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 1,142 143,100 SH   SOLE   143,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 56,092 218,000 SH   SOLE   218,000 0 0
ALPHABET INC CAP STK CL A 02079K305 47,822 499,967 SH   SOLE   499,967 0 0
ALTERYX INC COM CL A 02156B103 29,987 537,000 SH   SOLE   537,000 0 0
AMAZON COM INC COM 023135106 102,250 904,861 SH   SOLE   904,861 0 0
ANSYS INC COM 03662Q105 2,064 9,309 SH   SOLE   9,309 0 0
APPLE INC COM 037833100 608 4,395 SH   SOLE   4,395 0 0
APPLIED MATLS INC COM 038222105 1,355 16,533 SH   SOLE   16,533 0 0
AST SPACEMOBILE INC COM CL A 00217D100 523 72,300 SH   SOLE   72,300 0 0
AUTODESK INC COM 052769106 1,365 7,304 SH   SOLE   7,304 0 0
BALL CORP COM 058498106 725 15,000 SH   SOLE   15,000 0 0
BECTON DICKINSON & CO COM 075887109 1,516 6,800 SH   SOLE   6,800 0 0
BIONTECH SE SPONSORED ADS 09075V102 10,976 81,371 SH   SOLE   81,371 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108 479 319,010 SH   SOLE   319,010 0 0
BRUKER CORP COM 116794108 8,490 160,000 SH   SOLE   160,000 0 0
BUMBLE INC COM CL A 12047B105 7,307 340,000 SH   SOLE   340,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 409 2,500 SH   SOLE   2,500 0 0
CBOE GLOBAL MKTS INC COM 12503M108 8,897 75,797 SH   SOLE   75,797 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 5,757 390,000 SH   SOLE   390,000 0 0
CLOUDFLARE INC CL A COM 18915M107 28,540 516,000 SH   SOLE   516,000 0 0
COGNEX CORP COM 192422103 6,508 157,000 SH   SOLE   157,000 0 0
CONFLUENT INC CLASS A COM 20717M103 7,845 330,000 SH   SOLE   330,000 0 0
CREDICORP LTD COM G2519Y108 41,961 341,697 SH   SOLE   341,697 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 28,018 170,000 SH   SOLE   170,000 0 0
DATADOG INC CL A COM 23804L103 24,237 273,000 SH   SOLE   273,000 0 0
DEERE & CO COM 244199105 1,082 3,239 SH   SOLE   3,239 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 23,294 644,000 SH   SOLE   644,000 0 0
DOLLAR GEN CORP NEW COM 256677105 974 4,060 SH   SOLE   4,060 0 0
DYNATRACE INC COM NEW 268150109 7,311 210,000 SH   SOLE   210,000 0 0
LAUDER ESTEE COS INC CL A 518439104 31,774 147,169 SH   SOLE   147,169 0 0
EXPEDITORS INTL WASH INC COM 302130109 7,507 85,000 SH   SOLE   85,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 40,586 646,787 SH   SOLE   646,787 0 0
GARMIN LTD SHS H2906T109 1,188 14,791 SH   SOLE   14,791 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 201 6,700 SH   SOLE   6,700 0 0
HUBSPOT INC COM 443573100 7,294 27,000 SH   SOLE   27,000 0 0
INTUIT COM 461202103 756 1,951 SH   SOLE   1,951 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,177 6,275 SH   SOLE   6,275 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 3,364 75,800 SH   SOLE   75,800 0 0
IRON MTN INC DEL COM 46284V101 8,183 186,103 SH   SOLE   186,103 0 0
JOHNSON & JOHNSON COM 478160104 941 5,756 SH   SOLE   5,756 0 0
KEURIG DR PEPPER INC COM 49271V100 30,802 859,889 SH   SOLE   859,889 0 0
LAM RESEARCH CORP COM 512807108 220 600 SH   SOLE   600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 110,121 387,284 SH   SOLE   387,284 0 0
