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 51,022 225,769 SH   SOLE   225,769 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 51,678 105,372 SH   SOLE   105,372 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,699 53,400 SH   SOLE   53,400 0 0
ALPHABET INC CAP STK CL A 02079K305 2,199 1,500 SH   SOLE   1,500 0 0
ALTERYX INC COM CL A 02156B103 50,813 447,487 SH   SOLE   447,487 0 0
AMAZON COM INC COM 023135106 64,770 20,570 SH   SOLE   20,570 0 0
APPIAN CORP CL A 03782L101 14,586 225,252 SH   SOLE   225,252 0 0
APPLE INC COM 037833100 243 2,097 SH   SOLE   2,097 0 0
APPLIED MATLS INC COM 038222105 15,517 261,000 SH   SOLE   261,000 0 0
ATLASSIAN CORP PLC CL A G06242104 1,035 5,690 SH   SOLE   5,690 0 0
AUTODESK INC COM 052769106 344 1,487 SH   SOLE   1,487 0 0
BECTON DICKINSON & CO COM 075887109 60,445 259,777 SH   SOLE   259,777 0 0
BLACKROCK INC COM 09247X101 41,509 73,655 SH   SOLE   73,655 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 602 5,638 SH   SOLE   5,638 0 0
CATERPILLAR INC DEL COM 149123101 2,014 13,500 SH   SOLE   13,500 0 0
COGNEX CORP COM 192422103 2,572 39,497 SH   SOLE   39,497 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 514 6,429 SH   SOLE   6,429 0 0
LAUDER ESTEE COS INC CL A 518439104 330 1,511 SH   SOLE   1,511 0 0
FACEBOOK INC CL A 30303M102 47,657 181,966 SH   SOLE   181,966 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 26,861 182,464 SH   SOLE   182,464 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 29,848 531,190 SH   SOLE   531,190 0 0
GARMIN LTD SHS H2906T109 386 4,059 SH   SOLE   4,059 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 16,105 196,800 SH   SOLE   196,800 0 0
GUARDANT HEALTH INC COM 40131M109 3,756 33,596 SH   SOLE   33,596 0 0
HONEYWELL INTL INC COM 438516106 4,187 25,431 SH   SOLE   25,431 0 0
ILLUMINA INC COM 452327109 1,823 5,895 SH   SOLE   5,895 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 14,054 19,807 SH   SOLE   19,807 0 0
JPMORGAN CHASE & CO COM 46625H100 4,236 44,000 SH   SOLE   44,000 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 2,537 85,879 SH   SOLE   85,879 0 0
LAM RESEARCH CORP COM 512807108 624 1,880 SH   SOLE   1,880 0 0
LEMONADE INC COM 52567D107 10,302 207,200 SH   SOLE   207,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 47,081 139,222 SH   SOLE   139,222 0 0
MATCH GROUP INC NEW COM 57667L107 14,811 133,848 SH   SOLE   133,848 0 0
MERCADOLIBRE INC COM 58733R102 17,861 16,500 SH   SOLE   16,500 0 0
MICROSOFT CORP COM 594918104 80,008 380,389 SH   SOLE   380,389 0 0
MONGODB INC CL A 60937P106 20,489 88,500 SH   SOLE   88,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,953 14,137 SH   SOLE   14,137 0 0
NETFLIX INC COM 64110L106 14,401 28,800 SH   SOLE   28,800 0 0
NIKE INC CL B 654106103 2,220 17,676 SH   SOLE   17,676 0 0
NVIDIA CORPORATION COM 67066G104 34,717 64,145 SH   SOLE   64,145 0 0
NXP SEMICONDUCTORS N V COM N6596X109 780 6,246 SH   SOLE   6,246 0 0
OKTA INC CL A 679295105 25,533 119,394 SH   SOLE   119,394 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 19,064 895,000 SH   SOLE   895,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,900 200,000 SH   SOLE   200,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,167 21,829 SH   SOLE   21,829 0 0
PINDUODUO INC SPONSORED ADS 722304102 9,347 126,042 SH   SOLE   126,042 0 0
RALPH LAUREN CORP CL A 751212101 289 4,247 SH   SOLE   4,247 0 0
SALESFORCE COM INC COM 79466L302 6,758 26,890 SH   SOLE   26,890 0 0
SEA LTD SPONSORED ADS 81141R100 3,861 25,061 SH   SOLE   25,061 0 0
SERVICENOW INC COM 81762P102 30,869 63,646 SH   SOLE   63,646 0 0
SHAKE SHACK INC CL A 819047101 3,397 52,678 SH   SOLE   52,678 0 0
SNOWFLAKE INC CL A 833445109 11,102 44,228 SH   SOLE   44,228 0 0
SPLUNK INC COM 848637104 13,602 72,300 SH   SOLE   72,300 0 0
SQUARE INC CL A 852234103 12,582 77,400 SH   SOLE   77,400 0 0
STARBUCKS CORP COM 855244109 2,750 32,000 SH   SOLE   32,000 0 0
STONECO LTD COM CL A G85158106 24,968 472,058 SH   SOLE   472,058 0 0
STRYKER CORPORATION COM 863667101 82,350 395,206 SH   SOLE   395,206 0 0
SYNOPSYS INC COM 871607107 1,909 8,918 SH   SOLE   8,918 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,189 347,711 SH   SOLE   347,711 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,760 18,000 SH   SOLE   18,000 0 0
TELADOC HEALTH INC COM 87918A105 2,317 10,566 SH   SOLE   10,566 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 1,439 97,414 SH   SOLE   97,414 0 0
TERADYNE INC COM 880770102 789 9,922 SH   SOLE   9,922 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 42,858 97,068 SH   SOLE   97,068 0 0
THE TRADE DESK INC COM CL A 88339J105 2,866 5,524 SH   SOLE   5,524 0 0
TWILIO INC CL A 90138F102 31,842 128,864 SH   SOLE   128,864 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 32,573 119,698 SH   SOLE   119,698 0 0
VISA INC COM CL A 92826C839 80,005 400,085 SH   SOLE   400,085 0 0
VMWARE INC CL A COM 928563402 16,628 115,735 SH   SOLE   115,735 0 0
DISNEY WALT CO COM DISNEY 254687106 71,809 578,724 SH   SOLE   578,724 0 0
WORKDAY INC CL A 98138H101 4,841 22,500 SH   SOLE   22,500 0 0
XILINX INC COM 983919101 539 5,169 SH   SOLE   5,169 0 0
YUM CHINA HLDGS INC COM 98850P109 44,761 845,334 SH   SOLE   845,334 0 0
ZENDESK INC COM 98936J101 1,600 15,542 SH   SOLE   15,542 0 0
ZILLOW GROUP INC CL A 98954M101 20,999 206,800 SH   SOLE   206,800 0 0
ZSCALER INC COM 98980G102 28,605 203,314 SH   SOLE   203,314 0 0