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 2,495 115,800 SH   SOLE   115,800 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 91,239 220,091 SH   SOLE   220,091 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 42,430 74,823 SH   SOLE   74,823 0 0
AFFIRM HLDGS INC COM CL A 00827B106 58,609 582,821 SH   SOLE   582,821 0 0
AGORA INC ADS 00851L103 13,779 850,000 SH   SOLE   850,000 0 0
ALTERYX INC COM CL A 02156B103 77,208 1,276,155 SH   SOLE   1,276,155 0 0
AMAZON COM INC COM 023135106 156,148 46,830 SH   SOLE   46,830 0 0
ANSYS INC COM 03662Q105 2,058 5,130 SH   SOLE   5,130 0 0
APPLE INC COM 037833100 1,353 7,616 SH   SOLE   7,616 0 0
APPLIED MATLS INC COM 038222105 5,132 32,607 SH   SOLE   32,607 0 0
ARQIT QUANTUM INC ORDINARY SHARES G0567U101 3,605 150,500 SH   SOLE   150,500 0 0
AST SPACEMOBILE INC COM CL A 00217D100 1,422 179,000 SH   SOLE   179,000 0 0
ASTRA SPACE INC COM CL A 04634X103 1,823 263,000 SH   SOLE   263,000 0 0
AUTODESK INC COM 052769106 2,002 7,119 SH   SOLE   7,119 0 0
BIONTECH SE SPONSORED ADS 09075V102 16,810 65,203 SH   SOLE   65,203 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108 660 146,800 SH   SOLE   146,800 0 0
BRINKER INTL INC COM 109641100 2,562 70,000 SH   SOLE   70,000 0 0
BUMBLE INC COM CL A 12047B105 13,172 389,000 SH   SOLE   389,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 761 4,081 SH   SOLE   4,081 0 0
CATERPILLAR INC COM 149123101 2,068 10,000 SH   SOLE   10,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 15,202 798,000 SH   SOLE   798,000 0 0
CLOUDFLARE INC CL A COM 18915M107 47,906 364,300 SH   SOLE   364,300 0 0
COGNEX CORP COM 192422103 7,174 92,252 SH   SOLE   92,252 0 0
CONFLUENT INC CLASS A COM 20717M103 40,026 525,000 SH   SOLE   525,000 0 0
CREDICORP LTD COM G2519Y108 46,945 384,570 SH   SOLE   384,570 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 53,932 263,400 SH   SOLE   263,400 0 0
CUMMINS INC COM 231021106 70,202 321,817 SH   SOLE   321,817 0 0
DATADOG INC CL A COM 23804L103 62,517 351,000 SH   SOLE   351,000 0 0
DEERE & CO COM 244199105 1,303 3,800 SH   SOLE   3,800 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 68,305 850,300 SH   SOLE   850,300 0 0
DOLE PLC ORD SHS G27907107 32,409 2,433,047 SH   SOLE   2,433,047 0 0
DYNATRACE INC COM NEW 268150109 22,577 374,100 SH   SOLE   374,100 0 0
LAUDER ESTEE COS INC CL A 518439104 1,378 3,720 SH   SOLE   3,720 0 0
FARFETCH LTD ORD SH CL A 30744W107 7,561 226,154 SH   SOLE   226,154 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 47,252 608,049 SH   SOLE   608,049 0 0
GARMIN LTD SHS H2906T109 1,871 13,735 SH   SOLE   13,735 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 37,629 797,900 SH   SOLE   797,900 0 0
GUARDANT HEALTH INC COM 40131M109 16,654 166,501 SH   SOLE   166,501 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 47,933 307,277 SH   SOLE   307,277 0 0
HONEYWELL INTL INC COM 438516106 3,545 17,000 SH   SOLE   17,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,322 6,462 SH   SOLE   6,462 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 3,758 91,000 SH   SOLE   91,000 0 0
JOHNSON & JOHNSON COM 478160104 4,448 26,000 SH   SOLE   26,000 0 0
JPMORGAN CHASE & CO COM 46625H100 5,495 34,700 SH   SOLE   34,700 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 12,648 803,000 SH   SOLE   803,000 0 0
