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
3-D SYS CORP DEL COM NEW 88554D205 2,046 74,200 SH   SOLE   74,200 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 74,394 232,537 SH   SOLE   232,537 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 62,775 109,037 SH   SOLE   109,037 0 0
AFFIRM HLDGS INC COM CL A 00827B106 93,925 788,421 SH   SOLE   788,421 0 0
AGORA INC ADS 00851L103 17,748 612,000 SH   SOLE   612,000 0 0
AIR PRODS & CHEMS INC COM 009158106 1,880 7,340 SH   SOLE   7,340 0 0
ALTERYX INC COM CL A 02156B103 80,445 1,100,466 SH   SOLE   1,100,466 0 0
AMAZON COM INC COM 023135106 157,919 48,072 SH   SOLE   48,072 0 0
ANSYS INC COM 03662Q105 1,424 4,180 SH   SOLE   4,180 0 0
APPLE INC COM 037833100 861 6,081 SH   SOLE   6,081 0 0
APPLIED MATLS INC COM 038222105 4,842 37,607 SH   SOLE   37,607 0 0
ARQIT QUANTUM INC ORDINARY SHARES G0567U101 1,686 84,000 SH   SOLE   84,000 0 0
AST SPACEMOBILE INC COM CL A 00217D100 1,331 123,000 SH   SOLE   123,000 0 0
ASTRA SPACE INC COM CL A 04634X103 1,356 156,000 SH   SOLE   156,000 0 0
AUTODESK INC COM 052769106 1,986 6,962 SH   SOLE   6,962 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108 1,303 125,800 SH   SOLE   125,800 0 0
BRINKER INTL INC COM 109641100 2,355 48,000 SH   SOLE   48,000 0 0
BUMBLE INC COM CL A 12047B105 17,144 343,000 SH   SOLE   343,000 0 0
C3 AI INC CL A 12468P104 19,834 428,000 SH   SOLE   428,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 619 4,081 SH   SOLE   4,081 0 0
CATERPILLAR INC COM 149123101 1,920 10,000 SH   SOLE   10,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 9,176 459,000 SH   SOLE   459,000 0 0
CLOUDFLARE INC CL A COM 18915M107 66,915 594,000 SH   SOLE   594,000 0 0
COGNEX CORP COM 192422103 7,401 92,252 SH   SOLE   92,252 0 0
CREDICORP LTD COM G2519Y108 40,720 367,042 SH   SOLE   367,042 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 33,451 136,100 SH   SOLE   136,100 0 0
CUMMINS INC COM 231021106 76,125 338,993 SH   SOLE   338,993 0 0
DATADOG INC CL A COM 23804L103 49,473 350,000 SH   SOLE   350,000 0 0
DEERE & CO COM 244199105 1,113 3,320 SH   SOLE   3,320 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 61,173 788,000 SH   SOLE   788,000 0 0
DMY TECHNOLOGY GROUP INC IV COM CL A 23344K102 1,586 160,000 SH   SOLE   160,000 0 0
DOCUSIGN INC COM 256163106 22,526 87,500 SH   SOLE   87,500 0 0
DOLE PLC ORD SHS G27907107 30,877 1,820,532 SH   SOLE   1,820,532 0 0
DYNATRACE INC COM NEW 268150109 33,356 470,000 SH   SOLE   470,000 0 0
LAUDER ESTEE COS INC CL A 518439104 1,012 3,374 SH   SOLE   3,374 0 0
EXPEDITORS INTL WASH INC COM 302130109 46,675 391,796 SH   SOLE   391,796 0 0
FARFETCH LTD ORD SH CL A 30744W107 8,563 228,464 SH   SOLE   228,464 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 302 2,481 SH   SOLE   2,481 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 40,367 465,476 SH   SOLE   465,476 0 0
GARMIN LTD SHS H2906T109 2,119 13,627 SH   SOLE   13,627 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 35,687 630,400 SH   SOLE   630,400 0 0
GLOBAL PMTS INC COM 37940X102 310 1,966 SH   SOLE   1,966 0 0
GUARDANT HEALTH INC COM 40131M109 20,881 167,033 SH   SOLE   167,033 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 60,023 454,336 SH   SOLE   454,336 0 0
HONEYWELL INTL INC COM 438516106 2,972 14,000 SH   SOLE   14,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 936 2,824 SH   SOLE   2,824 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 2,264 56,796 SH   SOLE   56,796 0 0
