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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3-D SYS CORP DEL COM NEW 88554D205   985 133,100 SH   SOLE   133,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   56,065 210,104 SH   SOLE   210,104 0 0
ALPHABET INC CAP STK CL A 02079K305   43,819 496,640 SH   SOLE   496,640 0 0
ALTERYX INC COM CL A 02156B103   28,072 554,000 SH   SOLE   554,000 0 0
AMAZON COM INC COM 023135106   79,538 946,880 SH   SOLE   946,880 0 0
ANSYS INC COM 03662Q105   2,406 9,959 SH   SOLE   9,959 0 0
APPLE INC COM 037833100   729 5,607 SH   SOLE   5,607 0 0
APPLIED MATLS INC COM 038222105   914 9,380 SH   SOLE   9,380 0 0
AST SPACEMOBILE INC COM CL A 00217D100   601 124,500 SH   SOLE   124,500 0 0
AUTODESK INC COM 052769106   1,444 7,725 SH   SOLE   7,725 0 0
BALL CORP COM 058498106   962 18,800 SH   SOLE   18,800 0 0
BECTON DICKINSON & CO COM 075887109   687 2,700 SH   SOLE   2,700 0 0
BIONTECH SE SPONSORED ADS 09075V102   12,279 81,739 SH   SOLE   81,739 0 0
BLACKSKY TECHNOLOGY INC COM CL A 09263B108   613 398,010 SH   SOLE   398,010 0 0
BRUKER CORP COM 116794108   12,139 177,600 SH   SOLE   177,600 0 0
BUMBLE INC COM CL A 12047B105   6,989 332,000 SH   SOLE   332,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   342 2,126 SH   SOLE   2,126 0 0
CBOE GLOBAL MKTS INC COM 12503M108   9,957 79,350 SH   SOLE   79,350 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   1,811 190,000 SH   SOLE   190,000 0 0
CLOUDFLARE INC CL A COM 18915M107   26,539 587,000 SH   SOLE   587,000 0 0
COGNEX CORP COM 192422103   7,373 156,500 SH   SOLE   156,500 0 0
CONFLUENT INC CLASS A COM 20717M103   11,120 500,000 SH   SOLE   500,000 0 0
COOPER COS INC COM NEW 216648402   4,359 13,180 SH   SOLE   13,180 0 0
CREDICORP LTD COM G2519Y108   46,620 343,649 SH   SOLE   343,649 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   20,848 198,000 SH   SOLE   198,000 0 0
DANAHER CORPORATION COM 235851102   744 2,800 SH   SOLE   2,800 0 0
DARLING INGREDIENTS INC COM 237266101   4,382 70,000 SH   SOLE   70,000 0 0
DATADOG INC CL A COM 23804L103   23,741 323,000 SH   SOLE   323,000 0 0
DEERE & CO COM 244199105   1,389 3,239 SH   SOLE   3,239 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   16,327 641,000 SH   SOLE   641,000 0 0
DOLLAR GEN CORP NEW COM 256677105   616 2,500 SH   SOLE   2,500 0 0
DYNATRACE INC COM NEW 268150109   6,894 180,000 SH   SOLE   180,000 0 0
LAUDER ESTEE COS INC CL A 518439104   1,221 4,920 SH   SOLE   4,920 0 0
EXPEDITORS INTL WASH INC COM 302130109   7,483 72,000 SH   SOLE   72,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   46,956 601,067 SH   SOLE   601,067 0 0
GARMIN LTD SHS H2906T109   1,266 13,710 SH   SOLE   13,710 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   174 30,000 SH   SOLE   30,000 0 0
HUBSPOT INC COM 443573100   8,385 29,000 SH   SOLE   29,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,469 5,536 SH   SOLE   5,536 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   3,084 60,000 SH   SOLE   60,000 0 0
IRON MTN INC DEL COM 46284V101   7,934 159,150 SH   SOLE   159,150 0 0
JOHNSON & JOHNSON COM 478160104   504 2,850 SH   SOLE   2,850 0 0
KEURIG DR PEPPER INC COM 49271V100   30,208 847,099 SH   SOLE   847,099 0 0
LAM RESEARCH CORP COM 512807108   207 491 SH   SOLE   491 0 0