LAM RESEARCH CORP COM 512807108 710 986 SH   SOLE   986 0 0
LEMONADE INC COM 52567D107 19,897 472,500 SH   SOLE   472,500 0 0
MARQETA INC CLASS A COM 57142B104 12,981 756,000 SH   SOLE   756,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 1,983 12,000 SH   SOLE   12,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 107,667 299,639 SH   SOLE   299,639 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 3,137 106,200 SH   SOLE   106,200 0 0
MERCADOLIBRE INC COM 58733R102 47,060 34,900 SH   SOLE   34,900 0 0
MICROSOFT CORP COM 594918104 140,938 419,059 SH   SOLE   419,059 0 0
MODERNA INC COM 60770K107 10,558 41,568 SH   SOLE   41,568 0 0
MONGODB INC CL A 60937P106 60,346 114,000 SH   SOLE   114,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,974 4,000 SH   SOLE   4,000 0 0
NETFLIX INC COM 64110L106 23,194 38,500 SH   SOLE   38,500 0 0
NIKE INC CL B 654106103 2,497 14,976 SH   SOLE   14,976 0 0
NVIDIA CORPORATION COM 67066G104 64,955 220,851 SH   SOLE   220,851 0 0
NXP SEMICONDUCTORS N V COM N6596X109 488 2,139 SH   SOLE   2,139 0 0
OKTA INC CL A 679295105 48,645 217,000 SH   SOLE   217,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 42,402 2,328,500 SH   SOLE   2,328,500 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 5,411 151,300 SH   SOLE   151,300 0 0
PINDUODUO INC SPONSORED ADS 722304102 18,890 324,000 SH   SOLE   324,000 0 0
PLANET LABS PBC COM CL A 72703X106 1,433 233,000 SH   SOLE   233,000 0 0
REDWIRE CORPORATION COM 75776W103 1,469 217,600 SH   SOLE   217,600 0 0
ROCKET LAB USA INC COM 773122106 4,563 371,500 SH   SOLE   371,500 0 0
SALESFORCE COM INC COM 79466L302 42,432 166,967 SH   SOLE   166,967 0 0
SERVICENOW INC COM 81762P102 55,370 85,300 SH   SOLE   85,300 0 0
SHOPIFY INC CL A 82509L107 44,628 32,400 SH   SOLE   32,400 0 0
SNOWFLAKE INC CL A 833445109 67,039 197,900 SH   SOLE   197,900 0 0
SPIRE GLOBAL INC COM CL A 848560108 754 223,000 SH   SOLE   223,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,388 5,930 SH   SOLE   5,930 0 0
STONECO LTD COM CL A G85158106 18,715 1,110,000 SH   SOLE   1,110,000 0 0
STRYKER CORPORATION COM 863667101 62,166 232,463 SH   SOLE   232,463 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 71,131 591,224 SH   SOLE   591,224 0 0
TE CONNECTIVITY LTD SHS H84989104 47,052 291,627 SH   SOLE   291,627 0 0
TELADOC HEALTH INC COM 87918A105 10,650 115,982 SH   SOLE   115,982 0 0
TERADYNE INC COM 880770102 4,010 24,520 SH   SOLE   24,520 0 0
TESLA INC COM 88160R101 40,981 38,779 SH   SOLE   38,779 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 49,785 74,612 SH   SOLE   74,612 0 0
TRUIST FINL CORP COM 89832Q109 80,509 1,375,030 SH   SOLE   1,375,030 0 0
TWILIO INC CL A 90138F102 54,972 208,746 SH   SOLE   208,746 0 0
UIPATH INC CL A 90364P105 32,732 758,906 SH   SOLE   758,906 0 0
UNITY SOFTWARE INC COM 91332U101 42,981 300,587 SH   SOLE   300,587 0 0
VELO3D INC COMMON STOCK 92259N104 2,422 310,000 SH   SOLE   310,000 0 0
VISA INC COM CL A 92826C839 148,582 685,622 SH   SOLE   685,622 0 0
DISNEY WALT CO COM 254687106 95,673 617,683 SH   SOLE   617,683 0 0
ZENDESK INC COM 98936J101 15,070 144,500 SH   SOLE   144,500 0 0
ZENVIA INC CLASS A COM G9889V101 8,420 1,240,000 SH   SOLE   1,240,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 95,703 1,490,700 SH   SOLE   1,490,700 0 0
ZSCALER INC COM 98980G102 97,748 304,198 SH   SOLE   304,198 0 0