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
ACTIVISION BLIZZARD INCCOM00507V1092,519,49137,870,000SH SOLE 37,870,00000
AIR PRODS & CHEMS INCCOM009158106221,300727,340SH SOLE 727,34000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10282,805697,067SH SOLE 697,06700
AUTOMATIC DATA PROCESSING INCOM053015103365,3911,481,837SH SOLE 1,481,83700
AVERY DENNISON CORPCOM053611109183,794848,657SH SOLE 848,65700
BALLARD PWR SYS INC NEWCOM058586108121,9569,709,900SH SOLE 9,709,90000
BEIGENE LTDSPONSORED ADR07725L10286,070317,685SH SOLE 317,68500
CARNIVAL CORPUNIT 99/99/9999143658300939,86450,830,926SH SOLE 50,830,92600
COMPUTE HEALTH ACQUISITIN COUNIT 99/99/999920483320674,5507,499,999SH SOLE 7,499,99900
COUPANG INCCL A22266T10983,9432,857,142SH SOLE 2,857,14200
CUMMINS INCCOM231021106392,7181,800,301SH SOLE 1,800,30100
ELECTRONIC ARTS INCCOM2855121091,874,29914,210,000SH SOLE 14,210,00000
FARFETCH LTDORD SH CL A30744W107110,7943,314,195SH SOLE 3,314,19500
FEDEX CORPCOM31428X106291,5971,127,426SH SOLE 1,127,42600
HYZON MOTORS INCCOM CL A44951Y10252,1378,033,477SH SOLE 8,033,47700
JUST EAT TAKEAWAY COM N VSPONSORED ADS48214T30529,6002,750,982SH SOLE 2,750,98200
LIVE NATION ENTERTAINMENT INCOM5380341091,503,92512,565,167SH SOLE 12,565,16700
LUCID GROUP INCCOM54949810338,630,3591,015,252,523SH SOLE 1,015,252,52300
MULTIPLAN CORPORATIONCOM62548M100227,03851,250,000SH SOLE 51,250,00000
MULTIPLAN CORPORATION*W EXP 02/13/20262548M1183,1882,500,000SH SOLE 2,500,00000
NOVAGOLD RES INCCOM NEW66987E206110,70516,137,695SH SOLE 16,137,69500
PAYPAL HLDGS INCCOM70450Y103127,807677,734SH SOLE 677,73400
PINDUODUO INCSPONSORED ADS72230410289,7471,539,393SH SOLE 1,539,39300
PINTEREST INCCL A72352L106147,2964,052,161SH SOLE 4,052,16100
PLUG POWER INCCOM NEW72919P202277,4269,827,357SH SOLE 9,827,35700
PROLOGIS INC.COM74340W103137,167814,724SH SOLE 814,72400
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8862,361,17432,986,504SH SOLE 32,986,50400
SHOPIFY INCCL A82509L107172,174125,000SH SOLE 125,00000
TAKE-TWO INTERACTIVE SOFTWARCOM8740541091,002,3415,640,000SH SOLE 5,640,00000
UBER TECHNOLOGIES INCCOM90353T1003,054,20472,840,541SH SOLE 72,840,54100
VISA INCCOM CL A92826C839381,1461,758,783SH SOLE 1,758,78300
WALMART INCCOM931142103239,8961,658,000SH SOLE 1,658,00000