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 45,357 211,239 SH   SOLE   211,239 0 0
ADOBE INC COM 00724F101 43,665 100,307 SH   SOLE   100,307 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 64,289 298,049 SH   SOLE   298,049 0 0
ALPHABET INC CAP STK CL A 02079K305 284 200 SH   SOLE   200 0 0
ALTERYX INC COM CL A 02156B103 42,625 259,465 SH   SOLE   259,465 0 0
AMAZON COM INC COM 023135106 59,673 21,630 SH   SOLE   21,630 0 0
APPIAN CORP CL A 03782L101 10,962 213,900 SH   SOLE   213,900 0 0
APPLE INC COM 037833100 309 847 SH   SOLE   847 0 0
APPLIED MATLS INC COM 038222105 12,973 214,600 SH   SOLE   214,600 0 0
ATLASSIAN CORP PLC CL A 04947PAB8 742 4,118 SH   SOLE   4,118 0 0
AUTODESK INC COM 052769106 6,639 27,756 SH   SOLE   27,756 0 0
BECTON DICKINSON & CO COM 075887109 47,117 196,921 SH   SOLE   196,921 0 0
BLACKROCK INC COM 09247X101 42,996 79,023 SH   SOLE   79,023 0 0
CADENCE DESIGN SYSTEM INC COM 127387AL2 602 6,278 SH   SOLE   6,278 0 0
CATERPILLAR INC DEL COM 149123101 2,024 16,000 SH   SOLE   16,000 0 0
COGNEX CORP COM 192422103 1,591 26,642 SH   SOLE   26,642 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 209 3,019 SH   SOLE   3,019 0 0
LAUDER ESTEE COS INC CL A 518439104 361 1,911 SH   SOLE   1,911 0 0
FACEBOOK INC CL A 30303M102 36,643 161,371 SH   SOLE   161,371 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,361 181,676 SH   SOLE   181,676 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 29,384 473,865 SH   SOLE   473,865 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 15,677 196,800 SH   SOLE   196,800 0 0
GUARDANT HEALTH INC COM 40131M109 1,608 19,826 SH   SOLE   19,826 0 0
HONEYWELL INTL INC COM 438516106 3,556 24,594 SH   SOLE   24,594 0 0
ILLUMINA INC COM 452327109 1,054 2,846 SH   SOLE   2,846 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,611 18,621 SH   SOLE   18,621 0 0
JPMORGAN CHASE & CO COM 46625H100 3,292 35,000 SH   SOLE   35,000 0 0
LAM RESEARCH CORP COM 512807108 573 1,772 SH   SOLE   1,772 0 0
MASTERCARD INCORPORATED CL A 57636Q104 66,023 223,276 SH   SOLE   223,276 0 0
MERCADOLIBRE INC COM 58733R102 13,308 13,500 SH   SOLE   13,500 0 0
MICROSOFT CORP COM 594918104 81,291 399,445 SH   SOLE   399,445 0 0
MONGODB INC CL A 60937P106 16,070 71,000 SH   SOLE   71,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,314 13,982 SH   SOLE   13,982 0 0
NETFLIX INC COM 64110L106 8,964 19,700 SH   SOLE   19,700 0 0
NIKE INC CL B 654106103 770 7,854 SH   SOLE   7,854 0 0
NVIDIA CORPORATION COM 67066G104 21,732 57,202 SH   SOLE   57,202 0 0
NXP SEMICONDUCTORS N V COM N6596X109 738 6,471 SH   SOLE   6,471 0 0
OKTA INC CL A 679295105 18,125 90,519 SH   SOLE   90,519 0 0
ONECONNECT FINL TECHNOLOGY C SPONSORED ADS 68248T105 14,334 785,000 SH   SOLE   785,000 0 0
PALO ALTO NETWORKS INC COM 697435105 4,479 19,500 SH   SOLE   19,500 0 0
PINDUODUO INC SPONSORED ADS 722304102 9,854 114,800 SH   SOLE   114,800 0 0
SALESFORCE COM INC COM 79466L302 35,027 186,980 SH   SOLE   186,980 0 0
SEA LTD SPONSORED ADS 81141R100 2,311 21,554 SH   SOLE   21,554 0 0
SERVICENOW INC COM 81762P102 24,263 59,900 SH   SOLE   59,900 0 0
SHAKE SHACK INC CL A 819047101 1,613 30,454 SH   SOLE   30,454 0 0
SPLUNK INC COM 848637104 11,723 59,000 SH   SOLE   59,000 0 0
SQUARE INC CL A 852234103 12,005 114,400 SH   SOLE   114,400 0 0
STARBUCKS CORP COM 855244109 2,208 30,000 SH   SOLE   30,000 0 0
STONECO LTD COM CL A G85158106 15,246 393,334 SH   SOLE   393,334 0 0
STRYKER CORPORATION COM 863667101 66,021 366,398 SH   SOLE   366,398 0 0
SYNOPSYS INC COM 871607107 1,258 6,451 SH   SOLE   6,451 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28,949 509,928 SH   SOLE   509,928 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 1,004 74,563 SH   SOLE   74,563 0 0
TERADYNE INC COM 880770102 845 9,999 SH   SOLE   9,999 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 28,926 79,830 SH   SOLE   79,830 0 0
THE TRADE DESK INC COM CL A 88339J105 1,984 4,880 SH   SOLE   4,880 0 0
TWILIO INC CL A 90138F102 25,539 116,393 SH   SOLE   116,393 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,702 9,306 SH   SOLE   9,306 0 0
VISA INC COM CL A 92826C839 73,278 379,343 SH   SOLE   379,343 0 0
VMWARE INC CL A COM 928563402 15,718 101,500 SH   SOLE   101,500 0 0
DISNEY WALT CO COM DISNEY 254687106 72,552 650,628 SH   SOLE   650,628 0 0
WORKDAY INC CL A 98138H101 4,216 22,500 SH   SOLE   22,500 0 0
XILINX INC COM 983919101 566 5,756 SH   SOLE   5,756 0 0
YUM CHINA HLDGS INC COM 98850P109 34,317 713,898 SH   SOLE   713,898 0 0
ZENDESK INC COM 98936J101 830 9,381 SH   SOLE   9,381 0 0
ZILLOW GROUP INC CL A 98954M101 10,749 187,000 SH   SOLE   187,000 0 0
ZSCALER INC COM 98980G102 18,759 171,319 SH   SOLE   171,319 0 0