SEC FORM 13-F Information Table

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
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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
BROOKFIELD ASSET MANAGE;CL A BAM;A CN	Equity	112585104	6,446,552	150,000	SH		SOLE	0	150,000	0	0
SHOPIFY INC ; CLASS A	Equity	82509L107	3,855,664	7,500	SH		SOLE	0	7,500	0	0
ALCON INC	Equity	043249246	36,802,637	511,292	SH		SOLE	0	511,292	0	0
STELLANTIS NV	Equity	N82405106	31,146,120	2,104,752	SH		SOLE	0	2,104,752	0	0
QIAGEN N.V. QIA GR	Equity	N72482123	34,576,298	776,472	SH		SOLE	0	776,472	0	0
FERGUSON PLC FERG LN	Equity	G3421J106	872,308	7,102	SH		SOLE	0	7,102	0	0
YUM CHINA HOLDINGS INC	Equity	98850P109	4,327,620	12,450	SH		SOLE	0	12,450	0	0
FLEX LTD FLEX US	Equity	Y2573F102	1,113,000	60,000	SH		SOLE	0	60,000	0	0
CYBERARK SOFTWARE LTD;ISRAEL	Equity	M2682V108	4,218,750	25,000	SH		SOLE	0	25,000	0	0
LIVANOVA PLC	Equity	G5509L101	11,019,146	134,659	SH		SOLE	0	134,659	0	0
LUXFER HOLDINGS PLC	Equity	G5698W116	3,867,360	230,200	SH		SOLE	0	230,200	0	0
HORIZON THERAPEUTICS PLC	Equity	G46188101	19,489,311	185,242	SH		SOLE	0	185,242	0	0
GLOBANT SA	Equity	L44385109	838,624	3,200	SH		SOLE	0	3,200	0	0
YANDEX NV;A	Equity	N97284958	1,167,651	450,000	SH		SOLE	0	450,000	0	0
SPOTIFY TECHNOLOGY SA	Equity	L8681T102	194,574,168	1,288,400	SH		SOLE	0	1,288,400	0	0
ELASTIC NV	Equity	N14506104	1,245,300	14,000	SH		SOLE	0	14,000	0	0
CLARIVATE PLC	Equity	G21810959	5,349,926	319,208	SH		SOLE	0	319,208	0	0
IRONSOURCE LTD;A	Equity	M5R75Y101	144,000	30,000	SH		SOLE	0	30,000	0	0
AMBARELLA INC	Equity	G037AX101	1,573,800	15,000	SH		SOLE	0	15,000	0	0
ACADIA HEALTHCARE CO INC	Equity	00404A109	2,621,200	40,000	SH		SOLE	0	40,000	0	0
ADAPTHEALTH CORP	Equity	00653Q102	2,641,744	164,800	SH		SOLE	0	164,800	0	0
ADOBE INC ADBE US	Equity	00724F101	136,511,498	299,617	SH		SOLE	0	299,617	0	0
ADVANCED MICRO DEVICES	Equity	007903107	2,186,800	20,000	SH		SOLE	0	20,000	0	0
ADVANCED DRAINAGE SYSTEMS IN	Equity	00790R104	7,580,078	63,800	SH		SOLE	0	63,800	0	0
ALIBABA GROUP HOLDING;SP ADR BABA US	Equity ADR	01609W102	587,520	5,400	SH		SOLE	0	5,400	0	0
ALPHABET INC;CL C GOOG US	Equity	02079K107	34,912,375	12,500	SH		SOLE	0	12,500	0	0
ALPHABET INC;CL A GOOGL US	Equity	02079K305	477,841,493	171,802	SH		SOLE	0	171,802	0	0
AMAZON.COM INC AMZN US	Equity	023135106	90,013,739	27,612	SH		SOLE	0	27,612	0	0
AMERICAN EXPRESS CO AXP US	Equity	025816109	26,928,000	144,000	SH		SOLE	0	144,000	0	0
AMERICAN TOWER CORP AMT US	REIT	03027X100	256,169,034	1,019,700	SH		SOLE	0	1,019,700	0	0
ANSYS INC ANSS US	Equity	03662Q105	170,514,520	536,800	SH		SOLE	0	536,800	0	0
APPLE INC AAPL US	Equity	037833100	108,655,612	622,276	SH		SOLE	0	622,276	0	0
