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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 27,909 170,946 SH   SOLE   170,946 0 0
ADOBE INC COM 00724F101 35,733 112,282 SH   SOLE   112,282 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 42,035 216,139 SH   SOLE   216,139 0 0
ALTERYX INC COM CL A 02156B103 16,073 168,890 SH   SOLE   168,890 0 0
AMAZON COM INC COM 023135106 78,090 40,052 SH   SOLE   40,052 0 0
APPIAN CORP CL A 03782L101 4,380 108,880 SH   SOLE   108,880 0 0
APPLE INC COM 037833100 215 847 SH   SOLE   847 0 0
APPLIED MATLS INC COM 038222105 3,084 67,300 SH   SOLE   67,300 0 0
ATLASSIAN CORP PLC CL A G06242104 353 2,574 SH   SOLE   2,574 0 0
AUTODESK INC COM 052769106 2,156 13,809 SH   SOLE   13,809 0 0
BECTON DICKINSON & CO COM 075887109 24,572 106,940 SH   SOLE   106,940 0 0
BLACKROCK INC COM 09247X101 33,940 77,142 SH   SOLE   77,142 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 352 5,332 SH   SOLE   5,332 0 0
CATERPILLAR INC DEL COM 149123101 1,973 17,000 SH   SOLE   17,000 0 0
COGNEX CORP COM 192422103 743 17,598 SH   SOLE   17,598 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 375 1,986 SH   SOLE   1,986 0 0
LAUDER ESTEE COS INC CL A 518439104 273 1,715 SH   SOLE   1,715 0 0
FACEBOOK INC CL A 30303M102 26,936 161,488 SH   SOLE   161,488 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 21,276 174,906 SH   SOLE   174,906 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 25,018 413,455 SH   SOLE   413,455 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 5,071 87,477 SH   SOLE   87,477 0 0
GUARDANT HEALTH INC COM 40131M109 599 8,606 SH   SOLE   8,606 0 0
HONEYWELL INTL INC COM 438516106 2,739 20,476 SH   SOLE   20,476 0 0
ILLUMINA INC COM 452327109 261 954 SH   SOLE   954 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,696 13,522 SH   SOLE   13,522 0 0
JPMORGAN CHASE & CO COM 46625H100 2,431 27,000 SH   SOLE   27,000 0 0
LAM RESEARCH CORP COM 512807108 364 1,518 SH   SOLE   1,518 0 0
MASTERCARD INC CL A 57636Q104 33,090 136,985 SH   SOLE   136,985 0 0
MATCH GROUP INC COM 57665R106 4,133 62,586 SH   SOLE   62,586 0 0
MERCADOLIBRE INC COM 58733R102 3,945 8,075 SH   SOLE   8,075 0 0
MICROSOFT CORP COM 594918104 77,630 492,230 SH   SOLE   492,230 0 0
MONGODB INC CL A 60937P106 5,767 42,240 SH   SOLE   42,240 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,277 13,600 SH   SOLE   13,600 0 0
NETFLIX INC COM 64110L106 3,947 10,510 SH   SOLE   10,510 0 0
NVIDIA CORP COM 67066G104 10,081 38,242 SH   SOLE   38,242 0 0
NXP SEMICONDUCTORS N V COM N6596X109 370 4,456 SH   SOLE   4,456 0 0
OKTA INC CL A 679295105 7,312 59,803 SH   SOLE   59,803 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 3,784 372,790 SH   SOLE   372,790 0 0
PALO ALTO NETWORKS INC COM 697435105 1,972 12,027 SH   SOLE   12,027 0 0
PINDUODUO INC SPONSORED ADS 722304102 3,961 109,945 SH   SOLE   109,945 0 0
SALESFORCE COM INC COM 79466L302 42,062 292,136 SH   SOLE   292,136 0 0
SEA LTD SPONSORED ADS 81141R100 588 13,276 SH   SOLE   13,276 0 0
SERVICENOW INC COM 81762P102 10,231 35,700 SH   SOLE   35,700 0 0
SPLUNK INC COM 848637104 4,330 34,300 SH   SOLE   34,300 0 0
SQUARE INC CL A 852234103 3,591 68,565 SH   SOLE   68,565 0 0
STARBUCKS CORP COM 855244109 1,709 26,000 SH   SOLE   26,000 0 0
STONECO LTD COM CL A G85158106 3,875 177,990 SH   SOLE   177,990 0 0
STRYKER CORP COM 863667101 31,979 192,078 SH   SOLE   192,078 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,835 101,180 SH   SOLE   101,180 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 359 35,644 SH   SOLE   35,644 0 0
TERADYNE INC COM 880770102 339 6,254 SH   SOLE   6,254 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 25,859 91,180 SH   SOLE   91,180 0 0
THE TRADE DESK INC COM CL A 88339J105 359 1,859 SH   SOLE   1,859 0 0
TWILIO INC CL A 90138F102 8,158 91,158 SH   SOLE   91,158 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 752 3,161 SH   SOLE   3,161 0 0
VISA INC COM CL A 92826C839 49,275 305,826 SH   SOLE   305,826 0 0
VMWARE INC CL A COM 928563402 6,369 52,590 SH   SOLE   52,590 0 0
DISNEY WALT CO COM DISNEY 254687106 64,411 666,776 SH   SOLE   666,776 0 0
XILINX INC COM 983919101 420 5,386 SH   SOLE   5,386 0 0
YUM CHINA HLDGS INC COM 98850P109 43,263 1,014,857 SH   SOLE   1,014,857 0 0
ZENDESK INC COM 98936J101 301 4,701 SH   SOLE   4,701 0 0
ZILLOW GROUP INC CL A 98954M101 2,476 72,900 SH   SOLE   72,900 0 0
ZSCALER INC COM 98980G102 3,960 65,070 SH   SOLE   65,070 0 0