The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| KE HOLDINGS INC-ADR (BEKE US) | SPONSORED ADS | 482497104 | 79,169 | 4,410,552 | SH | SOLE | 4,410,552 | 0 | 0 | ||
| STONECO LTD-A (STNE US) | COM CL A | G85158106 | 29,702 | 3,857,463 | SH | SOLE | 3,857,463 | 0 | 0 | ||
| HUAZHU GROUP LTD-ADR (HTHT US) | SPONSORED ADS | 44332N106 | 67,784 | 1,779,109 | SH | SOLE | 1,779,109 | 0 | 0 | ||
| CANADIAN PACIFIC RAILWAY LTD (CP US) | COM | 13645T100 | 110,933 | 1,588,392 | SH | SOLE | 1,588,392 | 0 | 0 | ||
| SHOPIFY INC - CLASS A (SHOP US) | CL A | 82509L107 | 45,819 | 1,466,670 | SH | SOLE | 1,466,670 | 0 | 0 | ||
| LIANBIO-ADR (LIAN US) | SPONSORED ADS | 53000N108 | 7,159 | 3,314,173 | SH | SOLE | 3,314,173 | 0 | 0 | ||
| ZENTALIS PHARMACEUTICALS INC (ZNTL US) | COM | 98943L107 | 68,173 | 2,426,095 | SH | SOLE | 2,426,095 | 0 | 0 | ||
| AMAZON.COM INC (AMZN US) | COM | 023135106 | 107,485 | 1,012,000 | SH | SOLE | 1,012,000 | 0 | 0 | ||
| SEA LTD-ADR (SE US) | SPONSORD ADS | 81141R100 | 57,989 | 867,326 | SH | SOLE | 867,326 | 0 | 0 | ||
| INHIBRX INC (INBX US) | COM | 45720L107 | 9,020 | 794,682 | SH | SOLE | 794,682 | 0 | 0 | ||
| BLOCK INC (SQ US) | CL A | 852234103 | 38,468 | 625,900 | SH | SOLE | 625,900 | 0 | 0 | ||
| VISA INC-CLASS A SHARES (V US) | COM CL A | 92826C839 | 100,739 | 511,651 | SH | SOLE | 511,651 | 0 | 0 | ||
| TWILIO INC - A (TWLO US) | CL A | 90138F102 | 42,267 | 504,324 | SH | SOLE | 504,324 | 0 | 0 | ||
| TAYSHA GENE THERAPIES INC (TSHA US) | COM SHS | 877619106 | 1,860 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MICROSOFT CORP (MSFT US) | COM | 594918104 | 112,337 | 437,400 | SH | SOLE | 437,400 | 0 | 0 | ||
| BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | SPONSORED ADS | 088786108 | 19,366 | 1,154,126 | SH | SOLE | 1,154,126 | 0 | 0 | ||
| QUALCOMM INC (QCOM US) | COM | 747525103 | 44,300 | 346,800 | SH | SOLE | 346,800 | 0 | 0 | ||
| TEXAS INSTRUMENTS INC (TXN US) | COM | 882508104 | 44,436 | 289,200 | SH | SOLE | 289,200 | 0 | 0 | ||
| AMYLYX PHARMACEUTICALS INC (AMLX US) | COM | 03237H101 | 14,804 | 768,603 | SH | SOLE | 768,603 | 0 | 0 | ||
| S&P GLOBAL INC (SPGI US) | COM | 78409V104 | 90,265 | 267,800 | SH | SOLE | 267,800 | 0 | 0 | ||
| LINDE PLC (LIN US) | SHS | G5494J103 | 61,919 | 215,347 | SH | SOLE | 215,347 | 0 | 0 | ||
| ATLASSIAN CORP PLC-CLASS A (TEAM US) | CL A | G06242104 | 36,000 | 192,100 | SH | SOLE | 192,100 | 0 | 0 | ||
| SNOWFLAKE INC-CLASS A (SNOW US) | CL A | 833445109 | 25,531 | 183,600 | SH | SOLE | 183,600 | 0 | 0 | ||
| NVIDIA CORP (NVDA US) | COM | 67066G104 | 24,497 | 161,600 | SH | SOLE | 161,600 | 0 | 0 | ||
| MONGODB INC (MDB US) | CL A | 60937P106 | 34,254 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
| MERCADOLIBRE INC (MELI US) | COM | 58733R102 | 67,146 | 105,431 | SH | SOLE | 105,431 | 0 | 0 | ||
| LAM RESEARCH CORP (LRCX US) | COM | 512807108 | 43,041 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||