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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 50,533 23,194 SH   SOLE 0 23,194 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 48,579 16,912 SH   SOLE 0 16,912 0 0
AIR PRODS & CHEMS INC COM 009158106 31,955 16,934 SH   SOLE 0 16,934 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 280,518 314,468 SH   SOLE 0 314,468 0 0
ALIGN TECHNOLOGY INC COM 016255101 29,306 15,780 SH   SOLE 0 15,780 0 0
ALPHABET INC CAP STK CL C 02079K107 95,883 5,586 SH   SOLE 0 5,586 0 0
ALPHABET INC CAP STK CL A 02079K305 85,503 5,000 SH   SOLE 0 5,000 0 0
AMAZON COM INC COM 023135106 83,176 99,800 SH   SOLE 0 99,800 0 0
APPLE INC COM 037833100 167,362 156,000 SH   SOLE 0 156,000 0 0
AUTODESK INC COM 052769106 40,529 30,036 SH   SOLE 0 30,036 0 0
BAIDU INC SPON ADR REP A 056752108 2,783 2,385 SH   SOLE 0 2,385 0 0
BALL CORP COM 058498106 23,827 44,154 SH   SOLE 0 44,154 0 0
BEIGENE LTD SPONSORED ADR 07725L102 8,890 7,000 SH   SOLE 0 7,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 48,549 41,238 SH   SOLE 0 41,238 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 99,113 9,662 SH   SOLE 0 9,662 0 0
COSTAR GROUP INC COM 22160N109 38,340 80,880 SH   SOLE 0 80,880 0 0
DIGITAL RLTY TR INC COM 253868103 36,303 35,634 SH   SOLE 0 35,634 0 0
ELECTRONIC ARTS INC COM 285512109 29,155 30,542 SH   SOLE 0 30,542 0 0
EQUINIX INC COM 29444U700 56,990 11,054 SH   SOLE 0 11,054 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 28,767 404,634 SH   SOLE 0 404,634 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 131,360 439,378 SH   SOLE 0 439,378 0 0
IDEXX LABS INC COM 45168D104 46,968 17,066 SH   SOLE 0 17,066 0 0
ILLUMINA INC COM 452327109 28,731 19,860 SH   SOLE 0 19,860 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 40,192 54,466 SH   SOLE 0 54,466 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 24,602 11,186 SH   SOLE 0 11,186 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 47,806 30,354 SH   SOLE 0 30,354 0 0
INTUIT COM 461202103 43,166 14,272 SH   SOLE 0 14,272 0 0
IQVIA HLDGS INC COM 46266C105 63,450 37,264 SH   SOLE 0 37,264 0 0
ISHARES INC MSCI CDA ETF 464286509 42,193 159,650 SH   SOLE 0 159,650 0 0
ISHARES INC MSCI HONG KG ETF 464286871 25,367 145,616 SH   SOLE 0 145,616 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 58,792 141,820 SH   SOLE 0 141,820 0 0
JD.COM INC SPON ADR CL A 47215P106 165,894 329,200 SH   SOLE 0 329,200 0 0
KE HLDGS INC SPONSORED ADS 482497104 18,213 129,302 SH   SOLE 0 129,302 0 0
LI AUTO INC SPONSORED ADS 50202M102 36,007 119,776 SH   SOLE 0 119,776 0 0
LAUDER ESTEE COS INC CL A 518439104 65,503 32,778 SH   SOLE 0 32,778 0 0
MSCI INC COM 55354G100 87,800 27,148 SH   SOLE 0 27,148 0 0
MASTERCARD INCORPORATED CL A 57636Q104 64,463 26,040 SH   SOLE 0 26,040 0 0
MICROSOFT CORP COM 594918104 165,241 81,992 SH   SOLE 0 81,992 0 0
MOODYS CORP COM 615369105 52,244 24,480 SH   SOLE 0 24,480 0 0
NIO INC SPON ADS 62914V106 46,436 272,453 SH   SOLE 0 272,453 0 0
NASDAQ INC COM 631103108 63,981 53,452 SH   SOLE 0 53,452 0 0
NIKE INC CL B 654106103 47,094 58,724 SH   SOLE 0 58,724 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 26,758 434,388 SH   SOLE 0 434,388 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 48,108 23,922 SH   SOLE 0 23,922 0 0
PINDUODUO INC SPONSORED ADS 722304102 129,730 267,516 SH   SOLE 0 267,516 0 0
QUDIAN INC ADR 747798106 11,221 1,300,000 SH   SOLE 0 1,300,000 0 0
RESMED INC COM 761152107 65,838 40,024 SH   SOLE 0 40,024 0 0
S&P GLOBAL INC COM 78409V104 107,928 40,806 SH   SOLE 0 40,806 0 0
SVB FINANCIAL GROUP COM 78486Q101 55,468 17,896 SH   SOLE 0 17,896 0 0
SERVICENOW INC COM 81762P102 52,612 14,100 SH   SOLE 0 14,100 0 0
SYNOPSYS INC COM 871607107 48,430 20,322 SH   SOLE 0 20,322 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16,824 17,498 SH   SOLE 0 17,498 0 0
TESLA INC COM 88160R101 244,663 46,300 SH   SOLE 0 46,300 0 0
THE TRADE DESK INC COM CL A 88339J105 19,762 60,120 SH   SOLE 0 60,120 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 78,748 18,472 SH   SOLE 0 18,472 0 0
TRANSUNION COM 89400J107 37,083 59,080 SH   SOLE 0 59,080 0 0
TRIP COM GROUP LTD ADS 89677Q107 105,928 491,775 SH   SOLE 0 491,775 0 0
TUYA INC SPONSERED ADS 90114C107 434 21,117 SH   SOLE 0 21,117 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 120,435 44,246 SH   SOLE 0 44,246 0 0
VERISK ANALYTICS INC COM 92345Y106 50,507 37,186 SH   SOLE 0 37,186 0 0
VISA INC COM CL A 92826C839 64,188 41,546 SH   SOLE 0 41,546 0 0
WORKDAY INC CL A 98138H101 30,942 28,250 SH   SOLE 0 28,250 0 0
XPENG INC ADS 98422D105 5,230 21,000 SH   SOLE 0 21,000 0 0
YATSEN HLDG LTD ADS 985194109 12,811 1,053,280 SH   SOLE 0 1,053,280 0 0
ZAI LAB LTD ADR 98887Q104 4,082 15,000 SH   SOLE 0 15,000 0 0
ZOETIS INC CL A 98978V103 67,044 49,706 SH   SOLE 0 49,706 0 0