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
ABBOTT LABS COM 002824100 235,325 1,672,054 SH   SOLE   1,672,054 0 0
ABERCROMBIE & FITCH CO CL A 002896207 88,400 2,538,033 SH   SOLE   2,538,033 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 112,327 198,086 SH   SOLE   198,086 0 0
AMAZON COM INC COM 023135106 408,190 122,420 SH   SOLE   122,420 0 0
ANGEL POND HOLDINGS CORP UNIT 99/99/9999 G0447J110 24,469 2,476,610 SH   SOLE   2,476,610 0 0
ANTHEM INC COM 036752103 262,404 566,087 SH   SOLE   566,087 0 0
BATH & BODY WORKS INC COM 070830104 469,260 6,723,879 SH   SOLE   6,723,879 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 451 1 SH   SOLE   1 0 0
BLOCK INC CL A 852234103 121,472 752,099 SH   SOLE   752,099 0 0
CHENIERE ENERGY INC COM NEW 16411R208 130,831 1,289,995 SH   SOLE   1,289,995 0 0
CORSAIR PARTNERING CORP UNIT 99/99/9999 G2540H124 10,000 1,000,000 SH   SOLE   1,000,000 0 0
DATADOG INC CL A COM 23804L103 116,692 655,168 SH   SOLE   655,168 0 0
DECKERS OUTDOOR CORP COM 243537107 293,301 800,692 SH   SOLE   800,692 0 0
EMPOWERMENT & INCLUSION CAPI UNIT 99/99/9999 29248N209 7,928 800,000 SH   SOLE   800,000 0 0
EXPENSIFY INC COM CL A 30219Q106 2,279 51,790 SH   SOLE   51,790 0 0
FARFETCH LTD ORD SH CL A 30744W107 65,578 1,961,666 SH   SOLE   1,961,666 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 84,788 776,800 SH Call SOLE   776,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 374,872 3,434,467 SH   SOLE   3,434,467 0 0
GLOBAL E ONLINE LTD SHS M5216V106 67,585 1,066,184 SH   SOLE   1,066,184 0 0
GLOBAL PMTS INC COM 37940X102 60,006 443,900 SH Call SOLE   443,900 0 0
GLOBAL PMTS INC COM 37940X102 227,474 1,682,749 SH   SOLE   1,682,749 0 0
GUARDANT HEALTH INC COM 40131M109 100,923 1,009,031 SH   SOLE   1,009,031 0 0
HASHICORP INC COM CL A 418100103 1,593 17,493 SH   SOLE   17,493 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 217,888 3,348,519 SH   SOLE   3,348,519 0 0
ICON PLC SHS G4705A100 272,321 879,305 SH   SOLE   879,305 0 0
JD.COM INC SPON ADR CL A 47215P106 210,451 3,003,433 SH   SOLE   3,003,433 0 0
MARQETA INC CLASS A COM 57142B104 85,603 4,985,608 SH   SOLE   4,985,608 0 0
MATCH GROUP INC NEW COM 57667L107 242,153 1,831,025 SH   SOLE   1,831,025 0 0
MICROSOFT CORP COM 594918104 372,845 1,108,603 SH   SOLE   1,108,603 0 0
OKTA INC CL A 679295105 235,283 1,049,575 SH   SOLE   1,049,575 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 32,006 1,220,658 SH   SOLE   1,220,658 0 0
SEA LTD SPONSORD ADS 81141R100 193,110 863,215 SH   SOLE   863,215 0 0
STONECO LTD COM CL A G85158106 40,120 2,379,598 SH   SOLE   2,379,598 0 0
T-MOBILE US INC COM 872590104 175,230 1,510,862 SH   SOLE   1,510,862 0 0
TABOOLA.COM LTD ORD SHS M8744T106 2,500 321,366 SH   SOLE   321,366 0 0
UNITEDHEALTH GROUP INC COM 91324P102 265,676 529,088 SH   SOLE   529,088 0 0
WIX COM LTD SHS M98068105 265,661 1,683,635 SH   SOLE   1,683,635 0 0
WORKDAY INC CL A 98138H101 118,125 432,406 SH   SOLE   432,406 0 0