APPLIED MATERIALS INC AMAT US	Equity	038222105	1,647,500	12,500	SH		SOLE	0	12,500	0	0
ASANA INC ; CL A	Equity	04342Y104	2,997,750	75,000	SH		SOLE	0	75,000	0	0
AURINIA PHARMACEUTICALS INC	Equity	05156V102	5,527,670	446,500	SH		SOLE	0	446,500	0	0
AUTODESK INC ADSK US	Equity	052769106	199,538,415	930,900	SH		SOLE	0	930,900	0	0
AVALARA INC	Equity	05338G106	3,781,380	38,000	SH		SOLE	0	38,000	0	0
AXON ENTERPRISE INC	Equity	05464C101	1,652,760	12,000	SH		SOLE	0	12,000	0	0
BADGER METER INC	Equity	056525108	7,976,800	80,000	SH		SOLE	0	80,000	0	0
BANCO SANTANDER;CHILE;ADR	Equity	05965X109	1,174,680	52,000	SH		SOLE	0	52,000	0	0
BAXTER INTERNATIONAL INC BAX US	Equity	071813109	3,385,241	43,658	SH		SOLE	0	43,658	0	0
BENTLEY SYSTEMS INC;CLASS B	Equity	08265T208	3,353,262	75,900	SH		SOLE	0	75,900	0	0
BLACK KNIGHT INC	Equity	09215C105	5,651,879	97,463	SH		SOLE	0	97,463	0	0
BOX INC ; CLASS A	Equity	10316T104	2,615,400	90,000	SH		SOLE	0	90,000	0	0
BRIGHT HORIZONS FAMILY SOLUT	Equity	109194100	165,252,126	1,245,400	SH		SOLE	0	1,245,400	0	0
BRINKS CO;THE	Equity	109696104	9,653,144	141,958	SH		SOLE	0	141,958	0	0
BROOKFIELD INFRASTRUCTURE;A	Equity	11275Q107	6,789,600	90,000	SH		SOLE	0	90,000	0	0
BROWN;FORMAN CORP;CLASS B BF;B US	Equity	115637209	15,347,580	229,000	SH		SOLE	0	229,000	0	0
CBOE GLOBAL MARKETS INC	Equity	12503M108	3,843,711	33,593	SH		SOLE	0	33,593	0	0
CME GROUP INC CME US	Equity	12572Q105	49,355,950	207,500	SH		SOLE	0	207,500	0	0
CADENCE DESIGN SYS INC CDNS US	Equity	127387108	275,059,350	1,672,500	SH		SOLE	0	1,672,500	0	0
CALIX INC	Equity	13100M509	11,249,672	262,169	SH		SOLE	0	262,169	0	0
CANADA GOOSE HOLDINGS INC	Equity	135086106	1,316,500	50,000	SH		SOLE	0	50,000	0	0
CANO HEALTH INC	Equity	13781Y103	1,207,135	190,100	SH		SOLE	0	190,100	0	0
CAPITAL ONE FINANCIAL CORP COF US	Equity	14040H105	11,503,761	87,621	SH		SOLE	0	87,621	0	0
CAPITAL ONE FINANCIAL CORP	Equity CFD	14040H105	0	17,344	SH		SOLE	0	17,344	0	0
CITIZENS FINANCIAL GROUP CFG US	Equity	174610105	7,835,834	172,862	SH		SOLE	0	172,862	0	0
CLOUDFLARE INC ; CLASS A	Equity	18915M107	17,236,800	144,000	SH		SOLE	0	144,000	0	0
COMCAST CORP;CLASS A CMCSA US	Equity	20030N101	5,699,773	121,738	SH		SOLE	0	121,738	0	0
CORTEVA INC	Equity	22052L104	2,323,169	40,417	SH		SOLE	0	40,417	0	0
COSTCO WHOLESALE CORP COST US	Equity	22160K105	26,546,685	46,100	SH		SOLE	0	46,100	0	0
COSTAR GROUP INC	Equity	22160N109	8,326,250	125,000	SH		SOLE	0	125,000	0	0
CROWDSTRIKE HOLDINGS INC ; A	Equity	22788C105	16,122,680	71,000	SH		SOLE	0	71,000	0	0
DANAHER CORP DHR US	Equity	235851102	27,866,350	95,000	SH		SOLE	0	95,000	0	0
DATADOG INC ; CLASS A	Equity	23804L103	8,027,910	53,000	SH		SOLE	0	53,000	0	0
