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 1,591 163,941 SH   SOLE   163,941 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 58,938 212,271 SH   SOLE   212,271 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 47,450 129,621 SH   SOLE   129,621 0 0
AFFIRM HLDGS INC COM CL A 00827B106 4,913 272,000 SH   SOLE   272,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,397 21,996 SH   SOLE   21,996 0 0
ALTERYX INC COM CL A 02156B103 41,831 863,900 SH   SOLE   863,900 0 0
AMAZON COM INC COM 023135106 118,059 1,111,555 SH   SOLE   1,111,555 0 0
ANSYS INC COM 03662Q105 1,989 8,309 SH   SOLE   8,309 0 0
APPLE INC COM 037833100 752 5,495 SH   SOLE   5,495 0 0
APPLIED MATLS INC COM 038222105 986 10,834 SH   SOLE   10,834 0 0
AST SPACEMOBILE INC COM CL A 00217D100 859 136,626 SH   SOLE   136,626 0 0
ASTRA SPACE INC COM CL A 04634X103 417 320,322 SH   SOLE   320,322 0 0
AUTODESK INC COM 052769106 1,146 6,659 SH   SOLE   6,659 0 0
BECTON DICKINSON & CO COM 075887109 1,765 7,157 SH   SOLE   7,157 0 0
BIONTECH SE SPONSORED ADS 09075V102 12,115 81,253 SH   SOLE   81,253 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108 631 273,009 SH   SOLE   273,009 0 0
BRUKER CORP COM 116794108 6,904 110,000 SH   SOLE   110,000 0 0
BUMBLE INC COM CL A 12047B105 9,149 325,000 SH   SOLE   325,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 357 2,378 SH   SOLE   2,378 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 5,476 400,000 SH   SOLE   400,000 0 0
CLOUDFLARE INC CL A COM 18915M107 22,094 505,000 SH   SOLE   505,000 0 0
COGNEX CORP COM 192422103 6,570 154,500 SH   SOLE   154,500 0 0
CONFLUENT INC CLASS A COM 20717M103 8,832 380,000 SH   SOLE   380,000 0 0
CREDICORP LTD COM G2519Y108 36,563 304,913 SH   SOLE   304,913 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 30,240 179,400 SH   SOLE   179,400 0 0
DATADOG INC CL A COM 23804L103 24,791 260,300 SH   SOLE   260,300 0 0
DEERE & CO COM 244199105 1,457 4,864 SH   SOLE   4,864 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 35,942 869,000 SH   SOLE   869,000 0 0
DYNATRACE INC COM NEW 268150109 14,790 375,000 SH   SOLE   375,000 0 0
LAUDER ESTEE COS INC CL A 518439104 25,314 99,397 SH   SOLE   99,397 0 0
EXPEDITORS INTL WASH INC COM 302130109 7,432 76,248 SH   SOLE   76,248 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,404 196,000 SH   SOLE   196,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 42,182 625,001 SH   SOLE   625,001 0 0
GARMIN LTD SHS H2906T109 1,635 16,636 SH   SOLE   16,636 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 8,214 246,000 SH   SOLE   246,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 20,140 180,722 SH   SOLE   180,722 0 0
HUBSPOT INC COM 443573100 8,419 28,000 SH   SOLE   28,000 0 0
INTUIT COM 461202103 745 1,931 SH   SOLE   1,931 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,250 6,225 SH   SOLE   6,225 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 3,502 93,236 SH   SOLE   93,236 0 0
IRON MTN INC NEW COM 46284V101 8,229 169,003 SH   SOLE   169,003 0 0
JOHNSON & JOHNSON COM 478160104 1,760 9,914 SH   SOLE   9,914 0 0
KEURIG DR PEPPER INC COM 49271V100 16,444 464,647 SH   SOLE   464,647 0 0
LAM RESEARCH CORP COM 512807108 341 800 SH   SOLE   800 0 0
