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 2,474 148,300 SH   SOLE   148,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 70,063 207,760 SH   SOLE   207,760 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 53,214 116,794 SH   SOLE   116,794 0 0
AFFIRM HLDGS INC COM CL A 00827B106 23,040 497,821 SH   SOLE   497,821 0 0
ALPHABET INC CAP STK CL A 02079K305 3,755 1,350 SH   SOLE   1,350 0 0
ALTERYX INC COM CL A 02156B103 70,095 979,935 SH   SOLE   979,935 0 0
AMAZON COM INC COM 023135106 171,676 52,662 SH   SOLE   52,662 0 0
ANSYS INC COM 03662Q105 2,148 6,760 SH   SOLE   6,760 0 0
APPLE INC COM 037833100 1,030 5,898 SH   SOLE   5,898 0 0
APPLIED MATLS INC COM 038222105 4,166 31,607 SH   SOLE   31,607 0 0
ARQIT QUANTUM INC ORDINARY SHARES G0567U101 3,377 216,700 SH   SOLE   216,700 0 0
AST SPACEMOBILE INC COM CL A 00217D100 1,587 159,000 SH   SOLE   159,000 0 0
ASTRA SPACE INC COM CL A 04634X103 1,209 313,000 SH   SOLE   313,000 0 0
AUTODESK INC COM 052769106 1,422 6,631 SH   SOLE   6,631 0 0
BENTLEY SYS INC COM CL B 08265T208 9,455 214,000 SH   SOLE   214,000 0 0
BIONTECH SE SPONSORED ADS 09075V102 13,778 80,777 SH   SOLE   80,777 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108 382 201,800 SH   SOLE   201,800 0 0
BUMBLE INC COM CL A 12047B105 9,419 325,000 SH   SOLE   325,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 456 2,769 SH   SOLE   2,769 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 9,682 487,000 SH   SOLE   487,000 0 0
CLOUDFLARE INC CL A COM 18915M107 41,500 346,700 SH   SOLE   346,700 0 0
COGNEX CORP COM 192422103 11,087 143,704 SH   SOLE   143,704 0 0
CONFLUENT INC CLASS A COM 20717M103 27,183 663,000 SH   SOLE   663,000 0 0
CREDICORP LTD COM G2519Y108 29,595 172,191 SH   SOLE   172,191 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 50,866 224,000 SH   SOLE   224,000 0 0
DATADOG INC CL A COM 23804L103 36,353 240,000 SH   SOLE   240,000 0 0
DEERE & CO COM 244199105 1,974 4,750 SH   SOLE   4,750 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 56,549 977,500 SH   SOLE   977,500 0 0
DOLE PLC ORD SHS G27907107 4,384 353,499 SH   SOLE   353,499 0 0
DYNATRACE INC COM NEW 268150109 17,856 379,100 SH   SOLE   379,100 0 0
LAUDER ESTEE COS INC CL A 518439104 1,056 3,875 SH   SOLE   3,875 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,548 15,000 SH   SOLE   15,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 2,284 151,000 SH   SOLE   151,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 46,584 562,267 SH   SOLE   562,267 0 0
GARMIN LTD SHS H2906T109 1,623 13,683 SH   SOLE   13,683 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 17,777 452,900 SH   SOLE   452,900 0 0
GUARDANT HEALTH INC COM 40131M109 4,008 60,501 SH   SOLE   60,501 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 40,210 264,991 SH   SOLE   264,991 0 0
HUBSPOT INC COM 443573100 10,164 21,400 SH   SOLE   21,400 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,001 6,632 SH   SOLE   6,632 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 4,065 100,800 SH   SOLE   100,800 0 0
JOHNSON & JOHNSON COM 478160104 3,900 22,000 SH   SOLE   22,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,913 28,700 SH   SOLE   28,700 0 0
LAM RESEARCH CORP COM 512807108 439 816 SH   SOLE   816 0 0