DATTO HOLDING CORP	Equity	23821D100	1,870,400	70,000	SH		SOLE	0	70,000	0	0
WALT DISNEY CO;THE DIS US	Equity	254687106	20,711,160	151,000	SH		SOLE	0	151,000	0	0
DOCUSIGN INC	Equity	256163106	185,799,640	1,734,500	SH		SOLE	0	1,734,500	0	0
DUPONT DE NEMOURS INC DD US	Equity	26614N102	2,986,171	40,584	SH		SOLE	0	40,584	0	0
DYNATRACE INC	Equity	268150109	6,405,600	136,000	SH		SOLE	0	136,000	0	0
EBAY INC EBAY US	Equity	278642103	9,488,612	165,711	SH		SOLE	0	165,711	0	0
ECOLAB INC ECL US	Equity	278865100	152,595,335	864,269	SH		SOLE	0	864,269	0	0
8X8 INC	Equity	282914100	2,810,164	223,206	SH		SOLE	0	223,206	0	0
ELECTRONIC ARTS INC EA US	Equity	285512109	8,352,190	66,020	SH		SOLE	0	66,020	0	0
ENVISTA HOLDINGS CORP	Equity	29415F104	9,707,854	199,299	SH		SOLE	0	199,299	0	0
EQUIFAX INC EFX US	Equity	294429105	7,203,572	30,382	SH		SOLE	0	30,382	0	0
EQUINIX INC EQIX US	REIT	29444U700	212,994,006	287,201	SH		SOLE	0	287,201	0	0
ETSY INC ETSY UW	Equity	29786A106	3,355,560	27,000	SH		SOLE	0	27,000	0	0
EVERBRIDGE INC	Equity	29978A104	1,276,252	29,245	SH		SOLE	0	29,245	0	0
EVOQUA WATER TECHNOLOGIES CO	Equity	30057T105	3,993,300	85,000	SH		SOLE	0	85,000	0	0
EXPONENT INC	Equity	30214U102	432,200	4,000	SH		SOLE	0	4,000	0	0
EXSCIENTIA PLC	Equity	30223G102	144,000	10,000	SH		SOLE	0	10,000	0	0
META PLATFORMS INC;CLASS A FB US	Equity	30303M102	20,225,199	90,957	SH		SOLE	0	90,957	0	0
FACTSET RESEARCH SYSTEMS INC	Equity	303075105	1,736,600	4,000	SH		SOLE	0	4,000	0	0
FIRST REPUBLIC BANK;CA FRC US	Equity	33616C100	119,940,546	739,917	SH		SOLE	0	739,917	0	0
FORTINET INC FTNT US	Equity	34959E109	18,795,700	55,000	SH		SOLE	0	55,000	0	0
FORTIVE CORP FTV US	Equity	34959J108	4,258,702	69,895	SH		SOLE	0	69,895	0	0
ARTHUR J GALLAGHER & CO AJG US	Equity	363576109	26,190,000	150,000	SH		SOLE	0	150,000	0	0
HCA HEALTHCARE INC HCA US	Equity	40412C101	8,736,613	34,860	SH		SOLE	0	34,860	0	0
HDFC BANK LTD;ADR	Equity ADR	40415F101	1,563,302	25,490	SH		SOLE	0	25,490	0	0
HALLIBURTON CO HAL US	Equity	406216101	4,675,354	123,458	SH		SOLE	0	123,458	0	0
HEADHUNTER GROUP PLC;ADR	Equity	42207L106	494,186	240,000	SH		SOLE	0	240,000	0	0
HINGHAM INSTITUTION FOR SVGS	Equity	433323102	4,290,000	12,500	SH		SOLE	0	12,500	0	0
HOLOGIC INC HOLX US	Equity	436440101	768,200	10,000	SH		SOLE	0	10,000	0	0
HONEYWELL INTERNATIONAL INC HON US	Equity	438516106	7,108,007	36,530	SH		SOLE	0	36,530	0	0
HUBSPOT INC	Equity	443573100	9,498,800	20,000	SH		SOLE	0	20,000	0	0
ICICI BANK LTD;SPON ADR IBN UN	Equity ADR	45104G104	412,892	21,800	SH		SOLE	0	21,800	0	0
ILLINOIS TOOL WORKS ITW US	Equity	452308109	7,438,516	35,523	SH		SOLE	0	35,523	0	0
ILLUMINA INC ILMN US	Equity	452327109	230,743,760	660,400	SH		SOLE	0	660,400	0	0
INTEGRAL AD SCIENCE HOLDING	Equity	45828L108	1,035,000	75,000	SH		SOLE	0	75,000	0	0
