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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
AVITA MEDICAL LTD-SPONS ADR SPONSORED ADS 053792107 49,936 5,487,520 SH   SOLE   798,129 0 4,689,391
AXONICS MODULATION TECHNOLOG COM 05465P101 12,497 451,000 SH   SOLE   59,438 0 391,562
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 14,584 267,900 SH   SOLE   39,531 0 228,369
CHEMOURS CO/THE COM 163851108 4,546 251,316 SH   SOLE   37,232 0 214,084
MICROSOFT CORP COM 594918104 1,314 83,302 SH   SOLE   11,406 0 71,896
NICE LTD - SPON ADR SPONSORED ADR 653656108 12,857 82,869 SH   SOLE   8,010 0 74,859
TAKEDA PHARMACEUTIC-SP ADR SPONSORED ADS 874060205 3,408 172,708 SH   SOLE   16,489 0 156,219
TRACTOR SUPPLY COMPANY COM 892356106 8,242 88,208 SH   SOLE   13,078 0 75,130
VISA INC-CLASS A SHARES COM CL A 92826C839 4,959 26,391 SH   SOLE   3,907 0 22,484
WIX.COM LTD SHS M98068105 12,950 105,816 SH   SOLE   8,855 0 96,961