JOHNSON & JOHNSON COM 478160104 4,038 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100 6,875 42,000 SH   SOLE   42,000 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 18,975 670,000 SH   SOLE   670,000 0 0
LAM RESEARCH CORP COM 512807108 770 1,352 SH   SOLE   1,352 0 0
LEMONADE INC COM 52567D107 27,401 408,900 SH   SOLE   408,900 0 0
MARRIOTT INTL INC NEW CL A 571903202 29,677 200,397 SH   SOLE   200,397 0 0
MASTERCARD INCORPORATED CL A 57636Q104 66,912 192,451 SH   SOLE   192,451 0 0
MATCH GROUP INC NEW COM 57667L107 15,888 101,200 SH   SOLE   101,200 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 1,901 67,103 SH   SOLE   67,103 0 0
MERCADOLIBRE INC COM 58733R102 32,245 19,200 SH   SOLE   19,200 0 0
MICROSOFT CORP COM 594918104 142,578 505,739 SH   SOLE   505,739 0 0
MODERNA INC COM 60770K107 1,540 4,000 SH   SOLE   4,000 0 0
MONGODB INC CL A 60937P106 53,517 113,500 SH   SOLE   113,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,424 5,000 SH   SOLE   5,000 0 0
NETFLIX INC COM 64110L106 20,142 33,000 SH   SOLE   33,000 0 0
NIKE INC CL B 654106103 2,060 14,179 SH   SOLE   14,179 0 0
NVIDIA CORPORATION COM 67066G104 56,269 271,620 SH   SOLE   271,620 0 0
NXP SEMICONDUCTORS N V COM N6596X109 806 4,112 SH   SOLE   4,112 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 8,316 550,000 SH   SOLE   550,000 0 0
OKTA INC CL A 679295105 47,872 201,700 SH   SOLE   201,700 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 54,717 2,276,051 SH   SOLE   2,276,051 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 14,270 163,924 SH   SOLE   163,924 0 0
PINDUODUO INC SPONSORED ADS 722304102 22,124 244,000 SH   SOLE   244,000 0 0
REDWIRE CORPORATION COM 75776W103 973 101,000 SH   SOLE   101,000 0 0
ROCKET LAB USA INC COM 773122106 2,762 171,200 SH   SOLE   171,200 0 0
SALESFORCE COM INC COM 79466L302 54,428 200,676 SH   SOLE   200,676 0 0
SERVICENOW INC COM 81762P102 57,560 92,500 SH   SOLE   92,500 0 0
SHOPIFY INC CL A 82509L107 31,319 23,100 SH   SOLE   23,100 0 0
SNOWFLAKE INC CL A 833445109 60,093 198,700 SH   SOLE   198,700 0 0
SPIRE GLOBAL INC COM CL A 848560108 2,218 177,000 SH   SOLE   177,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,480 6,567 SH   SOLE   6,567 0 0
STONECO LTD COM CL A G85158106 20,867 601,000 SH   SOLE   601,000 0 0
STRYKER CORPORATION COM 863667101 63,700 241,544 SH   SOLE   241,544 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 63,004 564,291 SH   SOLE   564,291 0 0
TE CONNECTIVITY LTD REG SHS H84989104 64,446 469,651 SH   SOLE   469,651 0 0
TELADOC HEALTH INC COM 87918A105 13,369 105,422 SH   SOLE   105,422 0 0
TERADYNE INC COM 880770102 2,069 18,945 SH   SOLE   18,945 0 0
TESLA INC COM 88160R101 26,713 34,446 SH   SOLE   34,446 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 67,307 117,806 SH   SOLE   117,806 0 0
TRUIST FINL CORP COM 89832Q109 85,164 1,452,061 SH   SOLE   1,452,061 0 0
TWILIO INC CL A 90138F102 50,930 159,628 SH   SOLE   159,628 0 0
UIPATH INC CL A 90364P105 29,020 551,596 SH   SOLE   551,596 0 0
UNITY SOFTWARE INC COM 91332U101 38,669 306,287 SH   SOLE   306,287 0 0
VISA INC COM CL A 92826C839 98,267 441,153 SH   SOLE   441,153 0 0
DISNEY WALT CO COM 254687106 95,960 567,240 SH   SOLE   567,240 0 0
ZENDESK INC COM 98936J101 17,052 146,500 SH   SOLE   146,500 0 0
ZENVIA INC CLASS A COM G9889V101 11,880 864,000 SH   SOLE   864,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 94,239 1,540,100 SH   SOLE   1,540,100 0 0
ZSCALER INC COM 98980G102 94,897 361,895 SH   SOLE   361,895 0 0