INTERCONTINENTAL EXCHANGE IN ICE US	Equity	45866F104	7,623,192	57,699	SH		SOLE	0	57,699	0	0
INTL FLAVORS & FRAGRANCES IFF US	Equity	459506101	1,238,311	9,429	SH		SOLE	0	9,429	0	0
INTUIT INC INTU US	Equity	461202103	146,944,704	305,600	SH		SOLE	0	305,600	0	0
INTUITIVE SURGICAL INC ISRG US	Equity	46120E602	268,676,208	890,600	SH		SOLE	0	890,600	0	0
IQVIA HOLDINGS INC IQV US	Equity	46266C105	237,990,696	1,029,327	SH		SOLE	0	1,029,327	0	0
ITAU UNIBANCO H;SPON PRF ADR	Equity ADR	465562106	3,383,421	592,543	SH		SOLE	0	592,543	0	0
JPMORGAN CHASE & CO JPM US	Equity	46625H100	3,408,000	25,000	SH		SOLE	0	25,000	0	0
ZIFF DAVIS INC	Equity	48123V102	1,451,700	15,000	SH		SOLE	0	15,000	0	0
KLA CORP KLAC US	Equity	482480100	2,928,480	8,000	SH		SOLE	0	8,000	0	0
LAM RESEARCH CORP LRCX US	Equity	512807108	11,289,810	21,000	SH		SOLE	0	21,000	0	0
ESTEE LAUDER COMPANIES;CL A EL US	Equity	518439104	13,616,000	50,000	SH		SOLE	0	50,000	0	0
LEMONADE INC	Equity	52567D107	2,135,970	81,000	SH		SOLE	0	81,000	0	0
LIVE NATION ENTERTAINMENT IN	Equity	538034109	9,175,920	78,000	SH		SOLE	0	78,000	0	0
LOWES COS INC LOW US	Equity	548661107	8,648,071	42,772	SH		SOLE	0	42,772	0	0
LULULEMON ATHLETICA INC LULU US	Equity	550021109	10,956,900	30,000	SH		SOLE	0	30,000	0	0
LUMENTUM HOLDINGS INC LITE US	Equity	55024U109	1,464,000	15,000	SH		SOLE	0	15,000	0	0
MASIMO CORP	Equity	574795100	146,646,104	1,007,600	SH		SOLE	0	1,007,600	0	0
MASTERCARD INC ; A MA US	Equity	57636Q104	50,994,195	142,689	SH		SOLE	0	142,689	0	0
MCDONALDS CORP MCD US	Equity	580135101	9,891,200	40,000	SH		SOLE	0	40,000	0	0
MERCADOLIBRE INC	Equity	58733R102	1,308,428	1,100	SH		SOLE	0	1,100	0	0
MICROSOFT CORP MSFT UW	Equity	594918104	150,452,814	487,992	SH		SOLE	0	487,992	0	0
MONDELEZ INTERNATIONAL INC;A MDLZ US	Equity	609207105	9,002,275	143,394	SH		SOLE	0	143,394	0	0
MOODYS CORP MCO US	Equity	615369105	24,968,340	74,000	SH		SOLE	0	74,000	0	0
MORGAN STANLEY MS US	Equity	617446448	15,469,800	177,000	SH		SOLE	0	177,000	0	0
MOTOROLA SOLUTIONS INC MSI US	Equity	620076307	18,407,200	76,000	SH		SOLE	0	76,000	0	0
NVR INC	Equity	62944T105	189,278,230	42,370	SH		SOLE	0	42,370	0	0
NASDAQ INC NDAQ US	Equity	631103108	151,431,509	849,784	SH		SOLE	0	849,784	0	0
NATUS MEDICAL INC	Equity	639050103	2,944,411	112,040	SH		SOLE	0	112,040	0	0
NETFLIX INC NFLX US	Equity	64110L106	9,739,340	26,000	SH		SOLE	0	26,000	0	0
NETSTREIT CORP	Equity	64119V303	5,367,648	239,200	SH		SOLE	0	239,200	0	0
NEW RELIC INC	Equity	64829B100	2,675,200	40,000	SH		SOLE	0	40,000	0	0
NEXTERA ENERGY INC NEE US	Equity	65339F101	8,360,877	98,700	SH		SOLE	0	98,700	0	0
NVIDIA CORP NVDA US	Equity	67066G104	83,631,590	306,500	SH		SOLE	0	306,500	0	0
