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 7,123 112,423 SH   SOLE N/A 112,423 0 0
CARVANA CO CL A 146869102 1,308 64,417 SH   SOLE N/A 64,417 0 0
FERRARI N V COM N3167Y103 4,834 26,131 SH   SOLE N/A 26,131 0 0
FIVE BELOW INC COM 33829M101 14,213 103,236 SH   SOLE N/A 103,236 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 12,148 362,193 SH   SOLE N/A 362,193 0 0
HEALTHEQUITY INC COM 42226A107 812 12,090 SH   SOLE N/A 12,090 0 0
ICICI BANK LIMITED ADR 45104G104 17,123 816,569 SH   SOLE N/A 816,569 0 0
NETFLIX INC COM 64110L106 5,552 23,583 SH   SOLE N/A 23,583 0 0
PAYPAL HLDGS INC COM 70450Y103 5,182 60,207 SH   SOLE N/A 60,207 0 0
PROGYNY INC COM 74340E103 16,886 455,636 SH   SOLE N/A 455,636 0 0
SYNOPSYS INC COM 871607107 2,810 9,197 SH   SOLE N/A 9,197 0 0
TOAST INC CL A 888787108 4,919 294,213 SH   SOLE N/A 294,213 0 0
XOMETRY INC CLASS A COM 98423F109 16,179 284,894 SH   SOLE N/A 284,894 0 0