MARQETA INC CLASS A COM 57142B104 7,883 714,000 SH   SOLE   714,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 105,302 294,648 SH   SOLE   294,648 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 4,586 116,200 SH   SOLE   116,200 0 0
MERCADOLIBRE INC COM 58733R102 43,298 36,400 SH   SOLE   36,400 0 0
META PLATFORMS INC CL A 30303M102 54,884 246,824 SH   SOLE   246,824 0 0
MICROSOFT CORP COM 594918104 152,101 493,335 SH   SOLE   493,335 0 0
MODERNA INC COM 60770K107 9,896 57,445 SH   SOLE   57,445 0 0
MONGODB INC CL A 60937P106 35,665 80,400 SH   SOLE   80,400 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,429 5,000 SH   SOLE   5,000 0 0
NETFLIX INC COM 64110L106 19,254 51,400 SH   SOLE   51,400 0 0
NIKE INC CL B 654106103 2,031 15,091 SH   SOLE   15,091 0 0
NVIDIA CORPORATION COM 67066G104 46,406 170,070 SH   SOLE   170,070 0 0
OKTA INC CL A 679295105 29,589 196,000 SH   SOLE   196,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 27,717 2,018,655 SH   SOLE   2,018,655 0 0
PINDUODUO INC SPONSORED ADS 722304102 16,646 415,000 SH   SOLE   415,000 0 0
PLANET LABS PBC COM CL A 72703X106 3,115 613,000 SH   SOLE   613,000 0 0
QUALTRICS INTL INC COM CL A 747601201 8,851 310,000 SH   SOLE   310,000 0 0
REDWIRE CORPORATION COM 75776W103 2,431 286,600 SH   SOLE   286,600 0 0
ROCKET LAB USA INC COM 773122106 4,186 519,900 SH   SOLE   519,900 0 0
SALESFORCE COM INC COM 79466L302 45,896 216,161 SH   SOLE   216,161 0 0
SERVICENOW INC COM 81762P102 41,266 74,100 SH   SOLE   74,100 0 0
SHOPIFY INC CL A 82509L107 18,725 27,700 SH   SOLE   27,700 0 0
SNOWFLAKE INC CL A 833445109 40,625 177,300 SH   SOLE   177,300 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 13,991 43,400 SH   SOLE   43,400 0 0
SPIRE GLOBAL INC COM CL A 848560108 469 223,000 SH   SOLE   223,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 534 3,530 SH   SOLE   3,530 0 0
STARBUCKS CORP COM 855244109 2,457 27,000 SH   SOLE   27,000 0 0
STONECO LTD COM CL A G85158106 15,480 1,323,000 SH   SOLE   1,323,000 0 0
STRYKER CORPORATION COM 863667101 46,637 174,440 SH   SOLE   174,440 0 0
SVB FINANCIAL GROUP COM 78486Q101 18,350 32,800 SH   SOLE   32,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 67,848 650,756 SH   SOLE   650,756 0 0
TE CONNECTIVITY LTD SHS H84989104 44,901 342,802 SH   SOLE   342,802 0 0
TELADOC HEALTH INC COM 87918A105 5,553 76,982 SH   SOLE   76,982 0 0
TERADYNE INC COM 880770102 2,498 21,123 SH   SOLE   21,123 0 0
TESLA INC COM 88160R101 39,513 36,667 SH   SOLE   36,667 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 50,261 85,094 SH   SOLE   85,094 0 0
THE TRADE DESK INC COM CL A 88339J105 9,626 139,000 SH   SOLE   139,000 0 0
TRUIST FINL CORP COM 89832Q109 57,963 1,022,261 SH   SOLE   1,022,261 0 0
TWILIO INC CL A 90138F102 36,934 224,096 SH   SOLE   224,096 0 0
UIPATH INC CL A 90364P105 12,855 595,406 SH   SOLE   595,406 0 0
UNITY SOFTWARE INC COM 91332U101 24,068 242,587 SH   SOLE   242,587 0 0
UPSTART HLDGS INC COM 91680M107 43,312 397,024 SH   SOLE   397,024 0 0
VELO3D INC COMMON STOCK 92259N104 2,207 237,000 SH   SOLE   237,000 0 0
VISA INC COM CL A 92826C839 153,882 693,878 SH   SOLE   693,878 0 0
DISNEY WALT CO COM 254687106 48,642 354,631 SH   SOLE   354,631 0 0
ZENDESK INC COM 98936J101 15,855 131,800 SH   SOLE   131,800 0 0
ZENVIA INC CLASS A COM G9889V101 7,686 1,260,000 SH   SOLE   1,260,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 70,852 1,186,000 SH   SOLE   1,186,000 0 0
ZSCALER INC COM 98980G102 43,934 182,084 SH   SOLE   182,084 0 0