OKTA INC	Equity	679295105	8,755,680	58,000	SH		SOLE	0	58,000	0	0
OTIS WORLDWIDE CORP	Equity	68902V107	13,081,500	170,000	SH		SOLE	0	170,000	0	0
PTC INC	Equity	69370C100	128,596,136	1,193,800	SH		SOLE	0	1,193,800	0	0
PALO ALTO NETWORKS INC PANW US	Equity	697435105	250,809,279	402,900	SH		SOLE	0	402,900	0	0
PAR TECHNOLOGY CORP;DEL	Equity	698884103	5,607,260	139,000	SH		SOLE	0	139,000	0	0
PAYPAL HOLDINGS INC PYPL US	Equity	70450Y103	188,440,110	1,629,400	SH		SOLE	0	1,629,400	0	0
PEGASYSTEMS INC	Equity	705573103	725,850	9,000	SH		SOLE	0	9,000	0	0
PFIZER INC PFE UN	Equity	717081103	35,235,300	670,000	SH		SOLE	0	670,000	0	0
PINDUODUO INC;ADR	Equity	722304102	3,409,350	85,000	SH		SOLE	0	85,000	0	0
PLANET FITNESS INC ; CL A	Equity	72703H101	11,033,088	130,600	SH		SOLE	0	130,600	0	0
POWER INTEGRATIONS INC	Equity	739276103	2,317,000	25,000	SH		SOLE	0	25,000	0	0
PROGRESSIVE CORP PGR US	Equity	743315103	7,523,340	66,000	SH		SOLE	0	66,000	0	0
PROGYNY INC	Equity	74340E103	6,682,000	130,000	SH		SOLE	0	130,000	0	0
RAPID7 INC	Equity	753422104	7,230,600	65,000	SH		SOLE	0	65,000	0	0
RELIANCE STEEL & ALUMINUM RS UN	Equity	759509102	17,830,237	97,247	SH		SOLE	0	97,247	0	0
RINGCENTRAL INC;CLASS A	Equity	76680R206	4,360,212	37,200	SH		SOLE	0	37,200	0	0
ROPER TECHNOLOGIES INC ROP UN	Equity	776696106	15,583,590	33,000	SH		SOLE	0	33,000	0	0
S&P GLOBAL INC SPGI US	Equity	78409V104	6,834,009	16,661	SH		SOLE	0	16,661	0	0
SPS COMMERCE INC	Equity	78463M107	2,755,200	21,000	SH		SOLE	0	21,000	0	0
SVB FINANCIAL GROUP	Equity	78486Q101	24,931,330	44,564	SH		SOLE	0	44,564	0	0
SAILPOINT TECHNOLOGIES HOLDI	Equity	78781P105	3,326,700	65,000	SH		SOLE	0	65,000	0	0
SALESFORCE INC CRM US	Equity	79466L302	15,435,664	72,700	SH		SOLE	0	72,700	0	0
SCHWAB (CHARLES) CORP SCHW US	Equity	808513105	176,944,938	2,098,742	SH		SOLE	0	2,098,742	0	0
SEA LTD;ADR SE US	Equity	81141R100	5,869,710	49,000	SH		SOLE	0	49,000	0	0
SENTINELONE INC ;CLASS A S US	Equity	81730H109	1,162,200	30,000	SH		SOLE	0	30,000	0	0
SERVICENOW INC NOW US	Equity	81762P102	13,643,805	24,500	SH		SOLE	0	24,500	0	0
SHERWIN;WILLIAMS CO;THE SHW US	Equity	824348106	14,977,200	60,000	SH		SOLE	0	60,000	0	0
SHOPIFY INC ; CLASS A	Equity	82509L107	2,027,880	3,000	SH		SOLE	0	3,000	0	0
SHUTTERSTOCK INC	Equity	825690100	2,140,840	23,000	SH		SOLE	0	23,000	0	0
SILICON LABORATORIES INC	Equity	826919102	3,004,000	20,000	SH		SOLE	0	20,000	0	0
SKECHERS USA INC;CL A	Equity	830566105	815,200	20,000	SH		SOLE	0	20,000	0	0
SMARTSHEET INC;CLASS A	Equity	83200N103	1,095,600	20,000	SH		SOLE	0	20,000	0	0
QUIMICA Y MINERA CHIL;SP ADR	Equity	833635105	1,326,800	15,500	SH		SOLE	0	15,500	0	0
SONOS INC	Equity	83570H108	564,400	20,000	SH		SOLE	0	20,000	0	0
