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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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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 46,847 23,194 SH   SOLE 0 23,194 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 36,535 16,912 SH   SOLE 0 16,912 0 0
AIR PRODS & CHEMS INC COM 009158106 30,937 16,934 SH   SOLE 0 16,934 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 113,024 180,000 SH   SOLE 0 180,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 25,655 15,780 SH   SOLE 0 15,780 0 0
ALPHABET INC CAP STK CL C 02079K107 84,323 111,720 SH   SOLE 0 111,720 0 0
ALPHABET INC CAP STK CL A 02079K305 75,084 100,000 SH   SOLE 0 100,000 0 0
AMAZON COM INC COM 023135106 88,526 99,800 SH   SOLE 0 99,800 0 0
APPLE INC COM 037833100 202,033 186,230 SH   SOLE 0 186,230 0 0
AUTODESK INC COM 052769106 44,044 30,036 SH   SOLE 0 30,036 0 0
BAIDU INC SPON ADR REP A 056752108 12,118 13,139 SH   SOLE 0 13,139 0 0
BALL CORP COM 058498106 16,748 44,154 SH   SOLE 0 44,154 0 0
BEIGENE LTD SPONSORED ADR 07725L102 7,408 7,000 SH   SOLE 0 7,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 52,905 41,238 SH   SOLE 0 41,238 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 113,978 9,662 SH   SOLE 0 9,662 0 0
ELECTRONIC ARTS INC COM 285512109 27,742 30,542 SH   SOLE 0 30,542 0 0
EQUINIX INC COM 29444U700 49,360 11,054 SH   SOLE 0 11,054 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 16,817 57,450 SH   SOLE 0 57,450 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 115,682 439,378 SH   SOLE 0 439,378 0 0
IDEXX LABS INC COM 45168D104 49,646 19,412 SH   SOLE 0 19,412 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 38,629 54,466 SH   SOLE 0 54,466 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 12,621 6,016 SH   SOLE 0 6,016 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 50,710 34,464 SH   SOLE 0 34,464 0 0
INTUIT COM 461202103 43,393 14,272 SH   SOLE 0 14,272 0 0
IQVIA HLDGS INC COM 46266C105 58,791 41,346 SH   SOLE 0 41,346 0 0
ISHARES INC MSCI CDA ETF 464286509 38,550 159,650 SH   SOLE 0 159,650 0 0
ISHARES INC MSCI HONG KG ETF 464286871 20,850 145,616 SH   SOLE 0 145,616 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 54,383 141,820 SH   SOLE 0 141,820 0 0
JD.COM INC SPON ADR CL A 47215P106 146,344 370,631 SH   SOLE 0 370,631 0 0
LI AUTO INC SPONSORED ADS 50202M102 9,512 52,660 SH   SOLE 0 52,660 0 0
LAUDER ESTEE COS INC CL A 518439104 55,552 32,778 SH   SOLE 0 32,778 0 0
MSCI INC COM 55354G100 89,887 27,148 SH   SOLE 0 27,148 0 0
MASTERCARD INCORPORATED CL A 57636Q104 58,122 26,040 SH   SOLE 0 26,040 0 0
MICROSOFT CORP COM 594918104 149,901 81,992 SH   SOLE 0 81,992 0 0
MOODYS CORP COM 615369105 46,717 24,480 SH   SOLE 0 24,480 0 0
NIO INC SPON ADS 62914V106 61,347 495,558 SH   SOLE 0 495,558 0 0
NASDAQ INC COM 631103108 71,348 160,356 SH   SOLE 0 160,356 0 0
NIKE INC CL B 654106103 38,316 58,724 SH   SOLE 0 58,724 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 46,715 23,922 SH   SOLE 0 23,922 0 0
PINDUODUO INC SPONSORED ADS 722304102 140,870 286,760 SH   SOLE 0 286,760 0 0
PLAYTIKA HLDG CORP COM 72815L107 121,965 1,654,644 SH   SOLE 0 1,654,644 0 0
PROLOGIS INC. COM 74340W103 45,665 57,256 SH   SOLE 0 57,256 0 0
QUDIAN INC ADR 747798106 9,184 1,300,000 SH   SOLE 0 1,300,000 0 0
RESMED INC COM 761152107 68,586 40,024 SH   SOLE 0 40,024 0 0
S&P GLOBAL INC COM 78409V104 97,811 40,806 SH   SOLE 0 40,806 0 0
SVB FINANCIAL GROUP COM 78486Q101 47,171 17,896 SH   SOLE 0 17,896 0 0
SERVICENOW INC COM 81762P102 41,795 14,100 SH   SOLE 0 14,100 0 0
SYNOPSYS INC COM 871607107 48,737 20,322 SH   SOLE 0 20,322 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 14,972 17,498 SH   SOLE 0 17,498 0 0
TESLA INC COM 88160R101 289,216 138,900 SH   SOLE 0 138,900 0 0
THE TRADE DESK INC COM CL A 88339J105 28,198 60,120 SH   SOLE 0 60,120 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 73,544 18,472 SH   SOLE 0 18,472 0 0
TRANSUNION COM 89400J107 27,590 59,080 SH   SOLE 0 59,080 0 0
TRIP COM GROUP LTD ADS 89677Q107 123,940 578,128 SH   SOLE 0 578,128 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 114,027 44,246 SH   SOLE 0 44,246 0 0
VERISK ANALYTICS INC COM 92345Y106 49,779 37,186 SH   SOLE 0 37,186 0 0
VISA INC COM CL A 92826C839 57,937 41,546 SH   SOLE 0 41,546 0 0
WORKDAY INC CL A 98138H101 33,756 28,250 SH   SOLE 0 28,250 0 0
XPENG INC ADS 98422D105 1,970 21,000 SH   SOLE 0 21,000 0 0
YUM CHINA HLDGS INC COM 98850P109 10,731 28,883 SH   SOLE 0 28,883 0 0
ZAI LAB LTD ADR 98887Q104 4,027 15,000 SH   SOLE 0 15,000 0 0
ZOETIS INC CL A 98978V103 63,812 54,818 SH   SOLE 0 54,818 0 0