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
ADVANCED MICRO DEVICES INC COM 007903107 6,503 85,037 SH   SOLE N/A 85,037 0 0
CARVANA CO CL A 146869102 1,450 64,199 SH   SOLE N/A 64,199 0 0
FERRARI N V COM N3167Y103 7,622 41,543 SH   SOLE N/A 41,543 0 0
FIVE BELOW INC COM 33829M101 11,330 99,884 SH   SOLE N/A 99,884 0 0
HEALTHEQUITY INC COM 42226A107 5,036 82,034 SH   SOLE N/A 82,034 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 13,753 360,962 SH   SOLE N/A 360,962 0 0
ICICI BANK LIMITED ADR 45104G104 17,985 1,013,803 SH   SOLE N/A 1,013,803 0 0
PROGYNY INC COM 74340E103 13,483 464,118 SH   SOLE N/A 464,118 0 0
RH COM 74967X103 3,866 18,215 SH   SOLE N/A 18,215 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,438 83,198 SH   SOLE N/A 83,198 0 0
SYNOPSYS INC COM 871607107 4,910 16,166 SH   SOLE N/A 16,166 0 0
TOAST INC CL A 888787108 3,471 268,205 SH   SOLE N/A 268,205 0 0
WEX INC COM 96208T104 4,024 25,870 SH   SOLE N/A 25,870 0 0
XOMETRY INC CLASS A COM 98423F109 10,482 308,928 SH   SOLE N/A 308,928 0 0