SPLUNK INC SPLK US	Equity	848637104	105,334,768	708,800	SH		SOLE	0	708,800	0	0
BLOCK INC	Equity	852234103	6,915,600	51,000	SH		SOLE	0	51,000	0	0
STARBUCKS CORP SBUX US	Equity	855244109	16,192,660	178,000	SH		SOLE	0	178,000	0	0
STRYKER CORP SYK US	Equity	863667101	16,041,000	60,000	SH		SOLE	0	60,000	0	0
T;MOBILE US INC TMUS US	Equity	872590104	5,647,400	44,000	SH		SOLE	0	44,000	0	0
TAIWAN SEMICONDUCTOR;SP ADR	Equity ADR	874039100	4,225,136	40,525	SH		SOLE	0	40,525	0	0
TELADOC HEALTH INC	Equity	87918A105	2,596,680	36,000	SH		SOLE	0	36,000	0	0
TENABLE HOLDINGS INC	Equity	88025T102	1,733,700	30,000	SH		SOLE	0	30,000	0	0
THERMO FISHER SCIENTIFIC INC TMO UN	Equity	883556102	292,616,279	495,414	SH		SOLE	0	495,414	0	0
TOPBUILD CORP	Equity	89055F103	1,451,120	8,000	SH		SOLE	0	8,000	0	0
TRADEWEB MARKETS INC;CLASS A TW US	Equity	892672106	11,423,100	130,000	SH		SOLE	0	130,000	0	0
TREX COMPANY INC	Equity	89531P105	1,959,900	30,000	SH		SOLE	0	30,000	0	0
TWILIO INC ; A TWLO US	Equity	90138F102	12,836,721	77,888	SH		SOLE	0	77,888	0	0
2U INC	Equity	90214J101	4,913,600	370,000	SH		SOLE	0	370,000	0	0
UBIQUITI INC	Equity	90353W103	11,500,820	39,500	SH		SOLE	0	39,500	0	0
UNDER ARMOUR INC;CLASS A UAA UN	Equity	904311107	1,021,200	60,000	SH		SOLE	0	60,000	0	0
UNITEDHEALTH GROUP INC UNH US	Equity	91324P102	62,964,976	123,468	SH		SOLE	0	123,468	0	0
UPSTART HOLDINGS INC	Equity	91680M107	9,272,650	85,000	SH		SOLE	0	85,000	0	0
UPWORK INC	Equity	91688F104	232,400	10,000	SH		SOLE	0	10,000	0	0
VACCITECH PLC	Equity	91864C107	3,120,000	600,000	SH		SOLE	0	600,000	0	0
VALE SA;SP ADR	Equity ADR	91912E105	4,607,695	230,500	SH		SOLE	0	230,500	0	0
VARONIS SYSTEMS INC	Equity	922280102	3,327,800	70,000	SH		SOLE	0	70,000	0	0
VERISIGN INC VRSN US	Equity	92343E102	183,907,682	826,700	SH		SOLE	0	826,700	0	0
VERINT SYSTEMS INC	Equity	92343X100	3,619,000	70,000	SH		SOLE	0	70,000	0	0
VERRA MOBILITY CORP	Equity	92511U102	9,903,775	608,340	SH		SOLE	0	608,340	0	0
VISA INC;CLASS A SHARES V US	Equity	92826C839	382,486,719	1,724,700	SH		SOLE	0	1,724,700	0	0
WASTE CONNECTIONS INC WCN US	Equity	94106B101	176,860,200	1,266,000	SH		SOLE	0	1,266,000	0	0
WILLSCOT MOBILE MINI HOLDING	Equity	971378104	469,560	12,000	SH		SOLE	0	12,000	0	0
WORKIVA INC	Equity	98139A105	3,540,000	30,000	SH		SOLE	0	30,000	0	0
XPO LOGISTICS INC	Equity	983793100	1,456,000	20,000	SH		SOLE	0	20,000	0	0
XEROX HOLDINGS CORP XRX US	Equity	98421M106	7,831,224	388,261	SH		SOLE	0	388,261	0	0
YETI HOLDINGS INC	Equity	98585X104	1,499,500	25,000	SH		SOLE	0	25,000	0	0
ZENDESK INC	Equity	98936J101	8,492,474	70,600	SH		SOLE	0	70,600	0	0
ZSCALER INC	Equity	98980G102	7,720,960	32,000	SH		SOLE	0	32,000	0	0
ZUORA INC ; CLASS A	Equity	98983V106	898,800	60,000	SH		SOLE	0	60,000	0	0