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 1,125,640 1,955,187 SH   SOLE   1,955,187 0 0
AMAZON COM INC COM 023135106 1,186,267 361,112 SH   SOLE   361,112 0 0
AMPLITUDE INC COM CL A 03213A104 88,411 1,627,000 SH   SOLE   1,627,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 229,040 1,436,981 SH   SOLE   1,436,981 0 0
BATH & BODY WORKS INC COM 070830104 1,531,646 24,300,268 SH   SOLE   24,300,268 0 0
BILIBILI INC SPONS ADS REP Z 090040106 569,908 8,612,782 SH   SOLE   8,612,782 0 0
CARVANA CO CL A 146869102 645,992 2,142,309 SH   SOLE   2,142,309 0 0
CONFLUENT INC CLASS A COM 20717M103 83,191 1,394,644 SH   SOLE   1,394,644 0 0
COUPA SOFTWARE INC COM 22266L106 1,000,831 4,566,251 SH   SOLE   4,566,251 0 0
DATADOG INC CL A COM 23804L103 656,813 4,646,717 SH   SOLE   4,646,717 0 0
DEXCOM INC COM 252131107 788,149 1,441,227 SH   SOLE   1,441,227 0 0
DOORDASH INC CL A 25809K105 1,536,643 7,460,157 SH   SOLE   7,460,157 0 0
FACEBOOK INC CL A 30303M102 1,043,599 3,074,926 SH   SOLE   3,074,926 0 0
FARFETCH LTD ORD SH CL A 30744W107 859,984 22,945,132 SH   SOLE   22,945,132 0 0
FATE THERAPEUTICS INC COM 31189P102 130,352 2,199,284 SH   SOLE   2,199,284 0 0
FIGS INC CL A 30260D103 92,326 2,485,894 SH   SOLE   2,485,894 0 0
FORMA THERAPEUTICS HLDGS INC SHS 34633R104 18,552 800,000 SH   SOLE   800,000 0 0
FRESHWORKS INC CLASS A COM 358054104 11,740 275,000 SH   SOLE   275,000 0 0
ICICI BANK LIMITED ADR 45104G104 750,087 39,750,227 SH   SOLE   39,750,227 0 0
KE HLDGS INC SPONSORED ADS 482497104 551,485 30,201,786 SH   SOLE   30,201,786 0 0
MARQETA INC CLASS A COM 57142B104 57,988 2,621,520 SH   SOLE   2,621,520 0 0
MATCH GROUP INC NEW COM 57667L107 1,220,419 7,773,867 SH   SOLE   7,773,867 0 0
MICROSOFT CORP COM 594918104 1,323,466 4,694,472 SH   SOLE   4,694,472 0 0
MODERNA INC COM 60770K107 1,276,272 3,316,199 SH   SOLE   3,316,199 0 0
NETEASE INC SPONSORED ADS 64110W102 86,714 1,015,388 SH   SOLE   1,015,388 0 0
PVH CORPORATION COM 693656100 338,961 3,297,609 SH   SOLE   3,297,609 0 0
RH COM 74967X103 860,727 1,290,620 SH   SOLE   1,290,620 0 0
SERVICENOW INC COM 81762P102 1,365,224 2,193,941 SH   SOLE   2,193,941 0 0
SHOPIFY INC CL A 82509L107 1,938,948 1,430,135 SH   SOLE   1,430,135 0 0
SNAP INC CL A 83304A106 1,672,318 22,638,657 SH   SOLE   22,638,657 0 0
SQUARE INC CL A 852234103 1,290,546 5,380,864 SH   SOLE   5,380,864 0 0
STONECO LTD COM CL A G85158106 524,033 15,093,113 SH   SOLE   15,093,113 0 0
TRANSDIGM GROUP INC COM 893641100 489,876 784,342 SH   SOLE   784,342 0 0
TWITTER INC COM 90184L102 1,300,428 21,533,828 SH   SOLE   21,533,828 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,174,561 3,005,990 SH   SOLE   3,005,990 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 475,763 8,609,543 SH   SOLE   8,609,543 0 0
VTEX SHS CL A G9470A102 108,504 5,274,887 SH   SOLE   5,274,887 0 0
WORKDAY INC CL A 98138H101 1,242,920 4,973,868 SH   SOLE   4,973,868 0 0
ZYMEWORKS INC COM 98985W102 28,364 976,735 SH   SOLE   976,735 0 0