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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADOBE INCCOM00724F101150,450665,000SH SOLE 665,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102276,1962,015,000SH SOLE 2,015,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102178,1911,300,000SHCallSOLE 1,300,00000
ALPHABET INCCAP STK CL A02079K305264,265252,895SH SOLE 252,89500
AMAZON COM INCCOM023135106426,259283,800SH SOLE 283,80000
APPLIED MATLS INCCOM038222105108,8613,325,000SH SOLE 3,325,00000
AUTODESK INCCOM05276910679,095615,000SH SOLE 615,00000
BILIBILI INCSPONS ADS REP Z09004010688,9996,100,000SH SOLE 6,100,00000
BOEING COCOM097023105153,059474,600SH SOLE 474,60000
D R HORTON INCCOM23331A109363,06410,475,000SH SOLE 10,475,00000
DANAHER CORP DELCOM23585110267,028650,000SH SOLE 650,00000
DEERE & COCOM24419910529,834200,000SH SOLE 200,00000
DISNEY WALT COCOM DISNEY254687106325,6612,970,000SH SOLE 2,970,00000
FARFETCH LTDORD SH CL A30744W10719,6111,107,350SH SOLE 1,107,35000
FERRARI N VCOMN3167Y103200,3722,015,000SH SOLE 2,015,00000
GUIDEWIRE SOFTWARE INCCOM40171V100238,2672,969,805SH SOLE 2,969,80500
HILTON WORLDWIDE HLDGS INCCOM43300A203370,4605,159,609SH SOLE 5,159,60900
HUYA INCADS REP SHS A44852D10831,9662,065,000SH SOLE 2,065,00000
INSULET CORPCOM45784P101132,8611,675,000SH SOLE 1,675,00000
IQIYI INCSPONSORED ADS46267X1085,948400,000SH SOLE 400,00000
LAM RESEARCH CORPCOM51280710832,000235,000SH SOLE 235,00000
LAS VEGAS SANDS CORPCOM51783410731,542606,000SH SOLE 606,00000
MERCADOLIBRE INCCOM58733R102207,894709,900SH SOLE 709,90000
NETFLIX INCCOM64110L106608,9802,275,200SH SOLE 2,275,20000
OWENS CORNING NEWCOM69074210160,0771,366,000SH SOLE 1,366,00000
PEGASYSTEMS INCCOM70557310387,0511,820,000SH SOLE 1,820,00000
SERVICENOW INCCOM81762P10216,02590,000SH SOLE 90,00000
SHERWIN WILLIAMS COCOM824348106238,043605,000SH SOLE 605,00000
SPOTIFY TECHNOLOGY S ASHSL8681T10285,693755,000SH SOLE 755,00000
TENCENT MUSIC ENTMT GROUPSPON ADS88034P10922,9781,738,124SH SOLE 1,738,12400
VISA INCCOM CL A92826C839139,5271,057,500SH SOLE 1,057,50000
VULCAN MATLS COCOM92916010944,460450,000SH SOLE 450,00000
WYNN RESORTS LTDCOM983134107124,1321,255,000SH SOLE 1,255,00000