 11,846 0 0
SALESFORCE.COM INC COM 79466L302 520,411 1,918,784 SH   SOLE NONE 1,918,784 0 0
SEA LTD SPONSORED ADS 81141R100 36,246 113,781 SH   SOLE NONE 113,781 0 0
SENSATA TECHNOLOGIES HOLDING SHS G8060N102 6,693 121,858 SH   SOLE NONE 121,858 0 0
SERVICENOW INC COM 81762P102 170,667 274,268 SH   SOLE NONE 274,268 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,468 13,077 SH   SOLE NONE 13,077 0 0
SPLUNK INC COM 848637104 34,216 236,445 SH   SOLE NONE 236,445 0 0
SQUARE INC CL A 852234103 281,552 1,173,938 SH   SOLE NONE 1,173,938 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 197 2,837 SH   SOLE NONE 2,837 0 0
STRYKER CORP COM 863667101 133,204 505,031 SH   SOLE NONE 505,031 0 0
SUNNOVA ENERGY INTERNATIONAL COM 86745K104 21,043 638,818 SH   SOLE NONE 638,818 0 0
SUNRUN INC COM 86771W105 155,857 3,542,368 SH   SOLE NONE 3,542,368 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 12,499 111,945 SH   SOLE NONE 111,945 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 9,419 1,946,021 SH   SOLE NONE 1,946,021 0 0
TASKUS INC CLASS A COM 87652V109 9,696 145,145 SH   SOLE NONE 145,145 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 17,056 29,800 SH   SOLE NONE 29,800 0 0
T-MOBILE US INC COM 872590104 280,598 2,196,278 SH   SOLE NONE 2,196,278 0 0
TOAST INC CL A 888787108 4,995 100,000 SH   SOLE NONE 100,000 0 0
TPI COMPOSITES INC COM 87266J104 1,323 39,197 SH   SOLE NONE 39,197 0 0
TRANSUNION COM 89400J107 7,022 62,341 SH   SOLE NONE 62,341 0 0
TUYA INC SPONSERED ADS 90114C107 36,764 4,053,902 SH   SOLE NONE 4,053,902 0 0
TWILIO INC CL A 90138F102 47,053 147,479 SH   SOLE NONE 147,479 0 0
TWITTER INC COM 90184L102 27,109 448,897 SH   SOLE NONE 448,897 0 0
UBER TECHNOLOGIES INC COM 90353T100 350,747 7,829,222 SH   SOLE NONE 7,829,222 0 0
ULTA BEAUTY INC COM 90384S303 94,240 261,090 SH   SOLE NONE 261,090 0 0
UNITEDHEALTH GROUP INC COM 91324P102 127,075 325,203 SH   SOLE NONE 325,203 0 0
VEEVA SYSTEMS INC CL A COM 922475108 2,383 8,269 SH   SOLE NONE 8,269 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 87,066 7,818,251 SH   SOLE NONE 7,818,251 0 0
VISA INC COM CL A 92826C839 69,156 310,458 SH   SOLE NONE 310,458 0 0
VMWARE INC CL A COM 928563402 10,629 71,482 SH   SOLE NONE 71,482 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 6,736 39,600 SH   SOLE NONE 39,600 0 0
WASTE MANAGEMENT INC COM 94106L109 11,796 78,977 SH   SOLE NONE 78,977 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 523 13,905 SH   SOLE NONE 13,905 0 0
YANDEX NV SHS CLASS A N97284108 66,442 833,940 SH   SOLE NONE 833,940 0 0
ZOETIS INC CL A 98978V103 7,709 39,662 SH   SOLE NONE 39,662 0 0