MARQETA INC CLASS A COM 57142B104 1,785 220,000 SH   SOLE   220,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 90,967 288,344 SH   SOLE   288,344 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 2,547 97,615 SH   SOLE   97,615 0 0
MERCADOLIBRE INC COM 58733R102 22,928 36,000 SH   SOLE   36,000 0 0
META PLATFORMS INC CL A 30303M102 40,852 253,341 SH   SOLE   253,341 0 0
MICROSOFT CORP COM 594918104 142,398 554,443 SH   SOLE   554,443 0 0
MODERNA INC COM 60770K107 7,325 51,277 SH   SOLE   51,277 0 0
MONGODB INC CL A 60937P106 18,217 70,200 SH   SOLE   70,200 0 0
NIKE INC CL B 654106103 1,475 14,425 SH   SOLE   14,425 0 0
NVIDIA CORPORATION COM 67066G104 27,120 178,898 SH   SOLE   178,898 0 0
OKTA INC CL A 679295105 15,730 174,000 SH   SOLE   174,000 0 0
ORACLE CORP COM 68389X105 6,987 100,000 SH   SOLE   100,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 17,864 1,969,552 SH   SOLE   1,969,552 0 0
PALO ALTO NETWORKS INC COM 697435105 16,992 34,400 SH   SOLE   34,400 0 0
PINDUODUO INC SPONSORED ADS 722304102 16,934 274,000 SH   SOLE   274,000 0 0
PLANET LABS PBC COM CL A 72703X106 2,566 592,587 SH   SOLE   592,587 0 0
QUALTRICS INTL INC COM CL A 747601201 4,166 333,000 SH   SOLE   333,000 0 0
REDWIRE CORPORATION COM 75776W103 542 177,962 SH   SOLE   177,962 0 0
ROCKET LAB USA INC COM 773122106 2,039 537,735 SH   SOLE   537,735 0 0
SALESFORCE COM INC COM 79466L302 18,874 114,360 SH   SOLE   114,360 0 0
SERVICENOW INC COM 81762P102 30,148 63,400 SH   SOLE   63,400 0 0
SHOPIFY INC CL A 82509L107 8,654 277,000 SH   SOLE   277,000 0 0
SNOWFLAKE INC CL A 833445109 29,901 215,020 SH   SOLE   215,020 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 12,590 46,000 SH   SOLE   46,000 0 0
SPIRE GLOBAL INC COM CL A 848560108 503 433,041 SH   SOLE   433,041 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 338 3,599 SH   SOLE   3,599 0 0
STARBUCKS CORP COM 855244109 1,376 18,000 SH   SOLE   18,000 0 0
STONECO LTD COM CL A G85158106 6,168 801,000 SH   SOLE   801,000 0 0
STRYKER CORPORATION COM 863667101 40,505 203,610 SH   SOLE   203,610 0 0
SVB FINANCIAL GROUP COM 78486Q101 14,358 36,350 SH   SOLE   36,350 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 50,729 620,529 SH   SOLE   620,529 0 0
TERADYNE INC COM 880770102 1,851 20,665 SH   SOLE   20,665 0 0
TESLA INC COM 88160R101 26,809 39,809 SH   SOLE   39,809 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 48,365 89,023 SH   SOLE   89,023 0 0
THE TRADE DESK INC COM CL A 88339J105 7,122 170,000 SH   SOLE   170,000 0 0
TWILIO INC CL A 90138F102 18,816 224,500 SH   SOLE   224,500 0 0
UIPATH INC CL A 90364P105 10,957 602,356 SH   SOLE   602,356 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,686 3,282 SH   SOLE   3,282 0 0
UNITY SOFTWARE INC COM 91332U101 8,005 217,403 SH   SOLE   217,403 0 0
UPSTART HLDGS INC COM 91680M107 4,965 157,000 SH   SOLE   157,000 0 0
VELO3D INC COMMON STOCK 92259N104 431 311,655 SH   SOLE   311,655 0 0
VISA INC COM CL A 92826C839 145,765 740,337 SH   SOLE   740,337 0 0
DISNEY WALT CO COM 254687106 42,644 451,733 SH   SOLE   451,733 0 0
ZENDESK INC COM 98936J101 6,667 90,000 SH   SOLE   90,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 35,468 1,067,000 SH   SOLE   1,067,000 0 0
ZSCALER INC COM 98980G102 31,329 209,540 SH   SOLE   209,540 0 0