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 INCCOM00507V1093,033,76637,870,000SH SOLE 37,870,00000
AIR PRODS & CHEMS INCCOM009158106181,770727,340SH SOLE 727,34000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102112,6821,035,676SH SOLE 1,035,67600
AUTOMATIC DATA PROCESSING INCOM053015103337,1771,481,837SH SOLE 1,481,83700
AVERY DENNISON CORPCOM053611109147,641848,657SH SOLE 848,65700
BABYLON HLDGS LTDCL A SHSG07031100137,74835,410,789SH SOLE 35,410,78900
BALLARD PWR SYS INC NEWCOM058586108113,0239,709,900SH SOLE 9,709,90000
BEIGENE LTDSPONSORED ADR07725L10259,915317,685SH SOLE 317,68500
CARNIVAL CORPCOMMON STOCK1436583001,027,80150,830,926SH SOLE 50,830,92600
CARNIVAL CORPNOTE 5.750% 4/0143658BE183,90040,000,000PRN SOLE 40,000,00000
COMPUTE HEALTH ACQUISITIN COCOM CL A20483310774,2507,499,999SH SOLE 7,499,99900
COUPANG INCCL A22266T10950,5142,857,142SH SOLE 2,857,14200
CUMMINS INCCOM231021106369,2601,800,301SH SOLE 1,800,30100
ELECTRONIC ARTS INCCOM2855121091,797,70714,210,000SH SOLE 14,210,00000
FARFETCH LTDORD SH CL A30744W10750,1113,314,195SH SOLE 3,314,19500
FEDEX CORPCOM31428X106260,8751,127,426SH SOLE 1,127,42600
HYZON MOTORS INCCOM CL A44951Y10251,3348,033,477SH SOLE 8,033,47700
JUST EAT TAKEAWAY COM N VSPONSORED ADS48214T30502SH SOLE 200
LIVE NATION ENTERTAINMENT INCOM5380341091,478,16612,565,167SH SOLE 12,565,16700
LUCID GROUP INCCOM54949810325,787,4141,015,252,523SH SOLE 1,015,252,52300
META PLATFORMS INCCL A30303M10293,094418,663SH SOLE 418,66300
MULTIPLAN CORPORATIONCOM62548M100239,85051,250,000SH SOLE 51,250,00000
MULTIPLAN CORPORATION*W EXP 02/13/20262548M1182,5752,500,000SH SOLE 2,500,00000
NOVAGOLD RES INCCOM NEW66987E206124,74416,137,695SH SOLE 16,137,69500
PAYPAL HLDGS INCCOM70450Y103105,349910,929SH SOLE 910,92900
PINDUODUO INCSPONSORED ADS72230410261,7451,539,393SH SOLE 1,539,39300
PINTEREST INCCL A72352L10699,7244,052,161SH SOLE 4,052,16100
PLUG POWER INCCOM NEW72919P202162,2455,670,917SH SOLE 5,670,91700
PROLOGIS INC.COM74340W103131,562814,724SH SOLE 814,72400
SEA LTDSPONSORED ADS81141R10028,683239,441SH SOLE 239,44100
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y8862,456,17532,986,504SH SOLE 32,986,50400
SHOPIFY INCCL A82509L10784,495125,000SH SOLE 125,00000
SIGNA SPORTS UNITED NVORD SHSN8002910640,0005,000,000SH SOLE 5,000,00000
TAKE-TWO INTERACTIVE SOFTWARCOM8740541091,754,89311,414,680SH SOLE 11,414,68000
UBER TECHNOLOGIES INCCOM90353T1002,598,95172,840,541SH SOLE 72,840,54100
VISA INCCOM CL A92826C839316,8601,428,777SH SOLE 1,428,77700
WALMART INCCOM931142103117,682790,237SH SOLE 790,23700