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
ANSYS INC COM 03662Q105 10,933 34,418 SH   SOLE N/A 34,418 0 0
CARVANA CO CL A 146869102 8,997 75,425 SH   SOLE N/A 75,425 0 0
FERRARI N V COM N3167Y103 6,987 32,039 SH   SOLE N/A 32,039 0 0
FIVE BELOW INC COM 33829M101 11,075 69,930 SH   SOLE N/A 69,930 0 0
HEALTHEQUITY INC COM 42226A107 5,619 83,324 SH   SOLE N/A 83,324 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 14,579 441,915 SH   SOLE N/A 441,915 0 0
ICICI BANK LIMITED ADR 45104G104 19,504 1,029,761 SH   SOLE N/A 1,029,761 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 9,238 672,833 SH   SOLE N/A 672,833 0 0
PROGYNY INC COM 74340E103 11,909 231,702 SH   SOLE N/A 231,702 0 0
RH COM 74967X103 5,207 15,969 SH   SOLE N/A 15,969 0 0
SHOPIFY INC CL A 82509L107 4,371 6,467 SH   SOLE N/A 6,467 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 11,158 228,223 SH   SOLE N/A 228,223 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,757 64,605 SH   SOLE N/A 64,605 0 0
SYNOPSYS INC COM 871607107 5,472 16,420 SH   SOLE N/A 16,420 0 0
TOAST INC CL A 888787108 9,868 454,106 SH   SOLE N/A 454,106 0 0
WARBY PARKER INC CL A COM 93403J106 1,691 50,000 SH   SOLE N/A 50,000 0 0
WEX INC COM 96208T104 4,689 26,277 SH   SOLE N/A 26,277 0 0
XOMETRY INC CLASS A COM 98423F109 15,000 408,153 SH   SOLE N/A 408,153 0 0