MATTEL INC COM 577081102 7,008 370,000 SH   SOLE   370,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 2,191 117,000 SH   SOLE   117,000 0 0
MERCADOLIBRE INC COM 58733R102 26,779 32,350 SH   SOLE   32,350 0 0
MICROSOFT CORP COM 594918104 132,756 570,009 SH   SOLE   570,009 0 0
MODERNA INC COM 60770K107 5,736 48,505 SH   SOLE   48,505 0 0
MONGODB INC CL A 60937P106 15,488 78,000 SH   SOLE   78,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,454 4,000 SH   SOLE   4,000 0 0
NEXTERA ENERGY INC COM 65339F101 9,174 117,000 SH   SOLE   117,000 0 0
NIKE INC CL B 654106103 1,200 14,425 SH   SOLE   14,425 0 0
NVIDIA CORPORATION COM 67066G104 28,726 236,640 SH   SOLE   236,640 0 0
ORACLE CORP COM 68389X105 11,848 194,000 SH   SOLE   194,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 12,147 1,494,000 SH   SOLE   1,494,000 0 0
PALO ALTO NETWORKS INC COM 697435105 20,343 124,200 SH   SOLE   124,200 0 0
PINDUODUO INC SPONSORED ADS 722304102 12,329 197,000 SH   SOLE   197,000 0 0
PLANET LABS PBC COM CL A 72703X106 2,808 517,000 SH   SOLE   517,000 0 0
PROLOGIS INC. COM 74340W103 448 4,400 SH   SOLE   4,400 0 0
REDWIRE CORPORATION COM 75776W103 370 155,150 SH   SOLE   155,150 0 0
REPUBLIC SVCS INC COM 760759100 1,038 7,625 SH   SOLE   7,625 0 0
ROCKET LAB USA INC COM 773122106 2,479 609,000 SH   SOLE   609,000 0 0
SERVICENOW INC COM 81762P102 24,281 64,300 SH   SOLE   64,300 0 0
SHOPIFY INC CL A 82509L107 7,463 277,000 SH   SOLE   277,000 0 0
SNOWFLAKE INC CL A 833445109 28,248 166,200 SH   SOLE   166,200 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,870 34,000 SH   SOLE   34,000 0 0
SPIRE GLOBAL INC COM CL A 848560108 554 512,100 SH   SOLE   512,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 387 4,479 SH   SOLE   4,479 0 0
STRYKER CORPORATION COM 863667101 42,743 211,033 SH   SOLE   211,033 0 0
SVB FINANCIAL GROUP COM 78486Q101 11,820 35,200 SH   SOLE   35,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 38,813 566,116 SH   SOLE   566,116 0 0
TERADYNE INC COM 880770102 835 11,100 SH   SOLE   11,100 0 0
TESLA INC COM 88160R101 27,359 103,141 SH   SOLE   103,141 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 45,863 90,424 SH   SOLE   90,424 0 0
THE TRADE DESK INC COM CL A 88339J105 7,170 120,000 SH   SOLE   120,000 0 0
TRIMBLE INC COM 896239100 8,576 158,010 SH   SOLE   158,010 0 0
TWILIO INC CL A 90138F102 15,439 223,300 SH   SOLE   223,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 51,103 101,186 SH   SOLE   101,186 0 0
UNITY SOFTWARE INC COM 91332U101 5,162 162,000 SH   SOLE   162,000 0 0
VELO3D INC COMMON STOCK 92259N104 1,079 273,655 SH   SOLE   273,655 0 0
VISA INC COM CL A 92826C839 135,566 763,107 SH   SOLE   763,107 0 0
DISNEY WALT CO COM 254687106 42,335 448,793 SH   SOLE   448,793 0 0
YUM BRANDS INC COM 988498101 8,396 78,948 SH   SOLE   78,948 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 36,661 880,000 SH   SOLE   880,000 0 0
ZSCALER INC COM 98980G102 32,390 197,052 SH   SOLE   197,052 0 0