The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ANSYS INC | COM | 03662Q105 | 13,940 | 34,752 | SH | SOLE | N/A | 34,752 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 14,744 | 63,609 | SH | SOLE | N/A | 63,609 | 0 | 0 | |
| CHEWY INC | CL A | 16679L109 | 885 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 6,012 | 39,472 | SH | SOLE | N/A | 39,472 | 0 | 0 | |
| EXPENSIFY INC | COM CL A | 30219Q106 | 1,980 | 45,000 | SH | SOLE | N/A | 45,000 | 0 | 0 | |
| FERRARI N V | COM | N3167Y103 | 6,873 | 26,556 | SH | SOLE | N/A | 26,556 | 0 | 0 | |
| FIVE BELOW INC | COM | 33829M101 | 14,302 | 69,129 | SH | SOLE | N/A | 69,129 | 0 | 0 | |
| HEALTHEQUITY INC | COM | 42226A107 | 4,977 | 112,500 | SH | SOLE | N/A | 112,500 | 0 | 0 | |
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 14,188 | 379,977 | SH | SOLE | N/A | 379,977 | 0 | 0 | |
| ICICI BANK LIMITED | ADR | 45104G104 | 21,884 | 1,105,828 | SH | SOLE | N/A | 1,105,828 | 0 | 0 | |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 12,371 | 679,344 | SH | SOLE | N/A | 679,344 | 0 | 0 | |
| PROGYNY INC | COM | 74340E103 | 11,779 | 233,946 | SH | SOLE | N/A | 233,946 | 0 | 0 | |
| PROTO LABS INC | COM | 743713109 | 2,133 | 41,536 | SH | SOLE | N/A | 41,536 | 0 | 0 | |
| RH | COM | 74967X103 | 7,006 | 13,073 | SH | SOLE | N/A | 13,073 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 13,537 | 9,828 | SH | SOLE | N/A | 9,828 | 0 | 0 | |
| SMARTRENT INC | COM CL A | 83193G107 | 6,569 | 678,653 | SH | SOLE | N/A | 678,653 | 0 | 0 | |
| SONOS INC | COM | 83570H108 | 3,871 | 129,890 | SH | SOLE | N/A | 129,890 | 0 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 9,969 | 231,352 | SH | SOLE | N/A | 231,352 | 0 | 0 | |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 11,240 | 48,028 | SH | SOLE | N/A | 48,028 | 0 | 0 | |
| SYNOPSYS INC | COM | 871607107 | 5,982 | 16,233 | SH | SOLE | N/A | 16,233 | 0 | 0 | |
| TOAST INC | CL A | 888787108 | 10,221 | 294,468 | SH | SOLE | N/A | 294,468 | 0 | 0 | |
| TRAEGER INC | COMMON STOCK | 89269P103 | 3,040 | 250,000 | SH | SOLE | N/A | 250,000 | 0 | 0 | |
| WEX INC | COM | 96208T104 | 8,544 | 60,856 | SH | SOLE | N/A | 60,856 | 0 | 0 | |
| XOMETRY INC | CLASS A COM | 98423F109 | 17,228 | 336,149 | SH | SOLE | N/A | 336,149 | 0 | 0 | |