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 65,660 251,367 SH   SOLE   251,367 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 60,395 120,761 SH   SOLE   120,761 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,059 69,000 SH   SOLE   69,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,629 1,500 SH   SOLE   1,500 0 0
ALTERYX INC COM CL A 02156B103 90,402 742,277 SH   SOLE   742,277 0 0
AMAZON COM INC COM 023135106 82,968 25,474 SH   SOLE   25,474 0 0
APPLE INC COM 037833100 376 2,827 SH   SOLE   2,827 0 0
APPLIED MATLS INC COM 038222105 23,906 277,000 SH   SOLE   277,000 0 0
AUTODESK INC COM 052769106 455 1,487 SH   SOLE   1,487 0 0
BECTON DICKINSON & CO COM 075887109 88,824 354,983 SH   SOLE   354,983 0 0
BLACKROCK INC COM 09247X101 26,642 36,923 SH   SOLE   36,923 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 770 5,638 SH   SOLE   5,638 0 0
CATERPILLAR INC COM 149123101 2,367 13,000 SH   SOLE   13,000 0 0
CLOUDFLARE INC CL A COM 18915M107 48,095 632,900 SH   SOLE   632,900 0 0
COGNEX CORP COM 192422103 6,524 81,260 SH   SOLE   81,260 0 0
CREDICORP LTD COM G2519Y108 10,907 66,495 SH   SOLE   66,495 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 18,895 89,200 SH   SOLE   89,200 0 0
CUMMINS INC COM 231021106 2,726 12,000 SH   SOLE   12,000 0 0
DATADOG INC CL A COM 23804L103 20,968 213,000 SH   SOLE   213,000 0 0
DYNATRACE INC COM NEW 268150109 13,747 317,700 SH   SOLE   317,700 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 687 7,526 SH   SOLE   7,526 0 0
LAUDER ESTEE COS INC CL A 518439104 379 1,421 SH   SOLE   1,421 0 0
FACEBOOK INC CL A 30303M102 47,303 173,168 SH   SOLE   173,168 0 0
FARFETCH LTD ORD SH CL A 30744W107 8,898 139,438 SH   SOLE   139,438 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 41,228 544,117 SH   SOLE   544,117 0 0
GARMIN LTD SHS H2906T109 486 4,059 SH   SOLE   4,059 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 29,965 320,000 SH   SOLE   320,000 0 0
GUARDANT HEALTH INC COM 40131M109 9,907 76,865 SH   SOLE   76,865 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 25,683 230,835 SH   SOLE   230,835 0 0
HONEYWELL INTL INC COM 438516106 5,197 24,431 SH   SOLE   24,431 0 0
ILLUMINA INC COM 452327109 5,015 13,554 SH   SOLE   13,554 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 20,835 25,467 SH   SOLE   25,467 0 0
JOHNSON & JOHNSON COM 478160104 2,676 17,000 SH   SOLE   17,000 0 0
JPMORGAN CHASE & CO COM 46625H100 5,592 44,000 SH   SOLE   44,000 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 9,153 210,165 SH   SOLE   210,165 0 0
LAM RESEARCH CORP COM 512807108 885 1,872 SH   SOLE   1,872 0 0
LEMONADE INC COM 52567D107 38,833 317,000 SH   SOLE   317,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 48,600 136,156 SH   SOLE   136,156 0 0
MATCH GROUP INC NEW COM 57667L107 23,133 153,000 SH   SOLE   153,000 0 0
MERCADOLIBRE INC COM 58733R102 31,327 18,700 SH   SOLE   18,700 0 0
MICROSOFT CORP COM 594918104 94,402 424,430 SH   SOLE   424,430 0 0
MONGODB INC CL A 60937P106 49,584 138,100 SH   SOLE   138,100 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,198 6,000 SH   SOLE   6,000 0 0
NETFLIX INC COM 64110L106 21,035 38,900 SH   SOLE   38,900 0 0
NIKE INC CL B 654106103 2,131 15,059 SH   SOLE   15,059 0 0
NVIDIA CORPORATION COM 67066G104 41,226 78,945 SH   SOLE   78,945 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,062 6,674 SH   SOLE   6,674 0 0
OKTA INC CL A 679295105 40,174 158,000 SH   SOLE   158,000 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 25,012 1,269,000 SH   SOLE   1,269,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 41,213 1,750,000 SH   SOLE   1,750,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 10,483 69,092 SH   SOLE   69,092 0 0
PINDUODUO INC SPONSORED ADS 722304102 30,036 169,050 SH   SOLE   169,050 0 0
SEA LTD SPONSORD ADS 81141R100 12,165 61,112 SH   SOLE   61,112 0 0
SERVICENOW INC COM 81762P102 47,117 85,600 SH   SOLE   85,600 0 0
SHAKE SHACK INC CL A 819047101 10,934 128,968 SH   SOLE   128,968 0 0
SNOWFLAKE INC CL A 833445109 32,418 115,200 SH   SOLE   115,200 0 0
STARBUCKS CORP COM 855244109 2,996 28,000 SH   SOLE   28,000 0 0
STONECO LTD COM CL A G85158106 50,379 600,313 SH   SOLE   600,313 0 0
STRYKER CORPORATION COM 863667101 82,039 334,798 SH   SOLE   334,798 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 25,836 236,935 SH   SOLE   236,935 0 0
TE CONNECTIVITY LTD REG SHS H84989104 34,989 288,996 SH   SOLE   288,996 0 0
TELADOC HEALTH INC COM 87918A105 9,864 49,326 SH   SOLE   49,326 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 4,922 255,818 SH   SOLE   255,818 0 0
TERADYNE INC COM 880770102 1,228 10,235 SH   SOLE   10,235 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 53,495 114,849 SH   SOLE   114,849 0 0
TWILIO INC CL A 90138F102 48,602 143,579 SH   SOLE   143,579 0 0
UNITY SOFTWARE INC COM 91332U101 7,521 49,000 SH   SOLE   49,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 33,881 143,353 SH   SOLE   143,353 0 0
VISA INC COM CL A 92826C839 88,069 402,635 SH   SOLE   402,635 0 0
VMWARE INC CL A COM 928563402 14,307 102,000 SH   SOLE   102,000 0 0
DISNEY WALT CO COM 254687106 60,694 334,988 SH   SOLE   334,988 0 0
XILINX INC COM 983919101 683 4,815 SH   SOLE   4,815 0 0
YUM CHINA HLDGS INC COM 98850P109 42,748 748,775 SH   SOLE   748,775 0 0
ZENDESK INC COM 98936J101 7,270 50,795 SH   SOLE   50,795 0 0
ZILLOW GROUP INC CL A 98954M101 28,113 206,800 SH   SOLE   206,800 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 42,221 875,400 SH   SOLE   875,400 0 0
ZSCALER INC COM 98980G102 61,134 306,110 SH   SOLE   306,110 0 0