MASTERCARD INCORPORATED CL A 57636Q104   125,550 361,055 SH   SOLE   361,055 0 0
MATTEL INC COM 577081102   5,085 285,000 SH   SOLE   285,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105   3,627 70,100 SH   SOLE   70,100 0 0
MERCADOLIBRE INC COM 58733R102   24,330 28,750 SH   SOLE   28,750 0 0
MICROSOFT CORP COM 594918104   143,798 599,607 SH   SOLE   599,607 0 0
MODERNA INC COM 60770K107   8,200 45,648 SH   SOLE   45,648 0 0
MONOLITHIC PWR SYS INC COM 609839105   2,829 8,000 SH   SOLE   8,000 0 0
NEXTERA ENERGY INC COM 65339F101   16,466 196,950 SH   SOLE   196,950 0 0
NICE LTD SPONSORED ADR 653656108   370 1,920 SH   SOLE   1,920 0 0
NIKE INC CL B 654106103   618 5,275 SH   SOLE   5,275 0 0
NVIDIA CORPORATION COM 67066G104   28,917 197,870 SH   SOLE   197,870 0 0
ORACLE CORP COM 68389X105   17,983 220,000 SH   SOLE   220,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   11,589 1,805,000 SH   SOLE   1,805,000 0 0
PALO ALTO NETWORKS INC COM 697435105   19,048 136,500 SH   SOLE   136,500 0 0
PINDUODUO INC SPONSORED ADS 722304102   12,641 155,000 SH   SOLE   155,000 0 0
PLANET LABS PBC COM CL A 72703X106   2,419 556,000 SH   SOLE   556,000 0 0
PROLOGIS INC. COM 74340W103   463 4,100 SH   SOLE   4,100 0 0
REDWIRE CORPORATION COM 75776W103   448 226,000 SH   SOLE   226,000 0 0
REPUBLIC SVCS INC COM 760759100   636 4,925 SH   SOLE   4,925 0 0
ROCKET LAB USA INC COM 773122106   2,568 681,000 SH   SOLE   681,000 0 0
SERVICENOW INC COM 81762P102   26,890 69,254 SH   SOLE   69,254 0 0
SHOPIFY INC CL A 82509L107   10,587 305,000 SH   SOLE   305,000 0 0
SNOWFLAKE INC CL A 833445109   21,689 151,100 SH   SOLE   151,100 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   6,232 22,000 SH   SOLE   22,000 0 0
SPIRE GLOBAL INC COM CL A 848560108   537 559,100 SH   SOLE   559,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   354 4,479 SH   SOLE   4,479 0 0
STERIS PLC SHS USD G8473T100   4,987 27,000 SH   SOLE   27,000 0 0
STRYKER CORPORATION COM 863667101   49,608 202,901 SH   SOLE   202,901 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   37,894 508,709 SH   SOLE   508,709 0 0
TERADYNE INC COM 880770102   265 3,030 SH   SOLE   3,030 0 0
TESLA INC COM 88160R101   19,587 159,007 SH   SOLE   159,007 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   50,828 92,297 SH   SOLE   92,297 0 0
T-MOBILE US INC COM 872590104   532 3,800 SH   SOLE   3,800 0 0
TRACTOR SUPPLY CO COM 892356106   428 1,900 SH   SOLE   1,900 0 0
THE TRADE DESK INC COM CL A 88339J105   5,380 120,000 SH   SOLE   120,000 0 0
TRIMBLE INC COM 896239100   7,616 150,630 SH   SOLE   150,630 0 0
TWILIO INC CL A 90138F102   5,352 109,300 SH   SOLE   109,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102   72,551 136,842 SH   SOLE   136,842 0 0
UNITY SOFTWARE INC COM 91332U101   5,061 177,000 SH   SOLE   177,000 0 0
VELO3D INC COMMON STOCK 92259N104   833 464,855 SH   SOLE   464,855 0 0
VERISK ANALYTICS INC COM 92345Y106   6,634 37,600 SH   SOLE   37,600 0 0
VISA INC COM CL A 92826C839   157,264 756,950 SH   SOLE   756,950 0 0
DISNEY WALT CO COM 254687106   39,981 460,175 SH   SOLE   460,175 0 0
YUM BRANDS INC COM 988498101   32,584 254,403 SH   SOLE   254,403 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   28,093 933,000 SH   SOLE   933,000 0 0
ZSCALER INC COM 98980G102   25,379 226,800 SH   SOLE   226,800 0 0